Tableau
Add a Tableau connection to your decube so that you can discover the lineage of your assets from source to dashboards.
Prerequisite - Enable Metadata API
To enable successful metadata ingestion for Tableau so you can see Dashboards and Charts from Tableau, you will need to enable the Tableau Metadata API for Tableau Server. For the guide from Tableau, refer to this.
Connecting to decube
We require four important information to connect a Tableau instance. For two of those, head to your Tableau dashboard and take a look at your browser's search bar. Grab the URL and it would look like something below:
Here we need https://<example-server-url.com>
as Server URL
and <example-site-id>
as the Site ID
Get a Personal Access Token
following this step.
Then we can fill the connections as so, remember to replace the example URL with your own.
Server URL
: https://<example-server-url.com>Site ID
: <example-site-id>Token Name
: Personal Access Token NameToken Secret
: Personal Access Token Secret
The Source Name
will be for you to differentiate and recognize particular sources within the decube application.
Getting a Personal Access Token
decube prefers connecting to Tableau via a Personal Access Token. It is recommended to create a new Access Token for decube and ensure that it is kept safe and secured for ease of management.
Go to your Tableau instance, click on your user profile on the top right, then click on
My Account Settings
.There, scroll down until you find
Personal Access Tokens
.In
Token Name
, type a suitable name, we recommenddecube data observability
. Then click onCreate New Token
.A popup will be displayed where you can view
Token Name
andToken Secret
. Click onCopy to clipboard
. We recommend saving this credential, like on a password manager as theToken Secret
will only be shown to you once.
Additional configuration for lineage
To build out the lineage, we will need to know the data sources that you've referenced within your Tableau definitions. You can do a one-time mapping for the sources by using the Additional Config in the Modify Data Sources page. Check out how below.
Go to My Account > Data Sources.
Click on Modify.
Click on the Dropdown for Select Data Sources. Select the data sources (4) that your Tableau objects are referencing to and click on
Save preferences
(5).
FAQ
I am not able to see the lineage from my data source to Tableau.
Check in the Tableau Settings in the General tab that
Automatic Access to Metadata about Databases and Tables
is enabled in your organization.
If it is enabled, it may be that the access for the user used to generate the Personal Access Token in the step above needs to have its access elevated in the Project. You will need to grant the
Project Leader
access to the user. Read more about the permissions that theProject Leader
has in this Tableau documentation.
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