diff --git a/openmetadata-docs/content/v1.10.x-SNAPSHOT/connectors/dashboard/tableau/index.md b/openmetadata-docs/content/v1.10.x-SNAPSHOT/connectors/dashboard/tableau/index.md index bb374f6c376..deb406ce86d 100644 --- a/openmetadata-docs/content/v1.10.x-SNAPSHOT/connectors/dashboard/tableau/index.md +++ b/openmetadata-docs/content/v1.10.x-SNAPSHOT/connectors/dashboard/tableau/index.md @@ -18,6 +18,7 @@ In this section, we provide guides and references to use the Tableau connector. Configure and schedule Tableau metadata and profiler workflows from the OpenMetadata UI: - [Requirements](#requirements) +- [Entity Mapping](#entity-mapping) - [Metadata Ingestion](#metadata-ingestion) - [Enable Security](#securing-tableau-connection-with-ssl-in-openmetadata) - [Lineage](#lineage) @@ -44,6 +45,41 @@ For more information on enabling the Tableau Metadata APIs follow the link [here - Ensure the `siteName` field is correctly populated (do not use `*`) to enable successful metadata ingestion for multi-site Tableau environments. {% /note %} +## Entity Mapping + +The Tableau connector maps Tableau assets to OpenMetadata entities as follows: + +| Tableau Asset | OpenMetadata Entity | Description | +|---|---|---| +| **Dashboard Views** (sheetType="dashboard") | **Dashboard** | Tableau dashboard views are mapped to OpenMetadata Dashboard entities. These are the actual interactive dashboards in Tableau. | +| **Sheet Views** (worksheets, stories, etc.) | **Chart** | Tableau worksheet views and other sheet types are mapped to OpenMetadata Chart entities. | +| **Workbooks** | **Project Hierarchy** | Workbook information is preserved in the project field as `{ProjectName}/{WorkbookName}` to maintain the container relationship. | +| **Data Sources** | **Data Models** | Tableau data sources are mapped to OpenMetadata Data Model entities. | + +### Example Structure + +**Tableau Structure:** +``` +Project: Sales Team +└── Workbook: Sales Analysis + ├── Dashboard: Revenue Overview (sheetType="dashboard") + ├── Worksheet: Monthly Sales (sheetType="worksheet") + └── Story: Sales Story (sheetType="story") +``` + +**OpenMetadata Structure:** +``` +Dashboard: "Revenue Overview" (Project: "Sales Team/Sales Analysis") +├── Chart: "Monthly Sales" +└── Chart: "Sales Story" +``` + +This mapping ensures that: +- Tableau dashboards appear as OpenMetadata dashboards (not charts) +- Workbook context is preserved in the project hierarchy +- URLs point directly to the specific dashboard views +- Chrome Extension compatibility is maintained + ## Metadata Ingestion {% partial diff --git a/openmetadata-docs/content/v1.8.x/connectors/dashboard/tableau/index.md b/openmetadata-docs/content/v1.8.x/connectors/dashboard/tableau/index.md index 63323e0482f..2c69fbdc4b6 100644 --- a/openmetadata-docs/content/v1.8.x/connectors/dashboard/tableau/index.md +++ b/openmetadata-docs/content/v1.8.x/connectors/dashboard/tableau/index.md @@ -18,6 +18,7 @@ In this section, we provide guides and references to use the Tableau connector. Configure and schedule Tableau metadata and profiler workflows from the OpenMetadata UI: - [Requirements](#requirements) +- [Entity Mapping](#entity-mapping) - [Metadata Ingestion](#metadata-ingestion) - [Enable Security](#securing-tableau-connection-with-ssl-in-openmetadata) - [Lineage](#lineage) @@ -44,6 +45,41 @@ For more information on enabling the Tableau Metadata APIs follow the link [here - Ensure the `siteName` field is correctly populated (do not use `*`) to enable successful metadata ingestion for multi-site Tableau environments. {% /note %} +## Entity Mapping + +The Tableau connector maps Tableau assets to OpenMetadata entities as follows: + +| Tableau Asset | OpenMetadata Entity | Description | +|---|---|---| +| **Dashboard Views** (sheetType="dashboard") | **Dashboard** | Tableau