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#Tableau40 diskutieren mit

I updated the Athena DB connection credentials (username/password) in a Tableau workbook, and the extract refresh was working successfully after the update.

After around 5 days, I performed a web edit on the dashboard and made some changes. During this process:

  • Tableau did not prompt for credentials
  • While republishing, only the “Embed credentials” option was available

However, after republishing the workbook, the scheduled extract job started failing with an incorrect username/password error.

This is confusing because the credentials were already updated earlier and were working fine before the web edit.

 

My queries:

  • Why is Tableau not asking for credentials during web edit or republish?
  • Does web edit/republish overwrite or remove previously saved credentials?
  • Why would the extract fail with incorrect credentials even though they were updated earlier?
  • Is there any known limitation or behavior with Athena connections in such scenarios?
  • does role affect?

#Tableau Server  #Tableau Public  #Tableau Desktop & Web Authoring  #Tableau Cloud  #Tableau  #Tableau APIs & Embedding  #Tableau Community Updates

5 Antworten
  1. Heute 07:25

    Hi @Umesh Chorge

     

    dealing with WebEditing and credentials can be a bit unstable. I've seen a lot of instances over the years were credentials for some mysterious reasons were not committed or using old ones or using credentials from another tenants while the Analysts were working daily on multiples tenants.  

    This is one example: 

    https://help.salesforce.com/s/issue?id=a02Ka00000lYbc8IAC

     

    As you seem to work with embedded data source directly in the workbook, as Diego said in his earlier post, use published data sources. To keep your datasource stable and modify your workbook content irrelevant of Athena connections even in WebEdit. 

    And ideally you modify your published data sources using Tableau Desktop if you can.

0/9000

Hi everyone, 

I have flat files in mainframe from there mainframe team is loading flat in db vizulaizer using DVM driver connection is odbc. But when I am trying to connect tableau using other jdbc I am able to establish connection but customer sql is not working always throwing an error 

 

#Tableau

0/9000
  1. How we find out free Time Availability
    • Identify time slots where backgrounders are free.
    • This will help us determine suitable windows to onboard new jobs/extracts.

  

 

#Tableau Desktop & Web Authoring  #Tableau Server  #Tableau  #Tableau Public  #Tableau Cloud

3 Antworten
0/9000

Hello, 

 

My goal is simple: I want to duplicate an existing workbook on  

Tableau Cloud and update the custom SQL inside its embedded  

datasource — all programmatically via Python. 

 

I am using the Tableau Server Client (TSC) Python library to programmatically  

update the custom SQL inside an embedded datasource in a workbook, then  

republish it to Tableau Cloud as a new workbook. 

 

**Environment:** 

- Tableau Cloud (us-east-1) 

- Python tableauserverclient (TSC) library 

- Datasource: Amazon Redshift (embedded in workbook, not a published datasource) 

- Connection goes through Tableau Bridge (private network/VPN) 

 

**What I am doing:** 

1. Download the workbook WITHOUT extract using include_extract=False → get small .twb file 

2. Parse the .twb XML and replace the custom SQL in the embedded datasource 

3. Republish as a new workbook using server.workbooks.publish() 

 

**The Problem:** 

Every publish attempt fails with: 

 

    403132: Forbidden 

    <workbook_name> failed to establish a connection to your datasource. 

 

**Everything I have tried:** 

 

1. Passing ConnectionItem with credentials: 

    conn_item = ConnectionItem() 

    conn_item.server_address = "<redshift-host>" 

    conn_item.server_port    = "5439" 

    conn_item.username       = "<username>" 

    conn_item.password       = "<password>" 

    conn_item.embed_password = True 

    server.workbooks.publish(..., connections=[conn_item]) 

 

2. Using skip_connection_check=True: 

    server.workbooks.publish(..., skip_connection_check=True) 

    → Confirmed skipConnectionCheck=true IS in the POST URL 

 

3. Both combined — still 403132 

 

4. Neither (no connections parameter) — still 403132 

 

5. Confirmed the XML being sent is correct and contains  

   <connectionCredentials> with the right server address,  

   username, and embed="true" 

 

**Key observation:** 

The original workbook works fine on Tableau Cloud and its extract  

refresh runs through Tableau Bridge. Tableau Cloud has no direct  

network path to Redshift — it always goes through Bridge. 

 

My hypothesis is that Tableau Cloud ignores skipConnectionCheck  

for Bridge-dependent connections and always tries a direct  

connection validation, which fails because Redshift is on a  

private network. 

 

**Questions:** 

1. Is it possible to publish a .twb via REST API when the datasource  

   connects through Tableau Bridge? 

2. Does skipConnectionCheck=true not apply to Bridge connections? 

3. Is there a correct way to publish and tell Tableau Cloud to use  

   the existing Bridge-linked credentials rather than validating  

   directly? 

