Tableau operating model

Synchronizing Tableau data means ingesting metadata from Tableau to your Collibra Data Intelligence Cloud environment. The metadata is represented as assets of specific types and their characteristics.

Note

The assets have the same names as their counterparts in Tableau.
Some asset types are only created if the Tableau user has specific permissions.
There may be differences between the hierarchy of assets in Data Catalog and in Tableau. For example, Tableau, shows the relation from a parent project to a child project. In Data Catalog, this relation does not exist. Instead, all projects are shown on the Tableau Site asset page and the hierarchy of projects is shown in the Full name of the Tableau Project asset and the name of its Domain.
If the Tableau data has tags, they are also added to the corresponding assets in Collibra with the prefix Tableau_.
Relations that were created between Tableau assets and other assets via a relation type in the Tableau operating model, are deleted after synchronization.

Tableau operating model

The following image shows the relations between Tableau asset types and the cardinality of the relation types in the assets' assignment.

Harvested metadata per asset type

This table shows the metadata for each Tableau asset type.

Asset type	Synchronized metadata
Tableau Server	URL Server hosts / is hosted in Business Dimension
Tableau Site	URL: The link to the data in Tableau Original name: The name of the data as used in Tableau BI Folder assembles / Is assembled in BI Folder Server hosts / is hosted in Business Dimension
Tableau Project	Description Original name: The name of the project in Tableau Business Dimension groups / grouped into Report BI Folder assembles / is assembled in BI Folder BI Folder contains / contained in Data Asset Business Dimension groups / is grouped into Report
Tableau Workbook	URL: The link to the data in Tableau Certified Original name: The name of the workbook in Tableau. Document size Document creation date Document modification date Report groups / is grouped into Report Tableau Workbook contains / contained in Tableau Data Model Business Dimension groups / is grouped into Report
Tableau View	URL: The link to the data in Tableau Certified Original name: The name of the view in Tableau. Report image: The image of the report Note Images are downloaded and stored in Data Catalog. You can configure the maximum file size and content types of the Tableau images in the Collibra DGC service settings. Visits count: The number of times that the view has been visited in Tableau Document creation date Document modification date Visible on server Tags Report groups /is grouped into Report Report uses / used in Report Report uses / used in Data Attribute Note Assets of this type are only created if the Tableau user does not have the Download/Save As permission on the workbook.
Tableau Dashboard	URL: The link to the data in Tableau Certified Original name: The name of story in Tableau. Report image: The image of the report. Note Images are downloaded and stored in Data Catalog. You can configure the maximum file size and content types of the Tableau images in the Collibra DGC service settings. Visits count: The number of times that the view has been visited in Tableau. Document creation date Document modification date Visible on server Tags Report groups /is grouped into Report Report uses / used in Report Report uses / used in Data Attribute Note Assets of this type are only created if the Tableau user has the Download/Save As permission on the workbook.
Tableau Worksheet	URL: The link to the data in Tableau Certified Original name: The name of the data as used in Tableau Report image: The image of the report. Note Images are downloaded and stored in Data Catalog. You can configure the maximum file size and content types of the Tableau images in the Collibra DGC service settings. Visits count: The number of times that the view has been visited in Tableau. Document creation date Document modification date Visible on server Tags Report groups /is grouped into Report Report uses / used in Report Report uses / used in Data Attribute Note Assets of this type are only created if the Tableau user has the Download/Save As permission on the workbook.
Tableau Data Attribute	Original Name: The name of the attribute as used in Tableau Technical Data Type: The Data Type of a data asset as it is declared by the data source. Role in Report Calculation Rule Report Attribute sourced from / is source of Data Attribute Data Element targets / sources Data Element Report uses / used in Data Attribute BI Data Model is part of / contains BI Data Attribute Note Assets of this type are only created if the Tableau user has the Download/Save As permission on the data source.
Tableau Data Model	Certified Original Name: The name of the data source in Tableau Data Source Type Location Document creation date Document modification date BI Data Model is part of / contains BI Data Attribute BI Folder contains / contained in Data Asset Tableau Workbook contains / contained in Tableau Data Model Note Assets of this type are only created if the Tableau user has the Download/Save As permission on the data source.

Examples of ingested metadata

The following image shows an example structure after synchronizing Tableau.