Before ingesting Tableau metadata into Dawiso, prepare your account for authentication by creating a Tableau user and granting it the necessary permissions.

Dawiso uses Tableau REST API and Metadata (GraphQL) API to retrieve Tableau site assets metadata. A personal access token is used for authentication. Follow these steps to set up your Tableau Server or Tableau Cloud for metadata integration.

Supported Tableau versions

  • Version 2022.x and newer
  • REST API version 3.14 and newer
  • Dawiso is updated regularly to ingest most recent objects and relations from the Tableau metadata API

Connections prerequisites

  • You have a server admin role
  • Tableau metadata API is enabled:
    • Tableau Cloud: Metadata API is enabled by default.
    • Tableau Server: The metadata API must be enabled manually. For more information, refer to Tableau’s official documentation.

Create a user with Site Administrator Explorer role

Create a new one user. You can also use an existing one:

  1. Log in to Tableau as an administrator (if applicable, select site) and navigate to Users.
  2. Here, click Add Users and select Create new user.
  3. Provide the new user’s details:
    1. Username: Username used as a login, e.g., DawisoIntegration.
    2. Display name: E.g. Dawiso Integration.
    3. Password: Choose a secure password.
    4. Email: Not necessary.
    5. Site role: Select Site Administrator Explorer. For more information on site roles, see Tableau’s official documentation.
Tip

The Site Administrator Explorer role allows Dawiso to see only Tableau assets that are visible to the user with the view permission capability. If you need to configure permissions for the user, refer to Tableau’s official documentation.

Generate a personal access token (PAT)

To authenticate the connection in Dawiso, you will also need a personal access token (PAT) to be generated for the user. Using a PAT instead of traditional credentials (username and password) enhances security.

You can generate up to 10 PATs per user.

  1. Sign in to Tableau Server as the newly created user (in our case: DawisoIntegration).
  2. In the top-right corner, click on your profile and select My Account Settings.
  3. In the Personal Access Tokens section, click Create a new token.
  4. Enter a descriptive token name (e.g., DawisoIntegrationToken) and click Create.
  5. Copy the token secret and store it securely. You will not be able to view it again later.

You will need both the token name and secret to create a new Tableau connection.

Warning

The token secret value is displayed only once. Copy and save it immediately, otherwise you will need to generate a new one if it is lost.