Tableau
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,
- Navigate to Credentials and click + New Credential.
- Under Credential Type, select the relevant Tableau credentials:
- (Recommended) Tableau Connected App Credential.
- Tableau Personal Access Token Credential
- Fill in the configuration parameters for the Tableau credential type. For more information, see Connected App Credential Parameters or Personal Access Token Credential Parameters.
- 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
Credential Scope
This credential provides Validio with the
tableau::content::readscope to have read access to Tableau.
| Field | Description |
|---|---|
| Credential Type | Tableau Connected App Credential |
| Name | Identifier used to reference the credential within Validio. |
| Host | The domain of your Tableau server. For example, <instance_name>.online.tableau.com |
| Site | (Optional) The name of your Tableau site. The site ID is optional when using Tableau Server, but needs to be specified when using Table Cloud. |
| Username | The username of an authenticated Tableau user on your server. |
| Client ID | The Client ID of your Tableau Connected Apps configuration. |
| Secret ID | The Secret ID of your Tableau Connected Apps configuration. |
| Secret Value | The Secret Value of your Tableau Connected Apps configuration. |
Personal Access Token Credential Parameters
| Field | Description |
|---|---|
| Credential Type | Tableau Personal Access Token Credential |
| Name | Identifier used to reference the credential within Validio. |
| Host | The domain for your Tableau server. <instance_name>.online.tableau.com |
| Site | (Optional) The name of your Tableau site. The site ID is optional when using Tableau Server, but needs to be specified when using Table Cloud. |
| Personal Account Token Name | The name of the Tableau personal access token. |
| Personal Account Token Secret | The value of the Tableau personal access token. |
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.
BI Tool Assets and Sources
Validio BI tool integrations are only credentials, and you cannot use them to create sources or convert their assets to sources.
For more information, see About Data Catalog.
View Tableau Relationships in Lineage
To view the Tableau assets in Lineage, navigate to Lineage . You can also open Lineage directly for an asset by clicking on the asset in the BI Tools list and clicking on the View in Lineage button in the side panel.
For more information, see About Data Lineage.
Updated 13 days ago