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title: Tableau Setup Guide for Productive Maintenance
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locale: en-us
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# Tableau Setup Guide for Productive Maintenance

> For the full documentation index, see: https://docs.mulesoft.com/llms.txt

## Prerequisites

1.  Users should have an Amazon Redshift connection.

2.  Download and install Tableau Desktop.

3.  Users should have access to Tableau Online.

## Steps to Download and Install Tableau Desktop

1.  Download and install [Tableau Desktop Downloads](https://www.tableau.com/support/releases)

2.  Open Tableau desktop app from your mac or windows.

3.  Click on the **Help** button and select **Manage Product Key**.

4.  Click on **Activate**.

5.  Enter the server details and connect.

6.  Enter the username and password.

7.  Authenticate the details and verify Tableau activated successfully.

## Steps to Import workbook into Tableau Desktop

1.  Click on **File** tab, select **Import Workbook** and browse
    `mfg-tableau-workorders-exp-api/src/main/resources/workbook/FactoryEquipmentDashboard.twbx` file
    and click on the **Open** button.

2.  Edit Amazon Redshift connection details.

![Tableau dialog for editing an Amazon Redshift connection](/mulesoft/current/en-us/manufacturing/latest/_images/mfg-edit-redshift.png)

## Steps to create work order

1.  In the **Submit a Work Order** dialogue box, the user can manage the Priority, Machine Id and
    provide a Reason to submit a work order.

    ![Tableau Submit a Work Order dialog](/mulesoft/current/en-us/manufacturing/latest/_images/mfg-submit-work-order.png)

2.  Click on **Create Work Order** which will create a case in Service Cloud.

## Steps to Publish Workbook into Tableau Online.

1.  Click on **Server** and select **Publish Workbook**.

2.  Click on **Connect**, enter email address and password to sign in.

    ![Tableau Online Publish Workbook dialog](/mulesoft/current/en-us/manufacturing/latest/_images/mfg-tableau-online-publish.png)

3.  In the **Publish Workbook to Tableau Online** window, complete the **Name** and **Description**
    fields.

4.  Click on the **Publish** button.

## Steps to create an alert in Tableau Online

1.  Login into [Tableau Online](https://sso.online.tableau.com/public/idp/SSO)

2.  Click on **Watch** and select **Alerts**

    ![Tableau Online alert configuration](/mulesoft/current/en-us/manufacturing/latest/_images/mfg-tableau-online-alert.png)

3.  Click on the **Create** button on the right side which opens the 'Create Alert' dialogue box.

4.  Users can select the condition and threshold and users can provide the subject details and
    select the alert condition (for example, daily).

5.  Users can provide the recipient details in the **Recipients** field and click on **Create
    Alert**.

6.  An alert will be sent to the recipient.

    ![Email notification for a Tableau alert](/mulesoft/current/en-us/manufacturing/latest/_images/mfg-email-alert.png)

## See Also

- [Prerequisites](https://docs.mulesoft.com/manufacturing/latest/prerequisites)

- [MuleSoft Accelerator for Manufacturing](https://docs.mulesoft.com/manufacturing/latest/)