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Tableau Connection

This article describes how to connect to Tableau for data processing and catalog.

If you’re looking to connect Tableau for lineage, see Tableau Lineage Scanner.

Availability

Data processing & catalog Edge processing Lineage Exceptions

✗

✗

✔

Doesn’t support:

  • Profiling and DQ evaluation

  • Data- or rule-based term detection

  • Anomaly detection

  • Creating SQL catalog items

  • Data transformation plans (read or write)

Versioning

The source is supported as Tableau Cloud (version 2022.3 and later) or Tableau Server (version 3.latest.js by default).

If using Tableau Cloud, your Tableau connection will be unavailable during metadata indexing on Tableau Cloud. This occurs every three months and results in the Tableau Metadata GraphQL APIs being inaccessible for a week or longer.

Until the metadata indexing finishes, you cannot browse or import any data from Tableau.

Tableau assets

While Tableau has three report types (sheet, dashboard, and story), the Tableau API doesn’t differentiate between a dashboard and a story. For this reason, both dashboards and stories are labeled as dashboards in ONE.

Prerequisites

Configure Tableau API access

To connect ONE to Tableau, you need to configure a personal access token (PAT) and a connected app. If you are using Tableau Server, start from Tableau Server.

Follow the Tableau documentation to complete these steps:

  1. Create a personal access token for a user with minimum Explorer site role.

  2. Configure a connected app with direct trust.

After completing these steps, note the following values. You’ll need them when configuring credentials in ONE.

  • Personal access token name and secret - Used for browsing and importing data.

  • Connected app Client ID, Secret ID, and Secret Value - Used for allowing data preview. Can be assigned on all projects or only a single one.

Tableau Server

If you are using Tableau Server, complete the following steps before creating a PAT or connected app.

Run the following commands on the Tableau Server machine:

  1. Enable Metadata services for GraphQL:

    tsm maintenance metadata-services enable

  2. Enable personal access tokens:

    tsm authentication pat-impersonation enable

  3. Apply changes:

    tsm pending-changes apply
Any PATs generated before completing these steps must be regenerated.

Add a connection

  1. Go to [your source] > Connections and select Add Connection.

  2. In Connection type, select Tableau.

  3. In Deployment Type, select Tableau Cloud or Tableau Server.

  4. Fill in the following:

    • Name: A meaningful name for your connection. Used to indicate the location of catalog items.

    • Description (Optional): A short description of the connection.

    • Server URI: The URL of your Tableau instance (for example, https://<domain>.online.tableau.com).

    • Site Content URL: The site identifier from your Tableau URL.

      For example, if your URL is https://<domain>.online.tableau.com/#/site/ataccama/workbooks, the Site Content URL is ataccama.

    • Select Tableau version (Tableau Cloud only): Choose the Tableau version you’re working with.

Add credentials

Before continuing, make sure you’re logged in to Tableau in the same browser you’re using for ONE. If you don’t have the necessary permissions, request this information from your Tableau administrator in advance.

Personal access tokens expire if not used for 15 consecutive days. Otherwise, tokens remain valid for one year, after which they must be regenerated in Tableau and updated in ONE.

  1. Select Add Credentials.

  2. Fill in the following:

    • Name: Provide a clear name for this set of credentials.

    • Description (Optional): Explain what the credentials are used for or provide other useful information.

    • Connected App Secret ID: The identifier of the connected app secret.

    • Personal Access Token Name: The name of the personal access token.

    • Connected App Secret Value: The secret value for the connected app.

    • Connected App Client ID: The client identifier of the connected app.

    • Username: The username of the user whose personal access token is used.

    • Personal Access Token Secret: The personal access token secret.

  3. To use this set of credentials by default when connecting to the data source, select Set as default.

One set of credentials must be defined as default for each connection. Otherwise, DQ evaluation fails and previewing data in the catalog (including report previews) is not possible.

Known limitations

If using Tableau Cloud, report thumbnails currently aren’t shown when viewing all reports (Catalog > Report items).

Next steps

Test and save your connection to complete setup.

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