Tableau setup

Creating a Personal Access Token

1. Sign in to Tableau Cloud or Tableau Server with a user that has at least Explorer access to the projects and workbooks you want to catalog

2. Open My Account Settings from the user menu in the top right corner

3. Under Personal Access Tokens create a new token

   • Token name - choose a name that reflects it is used for SelectZero integration

   • Press Create Token and copy the generated secret immediately - it cannot be retrieved later

4. Note down the site name (also called content URL or site slug) from the Tableau URL

   • Example: in https://10ax.online.tableau.com/#/site/yourcompany/home the site slug is yourcompany

   • For the Default site on Tableau Server the site slug is empty

Adding Tableau connection

From connections page add a new Tableau connection

• Connection name - Name for connection

• Server - Tableau URL (e.g. https://10ax.online.tableau.com for Cloud or https://tableau.company.com for Server)

• PAT name - Token name from previous step

• PAT secret - Token secret from previous step

• Site - Site slug from previous step (leave empty for the Default site on Tableau Server)

How metadata works

SelectZero calls the Tableau REST API to extract metadata and lineage from your published workbooks:

• Projects are synced as schema-level objects

• Workbooks are synced as tables under their project

• Worksheets and their fields are extracted as columns, parsed from the workbook XML

• Lineage is automatically built by matching each worksheet's data source to existing SelectZero database connections. The matching is done by database server URL, database name, schema, and table - when a workbook references a server and table that match an existing SelectZero connection, lineage is established automatically. Custom SQL relations are captured as the worksheet's source query