Connect Tableau to .SQL File on Desktop or SharePoint - tableau-api

Is it possible to have Tableau run a query that is stored in an external location such as SharePoint? If not, is Alteryx a tool with this particular capability?
I have a central location for my queries (SharePoint), which allows multiple people to edit the .SQL files saved there. These queries change regularly, but they end up being put into Excel files for reporting purposes. I want to be able to move from Excel to Tableau or Alteryx + Tableau. Ideally I would not have to store / edit queries within Tableau / Alteryx.

Yes, Alteryx would support this. It has a "dynamic input" tool that could run the dynamic SQL, and also has hooks to either Sharepoint or a generic URL, which you would use to retrieve the text in the first place.

Related

How to Export Multiple Cross Tables from Tableau Server into Excel

I have tableau server 2018.2 version but How to Export Multiple Cross Tables from Tableau Server into Excel
As per my understaning, it is still not possible to download multiple sheets from a published workbook. The user has to download one at a time.
There is even an idea created to promote this feature: Tableau Community Forums > Ideas > Ability To Export Whole Workbook To Excel Similar To The PDF Function
One workaround is to create a new sheet with all the data you need, in the format and order you need. There is an example here: Exporting CSV Made Simple

Exporting Data from Access into a CSV File for Use in MongoDB

I need to recreate a database in a MongoDB backend environment that's currently in Microsoft Access format. Please note: I am not very familiar with MS Access. When I open up the db in question and click on "External Data" I see options to:
1.) "Import the source data into a new table in the current database" -- I clearly don't want this, and
2.) "Link to the data source by creating a linked table". I don't think I want this either.
I assume what I need is to download a version of this db as a CSV file. From there I can write an ETL to get the data into a mongo collection.
How do I do this from within Access? Is there an option to simply download the data onto my local computer in something like CSV format?
When I open up the db in question and click on "External Data" I see
options to:
You will also se icons with small arrows for export to Excel or text files - which, that latter, is what you are after.

Change Tableau data source from online to offline

The current Tableau file has an online data source (i.e. you need to connect to a server when you click on the "data source" button on the bottom left of the common Tableau Desktop interface).
What I would like to do is to disconnect the Tableau file from the online data source. Instead, all the data should be included in the Tableau file itself. The end result of this procedure should be that the data source can be edited without Internet access and without logging in to the server.
Which features of Tableau Desktop would I need to use?
Right click on your data source from Tableau Desktop, and choose create local copy. Then save-as your workbook as a packaged workbook (i.e. a twbx file)
As Sam M mentioned, you may end up with a naked extract -- an extract that is no longer associated with the originally source file. If that's a problem, you can right click on your data source, and export to CSV, and then connect to that and replace data source.

Tableau TABCMD download workbook by giving only project name

I wanted to download all workbook from project without changing it's format using Tabcmd utility. Format can be TWB or TWBX.
is there any option i can get either FORMAT or WORKBOOK URL or BOTH of all tableau workbook by giving Project name, so that i can download it as backup.
I do not wanted to use POSTGRES or Tableau REST APIs. I am in need of batch script only.
There's no way of downloading all workbooks from a project using tabcmd without knowing all of the workbook names.
Although you've said you don't want use it, the REST API is the best way of doing this.

Downloading tableau workbook from tableau server with data

I am new to using tableau server. I wanted to know if it was possible to download a tableau workbook (which is linked to a live SQL DB) with the data from the tableau server? Basically I would want to have a downloaded packaged tableau file which I can pass around for demos, without having to connect to the database every time.
You can do this programmatically in python simply.
TSC(Tableau Server Client) is the python library for tableau server.
You can publish, update, delete and download workbooks freely using TSC
Please visit https://github.com/tableau/server-client-python/blob/master/docs/docs/api-ref.md
On this page, just search by "workbooks.download", then you will get the instructions how to download a workbook with data extraction.
In essence, no. Since the workbook is using a live connection, the data is still on the SQL database and not on Tableau Server.
If you want to be able to create a packaged workbook for demo use, then you'll have to create an extract of the data that can be saved with the workbook.
There is another approach to this problem. Now that the viz is using the tableau online extract.
1.Download the workbook from the server.
2.Once done, open the dashboard in tableau desktop. You will see a data extract with a check mark on it.
3.Right click on the data extract and click on create a local copy.
4.This will extract all the data so far and stores it locally.
5.Next step is to replace the datasource from the Online extract to the local copy you have created. 6.Save the workbook as .twbx.
You are done. Hope this will work for you..
I believe what you are trying to do can be accomplished using a tableau extract. This will create a package of the sql db you want on the tableau server. the user could then make a packaged workbook or make a local copy of the extract.
http://kb.tableau.com/articles/knowledgebase/working-with-tableau-data-extracts
Yes, you can from the top tight hand corner of the view depending on your user permission levels.
When you connect tableau server data source click on extract then publish your workbook to server. when any one click on download the extracted data will also download along with worksheet
you must have the permission to download.at least Interactor
click "download", then save the workbook as "twbx" file to include data in the package file.
if your permission is "viewer", you cannot download tableau reports.
one more thing you could do is.
open workbook on server>>>>click download>>>>>select data>>>>go to full data>>> select show all column>>> download all row as text file
now download the workbook create a new data source with a text file you just downloaded. select create an extract
after completion, select replace data source
and it's done.
Unfortunately you cannot unless you have the credentials for the live db connection, if you do you can download the workbook and create a local copy of the data source by entering the credentials and then extract the data which will store the data locally. This will improve the performance as well as then you will be using Tableau extract which is optimized for reporting
With a live connection you will not be able to download the data with a Tableau workbook.
For this you can follow this pocedure :
Create an extract connection in your workbook and publish it in the server with an refresh schedule to it (As per you Data updates).
Now whenever you download the workbook it will come with the last refreshed data with it.
Hope it helps :)
make the data connection as extract, then it will copy with data copy in dashboard.
Download your workbook.
Edit your data Sources
Right-click Data Source and select "Create Local Copy"
Select the original data source .. right click it and replace it with the local copy
Lastly, right-click the original data source and close it.
There you have your workbook with a local extract(tde)
You can refresh this local extract anytime you want by refreshing the data source.
You can do so by using tableau extract file(.twbx)
But if the workbook has large data and can't create extract locally, then we can use something called empty extract.
Here's how
https://www.tableau.com/about/blog/2013/9/easy-empty-local-extracts-25152
Make an empty extract using above method and load it on server.
Let server build the full extract and then download it.
You are good to go with that workbook.
Since the workbook is using a live connection, the data is still on the SQL database and not on Tableau Server.
If you want to be able to create a packaged workbook for demo use, then you'll have to create an extract of the data that can be saved with the workbook.
Create an extract connection in your workbook and publish it in the server with an refresh schedule to it (As per you Data updates). Now whenever you download the workbook it will come with the last refreshed data with it.
You can save it as a .twbx or download from the published version