Tableau - Data models

Dominik Ilnicki - Dataedo Team Dominik Ilnicki 6th April, 2022

With the current Dataedo Tableau connector, you can connect to both Tableau Online and Server instances and retrieve essential metadata.

Connector

Supported schema elements and metadata

Dataedo imports from the Tableau instance following objects:

  • Database tables
    • Columns
      • Name
      • Description
      • Nullable
      • Type (remoteType)

Aditional metadata

By selecting Advanced settings during the import you can retrieve the following data:

  • Tables
    • Data quality warnings
    • Contact owner
    • Tags
  • Columns
    • Tags

Data profiling

Datedo does not support data profiling in Tableau.

Limitations

So far Dataedo retrieves only information about connected databases to the Tableau site. We do not fetch detailed data about Sheets, Dashboards, and Stories.

If you try to connect to the Tableau Server instance you need to manually enable the Tableau Metadata API. You can find details on how to do that here. Tableau Online has the Metadata API turned on by default.

Connect to Tableau Data Model

This article explains how to connect Dataedo to Tableau and import metadata.

Add new connection

To connect to Tableau instance create new documentation by clicking Add and choosing Database connection.

Image title

On the connection screen choose Tableau Data Model.

Connection details

Provide connection details:

  • Product - Tableau product version you're trying to connect, Online or Server.
  • Host - Provide a host name pointing your Tableau organization. eg. https://dub01.online.tableau.com/
  • Authentication - Select the way you want to authorize.
    • Username/password
      • Username - Username to your Tableau organization. eg. john@example.com
      • Password - Password to your Tableau organization.
    • Personal Access Token - You can find the instructions on how to obtain Personal Access Token down below.
      • Token name
      • Token secret
  • Site - Name of the Tableau site. For Tableau Server you can use a [...] button to fetch sites list automatically.

Username/password

Image title

How to get connection details in Tableau

Image title

Personal Access Token

To obtain Personal Access Token follow these steps:

  • Go to your Tableau dashboard and then open My Account Settings.
  • Scroll to the Personal Access Tokens section.
  • Provide Token Name and click Create new token.
  • Select Copy to clipboard.

Find out more on Personal Access Token in the Tableau docs

Connection details in Tableau Server

The only difference between Tableau Server and Online instance is the host URL. Tableau Online uses the tableau domain (*.tableau.com) and the Server can be in any domain your company set up.

Saving password

You can save password for later connections by checking Save password option. Passwords are securely stored in the repository database.

Importing schema

When the connection was successful Dataedo will read objects and show a list of objects found. You can choose which objects to import. You can also use an advanced filter to narrow down the list of objects.

Image title

Confirm list of objects to import by clicking Next.

The next screen allows you to change the default name of the documentation under your schema will be visible in the Dataedo repository.

Image title

Click Import to start the import.

Image title

When done close import window with Finish button.

Outcome

Your database schema has been imported to new documentation in the repository.

Image title

Found issue with this article? Comment below
0
There are no comments. Click here to write the first comment.