About the Connector
We have built a new Tableau connector using Tableau’s Web Data Connector 3.0. This Tableau Connector v2 will eventually replace our existing Tableau connector v1 when Tableau stops supporting WDC 2.0.
Our Tableau Connector v1 will be deprecated and removed from Tableau at the end of 2025.
Note: This connector does NOT work with Tableau Cloud/Online
Migration Steps
2. Install the Connector for Tableau Desktop
Move the downloaded funnel .taco file into the folder below (if the folder does not exist, create it):
Windows: C:\Program Files\Tableau\Connectors
macOS: Documents/My Tableau Repository/Connectors
Delete any older versions of the connector from the "Connectors" folder
Restart Tableau Desktop
You should now be able to find the connector Funnel by Funnel under "Connect to a Server" in Tableau Desktop
3. Install the Connector for Tableau Server
The following steps need to be done by the Tableau Server Administrator.
Move the downloaded funnel .taco file into the folder below (if the folder does not exist, create it):
Windows: C:\Program Files\Tableau\Connectors
Linux: /opt/tableau/connectors
Contact Funnel support and give us the following information:
Your Tableau Server URL
Funnel will create the following information that you will need when running the tsm commands below:
client_id
client_secret
Run the commands:
> tsm configuration set -k oauth.config.clients -v "[{\"oauth.config.id\":\"funnel\", \"oauth.config.client_id\":\"<client_id>\", \"oauth.config.client_secret\":\"<client_secret>\", \"oauth.config.redirect_uri\":\"<tableau_server_url>/auth/add_oauth_token\"}]" --force-keys
> tsm pending-changes apply
Login to Tableau Server UI and Click "My Account Settings" and go to the section called "Saved Credentials for Data Sources". Find the connector called "Funnel by Funnel" and press "Add". Sign in with your credentials.
Open Tableau Desktop and when publishing a new Workbook. Under Data Source press "Edit" and set "Publish Type" to "Embedded in Workbook" and "Authentication" to "Embed <your_user_name>".
4. Replace Data Source in a Workbook
Open the workbook
Select Data > New Data Source and connect using the Tableau Connector v2 (called “Funnel by Funnel” in Tableau)
Go to the sheet tab and select Data > Replace Data Source
Done!
Tableau help article with more detailed information.
5. Replace Data Source in a Published Workbook
Open the published workbook
Follow the steps above for replacing the data source in the workbook
Publish the workbook and overwrite the workbook that was already published
Done!
FAQ
Does this connector version support Tableau Cloud / Online?
Does this connector version support Tableau Cloud / Online?
At the moment there is no support for connectors built with the Web Data Connector 3.0 SDK from Tableau.
How do I setup a scheduled refresh in Tableau Server?
How do I setup a scheduled refresh in Tableau Server?
Follow the guide above to setup the connector in Tableau Server
Note: during the publishing step there is a choice to set a schedule for extract refreshes and there is also a possibility to embed credentials for the data source.
In the Tableau Server UI, find your report, try to run a refresh of the extract manually.
Select the schedule, choose Actions and refresh now.
If the refresh fails, find the data source and edit the connection, Add a Funnel by Funnel Account.
Try the manual extract again. If the refresh was successful move on to the next point.
More information about Extract Refresh Schedules can be found in Tableau Help.
Additional resources
If you want to connect using Tableau Connector v1, follow the steps outlined in this article.
Tableau help article on how to setup a connector built on Web Data Connector 3.0 SDK.
Tableau help article with more detailed information on how to replace a Data Source in a Workbook.