Analytics in Tableau

Note

1Password SaaS Manager was previously named Trelica. Some commands and integrations still use or refer to Trelica. Follow directions as written to avoid errors.

Assigning AWS permissions

Tableau’s S3 connector uses AWS access-key-based authentication and doesn’t support assuming an IAM role. Permissions must be attached directly to the IAM user that owns the access key.

Note

Feature currently in closed beta.

To do this you will need to add an Inline policy to the user who is reading the S3 bucket.

AWS IAM user permissions page with Create inline policy selected

Select JSON and paste in the following policy to the editor:

{
  "Version": "2012-10-17",
  "Statement": [
    {
      "Effect": "Allow",
      "Action": [
        "s3:ListBucket",
        "s3:GetObject"
      ],
      "Resource": [
        "arn:aws:s3:::trelica-dw-data",
        "arn:aws:s3:::trelica-dw-data/*"
      ]
    }
  ]
}

AWS IAM inline policy JSON editor

Click Next at the bottom of the page.

Finally, assign the policy a name, for example “trelica-dw-read-s3-bucket” and click Create policy.

AWS IAM inline policy review with the policy name and Create policy action

Connecting from Tableau

Open a Tableau project and choose New and pick Published Data Source:

Tableau project New menu with Published Data Source selected

In the Connect to data dialog, select the Connectors tab and click Amazon S3 in the list.

Enter the details of your S3 bucket and click Sign in:

Tableau Amazon S3 connection dialog with S3 bucket details

After a few seconds the connection should be established and you can click through the bucket folder hierarchy.

Select one of the parquet files:

Tableau Amazon S3 browser with a Parquet file selected

Scroll down the dialog and click Connect.

Tableau will then show all the files in the folder on the left-hand side. Drag these out one by one:

Tableau data source view with files from the selected S3 folder

As you drag a related table you can choose the fields that define the relationships between the tables:

Tableau relationship configuration between related tables

Click Publish as… when you are ready.

Enter a Name for your data-set and click Publish:

Tableau Publish Data Source dialog with name and Publish action

You can now use your data set to build analytics and reports:

Tableau analytics report built from the published SaaS Manager data source

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