tableau-api-client 1.0.2

Python client for Tableau Server REST API

Tableau API Client

A comprehensive Python client library for the Tableau Server REST API, providing easy-to-use interfaces for managing Tableau Server resources programmatically.

Features

• Complete API Coverage: Support for all major Tableau Server REST API endpoints
• Type Safety: Full type hints and auto-generated models from Tableau's API specification
• Authentication Management: Username/password and Personal Access Token (PAT) authentication
• Version Compatibility: Support for multiple Tableau API versions
• Pagination Support: Built-in pagination handling for large result sets
• Error Handling: Comprehensive exception handling with detailed error messages
• Content Management: Query, filter, and manage workbooks, data sources, projects, users, and more
• Tagging System: Add, remove, and manage tags on content
• Modular Design: Organized client modules for different API domains

Installation

pip install tableau-api-client

Quick Start

Basic Authentication and Querying

from tableau_api_client import TableauApiClient

# Initialize the client
client = TableauApiClient(
    tableau_base_uri='https://your-tableau-server.com',
    api_version='3.19'
)

# Sign in with username/password
session = client.authentication.sign_in(
    user_name='your_username',
    password='your_password',
    site_content_url='your_site'  # Use '' for default site with basic configuration
)

# List all projects with pagination
all_projects = []
page_number = 1

while True:
    pagination, projects = client.projects.query_projects(
        session=session,
        page_size=100,
        page_number=page_number
    )
    
    if not projects:
        break
        
    all_projects.extend(projects)
    
    # Check if we've reached the end
    if len(projects) < 100:
        break
        
    page_number += 1

for project in all_projects:
    print(f"Project: {project.name} (ID: {project.id})")

# Sign out
client.authentication.sign_out(session)

Personal Access Token Authentication

# Sign in with PAT (recommended for automation)
session = client.authentication.sign_in_with_pat(
    token_name='your_pat_name',
    token='your_pat_token',
    site_content_url='your_site'
)

API Modules

The client is organized into logical modules:

• authentication: Sign in/out, manage sessions and tokens
• projects: Project operations and management
• workbooks_views: Workbook and view management
• datasources: Data source management
• users_groups: User and group management
• sites: Site administration
• permissions: Permission management
• publishing: Publish workbooks and data sources
• jobs_tasks_schedules: Background jobs and schedules
• server: Server information and settings
• subscriptions: Manage subscriptions
• favorites: Manage favorites
• flows: Tableau flows
• revisions: Content revisions

Working with Content

Querying Workbooks

# Get all workbooks with pagination
all_workbooks = []
page_number = 1

while True:
    pagination, workbooks = client.workbooks_views.query_workbooks_for_site(
        session=session,
        page_size=50,
        page_number=page_number
    )
    
    if not workbooks:
        break
        
    all_workbooks.extend(workbooks)
    
    if len(workbooks) < 50:  # Last page
        break
        
    page_number += 1

# Display workbook information
for workbook in all_workbooks:
    print(f"Workbook: {workbook.name}")
    print(f"  Project: {workbook.project.name}")
    print(f"  Owner: {workbook.owner.name}")
    print(f"  Created: {workbook.created_at}")
    print(f"  Size: {workbook.size}")

Querying Data Sources

# Get all data sources with pagination
pagination, datasources = client.datasources.query_data_sources(
    session=session,
    page_size=100,
    sort_expression="name:asc"  # Sort by name
)

for datasource in datasources:
    print(f"Data Source: {datasource.name}")
    print(f"  Type: {datasource.type_value}")
    print(f"  Project: {datasource.project.name}")
    print(f"  Certified: {getattr(datasource, 'is_certified', False)}")

Getting Detailed Information

# Get detailed workbook information
detailed_workbook = client.workbooks_views.query_workbook(
    session=session,
    workbook_id=workbook_id
)

print(f"Workbook: {detailed_workbook.name}")
print(f"Description: {detailed_workbook.description}")
print(f"Show Tabs: {detailed_workbook.show_tabs}")

