# Tableau

Euno integrates with Tableau, ingesting its metadata to enhance data observability and support proactive measures such as shift-left practices. By providing valuable insights into the data structure and usage patterns within your Tableau environment, Euno enables more informed decision-making and efficient data management.

Euno's Tableau integration supports auto-discovery of the following Tableau resources and sub-resources:

* Tableau workbook
* Tableau data sources
  * Published data source
  * Embedded data source
* Tableau Custom SQL
* Tableau Views
* Tableau Dashboards
* Tableau Fields
  * Measures
  * Dimensions
* Tables
* Users

## Tableau Requirements

To ingest metadata from Tableau, you will need:

1. **Tableau Server Version 2021.1.10 and newer.**
2. **Tableau Metadata API** (if already enabled please skip to 3):
   1. Ensure the Tableau Metadata API is enabled.
   2. This is enabled by default on Tableau Cloud.
   3. For Tableau Server, follow [this guide ](https://help.tableau.com/current/api/metadata_api/en-us/docs/meta_api_start.html#enable-the-tableau-metadata-api-for-tableau-server)by Tableau.
3. **Tableau Credentials:** Euno authenticates as a Tableau individual user. The Euno user would require a [Personal Access Token](https://help.tableau.com/current/server/en-us/security_personal_access_tokens.htm) with the [Site Administrator Explorer](https://help.tableau.com/current/server/en-us/users_site_roles.htm#general-capabilities-allowed-with-each-site-role) role or higher - an already existing user with same or higher permissions can be used.

## Setting up Euno's Tableau Integration

### Stage 1: Create Tableau Personal Access Token

In Tableau, generate a new personal access token with a [Personal Access Token](https://help.tableau.com/current/server/en-us/security_personal_access_tokens.htm) (PAT) with the [Site Administrator Explorer](https://help.tableau.com/current/server/en-us/users_site_roles.htm#general-capabilities-allowed-with-each-site-role). Once the token has been created, copy the secret.

####

### Stage 2: Configure New Tableau Source in Euno

#### Step 1: Access the Sources Page

1. Open the **Sources** page.
2. Select Add New Source and choose **Tableau** from the available options.

#### Step 2: General Configuration

<table><thead><tr><th width="209">Configuration</th><th>Description</th></tr></thead><tbody><tr><td>Name*</td><td>Enter a name for your Tableau source (e.g., "Tableau - Financial Reports").</td></tr><tr><td>Connection URL*</td><td>Provide the Tableau server URL</td></tr><tr><td>Site*</td><td>Specify the Tableau site name</td></tr><tr><td>Token Name*</td><td>Enter the name of your Tableau access token.</td></tr><tr><td>Token Value*</td><td>Input the secret value of your token.</td></tr></tbody></table>

#### Step 3: Scheduling Updates

1. Enable the Schedule option.
2. Choose:
   1. **Weekly**: Set specific days and times.
   2. **Hourly**: Define the interval in hours (e.g., every 8 hours).

#### Step 4: Resource Cleanup

To keep your data relevant and free of outdated resources, Euno provides automatic **resource cleanup** options. These settings determine when a resource should be removed if it is no longer detected by a source integration. For a detailed explanation on Euno's cleanup strategies, see: [Resource Sponsorship in Euno](/developer-reference/technical-concepts/resource-sponsorship-and-cleanup-in-euno.md).

* **Immediate Cleanup**: Remove resources not detected in the most recent successful source integration run.
* **No Cleanup**: Keep all resources indefinitely, even if they are no longer detected.

#### Step 5: Advanced Settings (Optional)

Click on the '**Advanced**' section to display these additional configurations.

| Configuration           | Description                                                                                                                                                              |
| ----------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| Override URL for Link   | Add a custom URL if required.                                                                                                                                            |
| Skip SSL Verification   | Enable this option to skip SSL checks                                                                                                                                    |
| Observe Tableau Pulse   | Check this to have Euno observe Tableau Pulse Metrics and Metrics Definitions                                                                                            |
| Observe Impression data | Check this to have Euno observe impressions data for Tableau. See [this link](/sources/business-intelligence/tableau-integration/tableau-cloud-impression-data-setup.md) |
| Project pattern         | Use a regular expression to allow or exclude specific projects, for example, ".\*" will include/exclude all projects.                                                    |

#### Step 6: Save Configuration

Click the **Save** button to complete the setup.

## What's next

It is recommended to setup observing Tableau Impression data. Follow this guide [tableau-cloud-impression-data-setup.md](/sources/business-intelligence/tableau-integration/tableau-cloud-impression-data-setup.md).


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