Badger Data - Adding Credentials to Tableau Server

Workbooks connected to Snowflake and uploaded to Tableau Server require you to embed your credentials on the server itself. This document will go over the procedure for creating credentials on the server for your uploaded workbooks to utilize.

  1. Log into https://tableau.wisconsin.edu/

  2. In the upper right corner, click your initials and click My Account Settings.

    tableau account settings

  3. Navigate to Saved Credentials for Data Sources and click Add next to Snowflake.

    tableau saved credentials

  4. Enter the authentication details and click Add.

    • Server: laa66896.us-east-1.snowflakecomputing.com

    • Role: <Leave blank>

    tableau snowflake settings

  5. A pop-up window will open, prompting you to log into Snowflake. Click Log in using ADFSSingleSignOn.

    snowflake login

  6. Click Allow.

    snowflake oauth permission

Keywords:
badger data tableau server credentials oauth workbook snowflake uploaded upload connect 
Doc ID:
122008
Owned by:
Noah L. in Data KB
Created:
2022-10-20
Updated:
2024-05-01
Sites:
Data, Academic Planning & Institutional Research