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Sync Back to Tableau (Beta)

Requirement​

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

How To​

On your Integration tab (in Settings), click 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, for example 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