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.

You can easily recreate this diagram view in your Collibra environment. See Create a Tableau operating model diagram view.

Harvested metadata per asset type

This table shows the metadata for each Tableau asset type and the resource ID for each asset type and metadata.

Asset type	Synchronized metadata	Resource ID
Tableau Server Resource ID: 00000000-0000-0000-0000-110000000005	Description	00000000-0000-0000-0000-000000003114
	Server hosts / is hosted in Business Dimension	00000000-0000-0000-0000-120000000000
	URL: The link to the data in Tableau	00000000-0000-0000-0000-000000000258
Tableau Site Resource ID: 00000000-0000-0000-0000-110000000000	BI Folder assembles / Is assembled in BI Folder	00000000-0000-0000-0000-120000000001
	Description	00000000-0000-0000-0000-000000003114
	Server hosts / is hosted in Business Dimension	00000000-0000-0000-0000-120000000000
	URL: The link to the data in Tableau	00000000-0000-0000-0000-000000000258
Tableau Project Resource ID: 00000000-0000-0000-0000-110000000001	Description	00000000-0000-0000-0000-000000003114
	BI Folder assembles / is assembled in BI Folder	00000000-0000-0000-0000-120000000001
	Business Dimension groups / is grouped into Report	00000000-0000-0000-0000-120000000002
	BI Folder contains / contained in Data Asset	00000000-0000-0000-0000-120000000014
Tableau Workbook Resource ID: 00000000-0000-0000-0000-110000000002	Description	00000000-0000-0000-0000-000000003114
	Certified	00000000-0000-0000-0001-000500000001
	Document creation date	00000000-0000-0000-0000-000000000260
	Document modification date	00000000-0000-0000-0000-000000000261
	Document size	00000000-0000-0000-0000-000000000259
	Report Image	00000000-0000-0000-0000-000000000262
	URL: The link to the data in Tableau	00000000-0000-0000-0000-000000000258
	Report groups / is grouped into Report	00000000-0000-0000-0000-120000000004
	Tableau Workbook contains / contained in Tableau Data Model	00000000-0000-0000-0000-120000000020
	Business Dimension groups / is grouped into Report	00000000-0000-0000-0000-120000000002
Tableau Dashboard Resource ID: 00000000-0000-0000-0001-110000000301 Assets of this type are only created if the Tableau user has the Download/Save As permission on the workbook.	Certified	00000000-0000-0000-0001-000500000001
	Document creation date	00000000-0000-0000-0000-000000000260
	Document modification date	00000000-0000-0000-0000-000000000261
	Report image: The image of the report. 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.	00000000-0000-0000-0000-000000000262
	URL: The link to the data in Tableau	00000000-0000-0000-0000-000000000258
	Visible on server	00000000-0000-0000-0000-000000000265
	Report groups / is grouped into Report	00000000-0000-0000-0000-120000000004
	Report uses / used in Data Attribute	00000000-0000-0000-0000-120000000021
	Report uses / used in Report	00000000-0000-0000-0000-120000000007
Tableau Worksheet Resource ID: 00000000-0000-0000-0001-110000000300 Assets of this type are only created if the Tableau user has the Download/Save As permission on the workbook.	Certified	00000000-0000-0000-0001-000500000001
	Document creation date	00000000-0000-0000-0000-000000000260
	Document modification date	00000000-0000-0000-0000-000000000261
	Report image: The image of the report. 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.	00000000-0000-0000-0000-000000000262
	URL: The link to the data in Tableau	00000000-0000-0000-0000-000000000258
	Visible on server	00000000-0000-0000-0000-000000000265
	Report groups / is grouped into Report	00000000-0000-0000-0000-120000000004
	Report uses / used in Data Attribute	00000000-0000-0000-0000-120000000021
	Report uses / used in Report	00000000-0000-0000-0000-120000000007
Tableau Data Attribute Resource ID: 00000000-0000-0000-0000-110000000010 Assets of this type are only created if the Tableau user has the Download/Save As permission on the data source.	Calculation Rule	00000000-0000-0000-0000-000000003117
	Data Type: The data type of a data asset, as it is declared by the data source.	00000000-0000-0000-0001-000500000005
	Role in Report	00000000-0000-0000-0000-000000000266
	BI Data Model contains / is part of BI Data Attribute	00000000-0000-0000-0000-000000007196
	Data Element targets / sources Data Element	00000000-0000-0000-0000-000000007069
	Report uses / used in Data Attribute	00000000-0000-0000-0000-120000000021
Tableau Data Model Resource ID: 00000000-0000-0000-0000-110000000008 Assets of this type are only created if the Tableau user has the Download/Save As permission on the data source.	Certified	00000000-0000-0000-0001-000500000001
	Document creation date	00000000-0000-0000-0000-000000000260
	Document modification date	00000000-0000-0000-0000-000000000261
	Original Name: The name of the data source in Tableau	00000000-0000-0000-0001-000500000032
	BI Data Model contains / is part of BI Data Attribute	00000000-0000-0000-0000-000000007196
	Business Dimension source / is source of System	00000000-0000-0000-0000-120000000003
	Tableau Workbook contains / contained in Tableau Data Model	00000000-0000-0000-0000-120000000020

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.
On 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
		}
	}
}