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About the Tableau collector

Important

The Tableau collector can be run on-premise using Docker or Jar files.

Note

The latest version of the Collector is 2.253. To view the release notes for this version and all previous versions, please go here.

Use this collector to:

  • Discover Tableau objects (such as, Tableau workbooks and dashboards) in your Tableau Online or Tableau Server instance, etc.

  • Perform impact analysis to understand how changes to upstream data sources impact Tableau objects

Tableau version supported

  • The collector supports Tableau Cloud and Tableau Server. The specific versions supported are Tableau API versions 3.10 and above on Tableau Server v 2022.1

    It is expected that the collector will support current versions of Tableau Online and Tableau Server. If you have any questions or encounter problems, please contact data.world Support.

Authentication supported

The Tableau collector supports the following methods for authentication:

These authentication details are used while generating the CLI or YAML file for the collector.

What is cataloged

The collector catalogs the following information.

Table 1.

Object

Information cataloged

Databases

Name, Identifier, Description, Database Connection Type

Database Schemas

Name, Identifier

Database tables

Name, Identifier

Database columns

Name, Identifier

Tableau Databases

Name, Identifier, Connection Type

Tableau Database tables

Name, Identifier, Connection Type

Tableau Database columns

Name, Identifier

Projects

Name, Description

Workbooks

Name, Description, Creator Email, Creator Name, Creator Tableau User, Preview Image, and Workbook URL

Note: Unpublished workbooks are not harvested. This is because the Tableau REST APIs do not return the objects if they are not published.

Dashboards

Name, Creator Email, Creator Name, Creator Tableau User, Preview Image, Dashboard URL, Number of Favorites, and Number of Views

Note: Unpublished dashboard are not harvested. This is because the Tableau REST APIs do not return the objects if they are not published.

Views

Name, Creator Email, Creator Name, Creator Tableau User, Number of Views, Number of Favorites, Preview Image, and View URL

Note: Unpublished views are not harvested. This is because the Tableau REST APIs do not return the objects if they are not published.

Datasource fields

Name, Identifier, Description

Calculated fields

Name, Identifier, Description, Calculation Formula, Category, Role, Type

Group fields

Name, Identifier, Description, Category, Role, Type

Bin fields

Name, Identifier, Description, Category, Role, Type, Bin Size

Column fields

Name, Identifier, Description, Category, Role, Type

Metrics

Name, Identifier, Description, Creator Email, Creator Name, Creator Tableau User, Metric Url

Custom SQL tables

Name, Identifier, Description, SQL Query

Embedded data sources

Name, Identifier

Published data sources

Name, Identifier, Description



Relationships between objects

By default, the harvested metadata includes catalog pages for the following resource types. Each catalog page has a relationship to the other related resource types. If the metadata presentation for this data source has been customized with the help of the data.world Solutions team, you may see other resource pages and relationships.

Table 2.

Resource page

Relationship

Databases

  • Schemas contained within the database

  • Tables contained within the database

Database Schemas

  • Tables contained within the schema

Database tables

  • Schema containing database table

  • Database containing the database table

  • Views using the database table as a data source

  • Column fields using the database table as a data source

Database columns

  • Tables containing the database columns

  • Column fields referencing the database columns

Tableau Databases

  • Tableau Tableau Database table contained within the Tableau Database

Tableau Database tables

  • Tableau Column contained within the Tableau Database table

Tableau Database columns

  • Tableau Column Field referencing the  Tableau Database Column

Projects

  • Views contained within the project

  • Workbooks contained within the project

  • Dashboards contained within the project

  • Subprojects contained within the project

Workbooks

  • Projects that contain a workbook

  • Data sources embedded within the workbook

  • Views contained within the workbook

Dashboards

  • Fields used by dashboard

  • Custom SQL tables used by dashboard

  • Projects containing dashboard

  • Tables used by dashboard

  • Workbooks containing dashboard

  • Views embedded in dashboard

Views

  • Fields used by view

  • Custom SQL tables used by view

  • Projects containing view

  • Database Tab;es used by view

  • Workbooks containing view

  • Dashboards which embed the view

  • Metrics presenting the view

Datasource fields

  • Views that use the datasource field

  • Dashboards that use the datasource field

  • Data source fields containing the datasource field

Calculated fields

  • Views that use the calculated field

  • Dashboards that use the calculated field

  • Data sources containing the calculated field

Group fields

  • Data sources containing group field

Bin fields

  • Data sources containing group field

Column fields

  • Data Source containing the column field

  • Views that use the column field

  • Dashboards that use the column field

Custom SQL tables

  • Views using Custom SQL table

  • Dashboards using Custom SQL table

Embedded data sources

  • Fields contained within the embedded data source

  • Workbook containing embedded data source

Published data sources

  • Fields contained within the published data source



Lineage for Tableau

The collector does not support harvesting cross-system lineage when Tableau reports connect to a source system using ODBC connections.

Table 3.

Object

Lineage available

Database columns and tables

Fields that use database columns and tables

Projects

Databases, Database schemas, Database Tables, Database Columns, Workbooks, Views, Dashboards, custom SQL tables, and Data sources that projects contain

Dashboards

Fields and tables that dashboards source their data from

Views

Fields and tables that views source their data from

Fields

Columns, tables, and other fields that a field uses its data from

Tableau Database tables

Tableau Databases containing the Tableau Database table

Tableau Database columns

Fields that reference the Tableau Database column, Tableau Database tables containing the Tableau Database column

Published data sources

Embedded data sources that were derived from published data source

Embedded data sources

Database tables and Database columns that the Embedded data source uses data from



Supported cross-system lineage

The currently supported data sources for cross-system lineage are:

  • Postgres 

  • Snowflake

  • BigQuery

  • Redshift

    Important

    While other data sources are not formally supported, running the collector for those sources may still enable you to view cross-system lineage between Tableau and these sources.

Important things to note about improving the performance of collector runs

Depending on the size of your Tableau instance, you may want to exclude or include specific resources from your catalog.

  1. Exclude object types: Use the --tableau-exclude parameter to exclude harvesting of certain object types. The supported object types are: View, Dashboard, Database, PublishedDataSource, EmbeddedDataSource, CalculatedField, ColumnField, BinField, GroupField, DatasourceField, CustomSQLTable, Metric

  2. Filter to specific Tableau site: Use the --tableau-site parameter to filter to a specific site.

  3. Filter to specific Tableau projects: Use the --tableau-project parameter to harvest from multiple tableau projects. Use the parameter multiple times for multiple projects.

  4. Filter out specific Tableau projects: Use the --tableau-exclude-project parameter to skip harvesting from multiple tableau projects. Use the parameter multiple times for multiple projects.

  5. GraphQL page size: Use the --tableau-graphql-page-size parameter to adjust the GraphQL page size. The maximum page size is 1000.

  6. Increase Docker resources: If you run into out of memory errors, increase the memory on the machine running the collector, or increase the java heap size when running a jar file, or use filtering.