Excel Add-In for Tableau CRM Analytics

Build 23.0.8839

Connection Properties

The connection properties are the various options that can be used to establish a connection. This section provides a complete list of the options you can configure in the connection settings for this provider. Click the links for further details.

For more information on establishing a connection, see Establishing a Connection.

Authentication


PropertyDescription
AuthSchemeThe type of authentication to use when connecting to Tableau CRM.
InstanceURLThe URL of the Salesforce instance you want to use.
SubdomainThe instance of the Tableau CRM API used.
UseSandboxA boolean determining if the connection should be made to a Tableau CRM sandbox account.

Connection


PropertyDescription
ApiVersionThe API version being used. This can be specified to access a new version of the API once it is released.

OAuth


PropertyDescription
OAuthClientIdThe client Id assigned when you register your application with an OAuth authorization server.
OAuthClientSecretThe client secret assigned when you register your application with an OAuth authorization server.
CallbackURLThe OAuth callback URL to return to when authenticating. This value must match the callback URL you specify in your app settings.

JWT OAuth


PropertyDescription
OAuthJWTCertThe JWT Certificate store.
OAuthJWTCertTypeThe type of key store containing the JWT Certificate.
OAuthJWTCertPasswordThe password for the OAuth JWT certificate.
OAuthJWTCertSubjectThe subject of the OAuth JWT certificate.
OAuthJWTIssuerThe issuer of the Java Web Token.
OAuthJWTSubjectThe user subject for which the application is requesting delegated access.

SSL


PropertyDescription
SSLServerCertThe certificate to be accepted from the server when connecting using TLS/SSL.

Firewall


PropertyDescription
FirewallTypeThe protocol used by a proxy-based firewall.
FirewallServerThe name or IP address of a proxy-based firewall.
FirewallPortThe TCP port for a proxy-based firewall.
FirewallUserThe user name to use to authenticate with a proxy-based firewall.
FirewallPasswordA password used to authenticate to a proxy-based firewall.

Proxy


PropertyDescription
ProxyAutoDetectThis indicates whether to use the system proxy settings or not.
ProxyServerThe hostname or IP address of a proxy to route HTTP traffic through.
ProxyPortThe TCP port the ProxyServer proxy is running on.
ProxyAuthSchemeThe authentication type to use to authenticate to the ProxyServer proxy.
ProxyUserA user name to be used to authenticate to the ProxyServer proxy.
ProxyPasswordA password to be used to authenticate to the ProxyServer proxy.
ProxySSLTypeThe SSL type to use when connecting to the ProxyServer proxy.
ProxyExceptionsA semicolon separated list of destination hostnames or IPs that are exempt from connecting through the ProxyServer .

Logging


PropertyDescription
LogfileA filepath which designates the name and location of the log file.
VerbosityThe verbosity level that determines the amount of detail included in the log file.
LogModulesCore modules to be included in the log file.
MaxLogFileSizeA string specifying the maximum size in bytes for a log file (for example, 10 MB).
MaxLogFileCountA string specifying the maximum file count of log files.

Schema


PropertyDescription
LocationA path to the directory that contains the schema files defining tables, views, and stored procedures.
BrowsableSchemasThis property restricts the schemas reported to a subset of the available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC.
TablesThis property restricts the tables reported to a subset of the available tables. For example, Tables=TableA,TableB,TableC.
ViewsRestricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC.
MetadataFilesLocationThe location of the metadata files. Set this to the path of the folder where your metadata files are stored, or the specific path of your file.
TypeDetectionSchemeDetermines how to determine the data types of columns.
RowScanDepthThe maximum number of rows to scan to look for the columns available in a table.
PrimaryKeyIdentifierSet this property to control the name of the primary key.

Caching


PropertyDescription
AutoCacheAutomatically caches the results of SELECT queries into a cache database specified by either CacheLocation or both of CacheConnection and CacheProvider .
CacheProviderThe name of the provider to be used to cache data.
CacheConnectionThe connection string for the cache database. This property is always used in conjunction with CacheProvider . Setting both properties will override the value set for CacheLocation for caching data.
CacheLocationSpecifies the path to the cache when caching to a file.
CacheToleranceThe tolerance for stale data in the cache specified in seconds when using AutoCache .
OfflineUse offline mode to get the data from the cache instead of the live source.
CacheMetadataThis property determines whether or not to cache the table metadata to a file store.

Miscellaneous


PropertyDescription
AsyncBulkOperationA boolean indicating if you would like to use asynchronous services when inserting, updating, and deleting.
HandleAPINullIssuesA boolean indicating if the provider should handle known issues with Tableau CRM nulls.
MaxRowsLimits the number of rows returned when no aggregation or GROUP BY is used in the query. This takes precedence over LIMIT clauses.
OtherThese hidden properties are used only in specific use cases.
PagesizeThe maximum number of results to return per page from Tableau CRM.
QueryPassthroughThis option passes the query to the Tableau CRM server as is.
ReadonlyYou can use this property to enforce read-only access to Tableau CRM from the provider.
TimeoutThe value in seconds until the timeout error is thrown, canceling the operation.
UseDisplayNamesBoolean determining if the display names for the columns should be used instead of the API names.
UserDefinedViewsA filepath pointing to the JSON configuration file containing your custom views.
UseSimpleNamesBoolean determining if simple names should be used for tables and columns.

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Build 23.0.8839