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.
Note
Validio supports integrating with both Tableau Online and Tableau Server.
Prerequisites for Integrating with Tableau
To integrate with Tableau:
- (Recommended) Create a Connected App with Direct Trust in Tableau. Registering a Connected App in Tableau requires a Tableau user with admin permissions. For more information, see Tableau Connected Apps documentation.
- You can also integrate with Tableau using a Personal Access Token. 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.
- Have another user account with permissions to execute queries in Tableau. This is the user account you will use to create the Tableau Credential in Validio.
Note
Integrating Validio with Tableau does not require the Tableau Data Management add-on, but you can use it to manage which external assets Validio can access. Without the add-on, the Connected App credential limits Validio’s access to read-only on all content.
Add a Tableau Credential
To add a Tableau credential,
- Navigate to Observability > 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
Note
This credential provides Validio with the
tableau::content::readscope to have read access to Tableau.
| Field | Required? | Description |
|---|---|---|
| Credential Type | Y | Tableau Connected App Credential |
| Name | Y | Identifier used to reference the credential within Validio. |
| Host | Y | The URL of your Tableau server. |
| Site | Y | The name of your Tableau site. |
| Username | Y | The username of an authenticated Tableau user on your server. |
| Client ID | Y | The Client ID of your Tableau Connected Apps configuration. |
| Secret ID | Y | The Secret ID of your Tableau Connected Apps configuration. |
| Secret Value | Y | The Secret Value of your Tableau Connected Apps configuration. |
Personal Access Token Credential Parameters
| Field | Required? | Description |
|---|---|---|
| Credential Type | Tableau Personal Access Token Credential | |
| Name | Identifier used to reference the credential within Validio. | |
| Host | The URL for your Tableau server. | |
| Site | The name of your Tableau site. | |
| 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 Observability > 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.
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 Observability > 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.
Updated 8 months ago