Analytics & Business Intelligence
How to Use Claude with Tableau
Create intelligent dashboards and reports with Claude
Integration Overview
Connect Tableau to Claude Cowork to analyze dashboards, generate insights, and automate report creation from your data visualizations.
What You Can Do
Connect Claude Cowork to Tableau to unlock these workflows:
Analyze dashboard data
Have Claude dive deep into your Tableau data and generate business insights.
Generate executive reports
Automatically create narrative-driven reports from your Tableau dashboards.
Explain data anomalies
Use Claude to identify and explain unusual data patterns and spikes.
Create data descriptions
Generate documentation and descriptions for your Tableau metrics and dimensions.
Setup Guide
- 1 Install the Tableau connector plugin
- 2 Create a Tableau Server or Cloud API token
- 3 Configure Claude Cowork with your Tableau instance
- 4 Grant access to specific workbooks and data sources
Plugins With Tableau Support
These plugins leverage the Tableau integration:
Data
Query, visualize, and turn datasets into clear stories
Finance
Streamline accounting workflows from journal entries to audit prep
Enterprise Search
Find anything across all your company's tools in one query
Frequently Asked Questions
Can Claude query Tableau dashboards?
Yes, Claude can access dashboard data, filters, and calculated fields.
Does Claude understand my custom metrics?
Claude analyzes your data definitions and generates insights based on your business logic.
Can Claude create Tableau views?
Claude can generate summaries and insights. Tableau view creation requires Tableau directly.