Tableau is a business intelligence tool that connects to data and create dashboards that can be shared.
Objects extracted
The metadata extraction service extracts the following objects from a Tableau source system:
•Calculation
•Data Source
•Dashboard
•Workbook
•Worksheet
•Project
•Server
•Site
•Stored Procedure
Prerequisites for configuring the Tableau catalog source
Use the Tableau V3 connector to connect to the Tableau source system. For information about configuring a connection in Administrator, see Connections in the Cloud Common Services help.
Configure permissions or access to Tableau
To connect to a Tableau Server, Metadata Command Center uses the credentials of a user created on the Tableau Server. Configure the user account with the Interactor license level and have the view and download permissions for all projects, workbooks, and catalog sources for which you want to extract metadata
Connection properties
When you configure a connection to the Tableau source system in Administrator, you can view the connection properties for that connection on the Registration page in Metadata Command Center.
The following table describes the Tableau connection properties:
Property
Description
Runtime Environment
The execution platform that run tasks. The runtime environment is either a Secure Agent or a serverless runtime environment.
Tableau Product
The type of Tableau component that is used for the metadata extraction. Metadata Command Center supports Tableau Server.
Connection URL
URL to connect to the Tableau server.
User Name
The user name to connect to the Tableau server.
Password
The password associated with the user name.
Referenced source systems
When you run the catalog source job, if the catalog source references another source system, a reference catalog source and connection get created that point to the reference source system. To view the complete lineage for your catalog source, you can perform connection assignment from the reference catalog source connection to the objects in the reference source system. You must first create and run an endpoint catalog source that connects to the reference source system.
Note: You can view the lineage with reference objects without creating a connection assignment. After connection assignment, run the catalog source job again to view the actual objects.
You can assign the following source systems as endpoint catalog sources:
Source system
Object class type
File System
File System
Hyper files (Tableau Prep extract)
File System
Amazon Redshift
Database
Apache Hive
Database
Dremio
Database
Generic ODBC
Database
Google BigQuery
Database
IBM Db2 for LUW
Database
IBM Netezza
Database
Microsoft SQL Server
Database
Oracle
Database
PostgreSQL
Database
Snowflake
Database
Teradata Database
Database
Configuration parameters for metadata extraction
Optionally, you can override default context values and job parameters on the Configuration tab.
The following table describes the property that you can enter for additional settings:
Note: The Additional Settings section appears when you click Show Advanced.
Property
Description
Expert Parameters
Enter additional configuration options to be passed at runtime. Required if you need to troubleshoot the catalog source job.
Caution: Use expert parameters when it is recommended by Informatica Global Customer Support.