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Create Dataset from Tableau

This introductory article describes how to define the basic settings for a Dataset sourced from Tableau.

PREREQUISITES:

1. Create New Dataset

Access New > Datasets > Create New

Enter the basics:

  1. Measured: Select how often the Dataset is measured from the drop-down list.
  2. Visible in Search: Check the box to make the Dataset discoverable in Search results. Uncheck it to hide the Dataset from Search.
  3. Name: Enter a unique, descriptive name for the Dataset. Update the Description field below if needed to give Users context about the Dataset's contents and purpose.
  4. Category: Select a Category from the drop-down list to organize the Dataset. Click + to create a new Category, or click the gear icon to edit the selected Category.
  5. Certification: Enable to certify the Dataset and indicate that its data has been reviewed and approved for use. When the toggle is off, the Dataset is marked as Uncertified.
  6. Tags: Select existing Tags or enter new ones to help users find and filter the Dataset. Click the X next to a Tag to remove it.

Proceed to Data tab to define details

2. Define Data Collection Details

  1. Data Source: Select the Tableau Data Source from the drop-down list.
  2. Trigger: Select a Trigger from the drop-down list to define when the Dataset collects data.
  3. Worksheet: Select the Tableau Worksheet that should serve as a basis for Dataset.
    • NOTE: Tableau Plugin does not collect Objects from Personal Spaces.
    • You can pre-filter Tableau data via [Manage Filters] before fetching it.
  4. Visual/Command: Choose how to define the Dataset's data.
    • Build your query in MIQL syntax OR
    • Use Visual editor. This will automatically validate the command.
  5. Validate: Click Validate to run the data collection and confirm that the configuration returns the expected data.
    • If the statement is valid, the Validation Rows Preview section pops up at the bottom of the screen. You can also open it by clicking Show validation rows under the Plugin command box.
  6. Enable & View: Click Enable & View to enable the Dataset and open its Viewer.

[v7.1.2] It is possible to create a Dataset from the complementary object All Reporting Assets. This functionality was added to support the Analytics Marketplace use case.

NOTE:

For BigQuery internal data sources:

  • If a data source is published, Tableau uses token from this Data Source for all connections.
  • If a data source is not published, Tableau requests token for each user who opens Workbook. A user would need to access Workbook from a service account and log in to BigQuery.

3. Verify Result

The Dataset opens in Dataset Viewer, displaying the collected data in the Results section.