I have couple of questions-
I have one workbook with 2 dashboards published on Tableau server-
One dashboard has Excel sheet as data source, which is located in the local system and other dashboard has an oracle DB as data source.
Questions-
1- If I schedule a full extract refresh at Midnight when my system is off, will the refresh be successful?
I understand irrespective of my system being ON/OFF the Data Base based refresh will not be a problem. what will happen to the overall dashboard refresh?
2- This is based on the Tableau desktop-
Below is the screen shot of Tableau desktop 10.4, how do I schedule the refresh on a particular date of the month? (For an example, I want to schedule a refresh on every 5th of the month at 4:00 am)
Similarly, i see the same on my Tableau Server as well.
As far as I remember until beginning of 2018, even Tableau 10.3 had a provision to schedule extract refresh in a customized manner, like select any date/day/time.
Please advise
I think this needs some clarification but if your Tableau instance is shutdown then extracts will not refresh. I am pretty sure they will not be queued up to run upon system boot up either. Server needs to be running at the time of the scheduled task for that task to run.
You can create this type of schedule as a site or server admin. The image you are showing will include the schedule you want but only after it has been setup.
go to schedules/new schedule:
Now when you go back to the schedule list you posted, you will see the new schedule under the name you give it in the setup screen.
Related
I am trying to create an alert on my saved search that will email when any of our sales channels do not have an order created within 2 hours.
This is the results criteria for the saved search
The lead source are the sales channels, and maximum of date created is the last time there was an order created. If it goes past 2 hours I want to be notified via email.
This is not possible to create purely within the UI.
You could create a scheduled script which will load the search, parse the results for any that are older than your threshold, and send the email from the search. This would run periodically depending on your deployment settings. Scheduled scripts can be deployed to run every 15 minutes, so the latest order may be up to ~2:15 old before the alert is sent.
Another approach may be to use a workflow which initiates on record creation and then has a 2 hour delay. Following the delay it could run a search for any newer orders, then if any are found it could simply exit, or if no newer orders are found it could proceed to sending an email. The actual implementation of running the saved search and acting based on the results will probably require a SuiteScript custom workflow action.
I have a billing data set that ranges from 2017 to 2019 (until current). Data doesn't change for 2017,2018 and till November, 2019. It changes either for the current month or for the complete ongoing month..
I want to create one .hyper extract and store the static data in local server for the data that doesn't change and if needed also publish it for other users to use.
How to append the new data to extract? Can we union it with a live connection or append the data to the extract?
Depending on datasource compatibility, you can do this with Tableau Prep or the new Hyper API. Links as of 12/2019 are below.
Tableau Prep
Hyper API (Python)
If you have a twbx (tableau packaged workbook) file on your local system open that and change the data source connection to live and click update.
Then publish this dashboard with the "same name" which has the latest data, tableau server will ask you if you want to replace the existing dashboard -> click yes
Not sure if you're using a database. If yes, you can create views and then connect them
1.live to tableau dashboard which will get you the latest data all the time
2.Extract mode to refresh based on a set frequency
Hope this helps!
I am familiar with Tableau dev and developed a report that uses 2 .hyper extracts and one Excel file and it is running fine with correct data. This is from Dev environment.
But client need to run from Tableau Online, now I am not aware (in fact no knowledge) on how run a workbook on tableau online with this setup.
I am trying to get answers to the below points:
How to refresh Tableau .hyper extracts?
How to specify Excel location (to pick new one every time workbook is refreshed)
Refresh Tableau workbook to show new data every time.
Currently Tableau Online cannot reach files on a local network.
Tableau Online in the cloud cannot reach data sources that you
maintain on your local network. Depending on the connection, you might
be required to publish an extract and set up a refresh schedule using
Tableau Bridge. Source:
https://onlinehelp.tableau.com/current/pro/desktop/en-us/publish_datasources_about.htm
If by "Online" you mean Tableau Server, then there is a way to refresh the data from an Excel data source. Please, check this official link: https://kb.tableau.com/articles/howto/automatically-updating-data-in-server-workbook-that-uses-live-connection-to-excel
Could you give more details about your extracts? If your hyper extracts are from a published datasource, then you can refresh them easily. You just need to create a schedule for the workbook, after publishing it. It is necessary to "allow refresh access" like shown in the screenshot below.
newbie to tableau since 2 weeks
i created dashboard in tableau and it shows schedule
i published dashboard but it does not shows latest data in database
so how to show latest data on browser refresh as soon as database is updated ?
Note: not talking about live data streaming
When you use Extract and don't set refresh schedule then you won't be able to see the latest data.
You should keep a Refresh Schedule if you are using an Extract. For example, you can keep a Daily Night Schedule for refresh.
You can check the Last extract status or refresh schedule in server under the specific workbook.
If you have created a data extract then the data will appear on the page after extract has run successfully. Check the schedule status to see if the schedule was successfully completed. You can manually run the task after creating a schedule for it also.
After 5 days found solution buried in tableau documentation
By Tableau Bridge you can maintain fresh data all the time
Tableau Bridge Example Video
To promote their product, Tableau have hidden fresh data documentation deep down, that no one could find
I am using Tableau Desktop 8.2 and Tableau server 8.2 (Licensed versions) , the workbook created in Tableau are successfully published to Tableau server.
But when the user want to see the views or workbooks it takes a very long time to preview or open?
The Workbooks are created with Amazon RedShift Database having (>5 million records)
Could somebody guide me on this? like what is it taking a long to preview or open even after being published to Tableau server?
First question, are the views performant when opened using only Tableau Desktop? Get them working well on Desktop before introducing Server into the mix.
then look at the logs in My Tableau Repository which include query strings and timing info to see if you can narrow down the cause. You can also try the Performance Recorder feature.
A typical problem is an overly expensive query just to display a dashboard. In that case, simplify. Start with a simple high level summary viz and the introduce complexity testing the impact on performance. If one viz is too slow, there are usually alternative approaches available
Completely agree with Alex; I had a similar issue with HP Vertica. I had lot of action set on the dashboard. Considering the database structure is final, I did created the tableau extract and used the Online tableau extract in place of live connection. Vola! that solved my problem and the users are happy with the response time as well. Hope this helps you too..
Tableau provides two mode of data refreshes:
Live : Tableau will execute underlying queries every time the
dashboard is referred / refreshed. Apart from badly formulated
queries, this is one of the reason why your dashboard on Tableau Online
might take forever to load.
Extract : Query will be executed once, according to (your) specified
schedule and same data will reflect everytime the dashboard is
refreshed.
In extract mode, the time is taken only when the extract is being refreshed. However, if the extract is not refreshed periodically, the same, stale data will reflect on the dashboard. Thus, extract view is not recommended for representations of live data.
You can toggle Live <--> Extract from the Data Source pane of Tableau Desktop. (refer top right of the snapshot).