Note: you may need to whitelist Matik's IP addresses (54.177.196.112, 54.219.155.184, and 52.9.192.216) if you use a VPN to connect to this data source.
Connecting to Tableau
The Tableau Embed API integration is currently in beta. Contact your Technical Account Manager if you would like to opt in to the beta.
There are two ways to connect a Tableau data source:
- [BETA] Connect to the Tableau Embed API
- Connect to the Tableau REST API
Here’s a comparison of the two integrations:
| Functionality | Embed API | REST API |
| Supported Tableau formats | Pull from published dashboards and worksheets. | Pull from published worksheets. (Dashboards and stories are not supported.) |
| UI | Use a live visual preview to select the dashboard or view to pull from. | Use a form to select the worksheet to pull from and specify fields to return. |
| Filtering |
Set dashboard filters directly via the live preview, or use advanced filters to filter on Matik inputs. Advanced filters support categorical, range, and relative date filters. |
Only supports “ = “ filters. |
| Exporting screenshots | Output screenshots of a dashboard or worksheet. Can set image resolution. | Output screenshots of a worksheet. (Dashboards not supported.) |
| Export underlying data | Select a worksheet or a specific view from a dashboard to output its underlying data. The underlying data is output similar to the Summary show when using View Data in Tableau. | Select a worksheet, and then specify fields to return from that worksheet. |
See the Tableau in Dynamic Content article for more detail.
[BETA] Connect to the Tableau Embed API
To connect to Tableau via the Embed API, you or someone on your team will need admin access within Tableau in order to:
- Go to Settings > Connected App
-
Create a new Connected App for the connection to Matik. Make sure you provide the following required permissions:
- Access level: All projects
- Domain allowlist: All domains
- Generate a Client secret
Once complete, you should have Tableau Connected App with status = Enabled, with all required permissions set, and with a Client ID and Client Secret.
Note the Client ID, Client Secret ID, and Client Secret Value for the next steps.
Then, within Matik:
- Create a new Tableau data source
- Select Authentication Method = Embed API
- Fill out the required configuration information in the form. For Client ID, Secret ID, and Secret Value, use the values from the Connected App.
Connect to the Tableau REST API
We recommend creating a dedicated integration user with admin privileges in Tableau to connect to Matik. Matik does not currently support Tableau SSO, so this user must have password login access. Contact your Technical Account Manager to discuss alternatives if your organization requires SSO for all Tableau accounts.
Only worksheets are compatible with Matik. Dashboards and Stories are not supported. Additionally, views that contain table calculations or pivots cannot be used directly with Matik.
Connecting to Looker
In connecting a Looker instance to Matik, you will need to provide a Looker Base URL, Looker Client ID, and Looker Client Secret.
The Base URL is what you see when you access your Looker enterprise, and the Client ID and Client Secret can be generated by taking on the following steps: Admin > Users > “Edit” for user to connect > Edit Keys > New API3 Key.
We recommend creating a dedicated integration user with admin privileges in Looker to connect to Matik. Keep in mind that Matik will have the same data access restrictions as the Looker user connected to Matik. The integration user must be granted the following permissions. These settings can be found in Looker Settings -> Admin -> Roles -> Permission Sets -> Edit:
access_datasee_lookml_dashboardssee_lookssee_user_dashboardsexploresee_sqlsee_lookml
Here's an example of how this looks in the Looker UI:
Best practices for connecting to Looker:
- The Looker integration user will determine the permissions and data access of the Matik integration. Make sure the integration user has sufficient permissions and data access. Matik will only have access to the permissions you provide to the integration user, and to the data that user has been granted access to.
- For best performance, limit the integration user’s access to only the data you need to access in Matik. We recommend having fewer than 50 dashboards visible to that account to prevent slow loading.
- If you access your Looker environment by leveraging a VPN, you must whitelist our IP addresses (54.177.196.112, 54.219.155.184, and 52.9.192.216).
See the Using Looker as a Dynamic Content Datasource help article for more information about using Looker with Matik
Connecting to Microsoft Power BI
We advise setting up secure access between Matik and your Power BI environment. The process outlined below involves creating an app registration in Microsoft Entra (formerly Azure AD) and configuring the necessary permissions in Power BI.
Step 1: Create an App Registration
First, we'll create an app registration that will serve as the secure bridge between Matik and your Power BI environment.
- Navigate to the Microsoft Entra admin center.
- In the left navigation menu, go to Identity > Applications > App registrations.
- Click New registration at the top of the page.
When creating the registration, you'll be asked to provide some basic information about the application. You can proceed with the default settings for now — we'll configure the specific permissions in the next step.
Step 2: Configure API Permissions
Now we'll set up the specific permissions that allow Matik to read your Power BI data securely:
- In your newly created app registration, navigate to the "API permissions" section.
- Add the following permissions for Power BI:
- Workspace.Read.All (allows reading all workspaces)
- Dataset.Read.All (allows reading all datasets)
- Report.Read.All (allows reading all reports)
These permissions ensure Matik can access your Power BI resources while maintaining the principle of least privilege — only granting the specific access needed for the integration to function.
Step 3: Enable Power BI Admin Settings
Several Power BI tenant settings need to be enabled to allow Matik to properly interact with your data:
- Go to the Power BI Admin Portal.
- Enable the following settings:
- Embed content in apps.
- Service principals can use Fabric APIs.
- Semantic Model Execute Queries REST API.
Step 4: Grant Workspace Access
Finally, you'll need to grant the app access to your specific Power BI workspaces:
- Open the Power BI workspace containing your data.
- Click on "Manage access".
- Add the app (service principal) as a member with the appropriate access level.
- Repeat for each workspace that Matik needs to access.
Your integration is now ready to use! If you encounter any issues during setup, please reach out to Matik's support team for assistance.
Step 5: Create your data source in Matik
You are now ready to create the PowerBI data source in Matik! Go to Data Sources > Create New > and select Power BI. You should be able to use the info from the previous steps to populate the data source form.
Comments
0 comments
Please sign in to leave a comment.