Solution to create Access Request Form for Tableau dashboard

max1111

Hello!

Our team is currently looking for a solution to manage Tableau dashboard access requests efficiently. Ideally, we need:

• A form where users can submit access requests (specifying market, category, etc.)
• An approval workflow where requests are reviewed & approved by managers
• Once approved, the user should automatically receive access to the Tableau dashboard

We are considering building this form as an Alteryx Analytical App but would love to hear your thoughts on:

• Pros & cons of using Alteryx for this (e.g., performance, scalability, maintenance)
• Alternative solutions/tools that might be a better option for this task.

Has anyone implemented something similar? Would love to hear your experiences & recommendations!

__PRESENT

VinodKammula28

Hi @max1111 

Thanks for outlining your use case. Based on your goals, below is the step-by-step technical workflow to automate Tableau access requests using Alteryx.

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1. User Request Submission (Alteryx App 1)

• Built as an Analytic App using Alteryx Interface tools (Text Box, Drop Down, etc.)

• Captures requester details (name, email, dashboard, market, category, justification)

• Data is written to a “Pending_Requests” table (SQL, SharePoint, or flat file)

• Request status = "Pending"

2. Approval Trigger Workflow (Scheduled Alteryx Workflow)

• Reads from “Pending_Requests” where status = "Pending"

• Looks up requester's manager (optional join to mapping table)

• Sends approval email using the Alteryx Email tool or Python Tool with a link or instructions to review

• Updates request status to "Awaiting Approval"

3. Manager Approval Interface (Alteryx App 2 or Web Form)

• Manager logs in to a second Analytic App or form

• Sees a list of requests awaiting approval

• Chooses to Approve or Deny

• Updates the status in the request table to "Approved" or "Denied"

4. Access Provisioning (Alteryx Workflow with Python or Run Command)

• Scheduled workflow picks up requests with status = "Approved"

• Uses Tableau REST API (via Python Tool or Run Command) to add the user to the correct project or group

• On success, it sends a confirmation email to the user

• Updates request status to "Completed"

• On failure, logs the error and updates status to "Failed"

5. Audit Log and Reporting

• All request records (including approvals and provisioning results) are stored in an audit log table

• Reporting can be done via Tableau dashboards or Alteryx reporting tools for tracking usage and SLA compliance