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Merge branch 'current' into MUL-1181-docs-update-migration-guide-docu…
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…mentation-to-reflect-approval-mechanism
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ryancharris authored Oct 22, 2024
2 parents a40acdd + b0920bc commit 93a81d5
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Expand Up @@ -25,7 +25,6 @@ To access the features, you should meet the following:
3. You have set up a [production](/docs/deploy/deploy-environments#set-as-production-environment) deployment environment for each project you want to explore, with at least one successful job run.
4. You have [admin permissions](/docs/cloud/manage-access/enterprise-permissions) in dbt Cloud to edit project settings or production environment settings.
5. Use Tableau as your BI tool and enable metadata permissions or work with an admin to do so. Compatible with Tableau Cloud or Tableau Server with the Metadata API enabled.
6. Run a production job _after_ saving the Tableau collections.

## Set up in Tableau

Expand Down Expand Up @@ -63,7 +62,6 @@ To set up [personal access tokens (PATs)](/docs/dbt-cloud-apis/user-tokens#using
dbt Cloud automatically imports and syncs any workbook within the selected collections. New additions to the collections will be added to the lineage in dbt Cloud during the next automatic sync (usually once per day).
<Lightbox src="/img/docs/cloud-integrations/auto-exposures/cloud-select-collections.jpg" title="Select the collections you want to include for auto exposures."/>
5. Click **Save**.
6. Run a production job _after_ saving the Tableau collections.

dbt Cloud imports everything in the collection(s) and you can continue to view them in Explorer. For more information on how to view and use auto-exposures, refer to [View auto-exposures from dbt Explorer](/docs/collaborate/auto-exposures) page.

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28 changes: 25 additions & 3 deletions website/docs/docs/collaborate/data-tile.md
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Expand Up @@ -92,7 +92,7 @@ Follow these steps to embed the data health tile in PowerBI:

```html
Website =
"<iframe src='https://1234.metadata.us1.dbt.com/exposure-tile?uniqueId=exposure.jaffle_shop.OrderQualityDashboard&environmentType=staging&environmentId=123456789&token=YOUR_METADATA_TOKEN' title='Exposure status tile' height='400'></iframe>"
"<iframe src='https://1234.metadata.ACCESS_URL/exposure-tile?uniqueId=exposure.EXPOSURE_NAME&environmentType=staging&environmentId=123456789&token=YOUR_METADATA_TOKEN' title='Exposure status tile' height='400'></iframe>"
```

<Lightbox src="/img/docs/collaborate/dbt-explorer/power-bi-measure-tools.png" width="90%" title="In the 'Measure tools' tab, replace your values with the iFrame code."/>
Expand Down Expand Up @@ -120,12 +120,34 @@ Follow these steps to embed the data health tile in Tableau:
3. Insert a **Web Page** object.
4. Insert the URL and click **Ok**.

`https://metadata.cloud.getdbt.com/exposure-tile?uniqueId=exposure.snowflake_tpcds_sales_spoke.customer360_test&environmentType=production&environmentId=220370&token=<YOUR_METADATA_TOKEN>`

```html
https://metadata.ACCESS_URL/exposure-tile?uniqueId=exposure.EXPOSURE_NAME&environmentType=production&environmentId=220370&token=<YOUR_METADATA_TOKEN>
```

*Note, replace the placeholders with your actual values.*
5. You should now see the data health tile embedded in your Tableau dashboard.

</TabItem>

<TabItem value="sigma" label="Sigma example">

Follow these steps to embed the data health tile in Sigma:

<Lightbox src="/img/docs/collaborate/dbt-explorer/sigma-example.jpg" width="90%" title="Embed data health tile in Sigma"/>

1. Create a dashboard in Sigma and connect to your database to pull in the data.
2. Ensure you've copied the URL or iFrame snippet available in dbt Explorer's **Data health** section, under the **Embed data health into your dashboard** toggle.
3. Add a new embedded UI element in your Sigma Workbook in the following format:

```html
https://metadata.ACCESS_URL/exposure-tile?uniqueId=exposure.EXPOSURE_NAME&environmentType=production&environmentId=ENV_ID_NUMBER&token=<YOUR_METADATA_TOKEN>
```

*Note, replace the placeholders with your actual values.*
4. You should now see the data health tile embedded in your Sigma dashboard.

</TabItem>

</Tabs>

## Job-based data health <Lifecycle status="Legacy"/>
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