dashboard views are mapped to OpenMetadata Dashboard entities. These are the actual interactive dashboards in Tableau. | +| **Sheet Views** (worksheets, stories, etc.) | **Chart** | Tableau worksheet views and other sheet types are mapped to OpenMetadata Chart entities. | +| **Workbooks** | **Project Hierarchy** | Workbook information is preserved in the project field as `{ProjectName}/{WorkbookName}` to maintain the container relationship. | +| **Data Sources** | **Data Models** | Tableau data sources are mapped to OpenMetadata Data Model entities. | + +### Example Structure + +**Tableau Structure:** +``` +Project: Sales Team +└── Workbook: Sales Analysis + ├── Dashboard: Revenue Overview (sheetType="dashboard") + ├── Worksheet: Monthly Sales (sheetType="worksheet") + └── Story: Sales Story (sheetType="story") +``` + +**OpenMetadata Structure:** +``` +Dashboard: "Revenue Overview" (Project: "Sales Team/Sales Analysis") +├── Chart: "Monthly Sales" +└── Chart: "Sales Story" +``` + +This mapping ensures that: +- Tableau dashboards appear as OpenMetadata dashboards (not charts) +- Workbook context is preserved in the project hierarchy +- URLs point directly to the specific dashboard views +- Chrome Extension compatibility is maintained + ## Metadata Ingestion {% partial diff --git a/openmetadata-docs/content/v1.9.x/connectors/dashboard/tableau/index.md b/openmetadata-docs/content/v1.9.x/connectors/dashboard/tableau/index.md index 49f4077e698..e17107fcead 100644 --- a/openmetadata-docs/content/v1.9.x/connectors/dashboard/tableau/index.md +++ b/openmetadata-docs/content/v1.9.x/connectors/dashboard/tableau/index.md @@ -18,6 +18,7 @@ In this section, we provide guides and references to use the Tableau connector. Configure and schedule Tableau metadata and profiler workflows from the OpenMetadata UI: - [Requirements](#requirements) +- [Entity Mapping](#entity-mapping) - [Metadata Ingestion](#metadata-ingestion) - [Enable Security](#securing-tableau-connection-with-ssl-in-openmetadata) - [Lineage](#lineage) @@ -44,6 +45,41 @@ For more information on enabling the Tableau Metadata APIs follow the link [here - Ensure the `siteName` field is correctly populated (do not use `*`) to enable successful metadata ingestion for multi-site Tableau environments. {% /note %} +## Entity Mapping + +The Tableau connector maps Tableau assets to OpenMetadata entities as follows: + +| Tableau Asset | OpenMetadata Entity | Description | +|---|---|---| +| **Dashboard Views** (sheetType="dashboard") | **Dashboard** | Tableau dashboard views are mapped to OpenMetadata Dashboard entities. These are the actual interactive dashboards in Tableau. | +| **Sheet Views** (worksheets, stories, etc.) | **Chart** | Tableau worksheet views and other sheet types are mapped to OpenMetadata Chart entities. | +| **Workbooks** | **Project Hierarchy** | Workbook information is preserved in the project field as `{ProjectName}/{WorkbookName}` to maintain the container relationship. | +| **Data Sources** | **Data Models** | Tableau data sources are mapped to OpenMetadata Data Model entities. | + +### Example Structure + +**Tableau Structure:** +``` +Project: Sales Team +└── Workbook: Sales Analysis + ├── Dashboard: Revenue Overview (sheetType="dashboard") + ├── Worksheet: Monthly Sales (sheetType="worksheet") + └── Story: Sales Story (sheetType="story") +``` + +**OpenMetadata Structure:** +``` +Dashboard: "Revenue Overview" (Project: "Sales Team/Sales Analysis") +├── Chart: "Monthly Sales" +└── Chart: "Sales Story" +``` + +This mapping ensures that: +- Tableau dashboards appear as OpenMetadata dashboards (not charts) +- Workbook context is preserved in the project hierarchy +- URLs point directly to the specific dashboard views +- Chrome Extension compatibility is maintained + ## Metadata Ingestion {% partial