Connect to Tableau

To retrieve data from Tableau, you have to connect to Tableau via a Tableau Server asset in your Collibra Data Intelligence Cloud environment.

Tip You have to register the Tableau Server asset before you can connect to it.

You can edit the connection settings at any time, for example, if you want to use another user than the one you originally used.

Prerequisites

• You have a resource role with the Configure external system resource permission, for example, Owner.
• You have a global role with the Catalog global permission, for example, Catalog Author.
• You have registered Tableau.
• If you connect to Tableau Online, you have a Tableau user with at least Viewer rights.
• If you connect to Tableau Server, you have a Tableau user with access to at least one site.
• You have the necessary Tableau permissions.

Steps

1. Open a Tableau Server asset page.
2. In the tab pane, click Configuration.
3. In the Connection details section, click Edit connection details.
4. Enter the required information.
   

   Field	Description	Required
   On-premises | Online	The Tableau product that you use.	Yes
   Tableau URL or endpoint	The URL of your Tableau Server or Tableau Online. Example http://my-tableau.collibra.com	Yes
   Site ID	The ID of a Tableau site. If you don't enter a site ID, your Tableau user must have access to the Default site. If you enter a site ID, your Tableau user must have access to that site. Note If you connect to Tableau Server, the site ID does not determine which sites you can synchronize from that server. It is used to validate the permissions of the Tableau user. Even if you enter one site ID, you can still synchronize the other sites from Tableau Server. Tip  You can find the site ID in the URL of the Tableau site. The site ID is the string between /site/ and /projects/. In the following URL, the site ID is collibra. https://example.collibra.online.tableau.com/#/site/collibra/projects	No for Tableau Server Yes for Tableau Online
   Token Name/Username	For Tableau Online with multi-factor authentication, the Personal Access Token (PAT) name of the Tableau user. Otherwise, the username of the Tableau user.	Yes
   Token Secret/Password	For Tableau Online with multi-factor authentication, the Personal Access Token secret of the Tableau user. Otherwise, the password of the Tableau user.	Yes

5. Click Save.
   The connection is verified. If successful, you can see the list of available sites in Tableau.

What's next?

You can now synchronize one or more sites.