How to set up Tableau

πŸ€“ Who can do this? You will probably need your Tableau administrator to run these commands β€” you may not have access yourself.

Enable the Tableau Metadata API

To enable the Tableau Metadata API follow the steps in Tableau's documentation.

🚨 Careful! Atlan needs the Tableau Metadata API to crawl metadata. Please ensure you are running the latest version of Tableau Server or Tableau Online (2022.x with REST API version 3.14+). Learn more about the permissions used to access metadata through the Tableau Metadata API.

Publish the worksheets you want to crawl

Ensure you publish the worksheets in Tableau that you want to crawl in Atlan.

To publish Tableau worksheets follow the steps in Tableau's documentation.

Add a user

Ensure you add a user with the role Site Administrator Explorer to the site you want to crawl.

To add such a user follow the steps in Tableau's documentation.

πŸ’ͺ Did you know? To crawl assets and extract asset lineage from Tableau, the user must have the Site Administrator Explorer role. Atlan requires the Site Administrator Explorer role in Tableau to extract data source fields and calculated fields and create field-level assets and lineage. It is not possible to fetch either with the Viewer role in the current version of the Tableau Metadata API.

Grant user permissions

Ensure you grant the View capability for all the assets you want to crawl.

To grant the permission follow the steps in Tableau's documentation.

(Optional) Create a personal access token

If you want to access Tableau using an access token instead of a username and password, you can generate a personal access token.

To generate a personal access token follow the steps in Tableau's documentation.

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