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#Tableau Cloud64 debatiendo

I have a use case on priority where I am facing issue while downloading an excel file from Tableau Cloud. I am creating some manual sheets and attaching them in the dashboard as a header. Below a particular header, I have 3 sub-headers. When I download the excel, the manually added sheets are not appearing properly as shown in my dashboard because it is added manually so it is not coming in excel, but I tried by adding the created fields in the sheet I am downloading but still it is not coming in a way I want.  Suggest me some possible ways to achieve it.    Regards,  Abhishek Tiwari   

5 respuestas
  1. 21 ago, 18:17

     Hi,

    The issue is that manually added sheets/text objects in a dashboard are layout elements, not part of the underlying worksheet data, so they generally won't appear in the downloaded Excel/CSV.

    A better approach is to create the headers/sub-headers as fields within the worksheet itself (for example using calculated fields or a hierarchy) and format them in the view.

    If the exact dashboard layout must be preserved in Excel, another option is to use PDF/PowerPoint export rather than Excel/CSV, since Excel/CSV exports the underlying worksheet data rather than the complete dashboard layout.

    So for Excel, the headers need to be part of the worksheet/data structure rather than separate dashboard objects.

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Hi all, hoping someone who's been through this can sanity-check our approach before we provision more infrastructure. 

What we're trying to do 

We have 10+ existing production dashboards on Tableau Cloud that currently point at a publicly-accessible Redshift cluster. We're migrating them to a new Redshift cluster that sits inside a private AWS VPC. The dashboards have to stay exactly as they are - same layout, calcs, filters. Rebuilding from scratch isn't an option at the moment. 

What's working 

Bridge is set up and healthy: 

  • Dedicated pool created (not the default pool), status Ready
  • Bridge client installed on an EC2 inside the VPC, connected, assigned to the pool
  • Redshift host in the Private Network Allowlist, mapped to that pool
  • Security group on the cluster allows 5439 from the Bridge instance
  • Credentials verified — can browse schemas and tables through the connection

 

Changing the connection and creating an extract from within the Tableau Cloud workbook editor works fine, and the job details confirm it routed through Bridge. 

  

What's failing

 

  

Every scheduled or manual extract refresh fails with: 

 

This server violates the ip allowlist/blocklist restrictions

Unable to connect to the Amazon Redshift server "<our-cluster>.<our-region>.redshift.amazonaws.com"

 

We tried deleting and recreating the schedule, reassigning the Bridge client to the pool, and reverifying the allowlist mapping. Same result every time. 

  

What we think is going on

 

 

From the Limitations section of the embedded data sources doc (

help.tableau.com/current/online/en-us/to_bridge_eds.htm

), workbooks published via the REST API or uploaded through the Tableau Cloud web interface don't support Bridge refreshes when data sources are embedded. Ours was published using "Publish As" from web authoring, so we think that's the cause. The documented workarounds are to publish from Tableau Desktop, or publish the data source separately and connect the workbook to it. 

 

Where we've got stuck

 

  

We hit three walls trying to follow those workarounds: 

 

  1. Repointing an existing workbook to a published data source is a Replace Data Source operation, and per the docs that's Tableau Desktop only, not available in Tableau Cloud.
  2. We can't publish one of our two data sources separately (for one of our workbooks but there are some other as well in similar structure) anyway, Desktop greys it out with "Data sources with calculations that reference other data sources must be embedded."
  3. We installed Tableau Desktop and the Amazon Redshift ODBC 2.x driver locally and tried connecting directly. It times out. An nslookup shows the hostname resolves to a private IP via a VPC endpoint, so the cluster genuinely isn't reachable from outside the VPC. No firewall or SG change fixes that, if I am not wrong.

 

Our workbook is also 63 MB, over the 50 MB web upload limit, so uploading through the web UI isn't an option regardless. 

  

Questions

 

 

  1. Has anyone confirmed that publishing a workbook from Tableau Desktop actually resolves the embedded-data-source Bridge refresh issue when the source is in a private VPC specifically? The docs say it should, but we haven't validated it end-to-end yet and don't want to build infrastructure on an assumption.
  2. Is running Tableau Desktop on a VM inside the VPC the normal approach for this, or is there a cleaner pattern we're missing? 
  3. Is there any supported way to repoint an existing workbook from an embedded data source to a published data source without Desktop? 
  4. More generally, if you've migrated a set of existing workbooks to a private VPC data source, what did your process actually look like? Trying to settle on the right pattern before repeating it 10+ times.

