Open in BI Tools - Tableau

Steps to consume your data tables within your favorite BI tool - Tableau

Atlan supports downstream integration with Tableau, making it easier for you to analyze and visualize your Atlan data assets using Tableau.

Opening a table in Tableau from Atlan

๐Ÿ“œ Prerequisites

Before you get started, you'll need to have the supported version of Tableau Desktop installed on your local machine. (The supported version of Tableau Desktop is mentioned below, although we recommend updating your Tableau Desktop to the latest version.) You can download the latest version from the Tableau website.

  • Tableau 2020.2 +

๐Ÿš€ The step-by-step guide to integrate with Tableau Desktop

STEP 1: Log in on your Atlan workspace

STEP 2: Search for your table data asset

Click on the search bar (or press โŒ˜/Ctrl + K ) and type the name of the table data asset you want to analyze in Tableau.

Select your table

STEP 3: Navigate to the Query section

You will be greeted with the Overview screen of your data asset. This contains the data profile, snapshot, metadata and README, along with other information related to your data asset.

From the toolbar on the top, click on "Query" to access the Query section of the data asset.

Go to the Query tab in the Data Profile

STEP 4: Query your dataset

You need to query the data you want to ingest within Tableau. You can build a query using the "Build Query" option, in case you are not familiar with the SQL query language.

After you run the query, follow these steps:

  1. Click on "Open in App".

  2. Select "Open in Tableau".

  3. Copy the URL from the dialogue box.

๐ŸŒŸ Pro Tip: If you want to ingest the entire dataset within Tableau, remember to remove the limit from the query.

'Open in app' button after running a query

STEP 5: Establish a web data connection with Tableau

To establish a web data connection between your Atlan workspace and Tableau Desktop, follow these steps:

  1. Open the Tableau desktop on your machine.

  2. Select "Web Data Connector" from the server connection list.

  1. Paste the URL you copied earlier in the address bar, and press Enter.

  2. You will be to prompted to enter user credentials for your Atlan workspace.

Authenticating the Atlan's connection in Tableau
  1. Verify the query and select the maximum rows you want to ingest.

  2. Click on "Get Data".

Query the data in Atlan before bringing it to Tableau

Feel free to reach out to us if you have any queries or need any further help from our end.