Tutorial: Azure Active Directory integration with Tableau Online

In this tutorial, you learn how to integrate Tableau Online with Azure Active Directory (Azure AD).

Integrating Tableau Online with Azure AD provides you with the following benefits:

  • You can control in Azure AD who has access to Tableau Online
  • You can enable your users to automatically get signed-on to Tableau Online (Single Sign-On) with their Azure AD accounts
  • You can manage your accounts in one central location - the Azure portal

If you want to know more details about SaaS app integration with Azure AD, see what is application access and single sign-on with Azure Active Directory.

Prerequisites

To configure Azure AD integration with Tableau Online, you need the following items:

  • An Azure AD subscription
  • A Tableau Online single sign-on enabled subscription

Note

To test the steps in this tutorial, we do not recommend using a production environment.

To test the steps in this tutorial, you should follow these recommendations:

  • Do not use your production environment, unless it is necessary.
  • If you don't have an Azure AD trial environment, you can get a one-month trial here.

Scenario description

In this tutorial, you test Azure AD single sign-on in a test environment. The scenario outlined in this tutorial consists of two main building blocks:

  1. Adding Tableau Online from the gallery
  2. Configuring and testing Azure AD single sign-on

To configure the integration of Tableau Online into Azure AD, you need to add Tableau Online from the gallery to your list of managed SaaS apps.

To add Tableau Online from the gallery, perform the following steps:

  1. In the Azure portal, on the left navigation panel, click Azure Active Directory icon.

    Active Directory

  2. Navigate to Enterprise applications. Then go to All applications.

    Applications

  3. To add new application, click New application button on the top of dialog.

    Applications

  4. In the search box, type Tableau Online.

    Creating an Azure AD test user

  5. In the results panel, select Tableau Online, and then click Add button to add the application.

    Creating an Azure AD test user

Configuring and testing Azure AD single sign-on

In this section, you configure and test Azure AD single sign-on with Tableau Online based on a test user called "Britta Simon."

For single sign-on to work, Azure AD needs to know what the counterpart user in Tableau Online is to a user in Azure AD. In other words, a link relationship between an Azure AD user and the related user in Tableau Online needs to be established.

In Tableau Online, assign the value of the user name in Azure AD as the value of the Username to establish the link relationship.

To configure and test Azure AD single sign-on with Tableau Online, you need to complete the following building blocks:

  1. Configuring Azure AD Single Sign-On - to enable your users to use this feature.
  2. Creating an Azure AD test user - to test Azure AD single sign-on with Britta Simon.
  3. Creating a Tableau Online test user - to have a counterpart of Britta Simon in Tableau Online that is linked to the Azure AD representation of user.
  4. Assigning the Azure AD test user - to enable Britta Simon to use Azure AD single sign-on.
  5. Testing Single Sign-On - to verify whether the configuration works.

Configuring Azure AD single sign-on

In this section, you enable Azure AD single sign-on in the Azure portal and configure single sign-on in your Tableau Online application.

To configure Azure AD single sign-on with Tableau Online, perform the following steps:

  1. In the Azure portal, on the Tableau Online application integration page, click Single sign-on.

    Configure Single Sign-On

  2. On the Single sign-on dialog, select Mode as SAML-based Sign-on to enable single sign-on.

    Configure Single Sign-On

  3. On the Tableau Online Domain and URLs section, perform the following steps:

    Configure Single Sign-On

    a. In the Sign-on URL textbox, type the URL: https://sso.online.tableau.com

    b. In the Identifier textbox, type the URL: https://sso.online.tableau.com/public/sp/metadata?alias=<entityid>

  4. On the SAML Signing Certificate section, click Metadata XML and then save the metadata file on your computer.

    Configure Single Sign-On

  5. Click Save button.

    Configure Single Sign-On

  6. In a different browser window, sign-on to your Tableau Online application. Go to Settings and then Authentication.

    Configure Single Sign-On

  7. To enable SAML, Under Authentication Types section. Check the Single sign-on with SAML checkbox.

    Configure Single Sign-On

  8. Scroll down until Import metadata file into Tableau Online section. Click Browse and import the metadata file you have downloaded from Azure AD. Then, click Apply.

    Configure Single Sign-On

  9. In the Match assertions section, insert the corresponding Identity Provider assertion name for email address, first name, and last name. To get this information from Azure AD:

    a. In the Azure portal, go on the Tableau Online application integration page.

    b. In the attributes section, Select the "view and edit all other user attributes" checkbox.

    Configure Single Sign-On

    c. Copy the namespace value for these attributes: givenname, email and surname by using the following steps:

    Azure AD Single Sign-On

    d. Click user.givenname value

    e. Copy the value from the namespace textbox.

    Configure Single Sign-On

    f. To copy the namesapce values for the email and surname follow the preceding steps.

    g. Switch to the Tableau Online application, then set the Tableau Online Attributes section as follows:

    • Email: mail or userprincipalname
    • First name: givenname
    • Last name: surname

    Configure Single Sign-On

Creating an Azure AD test user

The objective of this section is to create a test user in the Azure portal called Britta Simon.

Create Azure AD User

To create a test user in Azure AD, perform the following steps:

  1. In the Azure portal, on the left navigation pane, click Azure Active Directory icon.

    Creating an Azure AD test user

  2. To display the list of users, go to Users and groups and click All users.

    Creating an Azure AD test user

  3. To open the User dialog, click Add on the top of the dialog.

    Creating an Azure AD test user

  4. On the User dialog page, perform the following steps:

    Creating an Azure AD test user

    a. In the Name textbox, type BrittaSimon.

    b. In the User name textbox, type the email address of BrittaSimon.

    c. Select Show Password and write down the value of the Password.

    d. Click Create.

Creating a Tableau Online test user

In this section, you create a user called Britta Simon in Tableau Online.

  1. On Tableau Online, click Settings and then Authentication section. Scroll down to Select Users section. Click Add Users and then Enter Email Addresses.

    Creating an Azure AD test user

  2. Select Add users for single sign-on (SSO) authentication. In the Enter Email Addresses textbox add britta.simon@contoso.com

    Creating an Azure AD test user

  3. Click Create.

Assigning the Azure AD test user

In this section, you enable Britta Simon to use Azure single sign-on by granting access to Tableau Online.

Assign User

To assign Britta Simon to Tableau Online, perform the following steps:

  1. In the Azure portal, open the applications view, and then navigate to the directory view and go to Enterprise applications then click All applications.

    Assign User

  2. In the applications list, select Tableau Online.

    Configure Single Sign-On

  3. In the menu on the left, click Users and groups.

    Assign User

  4. Click Add button. Then select Users and groups on Add Assignment dialog.

    Assign User

  5. On Users and groups dialog, select Britta Simon in the Users list.

  6. Click Select button on Users and groups dialog.

  7. Click Assign button on Add Assignment dialog.

Testing single sign-on

The objective of this section is to test your Azure AD SSO configuration using the Access Panel.

When you click the Tableau Online tile in the Access Panel, you should get automatically signed-on to your Tableau Online application.

Additional resources