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#Tableau토론 중인 항목 45개

i p 님이 #Tableau Desktop & Web Authoring에 질문했습니다

Hi, 

 

I have 2 claculations  

1. Incomplete Submisison  

2. Data Clarifications 

 

In the screenshot its showing as   

1. Incomplete Submisison - 11  

2. Data Clarifications - 3  

 

In reality after checking the raw data they suppose to be 

1. Incomplete Submisison - 8  

2. Data Clarifications - 6 

 

Total is 14.  

 

If a comment has both [Incomplete Submisison] or [Data Clarifications] then i will pick it as Data Clarifications. 

 

I need some help with the calculation formula, anypne please advice, thanks!!  

Data counts are not matching in calculations

 

 

 

#Tableau Desktop & Web Authoring  #Reports & Dashboards  #Tableau Cloud  #Analytics  #Formulas  #Automation  #Tableau

답변 20개
  1. 6월 5일 오후 11:54

    @Hari Ankem- I am somewhat surprised; I already have my business logic in place, but the data counts does not matching  Therefore, I sought assistance, and you reached out to me. I have explained the business logic multiple times, yet you continue to ask for the business logic repeatedly. I am uncertain about the most effective way to clarify this for you. If my logic is not clear, please feel free to disregard it.

0/9000
Shree Krashan 님이 #Tableau Cloud에 질문했습니다

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

답변 3개
  1. 6월 5일 오후 2:01

    @Shree Krashan

     

    Hi,  

     

    a. Does the computer where you are running the code has access to the database server? 

    b. Have you tried downloading the current connections from the published workbook

    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)

    server.workbooks.populate_connections(source_wb)

    connections = source_wb.connections

    and then try to modify the downloaded connections. 

     

    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
Jose Baltazar 님이 #Tableau Cloud에 질문했습니다

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

답변 1개
  1. 6월 3일 오후 7:55

    @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

답변 2개
  1. 6월 2일 오전 12:07

    @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
Sara Halvorson (Salesforce PMM) 님이 #Trailhead에 글을 올렸습니다

🌱 Everyone starts somewhere with AI 

 

The new AI Foundations Trail on Trailhead is a welcoming starting point for anyone looking to learn the basics of AI, data, and automation. 

 

Designed for beginners, this trail makes it easy to start exploring AI with approachable, hands-on learning that helps you confidently build the foundational skills you need to succeed today. 

 

In this trail you will learn about:

📊 Data Literacy: Explore, understand, and communicate with data. 

⚙️ Automation Logic: Learn about autonomous workflows.

⚖️ Responsible AI: remove bias from your data and algorithms 

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No pressure. No expertise required.  

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

Nilesh Meher 님이 #Tableau Cloud에 질문했습니다

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

답변 2개
  1. 6월 2일 오후 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
Caitlin June 님이 #Tableau Desktop & Web Authoring에 질문했습니다

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 

답변 1개
  1. 5월 30일 오전 9:20

    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

댓글 1개
  1. 5월 29일 오전 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

Have attached sample data where i have district wise down time and % of active so i want to show highest district hwere both values are max. Please give me solution for tableau, how can i find whose highest of all.  

 

#Tableau Desktop & Web Authoring  #Tableau

답변 4개
0/9000

Hi Team,

I am a Tableau Engineer currently developing a dashboard on Tableau Cloud. Our client has requested a feature to embed a specific Google Trends explore page directly within the dashboard layout using the "Web Page" object.

[Our Assessment] We suspect this is caused by Google's server-side security policies (e.g., X-Frame-Options: SAMEORIGIN or strict Content-Security-Policy directives) preventing their pages from being iframe-embedded into third-party domains like Tableau Cloud.

[Questions for Support]

  1. Is there any native configuration or workaround within Tableau Cloud (such as Safe URL settings or custom extensions) that allows bypassing or resolving this 403 error for restricted external sites like Google Trends?
  2. If direct embedding via the Web Page object is technically blocked by the target host's security headers, what is the officially recommended best practice for integrating live Google Trends data?
  3. Would utilizing the Google Trends API via a Web Data Connector (WDC) or an External Authorization/Analytics Extension be the right architecture to fetch and visualize this data natively within Tableau?

Looking forward to your guidance on how to fulfill this client requirement.    

답변 2개
  1. 5월 25일 오후 12:58

    @DAEYEON KOO

     

    Hi, you can't embed the page as you already have discovered. However, you may embed the components of the view. As an example: 

     

    Trend Line:

    https://trends.google.com:443/trends/embed/explore/TIMESERIES?req={"comparisonItem":[{"keyword":"spf30","geo":"US","time":"today 5-y"},{"keyword":"spf40","geo":"US","time":"today 5-y"},{"keyword":"spf50","geo":"US","time":"today 5-y"}],"category":0,"property":""}&tz=300&eq=date=today%205-y&geo=US&q=spf30,spf40,spf50

    Geo Map:

    https://trends.google.com:443/trends/embed/explore/GEO_MAP?req={"comparisonItem":[{"keyword":"spf30","geo":"US","time":"today 12-m"},{"keyword":"spf40","geo":"US","time":"today 12-m"},{"keyword":"spf50","geo":"US","time":"today 12-m"}],"category":0,"property":""}&tz=300&eq=geo=US&q=spf30,spf40,spf50&date=today 12-m,today 12-m,today 12-m

    You can change GEO_MAP (compared breakdown) with GEO_MAP_0, GEO_MAP_1, GEO_MAP_2 to change between the map for each of your terms. 

     

    Related Queries:

    https://trends.google.com:443/trends/embed/explore/RELATED_QUERIES_0?req={"comparisonItem":[{"keyword":"spf30","geo":"US","time":"today 12-m"},{"keyword":"spf40","geo":"US","time":"today 12-m"},{"keyword":"spf50","geo":"US","time":"today 12-m"}],"category":0,"property":""}&tz=300&eq=geo=US&q=spf30,spf40,spf50&date=today 12-m,today 12-m,today 12-m

    as before, you can change to RELATED_QUERIES_0, RELATED_QUERIES_1, RELATED_QUERIES_2 to change between each of your terms. 

     

    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