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To keep your data relevant and free of outdated resources, Euno provides automatic resource cleanup options.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