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#Tableau Prep토론 중인 항목 22개

Venkat M 님이 #Tableau Agent에 질문했습니다

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

답변 5개
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I've noticed that the values in a Pivoted Fields (Rows to Columns) function does not refresh its values to pivot on when the underlying data changes. I have a monthly dataset update that I need to pivot on the month field. I always have to remove the selected column and add it again for the function to correctly read the new values. Is this a bug? 

 

#Tableau Prep

답변 2개
  1. 7월 30일 오전 10:45

    @Jes Hunsballe

    not sure yet about it being a bug.   

     

    There is a Refresh 'button' that I'd use to first update the underlying data in Tableau Prep, then I'd step into the Output Step or for that matter the Pivot Step to ensure the data reflects the changes, go forward from there.  But no, you shouldn't have to remove then add the column to make that happen.

    not sure yet about it being a bug.

     

     

    If that's not the case, and you're continuing to see the issue after refreshing, then I'd consider opening a support case with Tableau. 

     

    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)

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Hi Tableau Community,

I’m experiencing some challenges in combining data to create a hyper file, as I believe this would simplify the process of updating a 3-line chart with a new Excel worksheet each month. In Tableau Prep, one of the worksheets contains a unique column that differs from the others, which I need to retain for comparison purposes. However, when I connect it to Tableau Desktop, the data doesn’t read correctly.

Additionally, I’ve created a bar chart to compare the total number of documents (Actual Submission Total and Publish Date Total). However, it appears a bit unusual because all the months are displayed, which I suspect is due to the way the data is structured.

Could you please assist me with both of these issues?

Thank you! 

 

#Tableau Desktop & Web Authoring  #Tableau Prep

답변 5개
  1. 7월 23일 오후 3:09

    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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It seems like E-A-V architecture makes a lot of sense for our data, as different events have different properties, but I haven't worked with E-A-V database in Tableau before. It seems like it would create a mess of Joins, or I'd have to have a pretty over-the-top flow in Tableau Prep to shape it. Searching forums it doesn't look like there's much on using Tableau with Segment,io or E-A-V in general.

 

Does anyone have any thoughts or experience? What Database architecture would you use if not E-A-V, or how did you manage E-A-V with Tableau?

답변 6개
  1. 7월 23일 오후 3:06

    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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Victor Lagrenaudie 님이 #Tableau Server에 질문했습니다

Hello,

I can't edit any flow directly on the server, yet I am the owner of the flow. When I click the edit flow button, I have the running icon running forever. The only way for me to update my flows is to download them, edit them on desktop and then upload. Any solution ?

Thank you

Unable to edit flows on server

답변 4개
  1. 2024년 7월 2일 오전 4:38

    @Victor Lagrenaudie​  May I know your Tableau server version? Try below options and see,

    1. Clear your browser cache , cookies and try different browser.
    2. Ensure web authoring for flows is enabled on your Tableau server.
    3. Try creating any simple flow and try edit that and see.
    4. Try editing the flow in a different time when server is not busy.
    5. Disable any browser extension

     

    If none of the solutions didnt work, then please reach out to Tableau support for additional help.

     

    P.S. If this post resolves the question, would you be so kind to "Select as Best"? This will help other users find the same answer/resolution and help the community keep track of answered questions. Thank you.P

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Ritik Raj 님이 #Tableau Pulse에 질문했습니다

I have used fields from Tableau Prep Output in Tableau Pulse to configure Custom Calendar.  

Since 'Day of Year', 'Week of Year', 'Month of Year', 'Quarter', 'Year' must be of INT data type for pulse custom calendar, I have kept these fields as INT in prep flow. But I guess these f

ields are treated as Measures in flow because it is in INT format. And Pulse can't detect these fields as Dimensions

, hence I am not able to set-up custom calendar. How can I resolve this issue ? 

While in extract it is working perfectly as we can convert these fields to Dimensions! 

 

#Tableau Pulse  #Tableau Prep

답변 5개
  1. 6월 29일 오전 7:12

     Edit the published datasource directly in tableau cloud server move the fields from Measures to Dimensions, and over write the existing datasource instead of creating a new one. Future Prep flow runs will refresh only the extract, preserving your metadata changes. 

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Mathias Berg (-) 님이 #Tableau Cloud에 질문했습니다

I'm working with a Salesforce data source in Tableau Cloud with 8 connected objects (~16M rows total). I'm experiencing a timeout error after 2 hours during extract refresh in Tableau Cloud.

Setup:

  • Data flow: Salesforce → Tableau Desktop → Published to Tableau Cloud
  • Currently using full refresh (not incremental)
  • 8 Salesforce objects joined together

What I've tried:

  • Remove/hide multiple fields to reduce data volume
  • Filtered out rows (e.g., historical records - ended up with ~7M rows total)
  • Tested with fewer objects

Issue: The refresh works for a few cycles, then the timeout error occurs again.

Questions:

  1. Should we implement incremental refresh instead of full refresh? Is this a viable approach when joining 8 Salesforce objects together?"
  2. Are there any "quick fixes" beyond what I've already tried?
  3. Would a middle ETL step (data warehouse) be necessary, or is there a simpler solution?

 

Any guidance would be appreciated! 

Thanks 

 

#Tableau Cloud  #Tableau  #Tableau Prep

답변 1개
  1. 6월 19일 오전 11:05

    Hi, @Mathias Berg

    I’m not sure if this is what you were looking for, but please take a look. 

     

    It seems that before long, Tableau will allow you to link data sources together. 

    You can prepare separate data sources for each object and then combine them. 

    By splitting up the data processing, you may be able to shorten refresh times. 

    Since this is a long‑awaited feature for many users, it’s exciting to see it coming. 

