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When I click to edit a data source, I get this pop-up:Has anyone else experienced this Invalid Credentials pop-up when trying to update a data source in Tableau Desktop?

 

I then click on Connect, and the pop-up disappears, but otherwise nothing else happens. 

So I try again and click on Edit Data Source Credentials, which brings me to this screen:

Invalid Credentials_Edit Data Source Credentials.jpg

 

Then I click on the "Sign In" button and get this error message:

Invalid Credentials_Edit Data Source Credentials_Sign In_.jpg

I am logged into Snowflake and Tableau Cloud this whole time. I have tried clearing saved server sign-ins via Help>Settings and Performance in Desktop, and then restarting, but I get the same error. I have tried removing and re-adding the Snowflake saved credentials on Tableau Cloud, but that doesn't fix anything. 

I can use the same Snowflake credentials to create a new data source in the same Tableau Desktop workbook, and even go back in and edit that new data source, but I can't edit any data sources from before without getting this pop-up. I can also edit those same data sources on Tableau Cloud without issue, but not in Desktop. 

 

Not sure what to do here. Any ideas? 

 

#Tableau Desktop & Web Authoring  #Snowflake

1 respuesta
  1. Hoy, 12:44

    @Stephen Robertson

     

    Hi, two options come to my mind. 

     

    If you are not using Tableau Desktop 2026.2, you may try installing it: 

    https://www.tableau.com/support/releases/desktop/2026.2.2

     

     

    If you are already using it. You may try deleting the registry keys to force the delete the saved signed ins: 

    https://help.salesforce.com/s/articleView?id=001456818&type=1

     

     

    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 complicated issue due to how the shareholders want the data displayed and the calculations involved. 

What I am trying to do is simply get for Month 1 for the [Projected Carry From Prior Month] to be  

Month 0 ([Shipments Calc] + Month 0 [LOD Actual Demand]) -  Month 0 [Forecast) resulting in 24,422 ((14,490 + 111,872)-101,940). 

 

I kept the Old Formula for the [Projected Carry From Prior Month] metric in the workbook as it is made up of three calculations. The issue is when i bring in [LOD Actual Demand] I get the error of cannot mix aggregate and non-aggregate. No matter what I try I cant get the error to fix unless I break the [LOD Actual Demand] by taking off the additional SUM in the formula which results in the wrong answer. Any help would be greatly appreciated. Tried multiple 

Hoping there is a Fix for this LOD

 

resources before asking here and they could not figure this out 

 

#Tableau Desktop & Web Authoring  #LOD  #Formulas  #Tableau

1 respuesta
0/9000

 I’m working on an HVAC website and trying to improve its local visibility. I’ve already focused on the website structure and service-area pages, but I’m curious which factors usually make the biggest difference for Local Pack rankings—Google Business Profile optimization, reviews, citations, or local backlinks?  

 

#Tableau Desktop & Web Authoring

2 respuestas
  1. 4 sept, 19:54

    For Local Pack visibility, I’d look at the factors together rather than relying on one tactic. Google says local rankings are primarily influenced by relevance, distance and prominence.

    For an HVAC business, I’d make sure the Google Business Profile is complete and accurately categorized build genuine customer reviews keep business information consistent across important local sources and strengthen the website’s local relevance with useful service area content.

    Local backlinks can help with prominence but I’d focus on relevant, legitimate local or industry sources rather than simply building a large number of links. The quality and relevance of the local signals matter more than just the quantity.

