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Sync back to Tableau (BETA)

Requirement​

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You need a Catalog managed Tableau integration to push back information to it

How to​

On your Integration tab (in Settings), click on the Sync back to Tableau button

The list of available Sync back depends on which technologies you are already integrated with in Castor

What can you sync back to Tableau ?​

You can sync back to Tableau statuses input in Catalog (Certified, Deprecated)

  1. Mark Workbooks in Catalog
  2. Request a Sync back to Tableau in your Settings >> Integration tab
  3. Once notified that the Sync back succeeded, statuses will appear in Tableau
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The tags will appear as Tags in Tableau. You can then filter on tags, e.g. to see Workbooks that are Certified

What happens if tags already exist in Tableau ?

  • Catalog will not overwrite any existing tag
  • Tags are added independently