Connect to Tableau

To retrieve data from Tableau, you have to connect via a Tableau Server asset. You always have to do that after registering a new Tableau Server asset. You can also edit the settings afterwards, for example, if you want to use another user than the one you originally used.

Prerequisites

• You have a resource role with the Configure external system resource permission, for example Owner.
• You have a global role with the Catalog global permission, for example Catalog Author.
• You have registered Tableau.
• If you connect to Tableau Online, you have a Tableau user with at least Viewer rights.
• If you connect to Tableau Server, you have a Tableau user with access to at least one site.
• You have the necessary Tableau permissions.

Steps

1. Open a Tableau Server asset page.
2. In the tab pane, click Services Configuration.
3. In the Connection details section, click Edit connection details.
   The connection details can be edited.
4. Enter the required information.
   

   Field	Description
   On-premises | Online	The Tableau product that you use.
   Tableau URL or endpoint	The URL of your Tableau Server or Tableau Online. Example http://my-tableau.collibra.com
   Site ID	The ID of a tableau site. If you connect to Tableau Online, this field is mandatory. If you connect to Tableau Server, this field is optional. If you don't enter a Site ID, your Tableau user must have access to the Default site. If you enter a Site ID, your Tableau user must have access to that site. Note If you connect to Tableau Server, the Site ID does not determine which sites you can synchronize from that server. It is merely used to validate the permissions of the Tableau user. In other words, even if you enter a Site ID, you can still synchronize the other sites from Tableau Server. Tip  You can find the site ID in the URL of the Tableau site. The site ID is the string between /site/ and /projects/. In the following URL, the site ID is collibra. https://example.collibra.online.tableau.com/#/site/collibra/projects
   Username	The username of the Tableau user.
   Password	The password of the Tableau user.

5. Click Save.
   The connection is verified. If successful, you can see the list of available sites in Tableau.

What's next?

You can now synchronize one or more sites.