Versions Before 1.9.0

Before you perform extraction, make sure you set the node limit to a value 20000 and above in the Tableau on-premise instance. To configure extraction:

  1. Under Extraction Settings, turn on Selective Extraction, if required. Selective extraction settings are used to apply a filter to include or exclude a list of projects.

    ../../../../_images/TableauOCF_07.png

  2. Click Get List of Projects to first fetch the list of projects from Tableau.

  3. The status of the Get Projects action is logged in the Job History table at the bottom of the Settings page.

  4. Once the folder synchronization is successful, a drop-down list of projects will become enabled. Select one or more projects to apply the filter.

    ../../../../_images/TableauOCF_selective_mde_midfolder.png

  5. Check if you are using the desired filter option. Available filter options are described below:

    Filter Option

    Description

    Extract all Folders except

    Extract metadata from all Folders except from the workspaces selected.

    Extract only these Folders

    Extract metadata only from the selected Folders.

    Example: Projects in Tableau are like Project_A > Project_B > Project_C

    ../../../../_images/TableauOCF_tableau_project_A.png ../../../../_images/TableauOCF_tableau_project_B.png ../../../../_images/TableauOCF_tableau_project_C.png

    In this nested structure, if Project_B is selected from Get List of Folders.

    • Select only these folders to extract the metadata of Project_B.

      ../../../../_images/TableauOCF_select_project_B_include.png

      ../../../../_images/TableauOCF_projectA_includeB.png ../../../../_images/Tableau_OCF_project_b_include.png

      Note

      No metadata will be extracted from Project_A and this folder will be visible to maintain folder hierarchy.

    • Select all Folders except to extract metadata of Project_A and Project_C.

      ../../../../_images/TableauOCF_select_project_B_exclude.png

      ../../../../_images/TableauOCF_project_A_excludeB.png ../../../../_images/TableauOCF_projectB_excludeB.png ../../../../_images/TableauOCF_projectC_excludeB.png

      Note

      No metadata will be extracted from Project_B and this folder will be visible to maintain folder hierarchy.

  6. Click Run Extraction Now to extract metadata. The status of the extraction action is also logged in the Job History table at the bottom of the page.

  7. If you wish to automatically update the metadata in the catalog, under Automated and Manual Extraction, turn on Enable Automated Extraction and select the day and time when metadata must be extracted. The metadata extraction will be automatically scheduled to run at the selected day and time.

Display the SQL Query Under the Connections Tab for CustomSQL-Based Data Source

Extracting and displaying the SQL query that references a DatabaseTable or BIConnection is supported from Tableau OCF Connector version 1.7.1 If the table or connection is referenced in multiple SQL queries, all the SQL queries will be is displayed.

The SQL query is displayed under the Connections tab of the BI Source catalog page in Alation. Supported RDBMS data sources are SQL Server, PostgreSQL, MySQL, Oracle, and Snowflake. Cross-System Lineage is supported for all the supported RDBMS data sources except Snowflake.

../../../../_images/SQLServer-CustomSQL-E2E-Lineage.png

For Snowflake, the Metadata API does not return a database hostname which is required by the Lineage-Service to generate Cross-System Lineage.

../../../../_images/Snowflake-CustomSQL-DataSource-Behaviour.png

The table names used in the custom SQL queries must be fully qualified. Example - <schema_name>.<table_name> OR <database_name>.<schema_name>.<table_name>. If the table names are not fully qualified, TMP will be displayed on the RDBMS table or Cross-System Lineage generation will be failed. Custom SQL query for Postgres with schema in the query.

../../../../_images/CustomSQL-Postgres(With-Schema-In-Query).png

Custom SQL query for Postgres without schema in the query.

../../../../_images/CustomSQL-Postgres(With-Schema-In-Query).png

Column-Level-Lineage is not supported for CustomSQL-based Data Sources. This is a limitation in the Tableau Metadata API, which does not return the database table or connection column.

../../../../_images/CustomSQL-DataSources-Missing-Connection-Columns.png