Skip to content
New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

doc(ingestion): tableau quick ingestion guide #7682

Conversation

siddiquebagwan
Copy link
Contributor

No description provided.

@github-actions github-actions bot added the docs Issues and Improvements to docs label Mar 24, 2023
The pipeline will also extract:

* **Usage statistics** to help you understand top viewed Dashboard/Chart
* **Table- and Column-level lineage** to automatically define interdependencies between datasets and columns
Copy link
Collaborator

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

automatically index relationships between datasets and columns

Copy link
Contributor Author

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

done

---
# Tableau Ingestion Guide: Setup & Prerequisites

In order to configure ingestion from Tableau, you'll first have to enable Tableau Metadata API and you should have a user with Site Administrator Explorer permissions.
Copy link
Collaborator

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

In order to configure ingestion from Tableau, you'll first need to enable the Tableau Metadata API and obtain a user with Site Administrator Explorer permissions.

Copy link
Collaborator

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Question - how do users do this? Can we expect that they know how to create this user?

Copy link
Contributor Author

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Added steps for how to assign Site Administrator Explorer permission to new user


## Tableau Prerequisites

1. **Allow Site Administrator Explorer permissions:**
Copy link
Collaborator

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Grant Site Administrator Explorer permissions to a user

Copy link
Contributor Author

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

done


1. **Allow Site Administrator Explorer permissions:**

a. login to tableau cloud https://sso.online.tableau.com/public/idp/SSO
Copy link
Collaborator

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Always always always capitalize these important nouns.

a. Log in to Tableau Cloud

Copy link
Contributor Author

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

done

<img width="75%" alt="Navigate to the Users tab" src="https://raw.githubusercontent.com/datahub-project/static-assets-fork/main/imgs/guides/tableau/tableau-user-navigation-window.png"/>
</p>

c. Select particular user and click on `Actions` -> `Site Role`
Copy link
Collaborator

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Select a user and click Actions....

Copy link
Contributor Author

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

done

Copy link
Collaborator

@jjoyce0510 jjoyce0510 left a comment

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Few comments overall things look quite nice

<p align="center">
<img width="70%" alt="Tableau Password Secret" src="https://raw.githubusercontent.com/datahub-project/static-assets-fork/main/imgs/guides/tableau/tableau-user-password-secret.png"/>
</p>
## Configure Recipe
Copy link
Collaborator

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

add new lines here

Copy link
Contributor Author

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

done

<img width="70%" alt="Select Tableau from the options" src="https://raw.githubusercontent.com/datahub-project/static-assets-fork/main/imgs/guides/tableau/tableau-new-ingestion-source.png"/>
</p>

7. Enter details into the Tableau Recipe
Copy link
Collaborator

@jjoyce0510 jjoyce0510 Mar 28, 2023

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Here is an idea about how to make the configuration section more concise:

  1. Navigate to on the Sources tab and then Create new source.

  2. Select Tableau.

  3. Fill in the Tableau Recipe form:

a. Host URL: URL of your Tableau instance (e.g., https://15az.online.tableau.com/).

b. Username: Use the TABLEAU_USERNAME secret (e.g., "${TABLEAU_USERNAME}").

c. Password: Use the TABLEAU_PASSWORD secret (e.g., "${TABLEAU_PASSWORD}").

To filter for specific site and project, use the site and project_pattern fields.

When you're done, your recipe should look something like this

Click Next when you're done.

Copy link
Contributor Author

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

done

Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment
Labels
docs Issues and Improvements to docs
Projects
None yet
Development

Successfully merging this pull request may close these issues.

3 participants