Tableau Integration

What You Get

Setup Instructions

1. Create a Personal Access Token

1. Log in to Tableau Server or Tableau Cloud
2. Go to My Account Settings
3. Under Personal Access Tokens, click Create New Token
4. Give it a name like "Lucaro Integration"
5. Copy both the Token Name and Token Secret

2. Enable Metadata API (Tableau Server only)

# On your Tableau Server, run:
tsm configuration set -k metadata.query.limits.time -v 600
tsm pending-changes apply

3. Connect in Lucaro

curl -X POST "https://api.lucaro.dev/v2/projects/{projectId}/integrations/tableau" \
  -H "Authorization: Bearer YOUR_API_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "server_url": "https://your-server.tableau.com",
    "site_id": "your-site",
    "token_name": "Lucaro Integration",
    "token_secret": "your-token-secret"
  }'

Syncing Assets

After connecting, trigger a sync to discover all Tableau assets:

# Start sync
curl -X POST "https://api.lucaro.dev/v2/projects/{projectId}/tableau/sync" \
  -H "Authorization: Bearer YOUR_API_TOKEN"

# Check sync status
curl "https://api.lucaro.dev/v2/projects/{projectId}/tableau/sync-status" \
  -H "Authorization: Bearer YOUR_API_TOKEN"

# Response
{
  "status": "completed",
  "assets_synced": {
    "projects": 12,
    "workbooks": 45,
    "views": 230,
    "datasources": 28,
    "users": 150
  },
  "last_synced": "2024-01-15T10:30:00Z"
}

Syncs run automatically every 6 hours. You can also trigger manual syncs via the UI or API.

What Gets Synced

Lineage Discovery

Lucaro uses the Tableau Metadata API (GraphQL) to extract column-level lineage:

• Source database tables and columns
• Calculated field definitions and dependencies
• Data source to workbook relationships
• View to datasource mappings

This lineage integrates with your existing dbt and warehouse lineage for end-to-end visibility.