Tableau
An overview of the Tableau integration with Secoda
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An overview of the Tableau integration with Secoda
Last updated
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There are three steps to connect Tableau with Secoda:
Enable Metadata API
Create an Access Token
Retrieve your host name, API version, and site name
Connect Tableau to Secoda
If you're on Tableau Online, you can skip this step. If you're on Tableau Server reach out to your administrator to enable the metadata API. Instructions for enabling the API can be found in this under the section Enable the Tableau Metadata API for Tableau Server.
Open a command prompt as an admin on the initial node (where TSM is installed) in the cluster.
Run the command: tsm maintenance metadata-services enable
To create a Tableau access token for Secoda log into your account. Use the following steps to generate an access token:
Click on your avatar in the top right and select 'My Account Settings' from the dropdown menu.
Scroll to the section 'Personal Access Tokens'
Enter in a token name and press 'Create new token'. Save the token name and secret, this will be used to connect to Secoda.
Your host is the first part of the url in Tableau Online before the # and should be in the form of https://<location>.online.tableau.com. For example:
https://prod-useast-b.online.tableau.com/#/site/secoda/home
The site name can be found in the url on Tableau Online which immediately follows /#/site. For example:
https://prod-useast-b.online.tableau.com/#/site/secoda/home
After creating a Tableau access token, the next step is to connect to Secoda:
In the Secoda App, select ‘Add Integration’ on the Integrations tab
Search for and select ‘Tableau’
Enter your Tableau credentials you created above
Click 'Connect'
Please re-generate an access token in Tableau and add it to your Tableau integration in Secoda.
PAT Expiration
Lineage Issues
If you are coming across issues with seeing incomplete lineage for Tableau resources, confirm whether the Show complete lineage option is selected under Settings > Sensitive Lineage Data.
Use the table from this page to determine your API version.
Error: Unexpected Server Error when accessing Secoda through Safari and other browsers. You must enable cross site sharing on Safari as mentioned . Go into Safari > Preferences > Privacy > Uncheck "Prevent cross-site tracking".
Error: iframe is denied by “X-Frame-Options“ directive set to “SAMEORIGIN“. You must disable clickjack defense if you are hosting tableau on-premise. Please refer to . The relevant commands are:
If you are running your extraction every 15 days or more, you'll have to increase the expiry of your PAT to prevent authorization failures. See for how to do this.