Tableau

Tableau is a visual analytics and business intelligence platform. Paradime works with Tableau across two surfaces, both using the same Tableau Personal Access Token you generate once below.

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What you can do

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Prerequisites

• A Tableau Cloud or Server account (version 2020.1 or higher) with permission to create Personal Access Tokens.
• A dedicated Tableau user with the Site Administrator Explorer role (recommended for Metadata API access). See how to create a user and grant the role.

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Generate a Personal Access Token

Paradime connects to Tableau via a Personal Access Token (PAT). The same token is used by both surfaces.

1. In Tableau, click your avatar (top right), then My Account Settings.
2. Go to the Settings tab and scroll to Personal Access Tokens.
3. Enter a token name (e.g. paradime), then click Create new token.
4. Save the Token Name and Token Secret. You’ll need both below.

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Catalog & Lineage

Bring Tableau assets into Paradime’s data catalog and column-level lineage, so you can trace dbt™ models through to the dashboards built on them.

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Additional setup for Tableau Server

Tableau Cloud is ready to go. For Tableau Server:

• Enable the Tableau Metadata API (always enabled on Tableau Cloud).
• Allow traffic from the Paradime IP address in your firewall. If you use Cloudflare, add a Browser Integrity Check skip rule for the same IP.

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Connect in Paradime

Configured by the Admin user. In Paradime, go to Settings → Integrations (see connecting integrations), find Tableau, click Connect, enter the fields below, and click Test Connection.

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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Bolt refreshes

Trigger Tableau refreshes at the end of your dbt™ pipeline runs so your extracts stay in sync with your freshest data. Add either command to a Bolt schedule:

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Prerequisite: embed data source credentials

For Paradime to trigger a 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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Environment variables

Add these to your Bolt schedule. See how to set environment variables in Bolt.