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Venkat M が「#Tableau Agent」で質問

Hi Team, 

Requirement: Display data dynamically based on the selected Period Type parameter

  • Day
    • When the user selects Day in the Period Type parameter, the Order Date parameter should display all available dates.
    • The most recent available date should be selected by default.
  • Week
    • When the user selects Week, the Order Date parameter should display only the Monday date of each available week (e.g., 27-Jul-2026, 20-Jul-2026, 13-Jul-2026).
    • Upon selecting a week, the report should display data for the entire Monday-to-Sunday period corresponding to that week.
  • Month
    • When the user selects Month, the Order Date parameter should display all available months.
    • The latest available month (e.g., Jul-2026) should be selected by default.
  • Quarter
    • When the user selects Quarter, the Order Date parameter should display all available quarters.
    • The latest available quarter (e.g., 2026-Q3) should be selected by default.
  • Custom Dates
    • When the user selects Custom Dates, the following parameters should be displayed: 
      • Start Date
      • End Date
    • Report data should be filtered based on the chosen date range.
  • Lifetime
    • When the user selects Lifetime, all available data should be displayed without applying any date filters.
  • #Tableau Agent

#Tableau Desktop & Web Authoring  #Tableau Server  #Tableau Cloud  #Tableau Public  #Tableau  #Tableau Prep  #Tableau Community Updates

5 件の回答
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How to create a connection to a DB hosted on private cloud without Tableau Bridge in a secured manner.    We have multiple DBs hosted on a private cloud and we need to know how we can connect tableau cloud to the same without tableau bridge.  

 

#Tableau Cloud

5 件の回答
  1. 7月29日 15:33

    @Prasanth Prabhakaran

     

    Option 1: If you are using AWS, you can use Private Connect (it has a fixed cost, and also a per consumption cost) 

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

     

     

    Option 2: The second option is that your database should be allowed from the Tableau Cloud Ips: 

    https://help.tableau.com/current/pro/desktop/en-us/publish_tableau_online_ip_authorization.htm

     

     

    Option 3: Use Tableau Bridge. Basically the Bridge Clients need access to the internet and to your databases.  An interesting approach is described here:

    https://interworks.com/blog/2023/10/30/tableau-bridge-the-serverless-space-odyssey/

     

    https://itnext.io/tableau-install-tableau-bridge-to-access-database-server-in-a-private-network-7af73e195e9b

     

     

     

    Unfortunatelly, there is not an inbuilt option to configure VPN or Proxy in Tableau Cloud. 

     

    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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Hi Team, 

Below is the requirement. 

 

Display data based on the user's parameter selection: 

 

  • Day: When the user selects Period type Parameters Day, Order Data Set  paramters need display all available dates. By default, the latest date should be selected.
  • Week: When the user selects Period type Parameters Week, display only the Order Data Set  paramters Monday date of each week (e.g., 27-Jul-2026, 20-Jul-2026, 13-Jul-2026). When a week is selected, display data for all days within that Monday–Sunday period.
  • Month: When the user selects Period type Parameters Month, display all available months. By default, theOrder Data Set  paramters latest month should be selected (e.g., Jul-2026).
  • Quarter: When the user selects  Period type Parameters Quarter, display all available quarters. By default, the latest quarter should be selected (e.g., 2026-Q3).
  • Custom Dates:  When the user select Period type Parameters Display two parameters:
    • Start Date
    • End Date
  • The data should be filtered based on the selected date range.
  • Lifetime: When the user selects Lifetime, display all available data without any date restrictions.

I have attached the twbx file. 

Regards, 

Venkat​‌

 

 

 

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

6 件の回答
  1. 7月29日 6:15

    Hi, 

    I hadn’t heard back from you after my previous reply — is it alright to consider that earlier question resolved? 

     

    If so, please close the previous thread (mark it as the Accepted Answer), and I’ll continue supporting you. 

     

    <Past article>  

    https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000jAN1c0AG

     

     

     

    Looking at your current requirements, it seems that when a date is selected, a list of dates should appear, and the latest date should already be selected. In this setup, will the date be a single‑select field? 

    Hi, I hadn’t heard back from you after my previous reply — is it alright to consider that earlier question resolved?

     

     

     

     

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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   

1 件の回答
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Hi Tableau fam, 

 

We are working with on dashboards connected to Database views built on Azure Synapse (Serverless SQL) and using authentication method: Azure Active Directory via Oauth.  

 

The data refreshes perfectly on my local on Tableau Desktop. While publishing I have embedded my password for the Azure Synapse account.  

