Configure Tableau as a Source


Tableau is a leading data visualization tool used for data analysis and business intelligence. We use Tableau as a data source in our DvSum Data Intelligence app. By adding and scanning the tableau source in our app, customer’s reports and tableau data sources will be fetched into our app to make the data more insightful to analyze. Let’s get started with Tableau. Now let’s get started with adding Tableau as a data source.


Adding Tableau source in DvSum:

You can follow the steps mentioned below to configure and authenticate an Oracle source:

Step 1: Log in to the Tableau account. Some Data sets shall be added there in the Tableau account. Create new workbooks which will connect to the existing data sets. Sheets shall also be created in workbooks. The screenshot below shows multiple datasets and workbooks in the Tableau account. 



Step 2: Now the goal is to bring these workbooks and data sets into our Dvsum DI app by adding and configuring the Tableau source. So for that, we will be creating a new Tableau source in our app. So for that, go to the Data Sources tab and click on Add Source button. A modal will open which will ask us to choose a data source that is to be added. Select the Tableau source, provide some source name, and Save it.




Step 3Once a new Tableau source is created, the user will be redirected to the connection settings detail page of the new source. From the Credentials section in Connection settings, enter the Url, Site Name, Access Token, and Access Token of your Tableau account. After entering the credentials, Authenticate the source by clicking the “Authenticate” button. 



Step 4: After credentials are authenticated we need to save the source. For that, scroll up to the top. From the top right corner click on the “Done” button.



After that click the “Save” button. The source will get saved successfully.






Step 5: Now we can move to Scan History Page and click the "Scan Now" button. The scan will run and a job will be created once we click on the "Scan Now" button. Once the status of the job gets Completed, our new Tableau source's scan will be completed successfully. 



After the scan completion, click on Scan Name and it will open the Scan Summary page of this scan.



On the Scan Summary page, it will show all the insights of the scan i.e how many new Datasets and Workbooks are fetched in this scan. The screenshot below shows that 10 Workbooks and 9 Data Sets were fetched in the scan.




Now let’s analyze the Reports and Data Sets that we have got from this scan. So for that click on Analytics Dictionary from the left tab. User will be redirected to the Analytics dictionary listing page which lists all the Reports and Data Sets. From there go to "Recently Refreshed" tab and can select the Reports and Data Sets that we have got in the recent scan.



Reports from Tableau scan:

From the listing select some recently scanned Report and the user will be redirected to the detail page of the Report. The screenshot below shows how the Reports detail page looks like.



On the detail page, a description of the report is fetched from the Tableau report. This means this report has the same description in Tableau and the same description is fetched and shows up here. The author of the report is basically the person who created this report in Tableau so this value is also basically fetched. Further, we have a lineage of the Report which actually shows us that the current Report is derived from which data set and which tables are connected to that data set.


Data Sets from Tableau scan:

From the listing select some recently scanned Data Set and the user will be redirected to the detail page of that Data Set. In the detail page Overview tab, Description and Author are fetched from the Tableau data sets, working the same as it was working for Reports. In the Data tab, we can see the Profiling Info and Field Summary. It contains field counts which are further divided into categories. In the field view section below we can see that the Data Sources fields and Data Connection fields are all fetched from the Tableau data which also has matched up entities.


Watch this quick video tutorial of how to add and configure an Oracle source into DvSum app.

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