1. Home
  2. Docs
  3. Integrations

Integrations

To add a Tableau Report or a Google Drive Report to your Axxio Portal you first need to add the relevant Integrations. To do this you should follow the steps below:

  • Go to Settings tab from the top menu.
  • Choose either Tableau or Google Drive, depending on what instance you are adding.

For Tableau Instance:

  • Click on Tableau Integration to get a pop-window to add a Tableau instance.
  • Click on Add a Tableau Instance to get a from to fill in.
  • Give your instance a name that is instructive, for example <My organisation’s name> Tableau Server. When adding a report you would need to know from which Tableau Instance you are creating it, so ensure that you name the instance something obvious for the end-user
  • Select your instance Type. Here you have three options: Tableau Server, Tableau Online and Axxio Tableau Server. Select one of the first two, depending on where you are hosting your Tableau reports and the latter only if you are using Axxio Tableau server.
  • If you select Tableau Online:
    • Choose your Authentication method out of Local and SAML.
    • Choose your Tableau Online Subdomain (you can find this in the url of your Tableau Online)
    • Specify the Site name. If you don’t have any sites or if you are using the default one, place “#” in that field.
    • If you want to save Admin Credentials turn on this option and enter the credentials.
  • If you select Tableau Server:
    • Choose your authentication method out of Local, Trusted Authentication and SAML.
    • Enter the URL of Tableau Server as you access it.
    • Specify the Site name. If you don’t have any sites or if you are using the default one, place “#” in that field.
    • If you want to save Admin Credentials turn on this option and enter the credentials.
  • Click on Update Settings to save the Instance or if you want to add another instance click on Add a Tableau Instance. Note: If you accidentally, clicked Add a Tableau Instance, go to the right hand side and click the – sign to remove it.

For Google Drive Instance:

  • Click Google Drive icon to get a pop-window to add a Google Drive instance.
  • Give and instructive name for your Google Team Drive Instance
  • Enter your Google Team Drive ID. This is the ID that appears in the URL when you log into your Drive.
  • Click on Update Settings to save the Instance or if you want to add another instance click on Add a Google Drive Instance. Note: If you accidentally clicked Add a Google Drive Instance, go to the right hand side and click the – sign to remove it.