Tableau Cloud

Requirements

• REST API and Metadata API enabled

• A valid Personal Access Token

1. Enable REST API and Metadata API

Tableau's REST API and Metadata API must be enabled in order to see Tableau metadata in Select Star.

The REST API is permanently enabled for Tableau Cloud, and is enabled by default on all supported versions of Tableau Server.

To enable the Metadata API, a server admin must enable the Metadata API on Tableau Server using the tsm maintenance metadata-services enable command through the Tableau Services Manager (TSM) command line interface (CLI). For more information, see Tableau Documentation.

For both Tableau Cloud and Tableau Server, go to Settings > Automatic Access to Metadata about Databases and Tables, and make sure the checkbox is checked.

Automatic Access to Metadata about Databases and Tables

Tableau Cloud can take some time to populate the Metadata Database if you have a big amount of Workbooks in Tableau Cloud.

2. Create a Personal Access Token

Navigate to My Account Settings on the top right of the screen.

My Account Settings

Scroll down to Personal Access Tokens.

Enter a name for your token and click Create new token.

The user you connect to with Select Star needs a Site Administrator Explorer role at minimum in order for Select Start to retrieve all the necessary metadata from the Tableau API.

Copy the Token Secret from the popup and store it somewhere safe. You will need them later on during this setup.

3. Create a Custom SQL View (Tableau Cloud)

It is mandatory to create a Custom SQL View from Admin Insights. Without creating this Workbook, you will not be able to ingest information from Tableau.

Go to Site Status > Admin Insights.

Click on New > Upload Workbook.

Download this .twbx file and upload as the Tableau Workbook.

Confirm that View Stats & Views are populating correctly inside the Select Star Admin Insights workbook.

4. Create a Tableau Data Source

1. Go to the Select Star Settings > Data

2. Click + Add to create a new Data Source.

Fill out the set up form with the information as outlined below.

• Display Name: Give your data source a meaningful name, the default is Tableau.

• Access Token Name: The Personal Access Token Name you created in Step 2.
• Access Token Secret: The Personal Access Token Secret created in Step 2.
• Base Url: The main URL for your site, such as https://10ax.online.tableau.com

• Site Id: The name of your site in tableau. You can extract this from the URL you access in Tableau. Example, analytics is the name of the site for the URL https://10ax.online.tableau.com/#/site/analytics/home.

Click the Connect button at the bottom of the modal.