Skip to main content

Open Tableau Desktop

Tableau Desktop can be accessed in the Analytics Environment by users with the Data Analyst persona.

Tip

Users with the Data Scientist persona can access Tableau Explorer from the Reports menu in Customer Profiles for Data Collaboration.

Procedure. To open Tableau Desktop:
  1. In the left navigation bar, click Safe Haven and then click Analytics Environment.

    S_LSH-DS_Lab_menu-selection.png

    The Analytics Environment opens and displays icons that can be used to access the applications.

    S_LSH-Open_the_Analytics_Environment-main_screen.jpg
  2. Click the Tableau icon to download the executable Citrix connection file.

    Analytics_Environment_Tableau_icon.jpg
  3. Open the Citrix connection file (usually by double-clicking it).

  4. If this is your first time using Tableau Desktop or you haven’t logged in for an extended period of time, you’ll need to activate it by doing the following:

    Note

    • This step outlines the process to activate Tableau Desktop in Analytics Environment (Citrix VM) using Login-Based License Management (LBLM). Traditional product keys are not used. Instead, activation is tied directly to your user account and persona.

    • You must have the Safe Haven Data Analyst persona to activate Tableau Desktop.

    1. In the Tableau registration window, click Activate Tableau and fill in any registration information if required.

      tableau-activate-01-09232026.png
    2. In the Activate Tableau window, select Activate by signing in to a server.

      Warning

      Do not select “Activate with a product key”.

      tableau-activate-by-server-01-09232026.png
    3. In the Tableau Server Sign In window, enter the server URL provided by your administrator, and then click Connect.

      tableau-activate-by-server-url-01-09232026.png
    4. On the LiveRamp Sign In page, enter the email address associated with your Safe Haven account, and then follow the prompts to sign in with LiveRamp single sign-on (SSO).

      tableau-liveramp-sign-in-01-09232026.png
    5. When the activation confirmation appears, click Continue.

      tableau-activate-success-01-09232026.png

      After Tableau Desktop opens, continue with the below steps to connect to Google BigQuery.

  5. Click More… in the left panel to expand the menu, and then select Google BigQuery.

    Analytics_Environment_Tableau_selecting_BigQuery.jpg
  6. Click Sign in using OAuth.

    LSH-AE-Tableau_Desktop-Authentication.png
  7. Sign in to Google by entering the account email address:

    Note

    Within the Analytics Environment, a Google account is created for a data analyst to access BigQuery. Although users are automatically logged into BigQuery with this account, you may need to enter the account email address when using Tableau Desktop. The account name can be found by logging into BigQuery within the Analytics Environment and then clicking on the person icon in the top right-hand corner of the GCP console.

    1. Enter your email address and click Next.

      LSH_AE-Open_Tableau_Desktop-Google_signin.jpg
    2. Click Allow to give Google access to your Google account.

      Analytics_Environment_Tableau_giving_Google_access.jpg
    3. Close the authentication window that opened after the previous step.

      LSH_AE-Open_Tableau_Desktop-authentication_window.jpg

Tableau connects with BigQuery, and a Tableau book window opens.

Analytics_Environment_Tableau_BigQuery_workbook.jpg