Tableau

Paradime Tableau Cloud Integration: Extend lineage from dbt™ to Tableau dashboard and easily troubleshoot pipelines for seamless data workflows.

Tableau

Paradime integrates with Tableau in two ways:

1. Lineage & Catalog — extract Tableau metadata to power column-level lineage and the asset catalog

2. Bolt Refreshes — trigger Tableau data source and workbook refreshes a as part of your dbt pipelines

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Prerequisites

Enable the Tableau Metadata API

For Tableau Server, make sure to enable the Tableau Metadata API. Check Tableau's documentation. Metadata API is always enabled for Tableau Online.

Required version: Ensure you are running Tableau Server or Tableau Online 2020.1 or higher.

Note: Paradime will only extract published Tableau assets from the Metadata API.

Whitelist Paradime IP

If using Tableau Server, allow traffic from the relevant Paradime IP in your firewall. See: Paradime IP addresses.

Update Cloudflare Browser Integrity Check (BIC) rules

If you're using Cloudflare, your firewall may block Paradime's requests to the Tableau Metadata API. Create a firewall skip rule for the Paradime IP address.

See Cloudflare Browser Integrity Check docs.

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Step 1 — Create a dedicated Tableau user

We advise creating a new Tableau user, in order to grant the correct access required to connect using the Tableau Metadata API.

Add a user with the Site Administrator Explorer role to the site you want to connect.

• 👉 How to create users in Tableau

• 👉 How to grant the Site Administrator Explorer role

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Step 2 — Generate API credentials

Paradime connects to Tableau via Personal Access Tokens. You'll need:

• Host name

  • Tableau Cloud: https://xxxx.online.tableau.com/#/site/your_site/

  • Tableau Server: https://xxxx.tableau.com/

• Token Name

• Token Secret

To generate a Personal Access Token in the Tableau UI:

1. Click your avatar (top right) → My Account Settings

2. Go to the Settings tab → scroll to Personal Access Tokens

3. Enter a token name (e.g. paradime) → click Create new token

4. Save the Token Name and Token Secret — you'll need both below

If you delete this token from Tableau, all Paradime integrations using it will stop working.

👉 Tableau docs: Personal Access Tokens

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Connect to Lineage & Catalog

This integration powers Tableau asset metadata in Paradime's Lineage and Catalog features.

The integration is configured by the Admin user. Go to Account Settings → Integrations, find Tableau, and click Connect.

1. Enter your Host Name, Token Name, and Token Secret

2. Click Test Connection to validate

What metadata does Paradime extract?

Paradime uses the following Tableau Metadata API endpoints:

• Dashboard

• Flows

• Sheets

• Data sources

• Fields

• Calculated fields

• Database

• Metric

• Tables

• Database table

• Workbook

• Site

• User

• View

• Tag

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Connect to Bolt (Tableau Refreshes)

Bolt can trigger Tableau data source refreshes at the end of your dbt pipeline runs — so your Tableau extracts are always in sync with your freshest data.

1. Generate API credentials

Use the same credentials generated in Step 2 above. If you haven't done that yet, follow the instructions there first.

2. Configure data source credentials

For Paradime to trigger a data source refresh, credentials must be embedded within the extract in Tableau.

1. Open the data source in Tableau

2. Click Publish

3. Select Embed credentials

3. Set environment variables

Add the following environment variables to your Bolt schedule:

Variable	Required	Description
TABLEAU_PERSONAL_ACCESS_TOKEN_NAME	✅	Token name from Step 2
TABLEAU_PERSONAL_ACCESS_TOKEN_SECRET	✅	Token secret from Step 2
TABLEAU_HOST	✅	Your Tableau host URL
TABLEAU_SITE_NAME	✅	The site name you want to connect to
TABLEAU_TIMEOUT	Optional	Request timeout in seconds (default: 300)

👉 How to set environment variables in Bolt