Technical Documentation : Connectors : Adding a Tableau (V2) Connection
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Adding a Tableau (V2) Connection
Prerequisites
Note: You can find a link to the configuration template in Zeenea Connector Downloads.
Supported Versions
The Tableau connector was tested on the SaaS solution.
Installing the Plugin
Warning: Migrating from Tableau (V1) connector to Tableau (V2) connector will need specific operations. Please contact customer service to assist you in this migration.
The Tableau plugin can be downloaded here: Zeenea Connector Downloads.
For more information on how to install a plugin, please refer to the following article: Installing and Configuring Connectors as a Plugin.
Declaring the Connection
Creating and configuring connectors is done through a dedicated configuration file located in the /connections folder of the relevant scanner.
In order to establish a connection with Tableau, specifying the following parameters in the dedicated file is required:
Parameter
Expected value
name
The name that will be displayed to catalog users for this connection.
code
The unique identifier of the connection on the Zeenea platform. Once registered on the platform, this code must not be modified or the connection will be considered as new and the old one removed from the scanner.
connector_id
The type of connector to be used for the connection. Here, the value must be Tableau and this value must not be modified.
connection.url
URL of the server hosting Tableau. Example: https://eu-west-1a.online.tableau.com/
connection.site
Name of the website created on the aforementioned server. The site name can be found in the URL.
Example: https://eu-west-1a.online.tableau.com/#/site/site-name/home
connection.token.name
Token name obtained within the Tableau account menu. Official documentation can be found here.
connection.token.secret
Token secret
connection.timeout
(Optional; Advanced) Timeout delay of the GraphQL request. Delay in milliseconds.
Default: 10000 ms.
proxy.scheme
Depending on the proxy, http or https
proxy.hostname
Proxy address
proxy.port
Proxy port
proxy.username
Proxy username
proxy.password
Proxy account password
tls.truststore.path
The Trust Store file path. This file must be provided in case TLS encryption is activated (protocol https) and when certificates of Tableau servers (or/and configured proxy) are delivered by a specific authority. It must contain the certification chain.
tls.truststore.password
Password of the trust store file
tls.truststore.type
Type of the trust store file (PKCS12 or JKS). Default value is discovered from the file extension.
User Permissions
A Personal Access Token must be generated to access the metadata.
In order to generate this token, log into Tableau with a User having Site Administrator privilege.
Then, make sure you can create a Personal Access Token for the site. See instructions here: https://help.tableau.com/current/pro/desktop/en-us/useracct.htm#create-and-revoke-personal-access-tokens.
In case you are using Tableau Server, you also have to activate Tableau Metadata API. Instructions are provided here: https://help.tableau.com/current/api/metadataapi/en-us/docs/metaapi_start.html#enable-the-tableau-metadata-api-for-tableau-server.
Finally, create a PAT (Personal Access Token) and paste it into your Tableau Connection configuration file.
Universal Filters
Use universal filter language to filter and root items with the following criteria:
Criteria
Description
site
(String) Site if multi-site enabled
id
(UUID) Item ID
type
(String Enum) Item type (workbook/publisheddatasource)
project_name
(String) Project name
name
(String) Item name
Example:
filters = [
{
id="accept_zeenea_project"
action = ACCEPT
rules {
project_name = "Zeenea"
}
},
{
id = "default_reject"
action = REJECT
}
]
Data Extraction
In order to extract information from Tableau, the connector will scan all workbooks within the solution and transform them into Visualization objects in Zeenea. All related Data Sources are then collected and transferred to Zeenea. Data sources are referenced as Datasets. Fields are recreated as Field type objects in Zeenea. For each Tableau Dataset, a Data Process is created to represent the lineage with the origin Dataset.
To identify the objects in the source system, the connector uses the technical identifiers produced by Tableau. In cases where these are changed (following a modification, for example), this will lead to the duplication of the object in the catalog.
Collected Metadata
Inventory
The inventory collects the list of reports (along with their data sources) that the user can access.
Lineage
The Tableau connector is able to retrieve the lineage between datasets that have been imported to the catalog. Datasets from other connections must have been previously imported to the catalog to be linked to the Tableau dataset through a new Data Process object. This feature is available for the following systems and, for it to work, an additional parameter is needed in the source system connection as configured in the Tableau connection configuration panel.
The Tableau (V2) connector is able to retrieve the lineage between datasets that have been imported to the catalog. Datasets from other connections must have been previously imported to the catalog to be linked to the Tableau (V2) dataset through a new Data Process object. This feature is available for the following systems and, for it to work, an additional parameter is needed in the source system connection as configured in the Tableau connection configuration panel. For example, if the Tableau dataset comes from a SQL Server table, then a new alias parameter must be added in the SQL Server connection configuration file.
The following table summarizes the possible values of the alias parameter to be completed in the data source configuration file.
Source System
Model
Example
Server name:port/Database name
alias = ["zeenea.database.windows.net:1433/db"] *
BigQuery project identifier
alias = ["zeenea-project"]
Server name:port/Database name
alias = ["zeenea.cthwlv3ueke2.eu-west-3.redshift.amazonaws.com:5439/database"]
Server name/Database name
alias = ["kn999999.eu-west-1.snowflakecomputing.com/ZEENEA""] *
Server name:port/Service Name
alias = ["oracle.example.com:1521/XE"]
Server name:ODBC port
alias = ["denodo.database.com:9996"]
Visualization
A Visualization is a Tableau workbook.
  • Name
  • Description
  • Technical Data:
    • Project
    • Workbook
    • Workbook URL
    • Created at
    • Updated at
    • Contact: Link to the already created contact in the catalog
Dataset
A Dataset is a Data source used in a Tableau report.
  • Name
  • Source Description: Not supported
Field
Dataset field. Can be used as a Tableau report metric.
  • Name
  • Source Description
  • Type
  • Can be null: false (default)
  • Multivalued: false (default)
  • Primary Key: false (default)
  • Technical Data:
    • Technical Name
    • Native type: Field native type
Data Process
To represent the data flow from an external source, a Zeenea Data Process will be created for each Tableau Dataset.
  • Name: IMPORT dataset_name
Object Identification Keys
A key is associated with each item of the catalog. When the object comes from an external system, the key is built and provided by the connector.
Object
Identification Key
Description
Visualization
code/workbook/id
- code: Unique identifier of the connection noted in the configuration file
- id: Workbook Tableau technical identifier
Dataset
code/publisheddatasource/id
- code: Unique identifier of the connection noted in the configuration file
- id: Data Source Tableau technical identifier
Field
code/publisheddatasource/id/field_identifier
- code: Unique identifier of the connection noted in the configuration file
- id: Data Source Tableau technical identifier
- field_identifier: Field Tableau technical identifier
Data process
code/workbook/id/process
code/publisheddatasource/id/process
- code: Unique identifier of the connection noted in the configuration file
- id: Workbook or Data Source Tableau technical identifier
Last modified date: 11/28/2025