Tableau Data Management

This content is part of the Tableau Blueprint Methodology. Meet Tableau Blueprint(Link opens in a new window).

Tableau Data Management helps you better manage the data within your analytics environment, ensuring that trusted and up-to-date data is always used to drive decisions. From data preparation to cataloging, search, and governance, Tableau Data Management will increase trust in your data, accelerating the adoption of self-service analytics. The offering is a separately licensed collection of features and functionality including Tableau Prep Conductor and Tableau Catalog, which manage Tableau content and data assets in Tableau Server and Tableau Cloud.

Tableau Prep Conductor is included in Tableau Data Management for Tableau Server and Tableau Cloud as of 2019.1. For information on how to purchase Tableau Data Management, contact your account manager. Tableau Prep Conductor runs flows, checks connection credentials, and sends alerts if a flow fails. Tableau Prep Conductor leverages the scheduling and tracking functionality of Tableau Server and Tableau Cloud so you can automate running flows to update the flow output instead of using Tableau Prep Builder to manually run individual flows as your data changes. It is recommended that you enable Tableau Prep Conductor on a dedicated node to run flows. For new Tableau Server installations, see Installing Tableau Server with Prep Conductor (Windows | Linux). To enable Tableau Prep Conductor on an existing installation of Tableau Server, see Enable Tableau Prep Conductor on your Tableau Server Installation (Windows | Linux). For Tableau Cloud, see Enable Tableau Prep Conductor on Your Tableau Cloud Site.

Starting in 2019.3, Tableau Catalog is also included in Tableau Data Management for Tableau Server and Tableau Cloud. Tableau Catalog integrates with Tableau applications to provide lineage, impact analysis, data dictionary, data quality warnings, and enhanced search by indexing all content, including workbooks, data sources, sheets, and flows. To enable Tableau Catalog on Tableau Server, see Enable Tableau Catalog. After you purchase and license Tableau Data Management for Tableau Cloud, Catalog is automatically enabled.

Starting in Tableau 2021.4, more governance and security features are added to Data Management: virtual connections and data policies. Using the virtual connection editor, you can create:

  • Virtual connections that provide a sharable central access point to data.

  • Data policies to apply row-level security at the connection level.

Tableau Catalog, Tableau Prep Conductor, virtual connections, and data policies are licensed through Data Management. For more information about licensing, see License Data Management (Tableau Server on Windows | Tableau Server on Linux | Tableau Cloud).

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