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hina sarwar
Oct 23, 5:24 PM
I am unable to connect to teradata via teradata and odbc both. though other tools can connect to it successfully

I am unable to connect to teradata via teradata and odbc both. though other tools can connect to it successfully. i tried multiple options available withing tableau like with encryption and without encryption but in vain. i get below error,Unable to complete action 

Bad Connection: Tableau could not connect to the data source. 

Error Code: B19090E0 

[Teradata][ODBC Teradata Driver] (5) State transition failed. 

Unable to connect to the Teradata server "fazcs2td.res.ad.crs". Check that the server is running and that you have access privileges to the requested database. any help appreciated

1 answer
  1. Sandip Patel (United Techno Solutions)
    Oct 26, 10:24 PM

    @hina sarwar

     

    Confirm with whoever set up the working tool which driver version and which authentication mechanism (TD2 vs LDAP vs Kerberos) they use, then match both in Tableau. Nine times out of ten this error is either a stale/mismatched Teradata driver or the wrong logon mechanism, and since you’ve proven the server is reachable, that’s where I’d focus rather than anything server-side.

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Hamid R
Feb 25, 10:07 AM
Compare Monthly and Year data for Cumulative data

Hi Tableau Community, 

 

I have a simple tableau setup with some sample revenue by month across 3 years of data. I created a parameter (Revenue View .P) which switch between a monthly and cumulative view. I also have another parameter (Compare By .P) which when switched between "vs Last Year" or "vs Last Month" would show % difference (increase or decrease) between current hovered month vs based on the selected parameter vs Last Year same month or vs Last Month on the same year. It should work exactly the same whether the Revenue View .P is monthly or cumulative view. 

 

How can I implement this? 

Monthly Revenue.twbx
2 answers
  1. yuuki matsuyama
    Oct 11, 2:27 AM

    Hi Hamid,

    I'm also learning Tableau, so I tried working through this problem myself.

    Here's what worked for me:

    1. I created a Year Month Date field using:
    DATEPARSE("yyyy-MM", [Year Month])

    I used RUNNING_SUM() in the Toggle Revenue calculation to switch between monthly and cumulative revenue.

    1. For Comparison Revenue, I used LOOKUP() to compare against the previous month (-1) or the same month last year (-12), depending on the parameter.
    2. The key part was the table calculation settings. Under Specific Dimensions, I added Month so that the comparison values would display correctly.
    3. For cumulative revenue with month-over-month comparison, I also set January's comparison value to NULL, since the cumulative total resets at the beginning of each year.

    I'm still learning Tableau myself, so there may be other ways to do this, but hopefully this helps!

    Monthly Revenue_r2.twbx
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Axscott Scott
Oct 7, 7:37 PM
I need help with the top N issue with this spread sheet. I need to display the top 10 drivers with the total miles <1,000

Hello i have been trying to solve this problem for a week  and it isn't getting better.  I am attaching a list of drivers and their behavior metrics this viz should display the top 10 drivers with the highest "Safety Score" and who have greater than total 1000 miles "Total Distance in mile" I used filter in the driver name field to get 20 10 by Safety Score and that work but when I added the filter for Total Distance in miles it reduce the list to only 5. What am I doing wrong, I added driver's name field to the context.

Test to Tableau.xlsx
2 answers
  1. yuuki matsuyama
    Oct 10, 2:22 PM

    Hi!

    I think the issue is the order of the filters.

    You can try these steps:

    1. Create a calculated field with this formula:
    [Total Distance (mi)] > 1000

    Add it to the Filters shelf and select True.

    1. Right-click the filter and select Add to Context.
    2. Keep your Driver Name filter set to the Top 10 by MAX(Safety Score).

    This should show the top 10 drivers with a total distance greater than 1,000 miles.

    I hope this helps! 

     

     

    Hi!I think the issue is the order of the filters.You can try these steps:Create a calculated field with this formula:[Total Distance (mi)] > 1000Add it to the Filters shelf and select True.

     

     

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John Egleston (CRM Manager at InterVarsity Christian Fellowship / USA)
Sep 28, 9:13 PM
Best Tableau/Salesforce resources on data quality/governance?

Who else is using Tableau to boost data quality and governance in a nonprofit using Salesforce? Looking to learn from and with you!

1 answer
  1. Scott Fisher (Gardens of Golden Gate Park)
    Oct 6, 10:44 PM

    Hi John, 

     

    We are using Tableau along with Salesforce. Not specifically for data quality and governance... We do make updates to our Saleforce data when it helps with Tableau vizs e.g. country name standarization (even for the United States). 