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Need help with the following LOD called "LOD Line Weekly Past Due Tons". Its essentially tons that have not shipped from prior months up to the current Month (Month 0). I would expect 11,562 to appear on every Month Number. I can get that with a simple Exclude. however when trying to add to "Actual Demand" of 100,310 I get 111,348 instead of 111,562. See "LOD Actual Demand Week" for the formula where I expected to see 111,562. Any Ideas how to get this to be able to add across correctly. See Test Tab 2

 

#Tableau Desktop & Web Authoring  #LOD  #Formulas  #Tableau

2 respuestas
  1. Ayer, 22:07

    @Blake Swan

     

    Hi, you may use:

    SUM({ FIXED [Charter Product Type],

    [Customer Name],

    [Customer Number],

    [Market Segment],

    [Product Type],

    [Month Number In Relation To Current]:

    SUM(

    IF [Month Number In Relation To Current] = 0

    THEN [Actual Demand]

    END

    )

    })

    +

    SUM({ SUM([Line Weekly Past Due Tons])

    })

    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

Creating a new workbook with a datasource with connection to MS SQL using the Tableau server GUI works fine but when clicking the "Data Source" tab the page initially loads ok but then there is a delay followed by "Unexpected Error" 

 

The error message is: 

Session ID: 71705F88A636490B90F1B1EF0D85F7C4-1:1 

Uncaught Error: Minified React error #185; visit

https://reactjs.org/docs/error-decoder.html?invariant=185

for the full message or use the non-minified dev environment for full errors and additional helpful warnings. 

 

The additional information when following the link is: 

Upon opening the above URL, here is the message ---

"Maximum update depth exceeded. This can happen when a component repeatedly calls setState inside componentWillUpdate or componentDidUpdate. React limits the number of nested updates to prevent infinite loops." 

 

I have restarted the browser, restarted tableau server, and started from scratch with a new workbook and datasource. 

 

We have many workbooks and datasources connecting to this sql server and they worked fine yesterday. 

 

All datasources to this MS SQL server are affected. 

 

 

 

Tableau Server Version: 2025.3.3 (20253.26.0206.0336) 64-bit Windows 

 

#Tableau Server

3 respuestas
  1. Ayer, 13:10

    This error was caused by login failure on AD by the Tableau service account. 

     

    Another problem that was caused was failure of Tableau to start up and then fail to either start or stop. 

     

    Both were resolved by correcting the account and rebooting the server 

     

    -Arvid

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I have developed a dashboard in Tableau Desktop v.2024.2.8 that has uses navigation buttons to go between three levels of the dashboard: Overview, Landing, and Details. The navigation works just fine in the default layout but scrolls to the middle of the page in the mobile layout when navigating from overview to landing (It works just fine going from landing to details). 

 

To fix the mobile layout overview to details scrolling issue, I have tried:

  1. switching from navigation button to filter actions,
  2. changing the default layout to Fixed (powerpoint)
  3. moving the containers in the mobile layout to start in the top left (xy=0). 

After doing these three things, it works for the first time for one of the metrics I select on the overview page, but then it reverts when I try the same action again.  

 

All I need to happen is the navigation take the user to the top of the page when they are navigating from the overview page to the landing page on their mobile phone.

 

 

 

 

#Tableau Mobile

0/9000
2 respuestas
  1. 3 sept, 07:02

    @DIEGO FERNANDO MARTINEZ RODRIGUEZ

     

    I'm trying to save the snowflake keypair credentials under "Saved Credentials for Data Sources", when i enter the server URL its showing a caution as "Invalid Server".  

     

    Actually the same server "URL" is working fine when i embedded the credentials in tableau desktop and even tried publishing to tableau cloud and extract refresh is also working fine for the embedded credentials.   

     

    Main issue is, i have a workbook in tableau cloud which is live connection for that i need to use the saved credentials. followed the same format

    myaccount.region.snowflakecomputing.com. 

    Confused why credentials work fine when embedded with extracts and not as saved credentials. 

     

    Another important observation is, I'm not having any issue with on-premises tableau server, i could save the same keypair credentials without any issue. 

     

0/9000

some of the rep wantes to see their territory data on Pulse metrics. 

Is it possible to do this on Tableau Pulse ? 

or is their any capability of pulse we can achieve. 

can you share a scenario or solution if I can achieve this? 

