Tableau Desktop Connection to Tableau Server ..Data Source - tableau-api

I able to connect to Tableau Server using Tableau Desktop 2020.2.7 and cannot see data in "Search for data ". I am planning to run a performance recorder for one Dashboard. Please advise what has to be done to see the dashboard.
Note: I am able to access all dashboards when I log in using the Tableau server using the URL through the browser.

You will need to seek elevated permissions in order to connect Tableau Desktop to Tableau Server. In the case that you intend to develop locally and be able to publish (and overwrite) you would need the access level of:
'Explorer (can publish)'
Yes, it appears whilst you have 'Viewer' access that enables you to you access dashboards via the URL in the browser, you won't be able to connect Tableau Desktop nor be able to download the workbook as a file either (only summary data).
See Permission and Roles
Namely what each of the capabilities are under different scenarios (matrix table)

Related

How can we do traffic analysis for dashboards in Tableau Online without Site admin access?

Need to create a dashboard reflecting the traffic on our existing dashboards on Tableau Online. Understand it can be done via Admin Insights, however, don't have site admin role access. Searching for a similar repository / meta data as available in Tableau Server via the dashboard traffic to views functionality
The site admin can give you permissions to the TS Events data source, so you can build your own traffic reporting.

How can I give server access to my Developer?

I am have AWS EC2 Server with my App Backend and Database there.
My new developer needs to upload few things in the Database and update Backend code but I don't want to give him the PEM.
He needs to SSH
Whats the best possible way to do it? I was thinking of creating an IAM User for him - but I only want him to give SSH Access, so permission would that be? I could only find a general full permission EC2 which would also give him permission to edit the Security Group and things like that.
I do trust him well, but I just don't want to give him full access in general.
What can I do?
Why not allow your developer to connect using session manager.
If you use this he can access the environment either in his browser or via the AWS CLI.
He should be able to mimic a regular session but without having the key, then when he's done you remove the permissions of the server. You can also enable logging to check the history of his sessions actions.
If you want to update code you should at some point take a look at using code deploy to have the code automatically rolled out without even accessing the server.

Can Tableau Reader connect to a workbook published on Tableau server in a remote location?

I have multiple people that I want to access this workbook, but we have license restriction limits. My boss recommends tableau reader, but have never used it. The tableau workbook is published in a secure website and the tableau server program is stored in a Remote Desktop.
Any help would be greatly appreciated!
Thank you!
Tableau Reader can open Packaged Tableau workbooks. A packaged workbook is a tableau workbook file with the data saved along with it. It has twbx file extention. So if you have access to the workbook on your server and you can download it and the data, then Reader should work for your case.
Tableau Reader cannot connect to Tableau Server. You need to download the twbx file first. Either your users will need a shared account on tableau server which is restricted access to the content you want to provide.
Or your users could use tabcmd to download the content without directly signing into the server.
tabcmd login -s http://remotehost -u user -p password
tabcmd get "/workbooks/sharedReport.twbx" -f "C:\Workbooks\sharedReport.twbx"
The useful pro of the 2nd option is that it could be automated into a script and run from a schedule, perhaps under a different account so that end users are not aware of it.

Tableau Reporting

I am currently using Tableau for my reporting module. However, I have several issues I need answered. I tried the following; please comment if I am on the right track.
I want to embed Tableau generated report to my website, so I used Javascript API. My data may come from Tableau Online (Cloud Server), or Tableau Server, for now I used Tableau Online.
Now, I have to create my report so I used Tableau Desktop to create how my report would look like. Tableau Desktop can connect to my local DB for get data.
Then, I published my workbook to my server . However, in Tableau Online, I need to data connection which fails since I don't have a live server.
I downloaded Tableau Server but I can't proceed since in configuration it want an Active Directory credentials.
I haven't done any output, I think I am stuck. I would welcome some input.
Tableau supports both Active Directory and Local Authentication Mode. We have tableau server running in local authentication mode but however its not highly advisable to run the server in local authentication.
If you have installed tableau server in active directory mode, reinstall the server. During your reinstall select local authentication as the default authentication. Once you have installed it, you need to add on Administrator Account.
Another workaround is go to All Programs > Tableau Server > Configure Tableau Server. In General Tab, you will be having the User Authentication. Try changing it if its enabled. If its disabled you need to reinstall tableau.
below are the steps to reinstall tableau server
Back up and remove Tableau Server
When Tableau Server has been uninstalled, open Windows Explorer and navigate to C:\Program Files\Tableau.
Delete the Tableau Server folder.
Navigate to the C:\ProgramData\Tableau.
Delete the Tableau Server folder.
Reinstall Tableau Server and restore the backup
Install Tableau Server. This step will allow you to set a new authentication method.
After installing Tableau Server, a browser window will display and you will be prompted to create a new administrator account. Ignore this, and close the browser window.
After restoring your backup file, a browser window will display and you will be prompted to create a new administrator account again. Ignore this, and close the browser window. If you are prompted to type in the Run As user password, type the password and continue with the next step. You will not see a password confirmation.
In the Command Prompt window, from the Tableau Server bin directory, type the following command to reset Tableau Server back to a state that requires an administrator account to be set up:
tabadmin reset
Open a browser window, and type http://localhost in the address bar to set up the administrator account for Tableau Server.
I may have assumed that when you say Tableau Online, you dont mean the Tableau Public..
I assume your tableau online is your local or let's say company hosted tableau server...
for the answers to your questions in sequence
1 - 3 it can be done.
tableau supports a lot of datasources even the classic text based data it can read..
did you tried installing your database drivers?
If the server is configured to use local authentication, when you add
a user identity, you specify a username, a password and a site role.
In that case, the Tableau Server repository is used exclusively to
authenticate the user.
http://onlinehelp.tableau.com/current/server/en-us/security_auth.htm

How to connect to AWS RedShift with Tableau desktop software?

I want to use Tableau to retrieve data from AWS RedShift and then generate reports, I tried to use PostgreSQL driver downloaded from Tableau website, but cannot establish the connection.
Any one knows how to do it?
Just to provide an update, I believe the RedShift Connector has been released for v7 of Tableau Desktop, but is still in preview for v8. We have found it to be much easier for connecting to our RedShift cluster so far.
The generic ODBC connector also works, you get an interesting pop-up saying certain functions might not behave as expected but we have not encountered any issues using it.
Also the redshift connector for Tableau 8 is out now in release.
As stated on Tableau's blog, the Tableau connector hasn't been released yet, but you can contact your account manager to try out a preview version.
That's what my team has done, and it worked without a hitch.
It's now possible to connect Amazon Redshift with Tableau.
To connect:
Open Tableau Desktop Application and select Amazon Redshift from the list of servers to connect.
Populate the following fields in the pop-up as shown below:
where
Server: the URL to the Redshift instance
Port: the port on which it listens to
Database: the DB to connect to
(the above 3 information is available under the Cluster Database Properties section within the Configuration tab in your AWS Console.)
Username and Password: credentials authenticated to connect and query the schema and the underlying tables in above mentioned DB
Click on Sign In to allow Tableau to connect to the Amazon Redshift instance.