Tableau is a Business Intelligence tool that provides rich visualization capabilities. Integrate Validio with Tableau to track metadata and lineage for your sheets, workbooks, datasources, and dashboards.

Validio supports integrating with both Tableau Cloud and Tableau Server.

Prerequisites for Integrating with Tableau

Authentication Methods

Validio supports the following authentication options to integrate with Tableau:

• (Recommended) Connected App with Direct Trust in Tableau--Creating and registering a Connected App in Tableau requires a Tableau user with admin permissions. For more information, see Tableau Connected Apps documentation.
• Personal Access Token (PAT)--When you create the PAT in Tableau, make sure to copy the token value because it will only be shown once. For more information, see Tableau Personal Access Tokens documentation.

Admin Permissions

For both Connected App and PAT authentication methods, you need to configure the user account with the permissions to query information about all external assets in the site. Depending on your installation of Tableau, this requires the 'Tableau Server Admin' or 'Tableau Cloud site admin' role.

For more information, see Query Tables Permissions in the Tableau API Reference.

Site ID

The site ID parameter is optional when using Tableau Server, and needs to be specified when using Tableau Cloud.

Add a Tableau Credential

To add a Tableau credential,

1. Navigate to Credentials and click + New Credential.
2. Under Credential Type, select the relevant Tableau credentials:
   1. (Recommended) Tableau Connected App Credential.
   2. Tableau Personal Access Token Credential
3. Fill in the configuration parameters for the Tableau credential type. For more information, see Connected App Credential Parameters or Personal Access Token Credential Parameters.
4. Click Create.

Validio will perform a validation step to ensure that the Tableau account can be successfully accessed. If validation passes, Validio will automatically start fetching data and you will be able to view Tableau assets and their relationships in the Catalog and Lineage pages. If validation fails, check that you provided the correct parameter values.

Connected App Credential Parameters

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Note

This credential provides Validio with the tableau::content::read scope to have read access to Tableau.

Personal Access Token Credential Parameters

View Tableau Assets in Catalog

To view the Tableau assets in Catalog, navigate to Catalog and select the BI Tools tab.

The Tableau assets are listed and organized by Name, source Type, Credential, Date, and Tags. To view more information about each asset, click on the row to open the details panel.

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Note

You do not have the option to convert BI Tool assets to a source.

For more information, see About Data Catalog.

View Tableau Relationships in Lineage

To view the Tableau assets in Lineage, navigate to Lineage. You also can
open Lineage directly for a Tableau asset by opening its details panel and clicking View in Lineage.

For more information, see About Data Lineage.