Tableau ingestion considerations

Authentication requirements

Tableau Cloud requires multi-factor authentication (MFA) for all Admin users. However, the CLI lineage harvester (deprecated) does not support MFA. Therefore:

• Cloud admins: You must use token-based authentication to sign in.
• Other users: This requirement does not affect Tableau Server users or Cloud users with an Explorer role.

You must use a Tableau account that has access to all relevant sites.

Metadata and lineage limitations

Some aspects of Tableau might limit how much lineage Collibra can show.

Limitation	Details
Custom SQL	If Tableau’s API does not support your specific custom SQL, your lineage may be incomplete. For complete information, see the Tableau documentation on Tableau Catalog support for custom SQL and Tableau Lineage and custom SQL connections.
Stored procedures	Collibra Data Lineage shows lineage between the data source and the worksheet. However, it cannot stitch or link to the underlying database.
Unions and joins	Collibra Data Lineage only partially supports unions and joins. If, for example, you create a union in the Tableau UI, it will not appear in Data Catalog or in the lineage. If you create a union using a custom SQL query in Tableau, it is supported.
HIdden items	Hidden Tableau dashboards and worksheets are ingested in Collibra, but the path to these data objects in Tableau is not included. For more information, including how to find such assets in your Collibra environment, go to Tableau and the "Visible on server" attribute type. Hidden measures and dimensions in Tableau (those that are grayed-out) are not ingested in Collibra.
Labels and aliases	The API only returns the actual names of data fields, not their custom labels or aliases.
Tableau views with objects with the sheet type “dashboard”	Views with objects with the sheet type “dashboard” are not referenced by the dashboard in the API code. Therefore, the Collibra Data Lineage service instances can’t process them and the dashboards don’t appear in the technical lineage.

Handling duplicate object names

Tableau allows multiple objects to share the same name under the same parent, most commonly workbooks in Personal Spaces. To distinguish such objects in technical lineage, Collibra Data Lineage appends the Tableau internal ID to each duplicate name, for example Sales Report (a1b2c3d4-...). This behavior applies to workbooks, dashboards, and worksheets.

The corresponding asset names in Data Catalog are not modified. When multiple assets share the same name, they are distinguished by their full path.