Prerequisites
- Tableau Server 2019.1+ or Tableau Cloud (formerly Tableau Online).
- A Tableau user account with Site Administrator Explorer role or higher (required to access the Tableau Metadata API).
- Tableau Metadata API must be enabled on the Tableau Server instance (enabled by default on Tableau Cloud).
Connection Fields
| Field | Description |
|---|---|
| Connection Name | A display name for this Tableau integration in Prizm (e.g., tableau-prod). |
| Server Type | Select Tableau Server (self-hosted) or Tableau Cloud. |
| Server URL | The base URL of your Tableau Server (e.g., https://tableau.yourcompany.com). For Tableau Cloud, use https://prod-useast-a.online.tableau.com. |
| Site Name | The Tableau site to connect to. Leave blank for the Default site on Tableau Server. |
| Authentication Type | Choose Username & Password or Personal Access Token (PAT). PAT is recommended for production. |
| Username | Tableau account username. Required for Username & Password auth. |
| Password | Tableau account password. Required for Username & Password auth. |
| Token Name | PAT name as shown in Tableau. Required for Personal Access Token auth. |
| Token Secret | PAT secret generated in Tableau. Required for Personal Access Token auth. |
Authentication
| Auth Method | When to Use |
|---|---|
| Username & Password | Suitable for testing or environments where PATs are not available. Password changes require updating the connector. |
| Personal Access Token (PAT) | Recommended for production. PATs are scoped and revocable without affecting the user’s password. Generate under My Account Settings → Personal Access Tokens in Tableau. |
Asset Scope
After a successful connection, Prizm discovers the following Tableau assets:| Asset Type | What Prizm Captures |
|---|---|
| Workbooks | Name, owner, project path, last modified date, and embedded views. |
| Published Datasources | Name, connection type, embedded credentials flag, and upstream database connections. |
| Views / Sheets | View name, workbook parent, and field-level usage. |
| Fields | Calculated fields and direct-column references mapped to source table columns. |
Lineage Mapping
Prizm uses the Tableau Metadata API (GraphQL) to extractupstreamTables and upstreamDatabases for each published datasource and workbook. These are matched against tables already profiled by Prizm connectors (Snowflake, BigQuery, etc.) to build cross-system lineage edges:
Lineage is only created for upstream tables that exist in a Prizm-connected data source. Tableau datasources backed by extracts (.hyper files) show lineage to the last known live source at the time the extract was created.
Job Schedules
| Job Type | Default Frequency | What It Does |
|---|---|---|
| Catalog Sync | Daily | Discovers workbooks, datasources, views, and updates metadata in the Prizm catalog. |
| Lineage Rebuild | Daily | Re-maps field-level lineage from Tableau assets to upstream warehouse tables. |
What’s next
Snowflake Connector
Connect the Snowflake warehouse that your Tableau datasources query.
Lineage
Understand how Prizm combines Tableau field lineage with warehouse query lineage.
Catalog
See how Tableau assets appear alongside data warehouse tables in the Prizm catalog.
Data Quality
Learn how quality issues in source tables surface as risks to downstream Tableau reports.
Prerequisites
- Tableau Server 2019.1+ or Tableau Cloud (formerly Tableau Online).
- A Tableau user account with Site Administrator Explorer role or higher (required to access the Tableau Metadata API).
- Tableau Metadata API must be enabled on the Tableau Server instance (enabled by default on Tableau Cloud).
Connection Fields
| Field | Description |
|---|---|
| Connection Name | A display name for this Tableau integration in Prizm (e.g., tableau-prod). |
| Server Type | Select Tableau Server (self-hosted) or Tableau Cloud. |
| Server URL | The base URL of your Tableau Server (e.g., https://tableau.yourcompany.com). For Tableau Cloud, use https://prod-useast-a.online.tableau.com. |
| Site Name | The Tableau site to connect to. Leave blank for the Default site on Tableau Server. |
| Authentication Type | Choose Username & Password or Personal Access Token (PAT). PAT is recommended for production. |
| Username | Tableau account username. Required for Username & Password auth. |
| Password | Tableau account password. Required for Username & Password auth. |
| Token Name | PAT name as shown in Tableau. Required for Personal Access Token auth. |
| Token Secret | PAT secret generated in Tableau. Required for Personal Access Token auth. |
Authentication
| Auth Method | When to Use |
|---|---|
| Username & Password | Suitable for testing or environments where PATs are not available. Password changes require updating the connector. |
| Personal Access Token (PAT) | Recommended for production. PATs are scoped and revocable without affecting the user’s password. Generate under My Account Settings → Personal Access Tokens in Tableau. |
Asset Scope
After a successful connection, Prizm discovers the following Tableau assets:| Asset Type | What Prizm Captures |
|---|---|
| Workbooks | Name, owner, project path, last modified date, and embedded views. |
| Published Datasources | Name, connection type, embedded credentials flag, and upstream database connections. |
| Views / Sheets | View name, workbook parent, and field-level usage. |
| Fields | Calculated fields and direct-column references mapped to source table columns. |
Lineage Mapping
Prizm uses the Tableau Metadata API (GraphQL) to extractupstreamTables and upstreamDatabases for each published datasource and workbook. These are matched against tables already profiled by Prizm connectors (Snowflake, BigQuery, etc.) to build cross-system lineage edges:
Lineage is only created for upstream tables that exist in a Prizm-connected data source. Tableau datasources backed by extracts (.hyper files) show lineage to the last known live source at the time the extract was created.
Job Schedules
| Job Type | Default Frequency | What It Does |
|---|---|---|
| Catalog Sync | Daily | Discovers workbooks, datasources, views, and updates metadata in the Prizm catalog. |
| Lineage Rebuild | Daily | Re-maps field-level lineage from Tableau assets to upstream warehouse tables. |
What’s next
Snowflake Connector
Connect the Snowflake warehouse that your Tableau datasources query.
Lineage
Understand how Prizm combines Tableau field lineage with warehouse query lineage.
Catalog
See how Tableau assets appear alongside data warehouse tables in the Prizm catalog.
Data Quality
Learn how quality issues in source tables surface as risks to downstream Tableau reports.