Prepare the Data Catalog physical data layer for Tableau stitching

Before you can perform stitching, you have to prepare Tableau's logical data layer and Data Catalog's physical data layer. In this section, we describe how to prepare the physical data layer.

Prerequisites

  • You have a with the Catalog , for example Catalog Author.
  • You have a role with the following resource permissions on the community:
    • Asset: add
    • Attribute: add
    • Domain: add
    • Attachment: add

Steps

  1. Register a database as data source.
    After registration, the assets of the following asset types are created in Data Catalog:
    • Schema
    • Table
    • Column
  2. Create a Database asset.
  3. Tip We strongly recommend to use the name as your original data source, so that the name of the Database asset matches Tableau's naming convention.
    1. Open Catalog.
    2. In the main menu, click the Create () button.
    3. Click the Assets tab.
    4. Click Database.
      The Create Asset dialog box appears.
    5. Enter the required information.
      FieldDescription
      Type

      The asset type of the asset that you are creating, in this case Database.

      Domain

      The domain to which the new asset will belong. You can only create a asset type in any domain of a domain type that is assigned to a Database asset type.

      Name

      The name of the Database asset. This has to match the name of the Tableau Data Model.

      Tip 

      You can create multiple assets in one go.
      To do this, press Enter after typing a value and then type the next. Depending on the settings, asset names may have to be unique in their domain. If you type a name that already exists, it will appear in strike-through style.

    6. Click Create.
      A message at the top-right of your screen confirms that one or more assets are created.
  4. Create a relation between the Database asset and the Schema asset using the Technology Asset has / belongs to Schema relation type.
    1. In the tab pane, click Add Characteristic.
      The Add a characteristic dialog box appears.
    2. Click Relations.
    3. Search for and click has schema.
      The Add has schema dialog box appears.
    4. Enter the required information.
      OptionDescription
      Assets

      The name of the schema.

      Filter suggested assets by organization

      Option to filter the suggestions based on selected communities and domains.

      If this option is selected, the organization tree appears. You can then filter and select domains and communities.

      Start dateOptionally enter the date on which the relation between the assets becomes applicable. Leave this field empty to create a permanent relation.
      End dateOptionally enter the date on which the relation between the assets is no longer applicable. Leave this field empty to create a permanent relation.
    5. Click Save.
  5. Check that the following relations are created for all Column assets that you want to stitch to Tableau assets:
    • Schema contains / is part of Table
    • Column is part of / contains Table

What's next?

If you haven't done so yet, prepare the Tableau logical data layer.

After both the logical data layer and the physical data layer are prepared, you can stitch them.