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)
Prizm supports three authentication methods for Tableau. Connected Apps with Direct Trust is strongly recommended for production.
Connected Apps — Recommended
Personal Access Token
Username / Password
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.
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.
Click Generate New Secret and copy the values — you will need them in Prizm:
Client ID
Secret ID
Secret Value
From the Connected App actions menu, select Enable
Navigate to Settings → Sources → Add → Tableau and select Personal Access Token as the authentication type.
Field
Description
Personal Access Token Name
Name of the token created in Tableau
Personal Access Token Key
Secret value generated by Tableau — masked in UI
Username and Password authentication is available for Tableau Server environments that do not support PAT or Connected Apps.Navigate to Settings → Sources → Add → Tableau and select Username and Password as the authentication type.
Field
Description
User
Tableau username or email address
Password
Password for the Tableau account — masked in UI
Tableau recommends Connected Apps or PAT over username/password for production environments. Username/password does not support token expiry rotation and has broader access scope.
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.
Auth Method
When to Use
Connected Apps (Direct Trust)
Recommended for all environments. Requires Tableau Server 2023.3+ or Tableau Cloud.
Personal Access Token
Use when Connected Apps is not available.
Username / Password
Legacy fallback only. Not recommended for production.
4
Configure propagation settings
Set how Prizm should propagate quality signals from upstream warehouse tables to Tableau assets.
Signal
Options
Alerts
Based on associated table, or None
Issues
Based on associated table, or None
Score
Based on associated table, or None
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.
Column
Description
Name
Workbook name
Site
Tableau Site ID
Project
Tableau project/folder
Owner
User or service account that owns the workbook
Sheet / Dashboard
Number of sheets and dashboards in the workbook
Updated At
Last updated timestamp
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:
Action
Description
Sync
Finds deleted workbooks in Tableau and marks them as deprecated in Prizm
Full breakdown of every object and field Prizm ingests from Tableau.
FAQ
Common questions about authentication, permissions, and asset selection.
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