@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.
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Hi, it seems we cant adjust the filter of exisiting following metrics on tableau pulse while accessing it by mobile. Is it a bug ? Or the function is absolutely not available when we access by mobile ?
Thanks
Hi Monika,
Sometimes when you convert from normal view to mobile view the filters will only operate on the original normal view - I've never done enough research into the specific reason why this happens but you can confirm this by using the filter and switching back to the normal view - it should have applied on that screen, but doesn't on the mobile view.
To get around this, just delete the filter, then in the mobile view re-expose the filter which you know will apply to that sheet, and it will work just like the original should have. Technically this is 2 separate filters, but I doubt your usecase will have users that dynamically switch between mobile and desktop views (its a very rare event and F5 refresh will fix it).
HTH
Peter
Hi All,
Can some please assist us on the problem which we are facing
We're moving 10+ dashboards to a new environment and the business has built a lot of custom views on them, so we need to know whether they can come across.
I tested two routes, keeping workbook and sheet names identical in both:
1. Published into a different project — custom views didn't carry over.
2. Republished over the existing workbook in the same project from Desktop —
the custom views on it were wiped.
Is that expected behaviour, or is there a publish setting that preserves them
that I've missed?
If it is expected, has anyone used the Download Custom View / Publish Custom View
REST endpoints to move them across in practice?
I'm a Site Administrator Creator on Tableau.
Thanks!
#Tableau Cloud
Custom views are fragile but they do not inherently break whenever you update your workbook. If you delete the workbook first it will delete all custom views but if you overwrite they will be preserved. I have been supporting custom views for 15 years on Server and Cloud. Significant changes to the workbook data sources or views are likely to break the custom views but small changes should not.
This may not help the original poster "move to a new environment" but I wanted to clarify.
In the documentation there is option to enable performance recording for tableau desktop, but I dont see this option in tableau online. Is there a way to enable it in tableau online so we can identify what's causing the slows downs for the tableau online workbooks?
https://help.tableau.com/current/pro/desktop/en-us/perf_record_create_desktop.htm
Hi Jay,
Performance Recording is available in Tableau Cloud — it's just configured differently than Desktop (site-level admin setting + URL parameter, not a menu toggle):
1. As a Server/Site Admin, go to your Tableau Cloud site's Settings.
2. Under Workbook Performance Metrics, check Record workbook performance metrics, then Save.
3. Open the view you want to diagnose.
4. In the URL, add :record_performance=yes& immediately before the session ID (:iid=...). Example:
https://your-site.online.tableau.com/#/views/YourWorkbook/YourView?:record_performance=yes&:iid=15. Interact with the view as needed, then click the "See performance recording data" icon (or link) that appears to open the generated performance workbook.
This is the same underlying feature as Desktop, just enabled per-site rather than via a Help menu toggle — the doc you linked is specifically the Desktop version; the Server/Cloud version is here:
Reference:
https://help.tableau.com/current/server/en-us/perf_record_create_server.htmIf you don't see the site setting, you may not have Site/Server Admin rights — that setting is admin-only, not available to regular Creator/Explorer roles.
I have been tasked with setting up a test site and dev site for Tableau Cloud. From looking online it says I have to get into TCM tableau cloud manager, but I am not sure how to even get in there or if I or someone else has access. We don't appear to have Tableau Server installed on the server we have the Tableau Bridge on, we only have Tableau Desktop and Prep. Any ideas?
#Tableau Cloud
Do you know who issued your license/subscription keys or have a current Administrator on the account? I'd probably start with that department and/or individual. If none of these are answerable, then I'd contact the Account Manager/Account Executive at Tableau for some additional help. If you don't have that persons contact, then I'd submit an email to Customer Service with the word URGENT in the Subject Line. Their email address is:
customerservice@tableau.comSome additional resources for some of the common questions might help
here.
If this response answered your question, please mark it as an Accepted Answer?
This way, others searching for similar solutions will find the answer faster in the future.
Best, Don Wise (Tableau Ambassador)
Using Desktop, I'm able to convert connections to Key Pair and publish to Cloud no problem
However, if I change the Workbook ownership in Cloud or edit the Workbook in Cloud, it will cause Extracts to fail.
So are we stuck using Desktop for all Workbook changes going forward because of the Key Pair auth?
#Tableau Cloud
Unfortunatelly, the only way to set key pair credentials for Snowflake is using Tableau Desktop and publishing the datasource to Tableau Cloud.
Thus, you have two options:
a. You may preserve the ownership of the user who publishes the datasource/workbook and give the refresh extract permission to other users. (yeah there is a recently new permission for this)
b. The new owner, using Tableau Desktop, may need to connect to the published datasource, create a local copy, and publish again the datasource using the key pair stored under their user.
