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

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 by Tableau.

3. Tableau Credentials: Euno authenticates as a Tableau individual user. The Euno user would require a Personal Access Token with the Site Administrator Explorer 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 a personal access token with a Personal Access Token (PAC) with the Site Administrator Explorer. Once the token has been created, copy the secret. Note: Users must set the expiration of the token, which can be a maximum of one year. In addition, if the token is not used for 15 days, it will expire.

Tableau: Create Personal Access Token

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

Configuration	Description
Name*	Enter a name for your Tableau source (e.g., "Tableau - Financial Reports").
Connection URL*	Provide the Tableau server URL
Site*	Specify the Tableau site name
Token Name*	Enter the name of your Tableau access token.
Token Value*	Input the secret value of your token.

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To keep your data relevant and free of outdated resources, Euno provides automatic resource cleanup options.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.

• 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
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 Impression Data Setup.