Connect Tableau to Microsoft 365 Copilot
Give Microsoft 365 Copilot governed access to Tableau’s 26 tools through Runlayer, with identity, policy, scanning, and audit on every call.
Set up
Add Tableau to Microsoft 365 Copilot in four steps
Admins approve the server once. Everyone in Microsoft 365 Copilot then gets it through the same governed connection.
- 1
Add Tableau to Runlayer
Tableau isn’t in the Runlayer catalog yet, so an admin adds it by its MCP server URL.
Adding a connector manually - 2
Connect Microsoft 365 Copilot to Runlayer
Users add the Runlayer Plugin to Microsoft 365 Copilot by following Runlayer’s setup guide. Microsoft 365 Copilot reaches Tableau’s 26 tools through the Runlayer Plugin’s search and execute tools instead of listing each one.
Microsoft 365 Copilot setup guide - 3
Sign in to Tableau
Sign in the way Tableau requires. Runlayer holds the credentials so they stay out of the client’s configuration.
- 4
Use Tableau from Microsoft 365 Copilot
Tableau’s approved tools appear in Microsoft 365 Copilot. Every call is checked against policy and recorded.
Tools
26 Tableau tools in Microsoft 365 Copilot
Runlayer policy decides which of these Microsoft 365 Copilot users can call.
Download workbook
Downloads workbook content as a TWB (application/xml) or TWBX (application/octet-stream) file.
Generate pulse insight brief
Generate a concise insight brief for Pulse Metrics using Tableau REST API.
Generate pulse metric value insight bundle
Generate an insight bundle for the current aggregated value for Pulse Metric using Tableau REST API.
Get custom view data
Retrieves comma-separated value (CSV) data for a Tableau Custom View (saved/personalized view state), including the user's filters.
Get custom view image
Retrieves an image of the specified custom view in a published viz.
Get datasource metadata
Retrieves metadata for a specified datasource by taking the basic, high level, metadata results from Tableau's VizQL Data Service and enriches them with additional context provided by Tableau's…
Get view
Retrieves information about the specified view, including upstream datasources, workbook information, project details, owner, tags, and usage statistics.
Get view data
Retrieves data for the specified view in a Tableau workbook, including the user's filters.
Control
What Runlayer can see and stop in Microsoft 365 Copilot
Some controls apply to every client at the gateway. Others depend on what Microsoft 365 Copilot exposes to Runlayer.
Gateway policy (available)
Every Tableau call from Microsoft 365 Copilot passes through Runlayer, where your policies can allow, alert, mask, or block it.
Audit trail (available)
Each call is recorded with the user, Microsoft 365 Copilot as the client, the tool, and the policy and scanner decisions.
Managed browser extension (available)
Managed Chrome, Edge, and Firefox deployments can monitor supported web-chat activity and apply prompt-time controls where the surface permits it.
Native enforcement adapter (not available)
Runlayer has no device-side adapter for Microsoft 365 Copilot yet, so control happens at the gateway.
Frequently asked questions
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