Tableau Connector (Server/Cloud)

This article describes how Tableau Server connector for DataGalaxy works.

This connector is available in the following modes:

Please be careful! Starting with version 6.0.0 of the Tableau plugin, the technical naming of objects changes and is not backward-compatible. Therefore, if you migrate from a previous version, the objects will be duplicated in DataGalaxy. If you have enriched these objects with custom fields or links, it will be necessary to carry over these modifications to the new objects (export/import). You can use the orphaned objects management feature to clean up old objects. Information on the release here.

Since May 2023, for Tableau Cloud, the authentication using a Personal Access Token (PAT) is mandatory, using a username and password is no longer supported. If you use the Online connector for Tableau Cloud, you have to create a PAT on your Tableau environment and update the configuration of the connector : set the name of the PAT as the Username and paste the PAT in the Password field.

Connector scope

The connector allows you to import the following metadata from Tableau server :

• The set of projects, workbooks and shared data sources of a given site

• The content of a workbook: worksheet, dashboards, stories and embedded data sources

• Fields in shared and embedded data sources 

• Links between dashboards and worksheets, between shared and embedded data sources and between worksheets and data source fields

By default, the following attributes are populated for the entire scope: 

• Functional and technical labels

• Description of project and Datasource fields (if filled in the source)

• Data Owner of projects and folders (if the e-mail address is present in the DataGalaxy platform)

Additional attributes are also filled in depending on the technology and by type of object. To make them appear in DataGalaxy screens, it may be necessary to adapt the screens of the concerned objects. See this article to learn more about screen customization.

The following table details the objects and attributes retrieved, and their correspondences in DataGalaxy :

Configuration of a connection

Tableau Server Connector uses the Tableau REST API, compatible with Tableau Server and Tableau Online. Authentication is performed using a user's Personal Access Token (Authentication Methods - Sign In).

The following information is required to set up a connection:

Execution of the connector

To create a connection to Tableau via the Online connector, the entry points are as follows: 

• From the Import button of the "Shortcuts" widget on the home screen of a client space or workspace 

• From the Import button of one of the modules when it is empty

• From the Import button in the contextual menu of one of the modules, on the right side of the filtered views

• From the Add a connection button in the Connector tab available in the workspace setup screen

You can optionally filter (by module, connector type or by using the search bar), then click on the desired technology:  

You then need to complete the login form using the login information described above to perform an import. For more details on the steps involved in running the Online connector, you can consult the following article: [HowTo] Running the Online Connector. 

This technology is also available via the Desktop Connector, you can find more information on the procedure here: [How to] How to use the connector.

Releases