docs: restructure BI integrations navigation and add Tableau/Power BI pages (cube-js#10433)

keydunov · cursoragent · web-flow · commit bf7146daae24 · 2026-02-25T10:43:05.000-08:00
Hide Metabase and nested SLS pages from navigation, add top-level
Tableau and Power BI pages under APIs &amp; Integrations, rename
"Data Sources &amp; Config" to "Data Sources", remove screenshots from
SLS page, and update "BI Integrations" references to "IDE → Integrations".

Co-authored-by: Cursor &lt;cursoragent@cursor.com&gt;
diff --git a/docs/content/product/_meta.js b/docs/content/product/_meta.js
@@ -1,7 +1,7 @@
 export default {
   "introduction": "Introduction",
   "getting-started": "Getting started",
-  "configuration": "Data Sources & Config",
+  "configuration": "Data Sources",
   "data-modeling": "Data modeling",
   "exploration": "Explore & Analyze",
   "presentation": "Present & Share",
diff --git a/docs/content/product/apis-integrations/_meta.js b/docs/content/product/apis-integrations/_meta.js
@@ -5,6 +5,8 @@ export default {
   "mcp-server": "MCP server",
   "microsoft-excel": "Cube Cloud for Excel",
   "google-sheets": "Cube Cloud for Sheets",
+  "tableau": "Tableau",
+  "power-bi": "Microsoft Power BI",
   "semantic-layer-sync": "Semantic Layer Sync",
   "snowflake-semantic-views": "Snowflake Semantic Views",
   "javascript-sdk": "JavaScript SDK",
diff --git a/docs/content/product/apis-integrations/power-bi.mdx b/docs/content/product/apis-integrations/power-bi.mdx
@@ -0,0 +1,71 @@
+# Microsoft Power BI
+
+[Microsoft Power BI][link-powerbi] is a popular business intelligence tool.
+
+Cube Cloud works with both [Power BI Desktop and Power BI Service][link-powerbi-desktop-vs-service].
+If you're using Power BI Service, you need to set up an [on-premises data gateway][link-powerbi-gateway].
+
+<YouTubeVideo
+  url="https://www.youtube.com/embed/vgrFPOMuJJs"
+  aspectRatio={8/5}
+/>
+
+## Connect to the DAX API
+
+Cube Cloud provides the [DAX API][ref-dax-api] for the native Power BI connectivity.
+
+
+In Power BI Desktop, choose the <Btn>SQL Server Analysis Services database</Btn> option
+when connecting to a data source. Then, enter the DAX API credentials and choose
+<Btn>Windows</Btn> authentication. It accomodates both [Kerberos][ref-kerberos] and
+[NTLM][ref-ntlm] methods.
+
+To find your DAX API credentials, go to the [Integrations][ref-integrations-apis] page,
+click <Btn>API credentials</Btn>, and choose the <Btn>DAX API</Btn> tab.
+
+### Authentication methods
+
+Cube Cloud supports the following authentication methods for Power BI:
+
+| Application | Authentication | Notes |
+| --- | --- | --- |
+| Power BI Desktop | [NTLM][ref-ntlm-desktop] | 🟡 Works well for testing purposes |
+| Power BI Desktop | [Kerberos][ref-kerberos] | 🟢 Recommended for production |
+| Power BI Service | [NTLM][ref-ntlm] + [Kerberos][ref-kerberos] | 🟢 Recommended for production.<br/>Requires [on-premises data gateway][ref-opdg] |
+
+### Connection methods
+
+Power BI provides [three methods][link-powerbi-connection] to connect to data
+sources: _live connection_, _DirectQuery_, and _import mode_.
+
+| | Live connection | DirectQuery | <nobr>Import mode</nobr> |
+| --- | --- | --- | --- |
+| Data location | 🟢 Data source | 🟢 Data source | 🟡 Power BI |
+| Data freshness | 🟢 Real-time data | 🟢 Real-time data | 🟡 Stale copy |
+| Semantic model | <nobr>🟢 Up-to-date model</nobr> | 🟡 Stale copy | 🟡 Stale copy |
+| Queries | <nobr>🟢 Composed in UI</nobr><br/><nobr>🔴 No custom queries</nobr> | <nobr>🟢 Composed in UI</nobr><br/><nobr>🟢 Custom queries</nobr> | <nobr>🟢 Composed in UI</nobr><br/><nobr>🟢 Custom queries</nobr> |
+
+__It's recommended to use a _live connection_ whenever possible.__ Use _DirectQuery_
+if you need to write your own DAX queries, but be aware that you must manually
+synchronize semantic models as they evolve. _Import mode_ is not recommended, as
+it removes the benefits of using a semantic layer.
+
+## Connect to the SQL API
+
+You can connect a Cube deployment to Power BI using the [SQL API][ref-sql-api]
+as if Cube is a Postgres database. It would provide much more limited functionality
+than the DAX API. However, this is the only option when using Cube Core.
+
+
+[link-powerbi]: https://www.microsoft.com/en-gb/power-platform/products/power-bi/
+[link-powerbi-desktop-vs-service]: https://learn.microsoft.com/en-us/power-bi/fundamentals/service-service-vs-desktop
+[link-powerbi-gateway]: https://learn.microsoft.com/en-us/power-bi/connect-data/service-gateway-onprem
+[ref-dax-api]: /product/apis-integrations/dax-api
+[ref-integrations-apis]: /product/workspace/integrations#view-api-credentials
+[ref-sql-api]: /product/apis-integrations/sql-api
+[ref-sls]: /product/apis-integrations/semantic-layer-sync
+[ref-kerberos]: /product/auth/methods/kerberos
+[ref-ntlm]: /product/auth/methods/ntlm
+[ref-ntlm-desktop]: /product/auth/methods/ntlm#power-bi-desktop
+[link-powerbi-connection]: https://learn.microsoft.com/en-us/power-bi/connect-data/service-live-connect-dq-datasets
+[ref-opdg]: /product/auth/methods/ntlm#configuration
diff --git a/docs/content/product/apis-integrations/semantic-layer-sync/_meta.js b/docs/content/product/apis-integrations/semantic-layer-sync/_meta.js
@@ -1,6 +1,18 @@
 export default {
-  "superset": "Apache Superset",
-  "metabase": "Metabase",
-  "preset": "Preset",
-  "tableau": "Tableau"
-}
+  "superset": {
+    title: "Apache Superset",
+    display: "hidden"
+  },
+  "metabase": {
+    title: "Metabase",
+    display: "hidden"
+  },
+  "preset": {
+    title: "Preset",
+    display: "hidden"
+  },
+  "tableau": {
+    title: "Tableau",
+    display: "hidden"
+  }
+}
diff --git a/docs/content/product/apis-integrations/semantic-layer-sync/index.mdx b/docs/content/product/apis-integrations/semantic-layer-sync/index.mdx
@@ -10,7 +10,7 @@ layer from Cube to BI tools. It's the easiest way to connect a BI tool to Cube.
 <SuccessBox>
 