     

    How are you using it for those purposes? 

     

    Thanks, 

    Scott

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jerome Devemy (Senior Manager at CGI)
Oct 5, 9:33 AM
Q : Tableau next org ?

Hello, 

I want to learn Tableau Next and i was able to create a demo org with Data 360 & Tableau Next but it last only 30 days.    

Do you know how i can get an org ( dev or another type)  that will last longer and allow me to practice en learn Tableau Next  ?    

Regards

4 answers
  1. Deepak Sachdeva (Nubys Tech)
    Oct 6, 9:48 AM

    Hi @jerome Devemy,

    Thanks for checking and sharing this. I could not confirm earlier whether the Admin side of Tableau Next is available in the Free Developer Edition with Data 360, so this is really helpful for others who read this thread.

    Since the Admin part is missing in the Dev org, the SDO org is the best option right now. As you said, it lasts 30 days unless it is extended, so please check if your SDO org can be extended and plan your practice around that time.

    Your point about adding Tableau Next Admin to the Dev org is a good product request. I would suggest posting it on the Salesforce IdeaExchange so the product team can see it and other learners can vote for it.

    Hope this helps!

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Shannon Sharples
Jun 3, 1:58 PM
Tableau Newbie (Data Source Issue Connector SF)

I have created my first data source for account/opp and thats worked and started creating reports. However I have tried to create a task workbook but it keeps saying "Operation too Large", I have tried a custom SQL but then it says errors like "Malformed Query" or "Unknown error related to remote content", I can't see anywhere I can filter from the data source sheet so I only get tasks this year? Another suggestion was click live in the top right instead of extract but its greyed out?

1 answer
  1. Sai T (Raleigh Developer Group)
    Sep 29, 5:56 AM

    Hi Shannon!

    The Live option being greyed out is expected with the Salesforce connector—Tableau uses extracts for Salesforce data, so switching to Live isn’t an option here. 

     

    For the “Operation too Large” error, the Task object can contain a very large number of records, so I’d try to reduce the data being extracted rather than using Custom SQL. 

     

    On the Data Source page, add a Data Source Filter for the Task date field, for example:

    Activity Date → is on or after → 01/01/2026

    You can also remove any unnecessary fields from the data source to reduce the extract size. 

     

    If you’re still getting OPERATION_TOO_LARGE, check whether the Salesforce user connecting Tableau has the required access. Salesforce documents this error when large Activity queries exceed the allowed volume for users without View All Data. 

     

    I’d avoid Custom SQL initially—it can introduce additional query/wrapping issues with the Salesforce connector. Start with the standard Task table + a date filter and see if the extract succeeds. 

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Jim Dehner - Tableau Visionary HoF (Retired at Market Analytics LLC)
Sep 23, 3:19 PM

 Hey  🛑 Tableau #datafam - Join us on Oct 6th for the next stop on "The Road to Certification" - 4x Ambassador and Community legend Viraj will show us how to use filters, parameters actions and more and then learn all about Viz Extensions with HoF Visionary Klaus Schulte. Salesforce

Tableau Next users are welcome also! 

Register now

https://lnkd.in/gdc75cmg

 

#Tableau #Tableau Next #Tableau Desktop & Web Authoring

 

 

Hey 🛑 Tableau - Join us on Oct 6th for the next stop on

 

 

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Jim Dehner - Tableau Visionary HoF (Retired at Market Analytics LLC)
Sep 9, 1:44 PM

The journey continues! 

Join us on the sixth stop on our Road To Certification 

This time, we're going beyond the basics to explore Tableau features that help you analyze data more effectively, add interactivity, and create more powerful visualizations. 

Filters, Sets, Bins, Parameters & More - by Viraj Bhargave, 4x Tableau Ambassador 

Viz Extensions in Tableau - by Klaus Schulte, Tableau Visionary (Hall of Fame) 

Register here https://tinyurl.com/yc7bd3tu

 

#Tableau #Tableau Next #Tableau Desktop & Web Authoring

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Prathyusha Yerabati (Salesforce Administrator at ACHE)
Jun 16, 7:22 PM
tableau desktop specialist certification

I am new to tableau and I would like to prepare for Tableau Desktop Foundations Certification (Desktop Specialist). What are the best resources to go through to pass the certification. 

1 answer
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