Tableau

In this section, we provide guides and references to use the Tableau connector.


Configure and schedule Tableau metadata and profiler workflows from the OpenMetadata UI:

If you don't want to use the OpenMetadata Ingestion container to configure the workflows via the UI, then you can check the following docs to connect using Airflow SDK or with the CLI.

To run the Ingestion via the UI you'll need to use the OpenMetadata Ingestion Container, which comes shipped with custom Airflow plugins to handle the workflow deployment.

The first step is ingesting the metadata from your sources. Under Settings, you will find a Services link an external source system to OpenMetadata. Once a service is created, it can be used to configure metadata, usage, and profiler workflows.

To visit the Services page, select Services from the Settings menu.

Visit Services Page

Find Services under the Settings menu

Click on the Add New Service button to start the Service creation.

Create a new service

Add a new Service from the Services page

Select Tableau as the service type and click Next.

Select Service

Select your service from the list

Provide a name and description for your service as illustrated below.

Service Name

OpenMetadata uniquely identifies services by their Service Name. Provide a name that distinguishes your deployment from other services, including the other Tableau services that you might be ingesting metadata from.

Add New Service

Provide a Name and description for your Service

In this step, we will configure the connection settings required for this connector. Please follow the instructions below to ensure that you've configured the connector to read from your Tableau service as desired.

Configure service connection

Configure the service connection by filling the form

Once the credentials have been added, click on Test Connection and Save the changes.

Test Connection

Test the connection and save the Service

Connection Options

  • Host and Port: URL to the Tableau instance.
  • Username: Specify the User to connect to Tableau. It should have enough privileges to read all the metadata.
  • Password: Password for Tableau.
  • API Version: Tableau API version.
  • Site Name: Tableau Site Name. To be kept empty if you are using the default Tableau site
  • Site Url: Tableau Site Url. To be kept empty if you are using the default Tableau site
  • Personal Access Token: Access token. To be used if not logging in with user/password.
  • Personal Access Token Secret: Access token Secret. To be used if not logging in with user/password.
  • Environment: Tableau Environment.

Scheduling can be set up at an hourly, daily, or weekly cadence. The timezone is in UTC. Select a Start Date to schedule for ingestion. It is optional to add an End Date.

Review your configuration settings. If they match what you intended, click Deploy to create the service and schedule metadata ingestion.

If something doesn't look right, click the Back button to return to the appropriate step and change the settings as needed.

Schedule the Workflow

Schedule the Ingestion Pipeline and Deploy

After configuring the workflow, you can click on Deploy to create the pipeline.

Once the workflow has been successfully deployed, you can view the Ingestion Pipeline running from the Service Page.

View Ingestion Pipeline

View the Ingestion Pipeline from the Service Page

If there were any errors during the workflow deployment process, the Ingestion Pipeline Entity will still be created, but no workflow will be present in the Ingestion container.

You can then edit the Ingestion Pipeline and Deploy it again.

Workflow Deployment Error

Edit and Deploy the Ingestion Pipeline

From the Connection tab, you can also Edit the Service if needed.

Still have questions?

You can take a look at our Q&A or reach out to us in Slack

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