 Semantic Layer Sync is available in Cube Cloud.
-<br/>Support for Metabase, Preset, and Superset is available on [all product tiers](https://cube.dev/pricing).
+<br/>Support for Preset and Superset is available on [all product tiers](https://cube.dev/pricing).
 <br/>Support for Tableau is available on [Enterprise and above](https://cube.dev/pricing) product tiers.
 
 </SuccessBox>
@@ -20,8 +20,6 @@ API][ref-sql-api] and creates or updates BI-specific entities that correspond to
 entities within the data model in Cube, e.g., cubes, views, measures,
 dimensions.
 
-<Diagram src="https://ucarecdn.com/f598f41c-36ec-4ed9-960f-7c902a77ed74/" />
-
 In general, here's how Cube entities match BI-specific ones:
 
 | Cube                        | BI tool                     |
@@ -41,11 +39,6 @@ on configuration and features for specific tools:
     imageUrl="https://static.cube.dev/icons/superset.svg"
     title="Apache Superset"
   />
-  <GridItem
-    url="semantic-layer-sync/metabase"
-    imageUrl="https://static.cube.dev/icons/metabase.svg"
-    title="Metabase"
-  />
   <GridItem
     url="semantic-layer-sync/preset"
     imageUrl="https://static.cube.dev/icons/preset.svg"
@@ -67,11 +60,8 @@ Currently, it's recommended to use the [DAX API][ref-dax-api].
 
 ## Creating syncs
 
-You can create a new sync by navigating to the <Btn>Semantic Layer Sync</Btn>
-tab on the <Btn>BI Integrations</Btn> page and clicking <Btn>+ Create
-Sync</Btn>.
-
-<Screenshot src="https://ucarecdn.com/d4f4c753-ea8f-459b-aec2-73846da06b41/" />
+You can create a new sync by navigating to <Btn>IDE → Integrations</Btn>
+and clicking <Btn>+ Create Sync</Btn>.
 
 Follow the steps in the wizard to create a sync with any of supported BI tools.
 
