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.
Relations that were created between Tableau assets and other assets via a relation type in the Tableau operating model, are deleted upon synchronization. The same is true of any attribute types in the operating model that you add to Tableau assets. To ensure that the characteristics you add to Tableau assets are not deleted upon synchronization, be sure to use characteristics that are not part of the Tableau operating model.

Tableau operating model

The following image shows the relations between Tableau asset types.

Harvested metadata per asset type

This table shows the metadata for each Tableau asset type.

Asset type	Synchronized metadata
Tableau Server	URL: The link to the data in Tableau Description Server hosts / is hosted in Business Dimension
Tableau Site	URL: The link to the data in Tableau Description BI Folder assembles / Is assembled in BI Folder Server hosts / is hosted in Business Dimension
Tableau Project	Description BI Folder assembles / is assembled in BI Folder Business Dimension groups / is grouped into Report Business Dimension source / is source of System
Tableau Workbook	URL: The link to the data in Tableau Description Certified Report Image Document size Document creation date Document modification date File size Report groups / is grouped into Report Tableau Workbook contains / contained in Tableau Data Model Business Dimension groups / is grouped into Report
Tableau Dashboard	URL: The link to the data in Tableau Certified 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. Document creation date Document modification date Visible on server 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 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. Document creation date Document modification date Visible on server 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	Data Type: The data type of a data asset, as it is declared by the data source. Role in Report Calculation Rule Data Element targets / sources Data Element Report uses / used in Data Attribute BI Data Model contains / is part of 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 Document creation date Document modification date Business Dimension source / is source of System BI Data Model contains / is part of BI Data Attribute 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.

Example of ingested metadata

The following image shows an example structure after synchronizing Tableau.

Create a Tableau operating model diagram view

You can create a Tableau-specific diagram view, to visualize the operating model. The following procedure provides instruction on how to quickly create a new diagram view by copying and pasting the JSON code in the diagram view text editor.

Steps

Open an asset page.
In the tab pane, click Diagram.
The diagram appears in the default diagram view.
Click to add a new view.
Click the Text tab, to switch to the diagram view text editor.
Click Show me the JSON code below this procedure, to expand the code.
Click in the top-right of the expanded code, to copy the code.
The code is copied to your clipboard.
Paste the code in diagram view text editor.
Click Save.
Edit the name and description of the diagram view, to suit your needs.

