how to quickly locate which sheets/dashboards contain a field? - tableau-api

I am creating a data dictionary and I am supposed to track the location of any used field in a workbook. For example (superstore sample data), I need to specify which sheets/dashboards have the [sub-category] field.
My dataset has hundreds of measures/dimensions/calc fields, so it's incredibly time exhaustive to click into every single sheet/dashboard just to see if a field exists in there, so is there a quicker way to do this?

One robust, but not free, approach is to use Tableau's Data Catalog which is part of the Tableau Server Data Management Add-On
Another option is to build your own cross reference - You could start with Chris Gerrard's ruby libraries described in the article http://tableaufriction.blogspot.com/2018/09/documenting-dashboards-and-their.html

Related

How to call a sas dataset by its label or where to check its name

I have a problem in dealing with SAS Enterprise Guide that runs on the server of my client.
I do not have access to the libraries so, in order to use the datasets the only thing we can do is to store them on the local disk C: of the computer and drag them to SAS.
We can not create libraries because the server does not read local paths.
Once you drag a table, let's call it "mydata" in SAS, the table is automatically renamed "mydata9865" with random numbers at the end and "mydata" is its label.
If you right-click the table and go to properties, you can't find the name of the table, just the label.
The only way I found to check the real name of the dataset is to open the Query Builder and check the name in the code preview.
The problem is that I am dealing with tables of millions of records and the machine I am using is very slow, so whenever I want to open the Query Building, just to check the table's name, it takes sometimes even an hour.
I am not a SAS expert, so I am sure there is a smarter way to do so. Is it possible for instance to use the table by calling it with its label?
data mydata2;
set mydata;
run;
instead of
set mydata9865?
Or is there some place I can rapidly check the name of the table without going through the query builder?
I tried to google it but I can't find anything, I hope someone will be able to help me!
Thank you in advance
Hover the mouse pointer over a data node to see it's attributes. The data set name is the File name: value.
For example:
In this example I had renamed the nodes created by two different queries to be the same (doable:yes, smart:maybe not). NOTE: A data node Label: is not necessarily the same as it's underlying data set's label metadata.
Regarding
use the table by calling it with its label?
Two nodes can have the same label, and is a a situation that defeats this approach.
Use the COPY task to upload your data explicitly. It sounds like you're not adding your data to the projects properly so SAS automatically assigns a name, rather than if you explicitly import or load your data.
Problem solved! I should have simply upload the data to the server with Tasks->Data->Upload Data Sets to Server but I didn't know this task so I didn't know it was possible to do it at all!
https://communities.sas.com/t5/SAS-Enterprise-Guide/Importing-sas-data-sets-from-C-drive-into-SAS-EG-not-possible/td-p/135184
Thank you everybody for you help!

Change Properties of multiple diagrams in Enterprise Architect

I would like to change the properties of multiple diagrams together rather than clicking on them one by one. Does anyone know how this can be achieved?
You can use the scripting facility of Enterprise Architect to loop the diagrams you would like to change and update them.
See this section of the manual to get help.
There is a bunch of example scripts included with EA, either from the local scripts, or from the EAScriptLib MDG.
Another source of examples is my Github repository: https://github.com/GeertBellekens/Enterprise-Architect-VBScript-Library
You could write a SQL to manipulate your database. t_diagram.PDATA holds a long cryptic string where one part is ScalePI=0; (which is the default for no scaling). You can alter that to be ScalePI=1; (meaning scale to one page).
String manipulations vary from database to database. So you need to write your own which you can execute in a script using
Repository.Execute("UPDATE t_diagram ...")
Note that you should test this in a sandbox first since invalid SQLs can easily disrupt your whole repository.