@@ -170,12 +160,12 @@ def semantic_layer_sync(ctx: dict) -> list[dict]:
 
   return [
     {
-      'type': 'metabase',
-      'name': f"Metabase Sync for {department}",
+      'type': 'superset',
+      'name': f"Superset Sync for {department}",
       'config': {
         'user': 'mail@example.com',
         'password': '4dceae-606a03-93ae6dc7',
-        'url': 'example.metabaseapp.com',
+        'url': 'superset.example.com',
         'database': f"Cube Cloud: {department}",
       }
     }
@@ -185,20 +175,20 @@ def semantic_layer_sync(ctx: dict) -> list[dict]:
 ```javascript
 module.exports = {
   semanticLayerSync: ({ securityContext }) => {
-        const department = securityContext.department
+    const department = securityContext.department
 
     return [
       {
-        type: "metabase",
-        name: `Metabase Sync for ${department}`,
+        type: "superset",
+        name: `Superset Sync for ${department}`,
         config: {
           user: "mail@example.com",
           password: "4dceae-606a03-93ae6dc7",
-          url: "example.metabaseapp.com",
+          url: "superset.example.com",
           database: `Cube Cloud: ${department}`
         }
       }
-        ]
+    ]
   }
 }
 ```
@@ -372,20 +362,15 @@ can't run syncs on schedule.
 
 ### Manually
 
-You can also run a sync manually by navigating to the <Btn>Semantic Layer
-Sync</Btn> tab on the <Btn>BI Integrations</Btn> page and clicking <Btn>Start
-Sync</Btn> next to a relevant sync. This is convenient for working in the
+You can also run a sync manually by navigating to <Btn>IDE → Integrations</Btn>
+and clicking <Btn>Start Sync</Btn> next to a relevant sync. This is convenient for working in the
 [development mode][ref-dev-mode].
 
-<Screenshot src="https://ucarecdn.com/e48cef02-cc89-466d-a293-11a04aacb116/" />
-
 ## Viewing history
 
 You can view the history of runs for a particular sync by navigating to
-the <Btn>Semantic Layer Sync</Btn> tab on the <Btn>BI Integrations</Btn> page
-and clicking <Btn>Show History</Btn> next to a relevant sync.
-
-<Screenshot src="https://ucarecdn.com/a3cc5fc8-8458-483e-999c-5654eb8072b4/" />
+<Btn>IDE → Integrations</Btn> and clicking <Btn>Show History</Btn> next to a
+relevant sync.
 
 ## Cleaning up
 
@@ -394,11 +379,6 @@ by clicking on <Btn>...</Btn> of a respective tool and choosing <Btn>Remove sync
 assets</Btn>. It would remove the assets synced from the branch you're currently
 on, i.e., your development mode branch, shared branch, or main branch.
 
-<Screenshot
-  highlight="inset(72.5% 0.5% 5% 80% round 10px)"
-  src="https://ucarecdn.com/10770acd-a358-4b6a-98bc-6eb1bf9c0a81/"
-/>
-
 
 [ref-data-model]: /product/data-modeling/overview
 [ref-sql-api]: /product/apis-integrations/sql-api
diff --git a/docs/content/product/apis-integrations/semantic-layer-sync/tableau.mdx b/docs/content/product/apis-integrations/semantic-layer-sync/tableau.mdx
@@ -99,7 +99,7 @@ module.exports = {
 
 When connecting a Cube Cloud data source to your Tableau workbook, you will be prompted
 to enter the user name and password for Cube Cloud. You can find them at the&nbsp;<Btn>SQL
-API Connection</Btn> tab of the&nbsp;<Btn>BI Integrations</Btn> page in Cube Cloud.
+API Connection</Btn> tab on the&nbsp;<Btn>IDE → Integrations</Btn> page in Cube Cloud.
 
