I have a simple CSV file that delivers to my email inbox on a daily basis. I have a Tableau workbook containing a dashboard with this information. I need to automate this process as much as possible. Ideally, the CSV file would be automatically connected to the workbook, and the workbook would be automatically published to Tableau online, before being automatically emailed to management via the subscriptions function.
Right now I have access to Tableau Desktop, Tableau Prep, and our Tableau online site.
Please provide any information about how I could accomplish this automation. Would we need to buy additional products from Tableau? We are not doing anything with Tableau Server currently.
Any help is greatly appreciated.
You don't need Tableau Server because you have Tableau Cloud (the new name for Tableau Online)
The hardest part to automate is the CSV file in email - actually saving that somewhere that can be referenced by Tableau.
What is the CSV file though? A complete full history or just "yesterday's sales"?
But once you have the CSV "on disk" you have a lot of different options, here's 3 quick ones I could think of:
1) write a Prep workflow that updates a published data source (that you would use in the workbook)
2) load data to a database (possibly cloud - that can store more than just your CSV data)
3) copy data to Google Sheets
Basically you want to get to the point where you don't have to publish the workbook all the time and "behind the scenes" the data gets 'magically' updated.
-----------------------------------------------------------
2022 Tableau Forums Ambassador
Based in Sydney, Australia (GMT+10)
Please upvote my helpful replies and choose Select as Best Answer if it really is the best :)
