Setup takes about 10 - 15 minutes.
Introduction
Connecting Tableau to Foundational allows Foundational to determine lineage, list all the entities and dashboards, and assess downstream impact in Tableau projects.
To make the connection, you need to:
Enable the Tableau Metadata API
Create a Tableau secret token
Provide Foundational with permissions to access metadata
Prerequisites
Ensure you have:
Admin Tableau rights for Tableau Server. It’s also recommended for Tableau Cloud (but it's not essential).
Added Foundational IP addresses to the Tableau allowlist - see the article Allowing IP access to Foundational.
Access permissions
Foundational needs specific Tableau permissions to access metadata around your dashboards and data sources, so it can determine lineage. It does not query data.
Connect Tableau to Foundational
Choose your platform and follow the steps.
Tableau Cloud
Tableau Cloud
In Tableau Cloud, the Tableau Metadata API is enabled by default.
Step 1: Create a Personal Access Token in Tableau
Go to My Account Settings > Personal Access Tokens: Enter a descriptive name in Token Name and click Create Token.
In the Personal Access Token dialog, click Copy Secret.
Click Done.
Save the secret and store it safely. You’ll need it in the next step.
Step 2: Configure Tableau Cloud in Foundational
In Foundational, open the Connectors & Integrations page, select the Tableau card, and click Connect.
The Tableau Config screen opens.
Enter the details:
Server Address: The URL of your Tableau Cloud instance.
Site Name: Your Tableau Cloud site name. It appears in the URL as
.../site/site_name.
Token Name: The name of the token you created.
Token Secret: Paste the token secret you saved.
Enabled Projects: Enter the projects you want Foundational to analyze.
Enterdefaultto include all projects. This allows Foundational to filter test projects that you might not want to appear in your lineage.
To complete the connection, click Save.
Tableau Server
Tableau Server
Step 1: Enable the Tableau Metadata API
The Tableau Metadata API is disabled by default. To enable it, you need Tableau Server admin rights and have access to the Tableau Services Manager (TSM) command-line interface. For more information, see the article tsm maintenance metadata-services enable in the Tableau Server Help Center.
Sign in to the initial node where you installed Tableau Server.
Open a command prompt as an administrator.
Enter this TSM command and press Enter:
tsm maintenance metadata-services enable
Allow Tableau Server to restart the required services. Features such as Recommendations are unavailable until the restart finishes.
Step 2: Create a Personal Access Token in Tableau
Go to My Account Settings > Personal Access Tokens: Enter a descriptive name in Token Name and click Create Token.
In the Personal Access Token dialog, click Copy Secret.
Click Done.
Save the secret and store it safely. You’ll need it in the next step.
Step 3: Configure Tableau Server in Foundational
In Foundational, open the Connectors & Integrations page, select the Tableau card, and click Connect.
The Tableau Config screen opens.
Enter the details:
Server Address: The URL of your Tableau Cloud instance.
Site Name: Your Tableau Cloud site name. It appears in the URL as
.../site/site_name.
Token Name: The name of the token you created.
Token Secret: Paste the token secret you saved.
Enabled Projects: Enter the projects you want Foundational to analyze or keep. Enter
defaultto include all projects. The setting allows Foundational filter test projects you might not want to appear in your lineage.
To complete the connection, click Save.
That’s it. Whether you have Tableau Cloud or Server, Foundational and Tableau are now connected.