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toolsandtechnologies:tableau
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| toolsandtechnologies:tableau [2022/02/20 11:20] – created 10.91.120.28 | toolsandtechnologies:tableau [2025/02/25 11:19] (current) – 10.91.120.100 | ||
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| ====== Tableau Reporting ====== | ====== Tableau Reporting ====== | ||
| - | Tableau GUI is [[http:// | + | <del>Tableau GUI is [[http:// |
| + | Tableau is no longer self hosted. We use [[https:// | ||
| + | |||
| + | |||
| + | ====== Architecture ====== | ||
| + | |||
| + | [[https:// | ||
| + | |||
| + | {{: | ||
| ===== Sites ===== | ===== Sites ===== | ||
| - | Tableau is divided into a number of sites. [[http://hermes.err/#/server/ | + | Tableau is divided into a number of sites. [[https://eu-west-1a.online.tableau.com/#/site| Tableau Manage Sites]] |
| Each site represents in our case a customer group. The current sites are | Each site represents in our case a customer group. The current sites are | ||
| Line 16: | Line 24: | ||
| * ExteNet QA | * ExteNet QA | ||
| - | Legacy Sites exist with no users other than the Admin user, which must be a member of every site | ||
| - | |||
| - | * CCQA | ||
| Sites are limited as each site account requires a Tableau license. | Sites are limited as each site account requires a Tableau license. | ||
| Line 43: | Line 48: | ||
| ===== Schedules ===== | ===== Schedules ===== | ||
| + | Schedules can be viewed under the Schedules option within each site. Note they are site specific so even if two sites use the same data set, two schedules one per site are required | ||
| + | |||
| + | Extracts available at [[https:// | ||
| + | |||
| + | And can been seen here | ||
| + | {{: | ||
| + | |||
| + | ===== Bridge Extracts ===== | ||
| + | |||
| + | The Tableau Cloud bridge is software that runs on a server in our private network, that establishes a private connection to databases within our network. Currently, the bridge runs on tableaubridge.err and is deployed and configured using the deploy-tableau-bridge.yml playbook in the deployment playbooks repo. The roles/ | ||
| + | |||
| + | To allow a workbook to use a bridge extract, follow these steps. | ||
| + | |||
| + | ==== Make sure bridge is up ==== | ||
| + | * Settings > Bridge | ||
| + | {{: | ||
| + | |||
| + | ==== Publish datasource from Tableau desktop to cloud to extract through the Tableau bridge ==== | ||
| + | * Open workbook > Server > Publish Data Source > Select data source used by workbook | ||
| + | * Activate extract | ||
| + | * Change name and location if necessary > Publish > Yes to embed the password | ||
| + | * Tableau Cloud will open in the browser once finished and offer to set up a refresh schedule which should be done. Once per day is good, after key stats is finished. I selected daily at 13:00 GMT | ||
| + | |||
| + | ==== Add newly published extract source to the workbook as a live connect ==== | ||
| + | * Data > New Data Source > Tableau Server | ||
| + | * Select newly created bridge extract > Connect | ||
| + | * In the workbook, open up a sheet that uses the data | ||
| + | * Right click on the old datasource on the left > Replace Data Source | ||
| + | * Check the current one is being replaced with the new bridge > OK | ||
| + | * Delete the old connection > right click > Close | ||
| + | * Save current workbook | ||
| + | |||
| + | |||
| + | ===== Licenses ===== | ||
| + | <del> | ||
| + | |||
| + | **Remember** to sudo su tableau user for all commands | ||
| + | |||
| + | Get a list of active licenses | ||
| + | |||
| + | tsm licenses list | ||
| + | Get the available license key off the Tableau website [[https:// | ||
| + | {{: | ||
| + | To activate the above key, the command on the Hermes server is | ||
| + | tsm licenses activate -k TS37-6BF5-DB00-473F-E5D8 | ||
| + | The output is | ||
| + | License key activated. | ||
| + | Restart server to apply updated licensing details. | ||
| + | The restart command will be **However this wasn't required | ||
| + | tsm restart | ||
| + | </ | ||
toolsandtechnologies/tableau.1645356028.txt.gz · Last modified: 2022/02/20 11:20 by 10.91.120.28
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