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
Related
I was wondering if it is possible to print/down large PDF large report from a dashboard that requires many pages with a company logo. I tried view and it is only what is on my screen and the specific sheets from this dashboard does not include the logo which I need.
Not big text tables like that :( Essentially Tableau is a dashboarding tool and what you have created is a massive spreadsheet - that you now want to turn into a PDF? (yikes!!)
I'd revisit your requirements. Is it easier to pull the data directly from the database as a CSV? and then do some formatting? A PDF will be a nightmare for any user.
Tableau has (in my own opinion) limited features about exporting data in different formats, and it is because it is not a reporting tool (like SAP BusinessObjects for example).
The best way to add a company logo is to add an "Image" block inside your dashboard with the logo. The following image shows how to add in Tableau Online, I can't understand if you're using Tableau Online or Tableau Server, you mention Tableau Web that does not exist :-) .
Now I think that your problem is if you want to repeat the logo on every single page that you export, is this your case?
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.
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.
Has anyone used a tableau extension to download data from the dashboards in a very precise manner? I am looking to upgrade the download functionality by building a custom download button that produce specific reports based on the sheets.
The goal would be a download button that can write the information back to the server and allow the user to download that file (something palpable for end users like excel).
I am aware of tableau servers existing download to excel functionality, but do to permission for the end user we cannot enable this, and the complexity of the dashboards makes it less useful regardless.
If anyone has any links or info on this please share, thanks.
Hi our company requires us to change databases to other server, so we need rebuild Tableau dashboard using new datasource (same table but on different platform).
Is there any way I can just only edit and update the datasource link in Tableau, don't need to rebuild the dashboard?
You can replace data source. Connect to the new data source. The go Data > Replace Data Source. See the docs for more details. https://onlinehelp.tableau.com/current/pro/desktop/en-us/connect_basic_replace.html