 

Happy to share more detail if useful. Thanks in advance. 

 

#Tableau Cloud

4 respuestas
  1. 21 ago, 18:17

     Hi,

    If the Bridge connection is healthy and the extract can be created successfully from the Cloud workbook editor, then Bridge itself appears to be configured correctly.

    I would first check the scheduled refresh configuration and Bridge pool assignment for the published data source/workbook. Also verify that the published data source is actually configured to use the same Bridge pool and connection credentials.

    Desktop inside the VPC should not necessarily be required just because Redshift is private—Tableau Bridge is designed to allow Tableau Cloud to access private-network data sources.

    If you can share the remaining part of the error/job details from the failed scheduled refresh, it would help identify whether this is a Bridge routing, authentication, or extract-refresh configuration issue.

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I have 3 custom SQL's , they are all same queries but due to some filter conditions , i need to separate them into 3 custom SQL's rather than a single Custom SQL,. Is it possible to Union these 3 custom SQLs in tableau  Desktop?  They are from  the same database connection. Thanks

6 respuestas
  1. 12 ago, 4:23

    You can do the Union in your first Custom SQL script itself as shown below 

    SELECT A,B,C 

    FROM XYZ 

    WHERE Condition1  

    UNION ALL 

    SELECT A,B,C 

    FROM XYZ 

    WHERE Condition2 

    UNION ALL 

    SELECT A,B,C 

    FROM XYZ 

    WHERE Condition3  

     

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2 respuestas
  1. 27 jun 2022, 23:07

    You have to contact Tableau to do this. They can do it, I've moved a client from 10ay to Australia pod previously. We can't help you here though, you have to talk to your account rep.

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We’re evaluating an architecture for embedding Tableau Cloud views in Salesforce Experience Cloud, where portal users need to access Tableau content without having individual Tableau site accounts. 

 

Our preferred approach is to use the Tableau View LWC with token-based SSO. However, the Tableau documentation we’ve found appears to document On-Demand Access (ODA) primarily for the Embedding API/JWT approach, and it’s unclear whether ODA is also supported when using the Tableau View LWC.

 

Can anyone from Tableau confirm:

  • Does Tableau View LWC support On-Demand Access when using token SSO?
  • If so, what is the supported configuration or required setup?
  • If not, what is the recommended/supported approach for embedding Tableau Cloud in Salesforce Experience Cloud for users who should not require Tableau site accounts?

#Tableau Cloud

1 respuesta
  1. 10 ago, 19:05

    @Nicole Chang

     

    From what I see the LWC component does not have a checkbox to enable the oda (on demand access) access or to pass the oda groups claim.  These JWT claims are needed so you can give access to the ODA access:

    From what I see the LWC component does not have a checkbox to enable the oda (on demand access) access or to pass the oda groups claim.As I said, I don't see a switch or options for these claims in the LWC:image.pngWhat would I do next?

     

    You may confirm with Salesforce support creating a case: 

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

     

     

    Final remarks:

     

    Take into account ODA (On demand access) is only available for Tableau Cloud tenants with Usage Based Licensing or the newly introduced Capacity Based Licensing 

    https://help.tableau.com/current/online/en-us/license_product_keys.htm#usagebased-license-model

     

    https://help.tableau.com/current/online/en-us/license_product_keys.htm#capacitybased-license-model

     

     

    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

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I am reaching out to inquire about the possibility of connecting to Tableau Cloud using a REST API. Specifically, I am interested in understanding if there is a REST API available for Tableau Cloud, and if so, whether you could provide any well-known libraries or documentation that support this integration.

I have been unable to find comprehensive documentation on this topic and would greatly appreciate any guidance or resources you can provide.

2 respuestas
  1. 10 ago, 18:00

    I can confirm Tableau Cloud has a REST API 

    The official docs cover everything you need to get started 

    Use the link provided

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Hey 🛑 Tableau #datafam#datafam and Salesforce  #Tableau_next#Tableau_next

 users -  

 Want to level-up your mapping game or not certain which chat type to use with your data? Help is on the way at our September 2nd virtual meeting - you just need to save a spot at 

https://lnkd.in/gkb5kNXS

 and we'll see you there -- 

All are welcome 

#Tableau Cloud #Tableau Server #Tableau Public 

 

Hey 🛑 Tableau and Salesforce users - Want to level-up your mapping game or not certain which chat type to use with your data?

