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.

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 Tableau metadata

The following image shows an example structure after synchronizing Tableau.

Recommended hierarchy within a domain

You can enable hierarchies for the domain (or domains) in which your Tableau assets were ingested. Doing so makes it easier to understand the relation between your Tableau assets, when viewing the assets on the domain page.

Follow these steps to enable and configure the recommended hierarchy.

Steps

Open the domain page of the relevant BI Catalog domain.
In the content toolbar, click .
The Configure Hierarchy dialog box appears.
Select Enable Hierarchy.
Select Single path.
Start typing and select each of the following relation types:
- Server hosts Business Dimension
- BI Folder assembles BI Folder
- Business Dimension groups Report
- Report groups Report
- Report uses Report
- Report uses Data Attribute
- BI Data Attribute is part of BI Data Model
Click Apply.

Note In an asset view, if any asset is deleted, for example via synchronization or manual deletion, the view is recreated and the hierarchy is lost. In this case, you can again enable and configure the recommended hierarchy.

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
		}
	}
}