No server drop dwon menu showing in Tableau - tableau-api

I'm wanting to publish a workbook to Tableau public, by following these steps which say to click on the "server" drop-down menu then sign into Tableau public etc. But I have no "Server" menu. I Thought maybe I should try updating to the latest version, so I downloaded the newest version from their website but the same thing happened. Anyone know what's up with this?
No server menu

You're using Tableau Public. Therefore just hit the Save icon or File - Save (or Save As) and it'll push your workbook to the Tableau Public server.
The instructions you provided refer to using standard paid Tableau Desktop.

Related

How to show an excel button that allows the users to download the results in tableau

I want to show an excel button that allows the users to download the results.
I want the users to download the table data shown in the workbook. The user should be able to download the filtered data.
For example if he selects regions as 'America', then in the excel sheet he must get only the data having 'America' as the region.
Please help me in achieving this!
The short answer is that you can't.
Unfortunately, there's not Excel download button like download PDF for the moment.
The long answer is about two workarounds that you can follow:
if you're using Tableau Server you can simply add .csv to your view's URL to make it downloadable in CSV. For example http://tableauservercompany/#/myview will become http://tableauservercompany/#/myview.csv. You can also apply filters as described in this tutorial.
another workaround is to include in your workbook a worksheet (not a dashboard) with the table you want to let users download to Excel. In this way users can go to Download and select Excel file.
Once your dashboard is complete, just drag the download component (lower left corner in Object section), and set it for cross-tab (default is PDF).
This feature will be available if your dashboard is published on Tableau Server/Online and it will download the current data depending of what users see when they click on the download button.

Why am I unable to save my Tableau Dashboard to the Tableau Server?

I made a Tableau dashboard and now I want to save it to Tableau public.
However, I get the following error when I try to save it to Tableau public:
Unable to complete action An unexpected error occurred saving the packaged workbook. The process cannot access the file because it is being used by another process.
I have tried restarting my computer and opening only the Tableau workbook with the dashboard. However, I still get the above error when I try to save it to Tableau public.
If you are using Tableau Desktop and you want to publish your dashboard on Tableau Public just ensure to have an extract of your datasource.
To do so, in your datasource pane right click your source and click extract.

Auto update data source in Tableau Desktop

I am trying to automatically update a .txt file-based data source in Tableau Desktop but can't find how to do it. What I want is to see a "live" chart on a worksheet not having to push F5 every time. Is there a way to do this?
No there's not.
Tableau Desktop is the editor you can use to create visualizations and it's not build to shove "live" data even though you can refresh data via F5.
You can achieve something like you want, publishing your dashboard to a Tableau Server/Online and then using some tricks.
Please check this related S.O. post:
Auto refresh Tableau online dashboard using "Auto refresh" Chrome extension

How to implement the toolbar of tableau public in tableau server in publish workbook in embed view?

I want to user or replace the tool bar tableau public into tableau server?
Actually my requirement was to view current view without use of Remember my Changes in embed view.
I don't want this below view of share in which only link of parent page is provided. A different link is to be automatically generated when view or any parameter is changed in embed view.
This is the basic preview of Tableau server share option but I want to replace with below image. Instead of this above view I want the below options in my published workbook. This is the preview of tableau public we want in tableau server I want the current view like above picture in my tableau server.
That is not possible (not without hacking the Javascript of Tableau Server, which would be unsupported).
I would suggest that you create a support case, and ask for an enhancement request for the option to change the Tableau Server share menu.

Reporting Services Deployment Problem Deploying from VS 2005 to RS 2008

I've got a report that works perfectly in development previews. But when I deploy I get the following error:
In the Dev Environment the Error displayed is:
Error 4 The data source 'myDataSource'
cannot be found. c:\reporting services
projects\reports\rest_of_path\my_report.rdl
0 0
On the reporting services side the error it shows is:
The data source connection information
has been deleted.
(rsInvalidDataSourceReference)
By itself the datasource deploys just fine and it's present on the server so it doesn't make sense that it "can't find" it. What is going on?
P.s. I found a way to make it work on the server by manually assigning the datasource link that's lost in deployment. But I'd rather not have to do this every time I deploy a new report.
go to Report Manager(http:///reports/pages/Folder.aspx)
Click on the Folder in which u have reports
U will be directed into contents tab where u will find Show Details at the right top corner
Click on Show Details
Check in the particular report and click the edit button corresponding to it
Go to the properties tab and click on it
U will find a menu on left hand side, click on Data Sources link
There u will find radio button selected for A share data source(by default) and a browse button.
Click on the browse button u will find the tree structure of the datasource and the reports folder.
select the datasource in the datasource folder and select OK.
(From a post on http://social.msdn.microsoft.com/forums/en-US/sqlreportingservices/thread/622dc981-4378-4331-b2fc-e377660464df/)
Did you upgrade the report files? the RDL spec changed between 2005 and 2008, you need to ensure that you are working with 2008 compatible tools if you are targeting 2008.
I got this to work with 2005, and to make it work I had to change the data source to use OLE DB and Sql Server Native Client 10.0. Another strange quirk was that the data source had to not have spaces in the name. I then had to reassign the report to use the new data source without spaces and then the 2005 rdl worked on the 2008 server.