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3 respuestas
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Hello - I am not able to extract refreshes as the Jobs are failing immediately, One program completed success without any errors and rest of the programs are NOT.  It is connecting to the Tableau Bridge but it is failing.  We are live on Tableau Cloud today and none of the data sources are refreshing with the exception of one data source.  All these data sources are connected to Oracle Database.   

 

#Tableau Cloud

3 respuestas
  1. 9 ago, 13:14

     @Rajashekar Atmakuri

     

       

    As Mr.Diego mentioned, it would be helpful if you could share the exact error message first, but here are a few possible reasons why this might be happening:  

     

    1. The owner of the failed workbooks was changed

     

       

    As explained in the documentation below, when you change the owner of a workbook on Tableau Cloud, the embedded credentials used to connect to the data source are cleared/lost. This could be causing the data source connection to fail.   

    https://help.tableau.com/current/server/en-us/owner.htm

     

    If this is the case, you should be able to resolve the issue by editing the data source connection and re-embedding the credentials (the Oracle ID and password).  

     

    2. Multiple Oracle environments/networks are being used

     

       

    While this might be less likely, if you are using two or more Oracle databases located on different networks, you will need to set up a dedicated Tableau Bridge server for each network/pool.  

    https://help.tableau.com/current/online/en-us/to_enable_bridge_live_connections.htm 

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I'm trying to build a chart in Tableau that combines a side-by-side bar chart with a line chart.

Currently, my view shows Sales as side-by-side bars:

  • Current Year Sales
  • Previous Year Sales

I would like to add a line that represents the Year-over-Year (YoY) % difference for each month, calculated as:

(Current Year Sales - Previous Year Sales) / Previous Year Sales

For example:

  • January: Compare January CY vs January PY and plot the YoY %
  • February: Compare February CY vs February PY and plot the YoY %
  • ...and so on for each month.

My goal is to build this as a Dual Axis chart, where:

  • The bars represent Current Year and Previous Year Sales.
  • The line represents the monthly YoY % difference.

However, I'm running into an issue when calculating the YoY %. The values displayed in the line chart don't seem to be correct, and I suspect it's related to the level of detail or the table calculation, but I haven't been able to figure it out.

Has anyone built a similar visualization before? Is there a recommended approach for calculating the monthly YoY % correctly in a dual-axis side-by-side bar chart? Any guidance or example workbook would be greatly appreciated. 

 

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

3 respuestas
  1. 5 ago, 9:06

    Hi @Wiwit Setyaningsih

    I'll reiterate both yours and @Gohar Clients thoughts on the compute by - definitely on the right track. Here's where I can take things by working on that and a small tweak and additional calc: Hi I'll reiterate both yours and thoughts on the compute by - definitely on the right track.Workbook re-attached.

     

    First thing you'll see is a new calc: YoY (Latest Year  Only)

    IF LAST()=0THEN [YoY]END

    (NB: I also renamed your "Calculation 3" to YoY). 

    The new calc just says "only return a value for the last year* in the view". We do have to tell Tableau that we care about the year for this part of the calc. And what we end up with is a nested table calc where the compute by for one part is different to the other! 

    Right click and edit the table calculation pill on Rows:

    image.png

    First up I'm working on the "Latest Year Only" calc as you can see in the top drop down. And I tell it to compute by specific dimensions and year only. So the latest year should be the last (LAST()=0) in the window. 

    Now I change the drop down to the "YoY" calc and tell this to compute by specific dimensions again, but this time Year and Month (in that order)

    image.png

    NB: Show calculation assistance is quite handy here as I can check that I am indeed seeing values 13-24 in the window. Now you might be thinking "hang on, how did my lookup -1 work in that case?!?"  and you'd be right! I also changed the lookup to be a lookup by -12 so now we're looking back to the month 12 months ago. 

    The lack of an ELSE in the second calc is what supresses the previous year from showing ... it's still available to the calc as we've "filtered" using a table calc so that happens late in the order of operations ... and those are the "nulls" shown by the >12 nulls indicator. 

    Finally I CTRL+click and drag the pill from Rows onto Mark Text too so that I don't need to repeat the nested compute by there. 

    Let me know if this helps!  

    Compute by is often fiendish enough without (a) nesting; and (b) your great workaround for side-by-side without a discreet pill on Columns! 

    Ta, Steve

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