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Configure Tableau Data Source for BI Optimizer (Beta)

BETA FEATURE: BI Optimizer is a beta feature. Functionality, configuration steps, and supported options are subject to change as the feature evolves.

This article explains how to configure an existing Tableau Data Source intended for BI optimization.

The next steps are covered in Configure BI Optimizer for Tableau.

1. Enable ENABLE_METADATA_COLLECTION System Variable

  1. Set ENABLE_METADATA_COLLECTION to "Y" and save.
  2. [Commit Changes]
    • Configuring this Variable will unhide the Metadata tab in the Data Source Editor.

2. Configure Optional Parameters

Access Admin > Collection & Storage > Data Sources > Data Source Name Link

  1. On the Info tab, scroll to the Optional Tableau Parameters section and set Include Metadata to "true".
  2. [Save]

3. Add Object List Refresh Trigger

  1. On the Info tab, continue scrolling to the Advanced Data Source Configuration section and set Object List Refresh Trigger to run on one of the daily triggers.

4. Refresh Object List

  1. Switch to the Tableau Objects tab, click [Refresh list].
    • NOTE: Processing time may increase when handling a large number of objects.

5. Sync Metadata

  1. Go to the Metadata tab, click [Sync Metadata].
    • NOTE: Processing time may increase when handling metadata for a large number of objects.

6. Note the Data Source ID

Make a note of the Data Source ID. This value is required in Step 5.1 of the following instructional article.