Tableau V2 Connector Implementation

To publish data to Tableau, create a target object in a synchronization task or mapping task. The target object is a Tableau Data Extract (TDE) file or a Tableau packaged workbook (TWBX) file to which you publish the data extracted from the source to Tableau.

The Cloud agent integrates with the Tableau Data Extract API libraries to generate the TDE or TWBX file based on the mapping you configured in the synchronization task or mapping task.

The agent uses the Tableau V2 connection to write the TDE or TWBX file to a directory on the machine where you installed the agent.

If you have Tableau Desktop installed on your machine, manually import the TDE or TWBX file to visualize the data. You can publish the TDE or TWBX file directly to Tableau Server or Tableau Online. The Cloud agent uses the Tableau REST APIs to publish the TDE or TWBX file to Tableau Server or Tableau Online through the Tableau V2 connection.

The following image shows the Tableau V2 Connector implementation architecture when you use the Secure Agent:

You can view the flow of data where the Secure Agent extracts data from the source, creates a TDE or TWBX file, and publishes the file to Tableau.

The following events occur when the agent publishes the TDE or TWBX file to Tableau:

1The agent uses the Tableau Data Extract API libraries to generate a TDE file from the source based on the following configurations in the Tableau V2 connection:

- If you specify a Tableau template file, the agent uses the template file to generate the TDE file from the source based on the data representation in the Tableau template file.
- If you do not specify a Tableau template file, you can create a target in a synchronization task or mapping task. The agent creates the TDE file based on the source fields that you want in the target TDE file.

2To create a TWBX file, specify the Tableau workbook template (TWB) that you want to apply to the data extract. The agent uses the TWB template to the TDE file and generates a TWBX file.

3The agent publishes the TDE or TWBX file to Tableau based on the product type you specify in the connection properties:

- If you specify Tableau Desktop, the agent uses the Tableau Data Extract API libraries to create a TDE or TWBX file on the local machine. You must then manually import the TDE file to Tableau Desktop installed on your machine.
- If you specify Tableau Server or Tableau Online, the agent uses the Tableau Data Extract API libraries to create a TDE file. The agent then uses the Tableau Rest APIs to publish the generated TDE file to Tableau Server or Tableau Online. You can specify a project name in Tableau Server or Tableau Online where you want to publish the file.