After you connect Tableau, Elementary will automatically and continuously extend the lineage to the dashboard level. This will provide end-to-end data lineage to help you understand your downstream dependencies, called exposures.

In order for Elementary to extract your metadata from Tableau you must meet all of the Tableau Metadata GraphQL requirements (most are set by default):

  • Tableau Cloud / Server 2019.3 or later.
  • Tableau REST API must not be disabled.
  • The Metadata API must be enabled.
  • The Metadata API must be accessed via an access token.

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Tableau Cloud

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Creating a Personal Access Token

Create a Personal Access Token in Tableau. For details on how to create a user token please refer to the Tableau guide.

When you generate this token, Tableau will display a token secret only once. Make sure you store this token securely for future use, you will need it when you connect Tableau to Elementary.

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Connecting Tableau to Elementary

Navigate to the Account settings > Environments and choose the environment to which you would like to connect Tableau. Choose the Tableau BI connection and provide the following details to validate and complete the integration.

  • Token Name: The name of the token you created in Tableau.
  • Token Value: The token secret you saved when generating the token in Tableau
  • Site information: The site URL and name can be found on the URL you see when you visit the homepage of your Tableau instance. e.g. https://prod-useast-a.online.tableau.com/#/site/elementary/projects
    • Site URL: Copy and paste the base URL. e.g. https://prod-useast-a.online.tableau.com/
    • Site Name: Copy and paste the site name. e.g. elementary

Connect Tableau to Elementary environment

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Tableau Server

Elementary supports Tableau Server, reach out to our team for details.

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