BI & Analytics connector
The Tableau data catalog your whole team can trust.
The Dawiso Tableau connector turns your site into a searchable data catalog: every workbook, dashboard, view and published data source, with the relationships and dependencies between them.
First things first
What is a data connector?
A data connector is the bridge between a tool in your stack and the catalog that gives you a unified view of it. Once a connector is configured, it reaches into the source system on a schedule, reads out the metadata - schemas, tables, dashboards, jobs, ownership, lineage - and represents it inside the catalog. Your actual rows and values stay where they are.
Connectors are the reason a data catalog can answer questions like "which Power BI dashboard depends on this Snowflake table?" or "who owns the orders topic in Kafka?" - automatically, without anyone keeping a spreadsheet up to date.
Three properties separate a good connector from a brittle one: it should be read-only and safe, it should be incremental so a full re-scan isn't required for every refresh, and it should resolve lineage across system boundaries, not just inside one tool.
About the platform
What is Tableau?
Tableau is the visual analytics platform Salesforce acquired in 2019, now used by enterprises from banking to manufacturing to publish workbooks, dashboards and embedded analytics. Analysts model data, business users consume views, and IT runs the server or Tableau Cloud underneath.
Tableau Catalog (the paid Data Management add-on) covers what's inside Tableau itself. What it doesn't cover is the Snowflake table the workbook reads, the policy the security team signed off on, and the business glossary a non-analyst can actually search. That's where the Dawiso Tableau data catalog joins the picture: read-only, metadata-only, and cross-platform.
Architecture
How Dawiso connects to Tableau
A small read-only role on the Tableau side. The Dawiso scanner pulls metadata on a schedule. Everything ends up in your catalog, business-readable.
Source
Tableau Server / Cloud
- Sites & projects
- Workbooks & dashboards
- Published data sources
- Calculated fields & custom SQL
Dawiso scanner
Read-only metadata
- Schema & object discovery
- Dependency resolution
- SQL flow parsing (optional)
- Sampling on opt-in
Catalog
Dawiso platform
- Searchable metadata
- Lineage & ownership
- Business glossary
- Policy & classifications
Connection details
- Protocol
- Tableau REST API + Metadata (GraphQL) API
- Authentication
- Personal Access Token · Site Administrator Explorer role
- Lineage
- Workbook, view and data source relationships and dependencies resolved from the Tableau Metadata (GraphQL) API
Setup
Connect Tableau in 4 steps
- 01
Enable the Metadata API
Tableau Cloud has the Metadata API enabled by default. On Tableau Server (2022.x or newer) enable it via tsm before Dawiso can read GraphQL endpoints.
- 02
Create an integration user
Add a Tableau user (e.g. DawisoIntegration) with the Site Administrator Explorer role. The role limits Dawiso to assets the user has view permission on.
- 03
Generate a PAT
Sign in as the integration user, open My Account Settings and create a Personal Access Token. Token name and secret go into Dawiso once.
- 04
Connect and scan
Add the Tableau URL, site name and PAT in Dawiso. Optionally exclude projects from the scan. Run ingestion on a schedule.
Capabilities
What you get with the Tableau connector
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Workbook & dashboard catalog
Every workbook, dashboard and view across every site is searchable, with thumbnails, owners and the project it belongs to.
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Relationships & dependencies
See how every workbook, view and published data source connect, resolved from the Tableau Metadata API, so you know what depends on what before you change it.
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Calculated field library
Centralize calculated fields and LOD expressions so the same revenue formula is not redefined in 40 workbooks across the company.
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Usage & adoption
See which workbooks get opened, which gather dust, and who the power users are. Retire what nobody uses with evidence.
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PII classification
Classify a field once. Dawiso flags every Tableau view and data source carrying email, IBAN or government IDs across all sites in scope.
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Ownership & certification
Mark workbooks as certified, deprecated or under review. The owner is visible directly in the catalog alongside Tableau permissions.
Business value
Why teams turn on the Tableau connector
- −65%
Fewer duplicate workbooks
Business users find the certified revenue workbook in Dawiso instead of rebuilding the same dashboard for the fifth time.
- 10×
Faster impact analysis
Before retiring a published data source, see exactly which Tableau workbooks, dashboards and views depend on it. Seconds, not days.
- Audit-ready
GDPR & DORA evidence
Sensitive fields are classified once and the classification stays attached across data sources and Tableau views, with a full audit trail.
Ready to catalog your Tableau?
Set up the connector in an afternoon. See your first lineage graph the same day.
Frequently asked questions
What is a Tableau data catalog?
How do I enable the Tableau Metadata API?
What is the purpose of a data catalog?
What permissions does Dawiso need in Tableau?
Does Dawiso copy Tableau workbook data?
Which Tableau versions are supported?
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