How auto-matching works

When you use a web application such as Power BI or Tableau, Collibra Browser Extension can detect the visited report from the application and retrieve the equivalent report from the connected Collibra environment. This topic describes how the Browser Extension performs such auto-matching.

Note For auto-matching to work on an application, the corresponding web domain should be first added as part of the configuration. For example, if you want auto-matching to work on a Tableau dashboard, ensure that you have selected Tableau in the drop-down list box and entered the required Tableau URL.
Image showing the addition of a Tableau domain

Auto-matching on a Power BI dashboard

When you work on a Power BI dashboard, the extension extracts the title displayed on the browser tab and the universally unique identifier (UUID) of the dashboard from the page address (URL).

Example Power BI title on browser tab

The extension then searches the Power BI dashboard asset in Collibra to identify a URL attribute that contains the UUID from the Power BI URL. If no match is found, the extension searches for an asset whose name is the same as the name found in the browser tab title of the Power BI dashboard.

Tip If auto-matching fails, the extension searches for the name of the dashboard with the Power BI Dashboard asset type as a filter.

Auto-matching on a Tableau dashboard

When you work on a Tableau dashboard, first, the extension searches for the following pattern in the page URL to determine if the current page is a dashboard.

<tableau url>/#/site/<path or uuid>/views/<path or uuid>
Note In this pattern:
  • The content within the angle brackets (<>) may match any string.
  • /site refers to the workbook or site name and is optional for auto-matching.
  • path or uuid isn't used for auto-matching.
Tip 

The following image shows a Tableau page URL that meets the required pattern.

Example of a Tableau page address

Next, the extension compares the page URL of the Tableau dashboard with the URL attribute of Tableau Dashboard assets in the connected Collibra environment for a match. If this method returns no results, the extension extracts the following information from the breadcrumb on the current page:

  • Tableau project
  • Tableau workbook
  • Tableau dashboard or report

If the page URL meets the required pattern and if the extension can extract the required information from the breadcrumb, the extension automatically identifies the dashboard in the connected Collibra environment.

Tip If auto-matching fails, the extension searches for the name of the dashboard with the Tableau Dashboard asset type as a filter.