====== Tableau Reporting ======

<del>Tableau GUI is [[http://hermes.err/|Tableau on Hermes]]</del>

Tableau is no longer self hosted. We use [[https://sso.online.tableau.com/public/idp/SSO|Tableau Cloud]] now


====== Architecture ======

[[https://app.diagrams.net/?libs=general;flowchart#G1lJxyxXL8HSadFZnEDASnx8dYpMdGQJ7V|Diagram.net overview]]

{{:toolsandtechnologies:2023_tableau_architecture.jpg?400|}}
===== Sites =====

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

  * ATC Prod
  * ATC QA
  * Default
  * Demo
  * ExteNet Prod
  * ExteNet QA


Sites are limited as each site account requires a Tableau license.


==== Users and Groups ====

Sites are constructed of two levels for permissions


  * Group - A group is simply a collection of users
  * Users - A user is logged in with a password to the tableau server. 


We only have 1 user each for ExteNet and ATC.

  * ExteNet - user **reports@extenetsystems.com**
  * ATC     - user **reports@atc.com**
  * Demo    - users are **errigal_reports** and **demo**




===== 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://eu-west-1a.online.tableau.com/#/site/errigal/tasks/extractRefreshes|Extract Refreshes]]

And can been seen here
{{:toolsandtechnologies:2022-02_extenet_tableau_schedules.jpg?400|}}

===== 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/tableau-bridge-setup/README.md file has all the details to deploy or reconfigure.

To allow a workbook to use a bridge extract, follow these steps.

==== Make sure bridge is up ====
	* Settings > Bridge
	{{:toolsandtechnologies:tableau_bridge_SS.png?400|}}

==== 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://customer-portal.tableau.com/s/customer-asset/a1H0d000005wVheEAE/ts376bf5db00473fe5d8|Customer Portal Tableau]]

{{:toolsandtechnologies:tableau_license_key_detail_example.jpg?400|}}

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
</del>