Adding a Tableau (V2) Connection
Prerequisites
A user with sufficient
permissions is required to establish a connection with the Tableau solution. Please read
User Permissions below.
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.
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.
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:
Dataset
A Dataset is a Data source used in a Tableau report.
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:
Data Process
To represent the data flow from an external source, a Zeenea Data Process will be created for each Tableau Dataset.
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