I am running an Alteryx workflow on a dedicated PC, 4X a day. The Alteryx workflow creates a TDE output file that is the data source for a dashboard I would like to save as a packaged workbook (openable in Tableau Reader) and distribute 4X a day.
I have a Tableau online account and tried publishing an extract of the TDE file created by Alteryx to Tableau online, setting up a refresh schedule for that extract using Tableau online sync, and then linking my workbook to this Tableau online data source.
While that solution has worked well in terms of having 4X a day updated Tableau workbooks online, when I try to download the TWBX file, it does not contain the data extract (as the Tableau workbook has a "live" connection to the published Tableau data extract online) and thus cannot be opened in Tableau reader.
My main goal is to be able to automate production of Tableau packaged worbooks (a macro that opens Tableau and hits save would do the job), and would appreciate any creative suggestions / ideas.
This can't be accomplished. You would need to leverage on-premise Tableau Server.
FWIW...Although many companies use Reader (due to the cost of server), it was never intended to be used in a production environment. Data is not governed or secure.
Related
Besides TabPython, is there some programming language or tool outside of Tableau Desktop/Prep that can be used to do this ?
You can use Tableau Prep to connect to the published data source and ingest the data in excel/csv or database table
I have a live data source connected to Tableau Desktop. This source overwrites as it is updated. Is there a way to automatically save off monthly data from Tableau? Preferably, save the charts I have built.
There are a few options to consider if you are using Tableau Server:
REST API Export View: If you don't need interactivity, then you can automate exporting the image using the REST API. This is analogous to using the Worksheet -> Export -> Image feature in the front-end. There are other export options such as PDF and CSV. I would recommend using the Python client library over the raw REST API, but both are valid methods to export content.
If you need interactivity, then you will need to use an extract instead of a live data source. With this, you can automate exporting the workbook using the REST API. If you want a live query for normal use, then you can duplicate the workbook, covert the data source to extract, schedule the extract refresh, and download the workbook.
Scheduled Subscription: If you don't want to code, then you can schedule emailing an image of the view and manually save the images as needed. You could setup a dedicated shared resource mailbox and subscribe a user, typically a service account, to the schedule. This would allow you to consolidate all the subscriptions to a dedicated mailbox for future use.
TabCmd: If you are comfortable with tabcmd, you can automate exporting to CSV, Image, and PDF.
If you are only using Tableau Desktop, then the best option may be to convert the data source to an extract, automate refreshing the extract locally with tabcmd, and save a copy of the workbook to a folder while renaming the file to include a YYYY_MM_DD in the name. This will give you a fully functional copy of the workbook.
My company recently transitioned to IBM Connections and has closed down a few features like Box.com.
IBM Connections can also store files, but when uploading them, I cannot connect Tableau to them directly as the file path is a URL and Tableau cannot get files from URLs.
I've tried to load it in Power Query and then load it in Tableau but then I need to find a way to refresh the file while the original Excel file gets edited.
Any suggestions how can I get a live connection from IBM Connections Docs > Tableau Server?
I don't believe a live connection is possible. However, it looks like IBM provides a robust api. Depending on your requirements, you could script something that writes out a json file. Then use tableau to refresh the json as an extract on a schedule. Another possibility is the Web Data Connector.
I wonder anyone has succeeded in refreshed publishing workbook from local on-premises database/files on Mac? I am using Tableau Online and I made Tabcmd working on mac. But seems I need Tableau Data Extract Command-line Utility to do the job.
I do not want to use VMs or Windows machines as it may cause trouble for my database management, which I built with OS X. I also tried Wine/Crossover to run Tableau.exe on Mac, which did not work.
Any better suggestions? Please kindly help. Thanks!
It's not clear exactly what you are trying to do.
If you want to create a Tableau data extract programmatically, you can write a script or program that calls the Tableau Data Extract API.
If you want to upload something to Tableau server, you can write a script or program that calls the Tableau REST API
I am working with tableau reader . want to know tableau reader limitations. i got features Here but i want to check limitation.
Can anyone please help me on this?
Thank you
The limitations of Tableau Reader are as follows:
Tableau Reader can only open packaged workbooks that contain live, file-based live connections (since these files are included in the packaged workbook), or extracted data
Visualisations can be interacted with (filter, drill-down and sort) but not modified