PowerApps datasource to overcome 500 visible or searchable items limit

For PowerApps, what data source, other than SharePoint lists are accessible via Powershell?
There are actually two issues that I am dealing with. The first is dynamic updating and the second is the 500 item limit that SharePoint lists are subject to.
I need to dynamically update my data source, which I am currently doing with PowerShell. My data source is not static and updating records by hand is time-consuming and error prone. The driving force behind my question is that the SharePoint list view threshold is 5,000 records however you are limited to 500 visible and searchable records when using SharePoint lists in the Gallery View and my data source contains greater than 500 but less than 1000 records. If you have any items beyond the 500th record that should match the filter criteria, they will not be found. So SharePoint lists are not optional for me until that limitation is remediated
Reference: https://powerapps.microsoft.com/en-us/tutorials/function-filter-lookup/
To your first question, Powershell can be used for almost anything on the Microsoft stack. You could use SQL server, Dynamics 365, SP, Azure, and in the future there will be an SDK for the Common Data Service. There are a lot of connectors, and Powershell can work with a good majority of them.
Take note that working with these data structures through Powershell is independent from Powerapps. Powerapps just takes the data that the data connector gives it, and if you have something updating the data in the background (Powershell, cron job, etc.), In order to get a dynamic list of items, you can use a Timer control and a Refresh function on your data source to update the list every ~5-20 seconds.
To your second question about SharePoint, there is an article that came out around the time you asked this regarding working with large lists. I wouldn't say it completely solves your question, but this article seems to state using the "Filter" function on basic column types would possibly work for you:
...if you’d like to filter the set of items that you are showing in the gallery control, you will make use of a “Filter” expression, rather than the “Search” expression, which is the default that existing apps used. With our changes, SharePoint connector now supports “equals” type of queries on columns that support filtering (Single line of text, choice, numbers, dates and people), so make sure that the columns and the expressions you use are supported and watch for the same warning to avoid reverting back to the top 500 items.
It also notes that if you want to pull from a list larger than the 5k threshold, you would need to use indexes, I have not fully tested this yet but it seems that this could potentially solve your problem.

Visio 2013: How to trigger a change in databinding of all shapes

I have a nice process overview for our ordering process in Visio. I have an external data source (SQL Server), which works fine. Every record in my data source represents one ordering process. Currently all my shapes of the process are linked to the first record of the data source.
Now I want to add a dynamic behavior. What I want to achieve is this:
A user provides the order reference in a textbox (order reference is a column in the data source)
Afterwards the user clicks a button
After the button click, the process is updated and all shapes are now linked to the external data source record, that matches the provided order reference
So in short: the user should be able to select which process that needs to be visualized.
I assume that this is common functionality, but I don't see how I can deal with this requirement. I've searched already some days on this issue, but without any success.
Can you help me with this issue?
Thanks a lot!
Problem solved :-)
Some old school VBA was required. Using the DataRecordSet object did the trick. It contains a method GetDataRowIDs that you can use to query the external dataset. Once you have the record to visualize, it's just a matter of dynamically updating the shapes with the correct record. Use macro recording to see how to do this.
MSDN: http://msdn.microsoft.com/en-us/library/office/ms195694(v=office.12).aspx

Eclipse Birt Reports, Creating report from SQL database, (user key?)

I'm fairly new to using the Birt Report Designer and need to figure out how to generate a report from a SQLite database. I have suceeded in getting it to connect to the DB but am now unsure how to generate a report and the tutorials that I have found aren't of much help so far.
I have a template that was given to me by my employer that has a few fields, I'm wondering if these fieldnames (in the template) are supposed to match field names in the DB.
Also, when I go to Run->View Report-> As PDF I am unsure what I am supposed to enter for the field "User Key", does this correspond to a table name in the DB or something along these lines?
As of now, I have tried entering a table name but just a blank report is generated.
If anyone can point me to a good resource or help with this I would greatly appreciate it. Thanks
There are two books i could really advice:
BIRT - A Field Guide to Reporting
Integrating and Extending BIRT
and the Eclipse Help containing BIRT documentation.
I suppose the User Key could be report parameter (listed in Data Explorer window), which is passed to Data Set to select appropriate data. If I'm guessing right, check within a Data Set editor ("Parameters" tab and "Query" tab) where the User Key parameter goes in - probably to one of the table field in a WHERE clause. Parameters in a query are represented by question marks: SELECT * FROM fooTable WHERE barColumn = ?. Hope tracking this would lead to find out, what to enter to the parameter.
Additionally, ensure if your Data Set(s) is(are) connected correctly to your SQLite Data Source ("Data Source" tab in a Data Set editor).
Being as new as you are to BIRT, I would suggest building a couple of reports with the sample DB (Classic Models). There are many, many samples out there for you to use as a guide. Additionally, most tutorials will use the Classic Models data so you can follow right along. After you create a couple of practice reports (this should not take more than 30-45 minutes) the template you have been given will likely make A LOT more sense and allow you to make progress almost immediately.
If you are looking for a nice collection of tutorials and samples, be sure to check out Birt Exchange for Dev Share (samples) & tutorials.
As for the "User Key" this is almost certainly a report-level parameter used to filter the data set (as the previous answer points out).
Good Luck!