 

On Cloud, the connection tests positive for the account. But extracts fail on each of the schedules. Error message I receive is as below "<Extract Name> Out of date". Resolution Details: Check the data connection page for necessary updates to an access token or embedded credentials. 

 

I have checked the connection page and have added my Azure credentials on the data sources in Account settings page.  

 

Any help is truly appreciated. Thanks. 

 

#Tableau Cloud

1 件の回答
  1. 7月26日 15:50

    Hi Kiran,

    This looks like an Azure AD (Entra ID) OAuth refresh token issue, not a config mistake on your end. 

     

    Why:

    Tableau doesn't yet support single-use/rotating refresh tokens for Azure/Entra ID OAuth connections. If your tenant enforces token rotation (via Conditional Access, sign-in frequency, or CAE), Tableau's stored refresh token gets invalidated quickly — so scheduled refreshes fail even though a manual connection test succeeds (the test can trigger a fresh token; the stored one for scheduled runs can't). 

     

    Desktop works vs. Cloud fails:

    Desktop re-authenticates interactively each time. Cloud relies on a stored token for unattended scheduled runs — if that token's been rotated out, it breaks. 

     

    Check these:

    1. Azure AD Conditional Access — sign-in frequency, CAE, or refresh token rotation on this app registration
    2. Whether a dedicated OAuth client is registered for Tableau in Azure AD (vs. the default shared one) — recommended for scheduled refreshes
    3. Re-save credentials directly on the data source's Edit Connection page, not just Account Settings
    4. Consider a service account instead of a personal identity — less exposed to MFA/session policies
    5. Does it fail immediately or after a set time? A short window points strongly to a Conditional Access session policy

    Fastest next step: check Settings → OAuth Clients in Tableau Cloud to see if a dedicated Azure AD client is set up.

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1 件の回答
  1. 7月24日 3:58

    @Himal Singh

     

     

    Unfortunately, there is no way to do everything. 

    There is an embedded license optimized for public sites, but you’ll need to set it up as a separate site from your existing Tableau Cloud site, and you’ll have to manually copy your existing workbooks and data sources. 

    Please refer to the URL below. 

     

    Raise Revenue and Lower Costs with Usage-Based Licensing for Tableau Embedded Analytics

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Hello everyone,

I'm experiencing an issue with a specific Tableau Cloud user and would appreciate any guidance.

The affected account is:

10mex50969@oxxo.onmicrosoft.com

We use Tableau Authentication (username and password), not SAML or Azure AD.

The problem is that this user never receives the Tableau Cloud invitation email. Additionally, if we try to use the "Forgot Password" option, the password reset email is also never received. Because of this, the user cannot activate the account or sign in.

What's unusual is that this only happens with this specific email account. I have created and managed several other users using the exact same process, and those accounts receive the invitation and password reset emails without any issues.

Here is what I have already verified:

  • The email address is correct.
  • The mailbox has been checked for Inbox, Junk/Spam, Deleted Items, and Quarantine.
  • There are no Outlook rules moving or deleting the emails.
  • The required Tableau/Salesforce domains are not blocked by our organization.
  • The user was completely removed from Tableau Cloud, I waited a few minutes, recreated the account, assigned the Viewer site role, and sent a new invitation.
  • The issue persists after recreating the user.
  • The account uses Tableau Authentication.
  • The user appears with the Viewer role in Tableau Cloud.
  • Other users created in the same Tableau Cloud site receive their invitation emails immediately.

At this point, I'm wondering if there could be an issue with this specific email address being stuck in Tableau Cloud or if there is another configuration I should check.

Has anyone experienced something similar or knows of any additional troubleshooting steps?

Thank you in advance for your help.    

1 件の回答
  1. 7月23日 23:03

    @Patricio Milan

     

    That's really odd, you should check if the user maybe has a forwarding rule for his email, or a spam filter or something similar related to his account. 

     

    Also, you may create a support case, thus Tableau support can take a look of the logs, and check if there is a problem from the Tableau side or maybe they can send the email with the reset link from another account to the user. 

    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

I can stablish the connection by Key Pair in my desktop, but then i can not connect in this way in tableau cloud, i have declared in my account setting the connection but it still not working, what  can i do?   

6 件の回答
  1. 7月23日 19:12
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  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

5 件の回答
  1. 7月23日 15:10

    This latest response is unfortunately a ChatGPT post. Based on the number of responses overnight and through today, the effort might even be automated. We have a BAN on any A.I. posts due to the high error rate.  So, we're considering these posts as spam. Apologies for any inconvenience this may have caused.

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Umesh Chorge が「#Tableau Server」で質問

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

8 件の回答
  1. 6月12日 7:25

    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.

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