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Tableau
Tally

Connect Tableau and Tally

Explore ready-made Tableau and Tally templates and start automating in minutes.

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Create a custom workflow

Integrate Tableau with Tally and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Tally
Trigger: Watch New Responses
Tableau
Action: Select an action
1. Select a trigger

  • Triggers when a new form response is submitted.

2. Select an action

  • Adds a tag to the specified data source.

  • Creates a project on the specified site.

  • Adds a user and assigns the user to the specified site.

  • Deletes the specified data source from a site.

  • Deletes the specified project on a specific site. When a project is deleted, all of its assets are also deleted.

  • Deletes a tag from the specified data source.

  • Removes a user from the specified site. If a user still owns content (assets) on Tableau Server, the user cannot be deleted unless the ownership is reassigned first.

  • Deletes an extract refresh task.

  • Downloads a data source in .tdsx format.

  • Returns information about the specified data source.

  • Returns information about the specified user.

  • Returns information about the specified extract refresh task.

  • Performs an arbitrary authorized API call.

  • Updates the owner, project or certification status of the specified data source.

  • Updates the name, description, or project hierarchy of the specified project.

  • Modifies information about the specified user.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Tableau and Tally.

Add a Tag to a Data Source
Adds a tag to the specified data source.
Action
Create a Project
Creates a project on the specified site.
Action
Create a User
Adds a user and assigns the user to the specified site.
Action
Delete a Data Source
Deletes the specified data source from a site.
Action
Delete a Project
Deletes the specified project on a specific site. When a project is deleted, all of its assets are also deleted.
Action
Delete a Tag from a Data Source
Deletes a tag from the specified data source.
Action
Delete a User
Removes a user from the specified site. If a user still owns content (assets) on Tableau Server, the user cannot be deleted unless the ownership is reassigned first.
Action
Delete an Extract Refresh Task
Deletes an extract refresh task.
Action
Download a Data Source
Downloads a data source in .tdsx format.
Action
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FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.