Show me the JSON code

Copy code

{
	"nodes": [
		{
			"id": "Tableau Workbook",
			"type": {
			"id": "00000000-0000-0000-0000-110000000002"
			},
			"layoutRegion": "context"
		},
		{
			"id": "Tableau Dashboard",
			"type": {
			  "id": "00000000-0000-0000-0001-110000000301"
			},
			"layoutRegion": "context"
		},
		{
			"id": "Tableau Worksheet",
			"type": {
			  "id": "00000000-0000-0000-0001-110000000300"
			},
			"layoutRegion": "context"
		},
		{
			"id": "Tableau Data Model",
			"type": {
			  "id": "00000000-0000-0000-0000-110000000008"
			},
			"layoutRegion": "context"
		},
		{
			"id": "Tableau Project",
			"type": {
			  "id": "00000000-0000-0000-0000-110000000001"
			},
			"layoutRegion": "context"
		},
		{
			"id": "Tableau Site",
			"type": {
			  "id": "00000000-0000-0000-0000-110000000000"
			},
			"layoutRegion": "context"
		},
		{
			"id": "Tableau Server",
			"type": {
			  "id": "00000000-0000-0000-0000-110000000005"
			},
			"layoutRegion": "context"
		},
		{
			"id": "Tableau Data Attribute",
			"type": {
			  "id": "00000000-0000-0000-0000-110000000010"
			},
			"layoutRegion": "context"
		},
		{
			"id": "Column",
			"type": {
			  "id": "00000000-0000-0000-0000-000000031008"
			},
			"layoutRegion": "context"
		},
		{
			"id": "Table",
			"type": {
			  "id": "00000000-0000-0000-0000-000000031007"
			},
			"layoutRegion": "context"
		},
		{
			"id": "Schema",
			"type": {
			  "id": "00000000-0000-0000-0001-000400000002"
			},
			"layoutRegion": "context"
		},
		{
			"id": "Database",
			"type": {
			  "id": "00000000-0000-0000-0000-000000031006"
			},
			"layoutRegion": "context"
		}
	],
	"edges": [
		{
			"from": "Tableau Project",
			"to": "Tableau Workbook",
			"label": "",
			"style": "boxing",
			"type": {
			  "id": "00000000-0000-0000-0000-120000000002"
			},
			"roleDirection": true
		},
		{
			"from": "Tableau Site",
			"to": "Tableau Project",
			"label": "",
			"style": "boxing",
			"type": {
			  "id": "00000000-0000-0000-0000-120000000001"
			},
			"roleDirection": true
		},
		{
			"from": "Tableau Server",
			"to": "Tableau Site",
			"label": "",
			"style": "boxing",
			"type": {
			  "id": "00000000-0000-0000-0000-120000000000"
			},
			"roleDirection": true
		},
		{
			"from": "Tableau Data Model",
			"to": "Tableau Data Attribute",
			"label": "",
			"style": "boxing",
			"type": {
			  "id": "00000000-0000-0000-0000-000000007196"
			},
			"roleDirection": true
		},
		{
			"from": "Tableau Data Attribute",
			"to": "Tableau Data Attribute",
			"label": "",
			"style": "arrow",
			"type": {
			  "id": "00000000-0000-0000-0000-000000007069"
			},
			"roleDirection": false
		},
		{
			"from": "Tableau Workbook",
			"to": "Tableau Data Model",
			"label": "",
			"style": "boxing",
			"type": {
			  "id": "00000000-0000-0000-0000-120000000020"
			},
			"roleDirection": true
		},
		{
			"from": "Tableau Project",
			"to": "Tableau Data Model",
			"label": "",
			"style": "arrow",
			"type": {
			  "id": "00000000-0000-0000-0000-120000000014"
			},
			"roleDirection": true
		},
		{
			"from": "Column",
			"to": "Column",
			"label": "",
			"style": "boxing",
			"type": {
			  "id": "00000000-0000-0000-0000-000000007042"
			},
			"roleDirection": false
		},
		{
			"from": "Column",
			"to": "Table",
			"label": "",
			"style": "boxed",
			"type": {
			  "id": "00000000-0000-0000-0000-000000007042"
			},
			"roleDirection": true
		},
		{
			"from": "Table",
			"to": "Schema",
			"label": "",
			"style": "boxed",
			"type": {
			  "id": "00000000-0000-0000-0000-000000007043"
			},
			"roleDirection": false
		},
		{
			"from": "Schema",
			"to": "Database",
			"label": "",
			"style": "boxed",
			"type": {
			  "id": "00000000-0000-0000-0000-000000007024"
			},
			"roleDirection": false
		},
		{
			"from": "Tableau Data Attribute",
			"to": "Tableau Worksheet",
			"label": "",
			"style": "arrow",
			"type": {
			  "id": "00000000-0000-0000-0000-120000000021"
			},
			"roleDirection": false
		},
		{
			"from": "Tableau Workbook",
			"to": "Tableau Worksheet",
			"label": "",
			"style": "boxing",
			"type": {
			  "id": "00000000-0000-0000-0000-120000000004"
			},
			"roleDirection": true
		},
		{
			"from": "Tableau Workbook",
			"to": "Tableau Dashboard",
			"label": "",
			"style": "boxing",
			"type": {
			  "id": "00000000-0000-0000-0000-120000000004"
			},
			"roleDirection": true
		},
		{
			"from": "Tableau Worksheet",
			"to": "Tableau Dashboard",
			"label": "",
			"style": "arrow",
			"type": {
		      "id": "00000000-0000-0000-0000-120000000007"
			},
			"roleDirection": false
		},
		{
			"from": "Tableau Data Attribute",
			"to": "Column",
			"label": "",
			"style": "arrow",
			"type": {
			  "id": "00000000-0000-0000-0000-000000007069"
			},
			"roleDirection": false
		}
	],
	"showOverview": false,
	"enableFilters": true,
	"showLabels": true,
	"showFields": true,
	"showLegend": true,
	"showPreview": true,
	"visitStrategy": "directed",
	"layout": "HierarchyLeftRight",
	"maxNodeLabelLength": 50,
	"maxEdgeLabelLength": 30,
	"layoutOptions": {
		"compactGroups": false,
		"componentArrangementPolicy": "topmost",
		"edgeBends": true,
		"edgeBundling": true,
		"edgeToEdgeDistance": 5,
		"minimumLayerDistance": "auto",
		"nodeToEdgeDistance": 5,
		"orthogonalRouting": true,
		"preciseNodeHeightCalculation": true,
		"recursiveGroupLayering": true,
		"separateLayers": true,
		"webWorkers": true,
		"nodePlacer": {
			"barycenterMode": true,
			"breakLongSegments": true,
			"groupCompactionStrategy": "none",
			"nodeCompaction": false,
			"straightenEdges": true
		}
	}
}