 

#Tableau Desktop & Web Authoring  #Tableau Pulse

12 respuestas
  1. 2 sept, 15:22

    Hi Himshikha, happy to help! Yes, Pulse can do Rep-level self-service, but through adjustable metric filters on the metric page, not a custom homepage, so your understanding there is right. 

     

    1. On the metric definition, add your Rep field as an adjustable metric filter (in Create/Edit Metric). Once it is there, any user can filter that metric to a specific Rep directly on the metric page and change it themselves, that is the granular self-service filter the client wants. Keep it within the first 20 adjustable filter fields, because those are also what drive the breakdowns and the AI insights. 

     

    2. When a user applies a filter, Pulse creates a filtered version of that metric for them, and their filter and time selections are preserved on their own Pulse home and in their digest. So each Rep effectively builds their personalized view by following the metric and setting the filter, rather than you building a per-user homepage. 

     

    3. Tie it to the RLS you already set up: the Virtual Connection data policy scopes each user to their own rows automatically, so a Rep only ever sees their data even before touching a filter. The adjustable filter and breakdown then let them slice within that. Together that gives real Rep-level self-service. 

     

    You are right that there is no free-form custom homepage builder in Pulse, that is by design, it is metric-definition driven. If the client genuinely needs an ad-hoc build-your-own filtered page, that is a Tableau viz or dashboard use case, not Pulse. 

     

    if this helps, please mark it as the Best Answer so it helps the next person, thanks 🙂

0/9000

I have created a bunch of timeline Vizzes in Tableau Public, but the links in the Tooltips aren't opening correctly, even though I've created ACTIONS and changed them to Hover. Can anyone take a look under the hood and advise?  They are all formatted the same. The only one that is working the way I want, although the way the link itself looks isn't exactly as I want it, is the one titled Berkshires Forward Timeline. I can't see what's different about that one versus the others in terms of formatting. Thank you! LINK: https://public.tableau.com/app/profile/wylie.goodman/vizzes

.  

 

#Tableau Public

2 respuestas
  1. 3 sept, 03:35

    Hi, @Wylie Goodman

    The tooltip configurations do not appear to be identical.  

    In the BRPC Project Timeline sheet, the tooltip contains only “Link:” and the <ATTR(Link)> field has not been inserted. In the working Community sheet, <ATTR(Link)> is included and displayed as a hyperlink. 

     

    Berkshires Forward TimelineHi, The tooltip configurations do not appear to be identical. In the BRPC Project Timeline sheet, the tooltip contains only “Link:” and the <ATTR(Link)> field has not been inserted.

     

    Communityimage.png

     

    First, could you compare the settings to see if there are any differences?

    image.png

     

     

0/9000

Hi everyone, I’m looking for some help with a Tableau dashboard I’m building. I’ve attached screenshots of my current worksheets and the dashboard layout.

 

I have

multiple athletes displayed on the same dashboard, and each athlete has their own position filter. For example, Athlete 1 could be benchmarked as a GS while Athlete 2 could be benchmarked as a GA.

 

For each statistic, I want the athlete’s

AVG/Q to automatically colour:

  • 🟢 Green = above their selected position’s League Avg/Q
  • 🟡 Yellow = equal to the League Avg/Q
  • 🔴 Red = below the League Avg/Q

The main issue is that the athlete AVG/Q and League Avg/Q are on separate worksheets. I need the position selection to change the League Avg/Q benchmark, but I don’t want it to filter the athlete’s own statistics, as their AVG/Q should remain their total for the match.

 

I also need each athlete’s position selection to work

independently. Changing Athlete 1 from GS to GA, for example, shouldn’t change the benchmark selected for Athlete 2.

I need this to work across multiple stats such as CPR/Q, Feeds/Q, Assists/Q, Gains/Q, etc.

 

What would be the best way to set this up in Tableau so the conditional colouring works correctly?

Thanks for any help! 

 

#Tableau Desktop & Web Authoring

4 respuestas
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