User Guide

Before You Start

After the Zendesk Administrator installs Tableau Connector for Zendesk on the instance, each user must authorize the app with OAuth by selecting Connect Tableau Connector for Zendesk application.

Connection will be completed automatically. You will be redirected to the Tableau Connector page, and after this you can start using the app.

How to Export Data from Zendesk to Tableau

1. Create Export Password

An export password is a security credential used to authorize and authenticate your connection to Tableau. It ensures that your data exports are secure and accessible only to authorized users.

You can create your password by accessing Export password in Power BI Connector for Zendesk.

2. Create Data Source

Now you need to create a data source for data you want to export from your Zendesk to your Tableau. You can do it by accessing the Connectors page inside the Tableau Connector for Zendesk.

You have to name your data source, adjust sharing settings, and filter the tables you’d like to be in your data source.

3. Export Data into Tableau

After creating an access token and creating a data source, you can easily export your data into Tableau. Being on the Connectors page, select Copy link. Launch your Tableau, authorize, connect, and start working with your data.

How to Uninstall Tableau Connector for Zendesk

The Zendesk Administrator can uninstall the Tableau Connector for Zendesk from the instance. However, regular users can also uninstall the app if needed. This action will disconnect the app from your account and revoke your OAuth token. All data sources will remain intact and will not be deleted.

1. Being signed in to your Zendesk account, select Tableau Connector by Alpha Serve.

2. Select Disconnect, and then select Disconnect the Connector.

3. Select Disconnect.