Tableau

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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

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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.

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Whitelist Paradime IP

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

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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

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

👉 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

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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.

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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.

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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

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3. Set environment variables

Add the following environment variables to your Bolt schedule: 👉 How to set environment variables in Bolt