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Tableau is a Business Intelligence tool that provides rich visualization capabilities. Integrate Validio with Tableau to track metadata and lineage for your worksheets, workbooks, datasources, dashboards, custom SQL tables, and flows. Validio supports integrating with both Tableau Cloud and Tableau Server.

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Prerequisites for integrating with Tableau

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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.

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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.

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Site ID

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

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Add a Tableau credential

To add a Tableau credential,
  1. Navigate to Credentials and click + New credential.
  2. Under Namespace, select a namespace to define where resources will be created and who can access it.
  3. Under Credential Type, select the relevant Tableau credentials: (Recommended) Tableau Connected App or Tableau Personal Access Token.
  4. Fill in the Configuration parameters for the Tableau credential type. For more information, see Connected App Credential Parameters or Personal Access Token Credential Parameters.
  5. (Optional) Click Test credential to validate that Validio can successfully access the Tableau account. If validation fails, check that you provided the correct parameter values.
  6. Click Create credential. Validio automatically starts fetching data. BI tool credentials are always enabled for catalog, so there is no catalog option to configure. You can view Tableau assets and their relationships on the Catalog and Lineage pages.

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Connected App credential parameters

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

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Personal Access Token credential parameters

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View Tableau assets in Catalog and Lineage

Validio adds the discovered Tableau assets to Data Catalog and Data Lineage. To find your Tableau assets, navigate to Catalog > Assets and apply the Type filter for the Tableau asset types:
  • Tableau Dashboard
  • Tableau Workbook
  • Tableau Worksheet
  • Tableau Datasource
  • Tableau Custom SQL Table
  • Tableau Flow
Click an asset row to open the information sidebar, or click the asset name to open the asset details page. To open the lineage graph anchored on that asset, click View asset lineage in the sidebar.
BI Tool Assets and SourcesValidio BI tool integrations are only credentials, and you cannot use them to create sources or convert their assets to sources.
For more information, see Catalog Assets and Using Lineage.

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Browser extension support

If you have the Validio Browser Extension installed, you can easily access data quality and lineage information directly from your Tableau workflow. The extension will automatically detect when you are in a Tableau dashboard or asset view and provide a link to the corresponding entry in Validio’s Data Catalog page.