     

    <tableau help> 

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

     

    Hi, I’m not sure if this is what you were looking for, but please take a look. It seems that before long, Tableau will allow you to link data sources together.

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Tableau Prep 2025.2.3 - Create Table works, but Append to Table fails with "No Tableau Server user found"

I'm trying to publish and run a Tableau Prep flow using a direct Salesforce Marketing Cloud (SFMC) connection as the input and Tableau Cloud as the output.

Environment:

  • Tableau Prep Builder 2025.2.3
  • Tableau Cloud
  • Site Administrator permissions
  • SFMC connection uses embedded credentials/password

Behavior:

  • The flow runs successfully when the output is configured as Create Table.
  • The output datasource is successfully published to Tableau Cloud.
  • When I change the output to Append to Table, the flow fails.
  • Incremental refresh also fails (which I assume is related since it requires append behavior).

Error messages:

  • "No Tableau Server user found"
  • "Can't connect to datasource"
  • "There was an error with the data source ''" (the datasource name appears blank)

Additional information:

  • I can publish datasources to the same Tableau Cloud project without issue.
  • The project definitely exists.
  • I am a Site Administrator.
  • The issue only occurs when using Append to Table.
  • Create Table works consistently.

Has anyone encountered this behavior before? Any suggestions on additional troubleshooting steps would be appreciated. 

 

#Tableau Prep

답변 1개
  1. 6월 11일 오후 1:33

    This behavior is a known limitation with Tableau Prep + Tableau Cloud when using “Append to Table” with certain connections like SFMC.

    Root Cause

    • Append / Incremental refresh requires a stable, owned published data source with valid run-as identity
    • With SFMC connections: 
      • The connection does not fully persist user context/credentials for append operations
      • Tableau Cloud fails to resolve the run-as user, resulting in: 
        • “No Tableau Server user found”
        • Blank datasource reference
    • “Create Table” works because it creates a new datasource each run, avoiding this dependency

    Why this happens

    • Append requires: 
      • Existing published datasource with consistent owner + embedded credentials
      • Proper connection mapping during flow run
    • SFMC connector + embedded credentials often does not support append/incremental reliably in Prep flows

    Correct and practical approaches

    Option 1 (Recommended):

    • Avoid Append
    • Use Create Table (full refresh) instead

    Option 2:

    • Publish the target datasource separately
    • Ensure: 
      • Credentials are embedded and valid
      • The datasource owner is explicit and unchanged
    • Then reference it in Prep (still may fail due to connector limitation)

    Option 3:

    • Use an intermediate storage: 
      • Write to Snowflake / DB / Hyper
      • Then handle append from a supported source

    Key Conclusion

    • This is not a permission issue
    • It is a connector + Tableau Cloud limitation with Append/Incremental on SFMC
    • Full refresh (Create Table) is the only consistently reliable approach

    Bottom line:

     

    Append and incremental refresh with SFMC in Tableau Prep Cloud are

    not reliably supported, leading to user resolution errors. Use Create Table or a supported intermediate target.

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Hi we are having some issues trying to load data from Salesforce into Tableau Prep, for whatever reason the previews on our larger tables will not load in a reasonable amount of time at all (3+ hours in some cases just to load the data preview) and this results in it being very difficult to develop new flows and test changes. Even after attempting to filter down or limiting the number of rows to pull it still will not load. 

 

We have queried other sources (ex IBM db2) to pull a similar number of rows and we can typically get that data to load in almost instantly. Is there anything that we can do to improve the performance or is this a known issue looking for any guidance to improve load times because this is becoming a bit of a nightmare for our developers? 

 

 

 

 

#Tableau Prep

답변 2개
  1. 6월 10일 오전 12:57

    @Matthew Laforest

    came across your post trying to discover other ways to increase load time between Salesforce and Tableau Prep. Similar to what Diego shared, the best way I've found to increase load times from Salesforce in Prep is to use the Custom SQL option and query only the fields you need, and filter down in that step. It does use SOQL rather than SQL so there are some limitations there. However, when connecting directly to the Salesforce table in Prep, even if you filter down the input step, it still queries every single row and column despite the filter. Going the Custom SQL route actually does narrow the query down so I've seen much faster load times going that route. 

     

    If you've found any other solutions I would love to hear them if you're willing to share! My super large queries are still taking way too long for my liking so I'm trying to find anything else I can implement for faster loading times.

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Hi everyone,

I’m struggling to get Tableau Prep to recognize my TabPy server on macOS. Despite several attempts, Prep doesn't seem to establish a connection to the local server, and I’m hitting a wall.

I have been using the exact same Python scripts that work seamlessly on Windows. Even after updating the file paths and environment configurations to match the Mac file system, the connection fails. This leads me to believe it might be an issue specific to how Tableau Prep handles external service connections on macOS, rather than a script or tabpy error itself. 

 

#Tableau Prep

답변 1개
  1. 6월 9일 오후 6:45

    First, can you confirm that TabPy is actually running and reachable from the Mac? For example, if TabPy is running on the default port (9004), try accessing the endpoint from a browser or using a command such as:

    curl http://localhost:9004/status

    If that does not return a response, the issue is likely with TabPy itself rather than Tableau Prep.

    A few other areas worth checking:

    • Verify that Tableau Prep and TabPy are both running natively on the same architecture (Intel vs Apple Silicon), especially if you're using Python environments created on a different platform.
    • Confirm that macOS Firewall or security settings are not blocking local connections.
    • Check whether Tableau Prep is configured to connect to localhost, 127.0.0.1, or a hostname that resolves correctly on your Mac.
    • Review the Tableau Prep logs and TabPy logs for connection-related errors. They often provide more detail than the UI.
    • Make sure the TabPy version is supported by the version of Tableau Prep you are using.
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