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2014
Rebecca Szper

Tableau Online FAQs

Posted by Rebecca Szper Employee May 28, 2014

This week, I want to talk about Tableau Online. We have a few published Quick Fix articles specific to Tableau Online:

 

 

And, of course, we have Tableau Online Help documentation. We also get quite a few questions about signing-up for and signing-in to Tableau Online, though, and I want to share the most common questions with you.

 

Signing-Up

 

  1. What do I do if I don't receive the email confirmation after signing up for Tableau Online?
  2. How can I re-send the Tableau Online invite email to users?
  3. How can I edit my username, display name, or other user settings?
  4. Why do I get a "Forbidden - You don't have permission to access" message when I click the activation link from the invite email?

 

1: What do I do if I don't receive the email confirmation after signing up for Tableau Online?

 

In some cases, the invite email is quarantined as spam. If the invite does not appear in your inbox, check your spam/junk folders.

 

2: How can I re-send the Tableau Online invite email to users?

 

  1. Sign in to Tableau Online as an administrator.
  2. Select Admin > Users.
  3. Delete the users you would like to resend an invite email to.
  4. Select Add, input the new user information and licensing levels, and then click OK.

 

Note: A ' . ' will appear before the names of all users who have not setup their accounts.

 

3: How can I edit my username, display name, or other user settings?


Option 1

Option 2

  1. Sign in to Tableau Online.
  2. Open your User Preferences page. For more information, see Your User Preferences Page in Tableau Help.
  3. Under Manager Your Account, click Change Password.
  4. Click Edit Account, and enter a new username.

 

4: Why do I get a "Forbidden - You don't have permission to access" message when I click the activation link from the invite email?

 

The email link that gets sent out for account activation contains a secure, unique token, and this link will only work once. Once the link is clicked and the account is activated, you will need to sign in from: https://online.tableausoftware.com.


Signing-In

 

  1. When I try to sign-in, I get an Invalid Username or Password error, even though I'm using the correct username and password.
  2. When I select Remember me, why doesn't Tableau Online remember my password?
  3. When I want to publish to Tableau Online or view dashboards published to Tableau Online on the Tableau Mobile App, what server name should I use?
  4. How can I check the maintenance status of Tableau Online?
  5. Why can't I access Tableau Online when signed-in to my VPN?

 

1: When I try to sign-in, I get an Invalid Username or Password error, even though I'm using the correct username and password.

 

Tableau Online requires First-party Cookies to be enabled.

 

  1. In Internet Explorer, go to Tools > Internet Options.
  2. Click the Privacy tab, and then click Advanced.
  3. Select Override automatic cookie handling.
  4. Underneath First-party Cookies, select Accept, and then click OK twice.

 

2: When I select Remember me, why doesn't Tableau Online remember my password?

 

The Remember me option will remember your username, but for security reasons, you are required to enter you password for each Tableau Online session.

 

3: When I want to publish to Tableau Online or view dashboards published to Tableau Online on the Tableau Mobile App, what server name should I use?

 

The server name for Tableau Online is https://online.tableausoftware.com.

 

4: How can I check the maintenance status of Tableau Online?

 

The Tableau Online Server Status webpage provides the current maintenance status and information about planned maintenance.

 

5: Why can't I access Tableau Online when signed-in to my VPN?

 

Work with your IT department to ensure that the VPN connection is not blocking the Tableau Online Server (online.tableausoftware.com).

Last week, we published fifteen new Quick Fix articles:

 

 

We get a lot of feedback about our Creating a Stacked Bar Chart Using Multiple Measures article. This article has the highest number of Yes and No votes from the "Did this article resolve the issue?" article survey. The challenge with this article is that the structure of the data impacts the outcome of the steps. We originally created the sample workbook attached to the article with a small sample data set. The steps worked with that data set, but I recently received a comment from a customer saying that the steps don't work. I decided to investigate by testing the same steps against Tableau's Superstore sample data.

 

Using Tableau's Superstore sample data, I found that I needed to add one more step to Option 1. After completing steps 1-4, I needed to choose Bar as the mark type. I've added this step to the article and attached a new sample workbook that uses Superstore sample data.

 

StackedBars-Step5.png

 

Following steps 1-5 in Option 1, I was able to make a stacked bar chart with a dimension on the x-axis. But...

results may vary depending on the structure of your data.

 

If you ever come across a Quick Fix article where the issue or question matches your issue, but the solution in the article does not resolve your issue, be sure to file a support case. Because the Quick Fix articles are designed to provide targeted answers to targeted questions, they don't always cover every possible environment, root cause, or solution. For more information about opening a support case, see the Tableau Support FAQ.

Rebecca Szper

Quick Fix Updates

Posted by Rebecca Szper Employee May 13, 2014

In addition to the list of new articles and updates, this week in Quick Fix News I want to talk about a common question we get in Support: What is the "Tableau Software" user on Tableau Server, and can it be removed? This question has been asked often enough that we worked with our stellar documentation team to include the answer in Tableau Help. To learn more about the "Tableau Software" user account, see the Users page in Tableau Help.

 

And now for our regularly scheduled programming...

 

Quick Fix articles published last week:

 

 

Quick Fix articles updated based on customer feedback:

 

 

I want to thank everyone who left feedback on our articles. I love reading your comments, and incorporating your feedback into existing articles will help other customers be successful in the future.

Rebecca Szper

New in Quick Fix

Posted by Rebecca Szper Employee May 6, 2014

This week in Quick Fix news, we have twelve new articles to share:

 

 

One secret about Quick Fix articles is that not all internal articles become Quick Fix articles - some get folded into our Online Help documentation. For example, the process outlined in Configure a Backup Primary recently changed based on support cases submitted by customers.

 

Finally, you can leave feedback on our articles via the survey at the bottom of the article:

QuickFixSurvey.png

If the article did not resolve your issue, leave a comment explaining how the article could be improved. We are reviewing these comments in order to incorporate your feedback, and I will use this blog to keep you up-to-date with our changes.