Tableau

In order to allow Elementary to continuously generate dbt exposures from Tableau you will need to setup the following integrations:

1. Connect Tableau - Elementary will continuously connect to Tableau to extract metadata.
2. Connect dbt project code repository - Elementary will open a pull request to add exposures to your dbt project.

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Connect Tableau

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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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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Connect dbt project code repository

To allow Elementary to open pull requests to add exposures to your dbt project, follow the relevant guide according to your code repository provider: