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Prerequisites

Before connecting, ensure the following:
  • Tableau admin credentials are available (recommended role: Site Admin Creator; Site Admin Explorer may work but has caused issues in some environments)
  • Prizm’s IP addresses are reachable from your Tableau environment (add to allowlist if network-restricted)
  • Tableau APIs are enabled on your instance
  • For Connected Apps auth: Tableau Server 2023.3 or later (or Tableau Cloud)

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Authentication Methods

Prizm supports three authentication methods for Tableau. Connected Apps with Direct Trust is strongly recommended for production.
Connected Apps (OAuth Direct Trust) is the most secure and debuggable method. Required role: Site Admin Creator. Supported on Tableau Server 2023.3+ and all Tableau Cloud versions.

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Step 1 — Create a Connected App in Tableau

  1. In Tableau, navigate to Settings → Connected Apps
  2. Click New Connected App and select Direct Trust
  3. Enter a name for the Connected App and click Create
The Domain allowlist field can be left blank. It only applies to Tableau embedded workflows — not to the Prizm integration, which uses the Metadata API and REST APIs.
  1. Click Generate New Secret and copy the values — you will need them in Prizm:
    • Client ID
    • Secret ID
    • Secret Value
  2. From the Connected App actions menu, select Enable

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Step 2 — Add Tableau in Prizm

Navigate to Settings → Sources → Add → Tableau and select Connected Apps as the authentication type.Click Validate — if validation succeeds, proceed to complete the integration. If it fails, double-check all credential values and role permissions.

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Connector Setup

1

Open the connector wizard

Navigate to Settings → Sources and click Add. Select Tableau from the source type grid under the Pipeline section.
2

Identify your server and site names

To find the correct server and site name, inspect the Tableau URL in your browser:
When using Tableau Cloud, the HTTPS scheme must be included in the host URL. Omitting it may cause connection failures. Tableau Cloud does not support HTTP for Metadata API access.
If your Tableau environment uses the Default Site, leave the Site Name field blank. If multiple sites exist, you must specify the site name explicitly.
3

Choose an authentication method

Select an authentication type and provide the required credentials. See the Authentication Methods section above for detailed steps.
4

Configure propagation settings

Set how Prizm should propagate quality signals from upstream warehouse tables to Tableau assets.When set to Based on associated table, any alert, issue, or quality score change on an upstream table is automatically propagated to the Tableau workbooks that consume that table.
5

Select workbooks to connect

After validation, Prizm presents a list of available Tableau workbooks. Select the workbooks you want to bring into Prizm.Use checkboxes to select workbooks and click Connect to bring them into Prizm.
6

Save and verify

Click Save. Prizm runs an initial Catalog scan immediately — assets appear within a few minutes. Navigate to Settings → Sources → Logs to monitor scan progress.After setup, you can manage connected assets with the following actions from the asset selection page:

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Job Schedules

Schedules can be overridden from the connector detail page after saving.

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Next Steps

What We Collect

Full breakdown of every object and field Prizm ingests from Tableau.

FAQ

Common questions about authentication, permissions, and asset selection.