Tableau Impression Data Setup

Euno can observe information about how Tableau Users are using the different data products in their Tableau Cloud Instance. This information is useful for data governance to identify popular dashboards, unused dashboards, dashboards used by specific teams, etc. Read more about impressions data in tableau-usage-data.md

Tableau updates access information at regular intervals, which can cause delays in displaying the latest impression data. This means the data shown in Tableau might not always reflect real-time updates. See Tableau documentation. for more information.

To set up the Tableau Integration to observe impression data, Complete the following steps:

1. Find (Tableau Cloud users) or create (Tableau Server users) the TS Events datasource

2. Create and publish a Euno-compatible Tableau Access Log View

3. Provide Euno access to the published view

Step 1 - TS Events Datasource

Tableau Cloud:

1. Go to “Explore”

2. Under the built-in Tableau Project “Admin Insights”, look for a datasource called “TS Events”. This is a built-in datasource that collects all the Tableau access events (or other events).

Tableau Server:

Follow the instructions here to download and publish the TS Events datasource.

Step 2 - Create and Publish a Euno-compatible Tableau Access Log View

1. Create a new Workbook from this datasource

2. Under “Rows”, drag:

   1. Actor User Id

   2. Actor User Name

   3. Event Type

   4. Item Type

   5. Item LUID

   6. Event Date

3. The “Event Date” field could already be set to “exact date”. If it's not, set it to “exact date”.

   Your TS event screen should look like this:

4. Filter only for “access” events:

   1. Click “Event Type”->Filter. Under “General”, Select “Access” *ONLY*. Euno is only interested in “Access” events.

5. Filter only for “access” events from a tracked resource:

   1. Click “Item LUID”->Filter. Under “General”, deselect all options except “null”, and check the box that says “Exclude selected values”

6. Filter only for events from the last 60 days:

   1. Click "Evnet Date"-> Filter. Select a "Relative Date" filter, and set it to past 60 days.

7. Hit OK -> The view is ready.

8. To see the csv contents, Click the “download” icon, and choose “data”. Download the result.

   The csv should look like this:

9. At the top right corner of the screen, go to “Publish As”:

10. Name the workbook “events for Euno”. Make sure to check the box “Embed password for data source”.

Step 3 - Provide Euno Access to the Published View

1. Find the published workbook in the Explore screen

2. Click “Permissions…” for the workbook

3. The Euno-Tableau integration is using a Personal Access Token. Make sure that the user has “Download Full Data” permissions to this workbooks.

4. If the user is not there, add it

Troubleshooting

If impression data is not collected, open the integration run report and review impressions parsing errors sample. Missing-column errors identify the configured view and workbook and list both the required columns that are missing and the columns Euno received. Invalid-date errors show the configured date format and the value that could not be parsed. Correct the published access log view to match the fields and date setup in Step 2, then run the integration again.