Tableau Configuration Example

Specify authentication method

When creating the data source in Tableau, specify the authentication method as Sign in using OAuth. This setting will allow you to use your enterprise SSO to connect to your compute platform.

Set up a live connection

After connecting to the compute platform, select the tables you will use for your data source. Then, select Live connection. This setting is required for Immuta to enforce policies.

Credential prompt

To share your dashboard to your organization, publish your data sources. During this process, set the authentication method to Prompt user. This option ensures that dashboard viewers will see the data according to their personal policies.

Resources

• Snowflake guide: https://help.tableau.com/current/pro/desktop/en-us/snowflake_oauth.htm
• Databricks guides:
  • https://help.tableau.com/current/pro/desktop/en-us/examples_databricks.htm
  • https://docs.databricks.com/partners/bi/tableau.html
  • https://learn.microsoft.com/en-us/azure/databricks/partners/bi/tableau
  • https://docs.databricks.com/integrations/configure-oauth-tableau.html
• Redshift guide: https://help.tableau.com/current/pro/desktop/en-us/examples_amazonredshift.htm