> For the complete documentation index, see [llms.txt](https://guides.tability.io/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://guides.tability.io/docs/become-a-tability-power-user/integrations/tableau.md).

# Tableau

You can connect Tability to Tableau to automatically pull data for your check-ins without having to switch context.

Once you add Tableau as a data source for an outcome/Key Result, Tability can:

* Pull the most recent value of the metric when you open the check-in form.
* Automatically sync your metric while the plan is active (Premium subscription only).

{% hint style="info" %}
Available on Plus and Premium subscriptions
{% endhint %}

## How to enable the integration

### **Step 1. Upgrade to the Plus or Premium subscription**

You'll need to have a *Plus subscription* to use Tableau as a data source and automatically pull the metric value in the UI for your check-ins.

You'll need to have a *Premium subscription* to enable the sync.

### Step 2. Connect your Tableau account to Tability

1. Go to **Workspace Settings > Integrations**
2. Click on the button **Connect to Tableau**
3. Follow the steps to connect your Tableau account to Tability

You will need the following:

* **Tableau site URL:** copy the URL of the homepage of your Tableau workspace
* **Personal access token:** follow [these instructions](https://help.tableau.com/current/pro/desktop/en-us/useracct.htm#create-a-personal-access-token) to get your personal access token

## How to add a data source to an outcome/key result

Once Tableau is connected, you will be able to use it as a data source for your outcomes/KRs.

### **Step 1. Open up your edit panel of your outcome/KR**

![](/files/DNmMRUeu4l5wgOzggwys)

Click on "Edit" to open up the Edit panel of any outcome/KR in your workspace.

### **Step 2. Select Tableau as a data source**

<figure><img src="/files/yLwjwFTAOeXKGHtIB9sI" alt=""><figcaption></figcaption></figure>

Go to the **Data source** tab and select Tableau.

### **Step 3. Configure your data source**

Use the Tableau selector to get the right data from Tableau.

<figure><img src="/files/bggM7TcqdoV4lhJBpPfR" alt=""><figcaption></figcaption></figure>

### **Step 4. Save your connection**

Click on "Save & preview" to complete the connection.

You can now toggle the option to Enable auto-sync of your metric if you're on a Premium subscription.

Tability will retrieve the value of your metric from Tableau every other day, and will create a check-in on behalf of the owner of the outcome/KR.

The first data sync should happen within 1h of enabling this option.

## How to use the data source in your check-ins

![](/files/DnjKVO7ZFxR1BvVreGdr)

It's all automatic! Once an outcome/KR is connected to a data source, Tability will automatically pull the current value whenever you open up the check-in modal.
