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Tableau Lineage Scanner

Scanned and supported objects

Support version

The scanner supports only Tableau Cloud and therefore the current version (Tableau 2023.3).

Resources scanned

  • Site - Name, ID.

  • Project - Name, ID.

  • Workbooks - Name, ID, URI.

    • Data source - Name, ID, container name, description. Includes embedded and published data sources.

      • Fields - Name, ID, qualified name, description. Includes fields directly defined within the sheet and those beloging to another entity.

        • Calculated fields - Formula, list of fields that it is derived from.

        • Column fields - Fully qualified name, list of database columns the field is mapped to.

    • Sheets - Name, ID, path. Includes fields referenced on the sheet.

    • Dashboard - Name, ID. Includes fields referenced on the dashboard and lineage between the dashboard and sheets referenced from it. For each column field in a workbook, information about the database, tables, and columns they are mapped to is also retrieved.

    • Databases - Name, ID, connection type.

      • Tables - Name, ID, connection type.

        • Columns - Name, ID.

    • CustomSQLTable - Name, ID, query.

Limitations

Metadata is not extracted for the following Tableau assets:

  • Projects within projects

  • Custom SQL tables

Supported connectivity

Connector type: REST API + Metadata API (GraphQL)
Authentication method: Username and Personal Access Token (PAT)

Server side permission settings

In Tableau, the following permissions must be configured for the user you’ll be authenticating with:

  • You need to have permission to call the Tableau Metadata API. For details, see the official Tableauu documentation: Tableau Meta API permission.

  • You need at minimum a Viewer role assigned, but keep in mind this can result in an incomplete scan. Ideally, the assigned role should be Administrator or Explorer instead.

  • You can only retrieve assets (such as projects, workbooks, data sources) if you have View capabilities or higher assigned on them. For details, see the official Tableauu documentation: View capabilities.

  • You have a valid Personal Access Token or you have set up a Connected App.

Scanner configuration

All fields marked with an asterisk (*) are mandatory.

Property Description

name*

Unique name for the scanner job.

sourceType*

Specifies the source type to be scanned. Must contain TABLEAU.

description*

A human-readable description of the scan.

oneConnections

List of Ataccama ONE connection names for future automatic pairing.

requestUrl*

Tableau Cloud admin (REST) API URL.

  • Production (US): http://prod-useast-b.online.tableau.com/

  • Production (Europe): http://prod-uk-a.online.tableau.com/prod-uk-a.online.tableau.com/

  • Production (AU): https://prod-apsoutheast-a.online.tableau.com/

site*

Name of the site you want to scan.

accessToken*

Tableau service account token. For instructions about how to create tokens, see the official Tableau documentation: Service Account Tokens and Personal Access Tokens.

tokenName*

Name of the access token.

signInUrl*

Path where the sign-in REST request is performed. To learn more, see the official Tableau documentation: Signing In and Signing Out (Authentication).

apiUrl*

Version of API to perform REST and GraphQL calls. To learn more, the official Tableau documentation: Fundamentals of the Tableau Server REST API.

requestUrl*

URL to send REST calls to. To learn more, the official Tableau documentation: Fundamentals of the Tableau Server REST API.

projects

List of projects that you want to scan.

Tableau scanner example configuration
{
   "scannerConfigs":[
      {
         "name":"TableauJobAta1",
         "sourceType":"TABLEAU",
         "description":"Scan Tableau platform",
         "oneConnections":[
            "Tableau connection",
            "Other Tableau connection"
         ],
         "inputDataCatalogFilePath":null,
         "url":"prod-useast-b.online.tableau.com/",
         "site":"asite",
         "apiUrl":"api/3.21/",
         "signUrl":"auth/signin",
         "requestUrl":"relationship-service-war/graphql",
         "tokenName":"@@ref:ata:[TABLEAU_TOKEN_NAME]",
         "accessToken":"@@ref:ata:[TABLEAU_ACCESS_TOKEN]"
      }
   ]
}

FAQ

  1. How long does it take to scan lineage from Tableau Cloud containing 50 workbooks?

    If you are using GraphQL to scan, it should take about 40 minutes.

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