 ## Features
 
diff --git a/docs/content/product/apis-integrations/tableau.mdx b/docs/content/product/apis-integrations/tableau.mdx
@@ -0,0 +1,140 @@
+---
+---
+
+# Tableau
+
+You can connect [Tableau](https://www.tableau.com) to Cube using
+[Semantic Layer Sync][ref-sls]. It will programmatically create and
+update Tableau data sources that are connected to Cube via the
+[SQL API][ref-sql-api].
+
+<InfoBox>
+
+Semantic Layer Sync with Tableau is available on
+[Enterprise and above](https://cube.dev/pricing) product tiers.
+
+</InfoBox>
+
+Semantic Layer Sync works with Tableau Cloud, Tableau Desktop, and Tableau Server.
+
+## Setting up Semantic Layer Sync
+
+You can create a new sync by navigating to <Btn>IDE → Integrations</Btn>
+in Cube.
+
+To create a new sync, choose either <Btn>Tableau Cloud</Btn>, <Btn>Tableau Desktop</Btn>,
+or <Btn>Tableau Server</Btn>.
+
+For Tableau Cloud and Tableau Server,
+the data model is synchronized via the [Tableau API][tableau-api] which uses [personal
+access tokens][tableau-pat] for authentication. You can create a new [personal access
+token][tableau-api-authentication] on the&nbsp;<Btn>My Account Settings</Btn> page.
+
+<InfoBox>
+
+Personal access tokens might be disabled in your Tableau site configuration.
+To enable them, navigate to the&nbsp;<Btn>Settings</Btn> page of your Tableau site
+and click&nbsp;<Btn>Enable personal access tokens</Btn>.
+
+By default, personal access tokens are configured with an expiry period of 180 days.
+Please check your Tableau site configuration for details. To customize the expiry
+period, navigate to the&nbsp;<Btn>Settings</Btn> page of your Tableau site. Please
+also make sure to renew your personal access token in time. 
+
+</InfoBox>
+
+<WarningBox>
+
+Personal access tokens expire if they are not used after 15 consecutive days.
+If they are used more frequently than every 15 days, they expire after one year.
+
+</WarningBox>
+
+You will also need to specify a `region` and a Tableau `site` name. Consider the
+following URL of a Tableau site: `https://10ax.online.tableau.com/#/site/cubedev/home`.
+In this case, the region would be `10ax` and the site name would be `cubedev`.
+
+Example configuration for Tableau:
+
+<CodeTabs>
+
+```python
+from cube import config
+
+@config('semantic_layer_sync')
+def semantic_layer_sync(ctx: dict) -> list[dict]:
+  return [
+    {
+      'type': 'tableau',
+      'name': 'Tableau Sync',
+      'config': {
+        'region': '10ax',
+        'site': 'mytableausite',
+        'personalAccessToken': 'cube-cloud',
+        'personalAccessTokenSecret': 'HW8TFrBfJyen+JQleh0/bw==:1BvJLIti9Fud04rN021EfHMnh4yYD3p4',
+        'database': 'Cube Cloud: production-deployment',
+      },
+    },
+  ]
+```
+
+```javascript
+module.exports = {
+  semanticLayerSync: ({ securityContext }) => {
+    return [
+      {
+        type: "tableau",
+        name: "Tableau Sync",
+        config: {
+          region: "10ax",
+          site: "mytableausite",
+          personalAccessToken: "cube-cloud",
+          personalAccessTokenSecret: "HW8TFrBfJyen+JQleh0/bw==:1BvJLIti9Fud04rN021EfHMnh4yYD3p4",
+          database: "Cube Cloud: production-deployment"
+        }
+      }
+    ]
+  }
+}
+```
+
+</CodeTabs>
+
+When connecting a Cube Cloud data source to your Tableau workbook, you will be prompted
+to enter the user name and password for Cube Cloud. You can find them at the&nbsp;<Btn>SQL
+API Connection</Btn> tab on the&nbsp;<Btn>IDE → Integrations</Btn> page in Cube Cloud.
+
+### Tableau Desktop
+
+You can download a Tableau [data source][tds] file by clicking <Btn>Download .tds</Btn>.
+In the modal window, select one or more cubes or views and click <Btn>Download
+all selected</Btn> to download a ZIP archive with Tableau data source files, one
+per cube or view. You can open these files in Tableau to create data sources.
+
+## Authenticating users
+
+Semantic Layer Sync handles authentication automatically. When a user
+authenticates from Tableau to Cube, they are matched to a Cube user by
+their email address.
+
+For this to work, the same users that access Tableau must also exist in
+Cube. If you use an identity provider such as [Microsoft Entra ID][ref-entra]
+or [Okta][ref-okta], we recommend using [SCIM][ref-scim] for automated
+user provisioning.
+
+You can use [user attributes][ref-user-attributes] and
+[user groups][ref-user-groups] in combination with
+[data access policies][ref-dap] to control which data each user can access.
+
+[ref-sls]: /product/apis-integrations/semantic-layer-sync
+[ref-scim]: /product/administration/sso/microsoft-entra-id/scim
+[ref-entra]: /product/administration/sso/microsoft-entra-id
+[ref-okta]: /product/administration/sso/okta
+[ref-user-attributes]: /product/administration/users-and-permissions/user-attributes
+[ref-user-groups]: /product/administration/users-and-permissions/user-groups
+[ref-dap]: /product/auth/data-access-policies
+[ref-sql-api]: /product/apis-integrations/sql-api
+[tds]: https://help.tableau.com/current/pro/desktop/en-us/export_connection.htm
+[tableau-api]: https://help.tableau.com/current/api/rest_api/en-us/REST/rest_api.htm
+[tableau-api-authentication]: https://help.tableau.com/current/server/en-us/security_personal_access_tokens.htm#create-personal-access-tokens
+[tableau-pat]: https://help.tableau.com/current/server/en-us/security_personal_access_tokens.htm
diff --git a/docs/content/product/configuration/_meta.js b/docs/content/product/configuration/_meta.js
@@ -1,6 +1,9 @@
 export default {
   "data-sources": "Data sources",
-  "visualization-tools": "Visualization tools",
+  "visualization-tools": {
+    title: "Visualization tools",
+    display: "hidden"
+  },
   "multiple-data-sources": "Multiple data sources",
   "concurrency": "Concurrency",
   "multitenancy": "Multitenancy",
