I have a saved twb workbook. I have a datasource connection to the database. It is an extract with filtered fields.
After the first save I do not know where the tde file is to share. I can't seem to save or change the location. According to this article
http://kb.tableau.com/articles/howto/changing-the-file-path-for-extracts
I do not have the extract field under Data on the datasource tab
If you don't create the extract in the data window but rather right click on the data source name in the sheet view, Tableau will ask you where to save it.
Have you tried saving as a .twbx file so that the datasource is packaged with the workbook? If you are working with an extract the file would be help in the zipped workbook.
Related
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.
Given that Tableau apparently refuses to allow proper editing of the Data Source I have resorted to creating a new one from scratch.
The screenshot shows the situation: the old Data Source "NY FIPS 5" is still being attached to the Worksheet.
The intention is to use the new DataSource usCountyCrimeSummary : however it is unclear ( to me at least) how to disconnect the old Data Source from the existing sheet and then attach the new DataSource to that sheet.
The big surprise was when clicking on Edit Connection it did not allow selecting a different Data Source : instead it went into the properties of the existing Data Source. So then how to switch the Data Source?
One thing to note is that switching data sources will change for all sheets connected to that data source. If you only need to change the data source for one sheet out of many, copy that sheet to a new workbook, change it there, then copy it back.
Perhaps your broken data connection needs to be fixed first, but to change a data source go Data > Replace Data Source
I am currently working with a Tableau Packaged Workbook and looking to convert it back to Tableau Workbook, i.e. the pure file without data extract in the file. I've tried to open up the file in Tableau, go to data source and select "live" connection instead of "Extract". The file size did decrease dramatically, but the file name extension didn't change, instead stayed as ".twbx" instead of ".twb". Can I just change it manually, will that mess up the file? Thanks!
BTW, I am using Tableau 9.0 Desktop.
Just found the answer. Actually, we need to open the twb file in Tableau desktop and then go to file - save as - save as type - Tableau Workbook.
Just open your tableau click "Save as" now save your file as .twb instaed of .twbx
it will help!
Another way to approach this is to break the .twbx into its constituent elements.
The .twbx is really just a zip file, so just like .docx and .xlsx files, you can rename the file (or better yet, a copy) with a .zip extension then right-click and Extract All from the context menu. (I'm on Windows and unfortunately cannot offer Apple or Linux equivalents.)
Once the files have been extracted into the resulting folder, the .twb file will be in the root whilst the .tde data will found nested in folders cunningly called, Data --> Datasources.
You can also right click on a .twbx file in finder or file explorer and choose unpackage workbook
Please provide some information about difference between twb workbook with extract and twbx workbook. Also I am facing some issues, I have workbook(twbx) on Tableau Server which use published extract. Extract was refreshed today. But workbook shows old data....
TWB - XML file for your Tableau Workbook, contains all the selections and layout you've made. It does not contain data. These tend to be very small.
TWBX - zipped file that contains the TWB as well as data used by TWB in an extract
Here's some more info from the Tableau website.
http://kb.tableausoftware.com/articles/knowledgebase/sending-packaged-workbook
Try closing & opening your workbook. If that doesn't refr
Make sure that the data at the path or database connection that the Tableau Server points to the exact source you wish to refresh from.
Remember the Server may have different drives mounted, different firewall rules. If you are reading from a file like Excel or Access to create your extract; changing the version of the file elsewhere on the file system won't affect the extract on the Tableau Server if that extract points elsewhere (kind of obvious, but often forgotten, especially if a copy of the Excel file is bundled up into the twbx file).
It is also often a good idea in production to publish a data source and extract separately from the workbooks that use it so that they can be updated independently. Look under the data menu to find the publish command.
TWBX is intended for sharing. It does not link to the original file source; instead it contains a copy of the data that was obtained when the file was created.
If you need to give them TWBX, you can create a TWB as a template and then use it to create TWBX when your data source is updated. Your clients will get a TWBX that they want and you don't have to do anything.
You can even have a batch process for that. Here is a video: https://www.youtube.com/watch?v=Odk2xr6qOoQ
As Ryan mentioned, the twbx file contains its own data extract. Since you have a twbx file that uses a published data extract as its source, you basically created an extract of the original extract. In other words, the data is not coming from the published extract anymore, but is self-contained in the workbook itself, so refreshing the published extract won't update your workbook.
You can try scheduling the workbook itself (after the refresh of the extract of course). However, that didn't work for me, and I always have to refresh the extract manually from the Tableau Desktop.
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