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Posts Tagged ‘tableau’

Simple way to add All to a parameter in Tableau

October 3rd, 2016 No comments

Back in 2012, I wrote a post describing an overly complex way to add ‘All’ to a parameter in Tableau. It is surprisingly simple to add All to a parameter if using the parameter to select a value from a dimension.

First create a patameter and add the values from the field and the value All.

Next create a calculated field to use the parameter. The generic formula to use ‘All’ in a Tableau parameter is:

[Parameter] = ‘All’ OR [Parameter] = [DimensionName]

The following is a very simple example based on the Superstore data. In this example the Segment is selected from a parameter, called SegmentParameter. Read more…

Categories: Tableau Tags: ,

Tableau Install Tabcmd

December 10th, 2015 No comments

If you need to install tabcmd without involving the Tableau server administrator, provided you have admin rights on your machine, there’s a simple way to do this.

To begin install the trial version of Tableau Sever to your machine. It’s very simple, the same as installing any bit of software where a basic knowledge of IT is all that’s required.

Assuming you’re just using Tableau’s default options during the install, go to the Tableau Server directory during installation and watch for the tabcmd installer file (TabcmdInstaller-x64 for 64 bit install) to appear. Read more…

Send an email from Tableau

November 5th, 2015 No comments

Using URL actions it’s relatively simple to send an email (assuming you’re using a client such as Outlook) directly from a Tableau workbook or the Tableau server. Set up the Tableau URL Action to be run on Menu, so it can be made clear to any user they’re making a conscious decision to send the email.

In the URL field enter:

mailto:[Email Address]?subject=Your Email Subject&body=Your message text

Mailto Tableau URL action

Wikipedia has more detail on the syntax of mailto

 

Alteryx output to Tableau Data Extract tde file

October 6th, 2015 No comments

To output data from Alteryx to Tableau is incredibly simple, Alteryx has the output File Format of a TDE file.

Alteryx Output Data Tool

Just select your data, drag in an Output tool and set the file type to be Tableau Data Extract (tde). Alternatively enter a .tde file name into the ‘Write to File or Database’ input box and it’ll default to a Tableau Data Extract File Format.

If you don’t have a tde file already created, Alteryx will create it for you – although this isn’t 100% clear. Type the name and location you want for your Tableau Data Extract in the ‘Write to File or Database’ location and Alteryx will create and put your tde file in that location.

Alteryx Tde Output Configuration

In the Output Options you can now append to an existing Tableau Data Extract file, meaning you don’t need to recreate the entire tde every time, particularly useful if you have incremental data. If not then go for the Overwrite Existing Extract File (Create if does not Exist) option.

Tableau Server 9 Admin Views

August 18th, 2015 No comments

The Tableau Server 9 admin views are a massive improvement on those of Tableau 8 and Tableau have also made the Tableau Server admin view workbook publically available: http://community.tableau.com/thread/162348, which, in case it disappears for some reason, I have also attached it to the bottom of this post.

 

Previously I wrote a post about creating your own Tableau Server admin views which were based on my need to monitor report usage. Even with the release of the enhanced Tableau admin views I still prefer to keep my own view for usage statistics.

Read more…

Tableau Connect to Sharepoint Lists

August 11th, 2015 10 comments

Within Tableau it’s possible to connect to a Sharepoint list using the OData data connector. To connect to a Sharepoint list takes some understanding of the Sharepoint URL structure, which I’ll attempt to explain below.

Each Sharepoint site has it’s own administration, lists, pages, etc. For reporting from Sharepoint in Tableau I have always used a List, which is basically a Sharepoint version of a database table. Read more…

Using Tableau Server groups for row level security

August 4th, 2015 No comments

In an earlier post I demonstrated some options on implementing row level security in Tableau.

When using a data extract, where permissions can be more challenging within Tableau (connecting live means you can implement your permissions in the underlying database, which is far cleaner and simpler), another way to manage permissions is to use the Tableau Server groups and ISMEMBEROF function. This can be used at a row level, as demonstrated below, and server groups can also be used with Tableau Project level permissions. Read more…

Using Tableau’s database to build your own Tableau Server usage reports

January 3rd, 2015 5 comments

Out of the box Tableau supplies a number of tools to monitor what is happening on the server. Often these aren’t adequate to get a good view into what’s happening on your server hence you might want to create your own custom admin views. Tableau have allowed, unsupported, querying of the underlying postgres database to create views but until recently there was very little documentation available to help, plus all of the usual ‘do so at your own risk’ warnings. Now things are beginning to change and there are many good sources of information about this database, incluing Tableau themselves now providing a lot of information about their database schema. Andre Pandre wrote up the following very useful post about the underlying Tableau postgres database, essentially bringing all the vital information into one place.

The Tableau postgres database can supply information on the actual server performance as well as what users are doing on the server. My approach to this is from a report usage perspective as, since I look after report development, that’s how my work is judged hence this post is about tracking what the users are doing. Read more…

Categories: Tableau, Tableau Server Tags:

2012 Primary Schools Performance in Tableau

February 8th, 2014 Comments off

I wrote an earlier post as part of my Alteryx training using 2012 UK primary school data. As per this post on joining data in Alteryx, using the trade area tool in Alteryx and exporting the data into a TDE file, a Tablea Data Extract, I have now put the data into Tableau. In a couple of years when my son is a little older I’ll have to recreate this with up to date primary school data.

Tableau Candlestick Chart

October 10th, 2013 No comments

Recently I’ve had reason to pay more attention to the stock of homeaway.com who are the company that introduced me to Tableau. They implemented Tableau Server a few years ago while I was in a very small team of analysts working there at the time, enabling me gain the level of expertise I now have. While analysing the performance of their stock I’ve begun to gain a new appreciation for the candlestick chart and thought about creating this chart in Tableau.

I downloaded the daily stock data for the past 2 years from the Nasdaq website and found a very useful tutorial on the Tableau site about how to create a candlestick chart in Tableau. This saved me many hours of working out how to do this and now I’m going to write it up step by step on this site.

The downloaded dataset is very simple, it contains the date, open price, close price, day high, day low and the volume. I added the ticker to this as well, although unnecessary if only looking at one stock. This can be used as a filter should you load a number of different stocks into the same chart. Tableau should automatically assign the correct data type to the dimensions and measures, they should appear as follows:

Read more…