  

Code:

server = TSC.Server(SERVER_URL, use_server_version=True)

with server.auth.sign_in(auth):

source_wb = server.workbooks.get_by_id(SOURCE_WORKBOOK_ID)

buf = io.BytesIO()

server.workbooks.download(

SOURCE_WORKBOOK_ID,

filepath=buf,

include_extract=False,

)

buf.seek(0)

new_wb_item = TSC.WorkbookItem(

name=NEW_WORKBOOK_NAME,

project_id=TARGET_PROJECT_ID,

)

new_wb_item.show_tabs = source_wb.show_tabs

#

# # 5. Publish using the modified source connection

new_wb = server.workbooks.publish(

new_wb_item,

buf,

mode=TSC.Server.PublishMode.CreateNew,

# connections=[source_conn], # <-- Tried with conn also

skip_connection_check=True

)

Thank you. 

 

#Tableau Cloud  #Tableau

6 Antworten
  1. 8. Juni, 15:33

    Hi @DIEGO FERNANDO MARTINEZ RODRIGUEZ I don't want to go with `extract` files as we have to migrate 100+ workbook and each workbook witch extrat size is arround 2GB+. So if there is other way to replace query without download then happy to use that. Else I am okay to donlowad but without extact as file size is huge. 

0/9000

Hi, 

 

I'm working on MacOS. I have several several scheduled flows that have been running daily for several months, which source data from Amazon Athena and Databricks. On 03/06/2026, these scheduled runs failed, and the following error message was displayed:

  • "Error reading flow file. Open the flow file in Tableau Prep Web Authoring or Tableau Prep Builder and then try to republish it to your server."

If I try to edit the flow on the browser version of Tableau Cloud, the page never fully loads. If I download the flow and use the desktop version of Tableau Prep Builder (version 2026.1.2), I can open the flow and check that there are no errors, but when I try to publish it, I get the following error message:

  • "Error publishing flow to Tableau Server."

Any advice would be greatly appreciated. 

Thanks. 

 

#Tableau Cloud  #Tableau Prep  #Tableau  #Tableau Server

1 Antwort
  1. 3. Juni, 19:55

    @Jose Baltazar

     

    Do you mind to try with Tableau Prep Builder 2026.1.0: 

    https://www.tableau.com/support/releases/prep/2026.1

     

     

    It seems Tableau Cloud Prep has been updated to 2026.2.0 (This Tableau Prep Builder version has not been released):

    Do you mind to try with Tableau Prep Builder 2026.1.0: It seems Tableau Cloud Prep has been updated to 2026.2.

    Thus, if you can't open the flow, mostly this can be related to the update. 

     

    If you are not able to edit the flow (browser of 2026.1.0 release) then I recommend you to create a support case: 

    https://help.salesforce.com/s/cases

     

     

    If this post resolves the question, would you be so kind to "Accept this Answer"?. This will help other users find the same answer/resolution and help community keep track of answered questions. Thank you. 

     

    Regards, 

     

    Diego Martinez 

    Tableau Visionary and Tableau Ambassador 

0/9000

Hi, 

I'd be grateful if someone could help point me to how to solve this problem? I'm trying to calculate the variable revenue generated by the number of people who register for an event, using a parameter to input a hypothetical number of registrants. 

Different types of registrants get charge different amounts  - so for example, a 'Member Participant' might get charged $750 to attend, a guest might get charged $850. 

At this stage i want to calculate what the revenue from x numbers of 'Member participants'  would be. I've tried all sorts of variations of the attached formula, adding in ATTR, averaging the 'Amount' and using a calculated field called 'Average Amount' in place of 'Amount, but it keeps saying it cannot mix aggregate and non-aggregates. 

Currently the formula is summing all the $750's that have actually registered, and then multiplying by the 'Member Attendees Select' parameter, whereas i want it to simply take the $750 and multiply it by the parameter.  

Any guidance would be greatly appreciated. I am going cross-eyed from having spent so long trying all sorts of permutations, and ways around the problem. 

Sincerely, 

Andy 

Cannot mix aggregate and non-aggregate in if statement

 

 

 

#Tableau  #Tableau Desktop & Web Authoring

2 Antworten
  1. 2. Juni, 00:07

    @Andy Johnston I would probably use MIN() in your case

    { FIXED [Event Name]:

    IF MIN([attendee_type])="Member Participant" THEN MIN([amount])* [Member Attendees Select] END }

    Not sure how the data is structured, but I'd probably start with that.  As example using Sample Superstore data:I would probably use MIN() in your case{ FIXED [Event Name]:IF MIN([attendee_type])=

     

     

     

0/9000

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#Trailhead  #Agentforce  #Salesforce  #Agentblazer  #AI  #Salesforce Developer  #Salesforce Admin

Hi Team, 

 

I am getting below error on dashboard. 

 

An unexpected error occurred. If you continue to receive this error please contact your Tableau Server Administrator.

Session ID: E212D6DA3D304CB6A76867C113844E44-0:0

TableauException: Incorrect data type datetime, getting expected date type.

2026-06-02 10:20:44.153

(653586fd95d1e2a8ba80e24bdb74f877, ah6udhTrYTFiARCQ4JCYEAAAAIo,0:0)

Would you like to reset the view? 

 

Please check and resolve asap. 