I would also recommend to look and upvote ideas already created in salesforce idea forum:
https://ideas.salesforce.com/s/idea/a0B8W00000QeoSrUAJ/add-snowflake-key-pair-option-to-tableau-cloud-web-authoringIf 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
Hi, I have a table that has a large data set behind it that takes awhile to load. Is there a way to not have the table appear unless one of the filters is selected? I'm using tableau online. Thanks.
#Tableau #Tableau Cloud
For you to see the True option, make sure only 1 set has a member selected before you add the filter, or all sets do. You can edit set membership from the data pane.
Hi All,
Could you please advise how we can retrieve the device_type field from the “Who Has Seen This View”
data in Tableau Cloud?
We would like to identify whether each view was accessed from a desktop, tablet, or mobile device. The http_user_agent field is available in the Viz Load Times data source, but we would like to confirm whether device_type can be directly accessed or exposed from the “Who Has Seen This View” data.
Could you please share the required steps, data source, or permissions needed to retrieve this field?
Best regards,
Raju
#Trailblazer Community Questions #Tableau Cloud
I don't think device_type is included in any of the data sources provided with Tableau Cloud in the Admin Insights folder. We use that data to look at who is looking at what, and when, but not how.
Hi everyone,
I’m building a Sankey chart in Tableau and I’m struggling with the correct percentage labels for each level.
My data structure is a pre-aggregated funnel table with these fields:
- ds
- Step1
- Step2_Filter
- Step2
- Step3
- Step4
- users
- Table Name
The Sankey is built using duplicated rows via Table Name:
- Orders
- Orders1
Then I use a Path calculation to create the left/right side of the polygon:
// Path
IIF([Table Name] = {MIN([Table Name])}, 0, 97)
Path is then converted to Path (bin) with bin size 1.
The funnel logic is roughly like this:
- Step1: No Order / With Order
- Step2_Filter: Card / Pip
- Step2: Pip Enabled / Pip Disabled / Card Enabled / Card Disabled
- Step3: ... → Pip Confirm, ... → Card Confirm, ... → No Confirm
- Step4: ... → Purchased, ... → Lost after Confirm, or NULL for No Confirm
Example filtered view:
Step1 = No Order
Step2_Filter = Pip
Then the first visible split is:
Pip Enabled
Pip Disabled
I want the labels to show users and percentages correctly at each level:
- For Step2, I need each branch as a percentage of the selected base:
Pip Enabled / (Pip Enabled + Pip Disabled)
Pip Disabled / (Pip Enabled + Pip Disabled)
- For Step3, I need each branch as a percentage of its parent Step2 node:
Pip Enabled → Pip Confirm / Pip Enabled
Pip Enabled → No Confirm / Pip Enabled
Pip Enabled → Card Confirm / Pip Enabled
- For Step4, I need each branch as a percentage of its parent Step3 node:
Pip Enabled → Pip Confirm → Purchased / Pip Enabled → Pip Confirm
Pip Enabled → Pip Confirm → Lost after Confirm / Pip Enabled → Pip Confirm
The Sankey polygon itself works, but the percentage labels are incorrect because the view has multiple technical dimensions:
- Path (bin)
- Table Name
- Step2
- Step3
- Step4
- table calculations like INDEX(), RUNNING_SUM(), WINDOW_MAX()
Because of this, when I try to calculate percentages in Tableau, the denominators are either duplicated or calculated at the wrong partition level.
Current core Sankey calculations:
// Flow Size
SUM([users]) * (1 - [Whitespace]) / TOTAL(SUM([users]))
// Position-L
RUNNING_SUM([Flow Size]) - [Flow Size] + [Whitespace L]
// Position-R
RUNNING_SUM([Flow Size]) - [Flow Size] + [Whitespace R]
// Curve Max Win
[Position Max Win L] + ([Position Max Win R] - [Position Max Win L]) * [Sigmoid]
// Curve Min Win
[Position Min Win L] + ([Position Min Win R] - [Position Min Win L]) * [Sigmoid]
// Curve Polygon Win
IIF(INDEX() >= 50, [Curve Min Win], [Curve Max Win])
For label positioning I currently use something like:
// Label
IF [t] = 6 THEN WINDOW_MAX([Bar Position]) END
What I need help with:
How should I calculate the correct denominators for each Sankey level so that:
- Step2 % = Step2 users / selected base users
- Step3 % = Step3 users / parent Step2 users
- Step4 % = Step4 users / parent Step3 users
Should this be done in Tableau using table calculations, or is it better to pre-calculate parent denominators in SQL and only use Tableau for rendering?
If SQL pre-calculation is the better approach, what grain should the SQL output have to work correctly with Tableau Sankey densification?
#Tableau Cloud
Hi Roman,
You may want to compute the Denominator along both Dimensions (not only along the Bin one) -- and the calc would be simpler (no LOD).
Please find the attached.
Yours,
Yuri