Synchronized Tableau data

Warning The end of life of Jobserver and all related Jobserver integrations has been announced for September 30, 2024. This means that the Tableau via Jobserver integration method is deprecated and will also reach its end of life on September 30, 2024. To integrate Tableau metadata and create lineage, please use Edge or lineage harvester.

Synchronizing means refreshing the assets that are currently in Data Catalog as a result of a previous ingestion or synchronization job. After synchronizing Tableau, the assets in Data Catalog accurately reflect the metadata as it exists at the time of synchronization.

Important The Tableau metadata that is ingested during synchronization varies according to your integration method. For complete information on the metadata that is ingested when you integrate Tableau via the lineage harvester, see the Tableau operating model.

Note

The assets have the same names as their counterparts in Tableau.
Some asset types are only created if the Tableau user specified in the connection settings has specific permissions.
There might be differences between the hierarchy of assets in Data Catalog and in Tableau. For example, Tableau, shows the relation from a parent project to a child project. In Data Catalog, this relation does not exist. Instead, all projects are shown on the Tableau Site asset page and the hierarchy of projects is shown in the Full name of the Tableau Project asset and the name of its domain.
If the Tableau data has tags, they are also added to the corresponding assets in Collibra with the prefix Tableau_.
Relations that were created between Tableau assets and other assets via a relation type in the Tableau operating model, are deleted after synchronization.

Tableau operating model

The following image shows the relations between Tableau asset types and the cardinality of the relation types in the assets' assignment.

Synchronized metadata per asset type

This table shows the metadata for each Tableau asset type.

Asset type	Synchronized metadata
Tableau Server	URL Server hosts / is hosted in Business Dimension
Tableau Site	URL: The link to the data in Tableau Original name: The name of the data as used in Tableau BI Folder assembles / Is assembled in BI Folder Server hosts / is hosted in Business Dimension
Tableau Project	Description Original name: The name of the project in Tableau Business Dimension groups / grouped into Report Business Dimension source is / source of System BI Folder assembles / is assembled in BI Folder Business Asset groups / is grouped by Business Asset
Tableau Workbook	Certified Original name: The name of the workbook in Tableau. Report image: The image of the report. Note Images are not downloaded or stored in Data Catalog. Instead, Data Catalog stores a link to the image. Every time you open the asset page, the image is fetched from Tableau. If the images do not render correctly, see the Troubleshooting section. You can also exclude images from synchronization in the Tableau sites section on the Configuration page of the Tableau Server asset. Document size Document creation date Document modification date Report groups / is grouped into Report Report is grouped in / groups Business Dimension Report related to / is impacted by Business Asset Report Attribute contained in / contains in Report Technology Asset is source for / sourced from Business Asset
Tableau View	URL: The link to the data in Tableau Certified Original name: The name of the view in Tableau. Report image: The image of the report Note Images are not downloaded or stored in Data Catalog. Instead, Data Catalog stores a link to the image. Every time you open the asset page, the image is fetched from Tableau. If the images do not render correctly, see the Troubleshooting section. You can also exclude images from synchronization in the Tableau sites section on the Configuration page of the Tableau Server asset. Visits count: The number of times that the view has been visited in Tableau Document creation date Document modification date Visible on server Tags Report groups /is grouped into Report Report relates / is impacted by Business Asset Note Assets of this type are only created if the Tableau user does not have the Download/Save As permission on the workbook.
Tableau Story	URL: The link to the data in Tableau Certified Original name: The name of story in Tableau. Report image: The image of the report. Note Images are not downloaded or stored in Data Catalog. Instead, Data Catalog stores a link to the image. Every time you open the asset page, the image is fetched from Tableau. If the images do not render correctly, see the Troubleshooting section. You can also exclude images from synchronization in the Tableau sites section on the Configuration page of the Tableau Server asset. Visits count: The number of times that the view has been visited in Tableau. Document creation date Document modification date Visible on server Tags Report groups /is grouped into Report Report related to / is impacted by Business Asset Report uses / used in Report Note Assets of this type are only created if the Tableau user has the Download/Save As permission on the workbook.
Tableau Dashboard	URL: The link to the data in Tableau Certified Original name: The name of story in Tableau. Report image: The image of the report. Note Images are not downloaded or stored in Data Catalog. Instead, Data Catalog stores a link to the image. Every time you open the asset page, the image is fetched from Tableau. If the images do not render correctly, see the Troubleshooting section. You can also exclude images from synchronization in the Tableau sites section on the Configuration page of the Tableau Server asset. Visits count: The number of times that the view has been visited in Tableau. Document creation date Document modification date Visible on server Tags Report groups /is grouped into Report Report related to / is impacted by Business Asset Report uses / used in Report Note Assets of this type are only created if the Tableau user has the Download/Save As permission on the workbook.
Tableau Worksheet	URL: The link to the data in Tableau Certified Original name: The name of the data as used in Tableau Report image: The image of the report. Note Images are not downloaded or stored in Data Catalog. Instead, Data Catalog stores a link to the image. Every time you open the asset page, the image is fetched from Tableau. If the images do not render correctly, see the Troubleshooting section. You can also exclude images from synchronization in the Tableau sites section on the Configuration page of the Tableau Server asset. Visits count: The number of times that the view has been visited in Tableau. Document creation date Document modification date Visible on server Tags Report uses / used in Report Attribute Report groups / is grouped into Report Report related to / impacted by Business Asset Note Assets of this type are only created if the Tableau user has the Download/Save As permission on the workbook.
Tableau Report Attribute	Description Original Name: The name of the attribute as used in Tableau Technical Data Type Role in Report Calculation Rule: Formula used in measure Report Attribute contained in / contains in Report Report Attribute is source for / is target of Report Attribute Report Attribute sourced from / is source of Data Attribute Report uses / used in Report Attribute Note Assets of this type are only created if the Tableau user has the Download/Save As permission on the workbook. These are only the report attributes that are used in Tableau Worksheet of the Tableau Workbook.
Tableau Data Attribute	Original Name: The name of the attribute as used in Tableau Technical Data Type: The Data Type of a data asset as it is declared by the data source. Report Attribute sourced from / is source of Data Attribute Note Assets of this type are only created if the Tableau user has the Download/Save As permission on the data source.
Tableau Data Entity	Data Entity contains / is part of Data Attribute Data Entity is part of / contains Data Model Note Assets of this type are only created if the Tableau user has the Download/Save As permission on the data source.
Tableau Data Model	Data Source Type Location Data Entity is part of / contains Data Model System implements / is implemented in Data Model Note Assets of this type are only created if the Tableau user has the Download/Save As permission on the data source.
Tableau Data Source (Published only)	Certified Original name: The name of the data as used in Tableau Document creation date Document modification date Business Dimension sources / is source of System System implements / is implemented in Data Model Technology Asset implements /is implemented in Data Asset Note Currently, we only support published data sources with an extract or a live connection. For more information, see the Tableau documentation.

Examples of synchronized metadata

The following image shows an example structure after synchronizing Tableau.

The following image shows an example of a diagram of a Tableau server.