Overview Tableau integration steps

The Tableau integration enables you to harvest Tableau metadata and create new Tableau assets in Data Catalog. Collibra Data Intelligence Cloud analyzes and processes the metadata and presents it as specific asset types, retaining their original names.

Steps

  1. Set up Tableau.
  2. Prepare a domain for Tableau ingestion.
    If you already have a domain reserved for ingestion of the new Tableau assets, you can skip this step.
  3. Prepare the Data Catalog physical data layer.
  4. Download and install the lineage harvester.
  5. Prepare the lineage harvester configuration file.
  6. Optionally, Prepare a <source ID> configuration file.
  7. Start the lineage harvester again in the console and run the following command:
    • for Windows: .\bin\lineage-harvester.bat full-sync
    • for other operating systems: ./bin/lineage-harvester full-sync
  8. When prompted, enter the password or client secret to connect to your Collibra Data Intelligence Cloud and Tableau environment. The passwords are encrypted and stored in /config/pwd.conf.

What's next?

You can check the progress of the ingestion in Activities. The results field indicates how many relations were imported into Data Catalog.

After the metadata is ingested in Data Catalog, you can go to the domain that you specified in your lineage harvester configuration file and view the newly created assets. These assets are automatically stitched to existing assets in Data Catalog.

You can also view the Tableau technical lineage.

Warning We strongly recommend that you not edit the full names of any Tableau assets. Doing so will likely lead to errors during the synchronization process.

Warning We highly recommend that you do not move the ingested assets to a different domain. If you do, the assets will be deleted and recreated in the initial BI Catalog domain when you synchronize Tableau. As a consequence, any manually added data of those assets is lost.