How to crawl Tableau

Updated June 20, 2022 13:27

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Once you have configured Tableau you can establish a connection between Atlan and Tableau.

To crawl metadata from Tableau, complete the following steps.

Select the source

To select Tableau as your source:

In the top right of any screen, navigate to New and then click New Workflow.
From the list of packages, select Tableau Assets and click on Setup Workflow.

To enter your Tableau credentials:

For Host Name enter the host name of your Tableau Online or Tableau Server instance.
For Port enter the port number of your Tableau instance.
For Authentication choose how you would like to connect to Tableau:
- For Username & Password authentication, enter the Username and Password you use to log in to Tableau.
- For Personal Access Token authentication, enter the Personal Access Token Name and Personal Access Token Value you generated.
(Optional) To disable SSL, select the SSL Disabled option under SSL.
For Default Site enter the name of the site you want to crawl. (If left blank the default site will be used.)
At the bottom of the form, click the Test Authentication button to confirm connectivity to Tableau using these details.
When successful, at the bottom of the screen click the Next button.

To complete the Tableau connection configuration:

Provide a Connection Name that represents your source environment. For example, you might want to use values like production, development, gold, or analytics.
(Optional) To change the users able to manage this connection, change the users or groups listed under Connection Admins.
🚨 Careful! If you do not specify any user or group, nobody will be able to manage the connection — not even admins.

To run the Tableau crawler, after completing the steps above:

To run the crawler once, immediately, at the bottom of the screen click the Run button.
To schedule the crawler to run hourly, daily, weekly or monthly, at the bottom of the screen click the Schedule & Run button.

Once the crawler has completed running, you will see the assets in Atlan's asset page! 🎉