 

regards, 

Nilesh 

7045 700451 

 

#Tableau Cloud  #Tableau

2 Antworten
  1. 2. Juni, 12:01

    @Nilesh Meher

     

    This seems a problem with a relationship or join of the datasource. 

     

    If the datasource is embedded in the workbook: 

    a. Open and edit the workbook directly from Tableau Cloud. 

    b. Click on the datasource tab 

    c. Fix the relationship/join clause (You may opt to change the type of the field to Date, or create a calculated clause using DATE function to convert from datetime to date). 

     

    If the datasource is a published datasource. 

    a. Go to the published datasource page in Tableau Cloud 

    b. Edit the datasource 

    c. Fix the relationship/join clause. 

     

    If this post resolves the question, would you be so kind to "Accept this Answer"?. This will help other users find the same answer/resolution and help community keep track of answered questions. Thank you. 

     

    Regards, 

     

    Diego Martinez 

    Tableau Visionary and Tableau Ambassador 

0/9000

I have a measure values table broken out by month. Each calc field represents a KPI that also has a target for that date. I need to color code the cells by whether the actual for that KPI in that month meets the target for that KPI for that month. The targets are held in separate calculated fields.  

 

Is there a workaround to color the separate KPI calc fields each by other separate calc fields? Ex: If KPI 1 exceeds its target in March, that cell should be colored green. I know it is possible to color the entire column or row, but I need to do it per cell (KPI + month level).  

 

If it were possible to use Measure Names in a calc field then the calc would look something like this: 

IF [Measure Name] = "KPI 1" THEN [KPI 1 Target] 

ELSEIF [Measure Name] = "KPI 2" THEN [KPI 2 Target] 

ELSEIF [Measure Name] = "KPI 3" THEN [KPI 3 Target] 

END 

1 Antwort
  1. 30. Mai, 09:20

    Hi @Caitlin June

     

    You can solve this problem by pivoting the measures into a real dimension:

    https://bi-stories.blog/2025/08/11/the-measures-pivot/

     

    It's not a very easy technique, but it works. 

    There's another way to do it, using a dummy column for each measure, but that's less relevant if you have lots of measures. The best explanation I could find in a quick search is

    here

    , it describes only one column but you can create as many as you want. 

     

    Dan Chissick

    Senior BI Consultant | Tableau Ambassador

0/9000

Title:

How to Generate Notification Alerts in Tableau Next for Leads with Contacted Date = NULL?

Question:

Hi Experts,

We are implementing Salesforce Data Cloud and Tableau Next for Admissions Lead Management.

Current Setup

  • Lead data is ingested into Salesforce Data Cloud.
  • Data Objects and Data Streams are configured successfully.
  • A Semantic Model has been created in Tableau Next.
  • We created a metric called "No Contact Leads" using a calculated field where Contacted Date = NULL.
  • Metric Following, Goal Thresholds, and Metric Insight Summary are enabled.
  • AI-generated insights and trend analysis are working correctly.

Business Requirement

We want to proactively identify leads that have not been contacted.

Example:

Contacted Date = NULL

If a lead remains uncontacted, or if the count of uncontacted leads exceeds a threshold, we want users to receive a notification through the Salesforce/Tableau Next notification panel (bell icon).

What We Have Already Configured

  • Calculated Field: Is No Contact
  • Metric: No Contact Leads
  • Goal Threshold
  • Metric Following
  • Insight Summary

We can see the threshold status and AI insights, but we cannot find a way to generate notifications in the Salesforce/Tableau Next notification panel.

Questions

  1. Does Tableau Next support native notification alerts for Semantic Model Metrics?
  2. Can Metric Following generate notifications in the Salesforce notification bell?
  3. Is Tableau Pulse required for this type of alerting?
  4. Has anyone implemented threshold-based notifications for Tableau Next metrics?
  5. Is the recommended approach to use:
    • Tableau Next Metrics
    • Tableau Pulse
    • Salesforce Flow
    • Data Cloud Calculated Insights
    • Agentforce
    • Custom Notifications
  6. What is the best-practice architecture for generating alerts when Contacted Date is NULL or when No Contact Leads exceed a threshold?

Any guidance, documentation references, or implementation examples would be greatly appreciated.

Thank you. 

 

#Tableau Next  #Trailhead  #Tableau Server  #Data Cloud  #Tableau

1 Kommentar
  1. 29. Mai, 11:36

    @Shivam Panwar

     

    Hi, for the metrics I would give a try to Inspector: 

    https://help.salesforce.com/s/articleView?id=analytics.tua_metric_data_alerts_about.htm&type=5

     

     

    If you are looking to get "alert" for a lead by lead basis, then I would recommend flows to query the Data360 DLO/DMO/CI, and perform and action on them. Maybe this Trailhead would give info about this: 

    https://trailhead.salesforce.com/es/content/learn/modules/data-cloud-in-flows

     

     

    If this post resolves the question, would you be so kind to "Accept this Answer"?. This will help other users find the same answer/resolution and help community keep track of answered questions. Thank you. 

     

    Regards, 

     

    Diego Martinez 

    Tableau Visionary and Tableau Ambassador 

0/9000