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
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I am working on Tableau Server where I have say, three solution environments viz. Development Staging and Production.
I have created workbooks in Development environment and each workbook use many data sources.
For instance lets say I created the workbook Account Workbook and I have used these two data sources Dev-DataSource1 and Dev-DataSource2. I have other data sources available like Stage-DataSource1, Stage-DataSource2, Dev-DataSource3, Stage-DataSource3 etc.
The problem I am facing is while moving workbooks from Development to Staging environment, the data sources remains the same.
So continuing with the same instance if I move Account Workbook to Staging from Development environment, Account Workbook still uses the same data sources Dev-DataSource1 and Dev-DataSource2. I want it to use the Stage-DataSource1 and Stage-DataSource2 .
This might be a very trivial question or maybe a bad design, but I have created so many workbooks such that creating them again might take loads of time, so please refrain from asking me to recreate those workbooks again. If there is no other way other than that then do tell me.
Thanks in advance
Can you not just edit the data sources, for instance from Dev-DataSource1 to Stage-DataSource1?
I assume they have the exact same structures, field names, etc?
Right click on the data source and click "Edit". When in the data source page, pull in table(s) from
the new datasource and replace the one(s) that are there. If you have joins you may need to recreate them. If you have custom sql you just need to change your sql to point to the new table(s).
You will need to refresh your data sources. It should recognize the fields assuming they are exactly the same as before.
If you need to edit the connection, you can do that as well (if you need to point to a different server, etc.)
Make sure you have a backup of your workbook in case something goes wrong.
It may also be worth your time to look into the Tableau Python document API: https://github.com/tableau/document-api-python
This would allow you to do (some/all?) of what are describing programmatically.
I am working on an internal reporting dashboard project . There are majorly 3 roles/level to internal reporting dashboard like higher management, project management etc.
And the breakdown of information for every role/level is different as compare to other roles.
For internal reporting dashboard we have to create a database ( lets say D - SQL SERVER) whose data will be coming from 3 databases ( Lets say A,B,C) after integrating them.
For now as per my research, we can directly link database D using Tableau Live Connection in Tableau Desktop ( Professional ed) and use it to create a dashboard.
To host that workbook for users, I can use Tableau Online for publishing and to make data visible according to the roles I can use filters to restrict the data.
Now my questions are:
1. Will this workflow will be right ? Am I missing any step or process that I would need to cater.
2. How will the changes reflect in the dashboard once it is published ? Lets say if I have to add any filter/ parameter in the dashboard. Do I need to make the changes on the workbook using Tableau Desktop and automatically changes will be reflected ?
or do I have to host it again on Tableau Online ? Please educate me on this too.
Thanks for assistance I have attached a purposed workflow image too.
Regards,
Manail Pasha
WORKFLOW IMAGE
If your system is not a transactional database, I would avoid a live database connection. I would recommend a data extract that combines data blending techniques to create a data extract a.k.a .tde file.
I would publish a dashboard with user filters that enable row-level security via filters and ensure users could only see certain data.
Here is a diagram that I would follow if I were you.
To add filter/ parameter either you can do it from the desktop and publish it to Tableau online or login to online and add the filter/ parameter from the edit mode and Save it, it will get reflected if you do anyone of the above mentioned method.
If your data is frequently changing, i would recommend to go on with Live Connection, Extract refresh can be done on incremental, but the appropriate fields needs to chosen to do it( you should also consider, how to handle negated entries ). It all up-to you to decide to go on with Extract or Live
I would like to know if there's a way to automatically update my extracts?
I have a live connection with redshift and use tableau desktop and publish some workbooks on tableau online.
I like to share some reports using extracts and tableau reader and I really need a way to update the extracts everyday
if I understand your question correctly, you should be able to refresh your Tableau Data Extracts by setting up "Refresh Schedules" on Tableau Online. Tableau Online supports variety of Data Sources to set up Extracts instead of using Live Connection.
Check this link on setting up refresh schedules.
Hope this helps!
Yes, you can do set refresh schedule that will help you to update your extract automatically without any manual effort but there are some terms & conditions you have to follow:
For this you have to set your dashboards/workbooks/project in "Extract" mode & not in LIVE.
I personally recommend "extracts" instead of LIVE until the person who is looking for this need REAL TIME updates
Also, you need to set this schedule from Admin's ID (Publisher access) which you use to publish your work from Desktop to Online
Note: You only can choose from lot of options already available
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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.
I'm creating an extract from a table hosted on MS SQL Server in Tableau.
After I create the data extract, is there any way I can enable the end users to edit the data extract content? Something like an interface?
Thanks in advance
The Tableau Data Extract API (and publicly released products) do not allow you to modify the contents of an extract.
You can append new data rows to an extract, or refresh (i.e. regenerate) an extract.
Think of extracts like datamarts -- read-only snapshots of a portion of some other data store, designed to allow efficient analysis and reporting. They aren't intended to replace databases.
If you want users to make live updates, consider using a database and some sort of tech stack to allow form based updates.
This is called web-authoring in Tableau.
you can publish the extract to server and allow the users to connect to this data source for creating their own reports
using the server version of Tableau this can also be referred as Adhoc Reporting
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