Create a connection to Tableau

To retrieve data from Tableau, you have to connect to Tableau via the Edge site.

Prerequisites

• You have a global role that has the System administration global permission.
• You have a global role that has the Manage Edge sites global permission.
• You have a resource role with the Configure external system resource permission, for example, Owner.
• 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 an Edge site.
   1. In the main menu, click Settings.
      The System tab page appears.
   2. In the tab pane, click Edge.
      The Edge sites overview appears.
   3. In the Edge site overview, click the name of an Edge site.
      The Edge site page appears.
2. In the Connections section, click Create Connection.
   The Connection settings page appears.
3. Enter the required information.
   

   Field	Description	Required
   Connection settings	This section contains general information about the connection.
   Name	The name of the connection. The name can be anything, as long as it is unique. Tip The name that you provide here is the name you have to select in the Tableau connection field, when adding the Technical Lineage for Tableau capability to the Edge site.	Yes
   Description	The description of the connection.	No
   Connection provider	The type of connection. Select Tableau connection.	Yes
   Connection parameters	This section contains connection authentication information.
   URL	The URL of your Tableau server.	Yes
   Authentication type	The authentication type for your connection to the Tableau server.	Yes
   Username/Token name	If you selected authentication type username, enter the username of the Tableau user. If you selected authentication type token, enter the personal access token name of the Tableau user.	Yes
   Password/Token secret	If you selected authentication type username, enter the password of the Tableau user. If you selected authentication type token, enter the personal access token secret of the Tableau user.	Yes

4. Click Create.
   

What's next?

Add the Technical Lineage for Tableau capability to the Edge site.