# List views in the workbook
if detailed_workbook.views and detailed_workbook.views.view:
    print("Views:")
    for view in detailed_workbook.views.view:
        print(f"  - {view.name} (ID: {view.id})")

Content Tagging

# Add tags to a workbook
test_tags = ["production", "financial-data", "automated-refresh"]

added_tags = client.workbooks_views.add_tags_to_workbook(
    session=session,
    workbook_id=workbook_id,
    tags_to_add=test_tags
)

print(f"Added {len(added_tags)} tags:")
for tag in added_tags:
    print(f"  - {tag.label}")

# Add tags to a data source
datasource_tags = ["raw-data", "daily-refresh"]

added_ds_tags = client.datasources.add_tags_to_data_source(
    session=session,
    datasource_id=datasource_id,
    tags_to_add=datasource_tags
)

# Remove tags
client.workbooks_views.delete_tag_from_workbook(
    session=session,
    workbook_id=workbook_id,
    tag_name="production"
)

Filtering and Sorting

# Filter workbooks by name
pagination, filtered_workbooks = client.workbooks_views.query_workbooks_for_site(
    session=session,
    filter_expression="name:eq:Sales Dashboard",
    page_size=10
)

# Sort data sources by creation date
pagination, sorted_datasources = client.datasources.query_data_sources(
    session=session,
    sort_expression="createdAt:desc",
    page_size=20
)

Advanced Usage

Custom Configuration

from tableau_api_client import TableauApiClient
import logging
from datetime import timedelta

# Configure logging
logging.basicConfig(level=logging.DEBUG)
logger = logging.getLogger('tableau_client')

# Initialize with custom settings
client = TableauApiClient(
    tableau_base_uri='https://your-server.com',
    api_version='3.19',
    logger=logger,
    timeout=timedelta(minutes=10),
    ignore_ssl_errors=False  # Set to True for self-signed certificates
)

Error Handling

from tableau_api_client.exceptions import (
    TableauRequestException,
    TableauApiVersionException,
    TableauOnlineNotSupportedException
)

try:
    session = client.authentication.sign_in(username, password, site_name)
    
    # Perform operations
    pagination, projects = client.projects.query_projects(session)
    
except TableauRequestException as e:
    print(f"Request failed: {e.message}")
    print(f"Status code: {e.status_code}")
    if e.has_details:
        print(f"Error details: {e.details}")
        
except TableauApiVersionException as e:
    print(f"API version too low: {e.message}")
    print(f"Required: {e.version_required}, Current: {e.current_version}")
    
except TableauOnlineNotSupportedException as e:
    print(f"Feature not available in Tableau Online: {e.message}")

Publishing Content

# Publishing a workbook
with open('my_workbook.twbx', 'rb') as workbook_file:
    published_workbook = client.publishing.publish_workbook(
        session=session,
        project_id='project-id',
        workbook_name='My Workbook',
        file_upload=workbook_file,
        overwrite=True
    )

# Publishing a data source
with open('my_datasource.tdsx', 'rb') as datasource_file:
    published_ds = client.publishing.publish_datasource(
        session=session,
        project_id='project-id',
        datasource_name='My Data Source',
        file_upload=datasource_file
    )

API Version Compatibility

The client automatically handles version compatibility and will raise TableauApiVersionException if you try to use a feature that requires a newer API version than configured.

try:
    # This method might require API version 3.0+
    result = client.some_advanced_feature(session)
except TableauApiVersionException as e:
    print(f"Upgrade to API version {e.version_required} to use this feature")
    print(f"Current version: {e.current_version}")

Supported Tableau Versions

• Tableau Server 2018.1 and later
• Tableau Online (Cloud)
• API versions

Requirements

• Python 3.7+
• requests >= 2.28.0
• xsdata[lxml] >= 23.8
• typing-extensions >= 4.0.0
• urllib3 >= 2.5.0

License

This project is licensed under the MIT License - see the LICENSE file for details.

Support

• GitHub Issues
• Tableau REST API Documentation