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Tableau Community Forums Member (Inactive) (Member of the Tableau Community Forums at Salesforce)
Sep 13, 2018, 7:54 PM
Merging 4 sites into 1 default site

Hi all,

As mentioned, my current setup is 1 Tableau Server and 4 sites, but my goal is to merge these 4 sites into the 1 default site. The main goal is to APPEND all dashboards, extract schedules, and data sources from Site #2, #3, and #4 to the #1 default site.

 

I initially thought I could export the 3 non-default sites into the 1 default site, but now I realize that would overwrite/delete any content/settings on the initial site. For example, when trying this, my #1 site gets overwritten (all dashboards, data sources, etc. from #1 site are deleted).

- tabadmin exportsite #2 --file "C:\Temp\Site.#2.zip"

- tabadmin importsite #1 --file "C:\Temp\Site.#2.zip" --no-verify

 

Note:

  • Permissions and users don't matter
  • The 3 non-default sites have 100+ dashboards (and deleting dashboards is not an option), so I can't manually download them and republish to the 1 default site...

 

In summary, what is the best way to merge sites #1-4, so all content is appended to site #1).

 

Let me know your thoughts/if you have any questions.

 

Thanks,

Piyum

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Tableau Community Forums Member (Inactive) (Member of the Tableau Community Forums at Salesforce)
Jan 14, 2013, 10:19 AM
Compare fact over discrete durations

Hi,

 

I am new to Tableau. I have Sales Data by week # by product category. I need a basic dashboard that has the following requirements:

 

1. Show discrete sum of sales by product category for current week

 

2. Compare with last year same weak (% variance)

 

3. Show discrete sum of sales for last 4 weeks combined by product category

 

4. Compare with same 4 weeks last year (difference and % variance)

 

This needs to be a simple text table with 4 columns (see #1-4 above) and 6 rows (i.e. 1 row for each product category). I can do this in excel using VLOOPKUPs. I am sure there is a way to do this via Tableau which is likely more elegant. Can you please help?

 

My week numbers are custom (YYYYWW - e.g 201201, 201212...201252), so can't use the tableau date functions.

 

Thanks,

Sell Thru.xlsx
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Savanah Gray
Jul 13, 2023, 7:30 PM
Tableau Prep missing rows of data in output

We're having an issue with either missing from the output when running prep flows. 

 

To provide some context - we have an area that uses the combination of 5 prep flows as it's data source. So for example; prep flow #1 runs, the output is of that flow is a published data source on server. Then prep flow #2's data source is the output from prep flow #1, so on and so forth. Prep flow #1 is using csvs as its data source, where 2-4 are using the published data sources from the step before.

 

The problem that we're running into is that the output of the prep flows is producing a much smaller row count than it should be, especially when we run the flows on server. For example, prep flow #1 should produce at LEAST 12 million rows, but on server it shows that it's only producing 8 million. This occurs on multiple prep flows (another example is that prep flows #1-4 will produce the expected numbers fine, but then prep flow #5 should have at least 30 rows, and it only has 10.) 

The flow also doesnt produce any errors. According to server, it ran as expected without any issues. 

 

When we try running locally and publishing to a csv rather than publishing to server, sometimes it works as expected and produces the full row count, sometimes it runs and does not produce the full row count - but again doesnt show any errors, and sometimes it errors out with a generic error that says "System error: TableauException: No details available. DataServiceFailure" 

 

We've tried deleting our prep logs locally, as well as removing and re-adding the connection details on server. We're using 2022.3

2 answers
  1. DIEGO FERNANDO MARTINEZ RODRIGUEZ (Modux)
    Jul 14, 2023, 12:02 AM

    @Savanah F​ 

    Hi, Two questions:

    a. What happens if you create an initial flow (let's call it flow 0), to convert your csvs to published data sources, and then in the flow 1, use the published data sources, so flow 1 does not use CSVs?

     

    b. In your flow 1, you are using CSVs, and I guess you are using some date conversions and maybe filters. If this is the case, are you using the correct locale in the input modules, or in subsequent clean steps, are you using DATEPARSE instead of the automatic date conversion?

     

    c. Are you using Tableau Server or Cloud? When you obtain the DataServiceFailure, are you obtaining it in Server/Cloud or in Tableau Prep Builder?

     

    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 community keep track of answered questions. Thank you.

     

    Regards,

     

    Diego Martinez

    Tableau Visionary and Forums Ambassador

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Alicia Castorina (Sales Operations Specialist at Act-On Software) asked in #Data Management
Jan 20, 2016, 11:15 PM
Prioritizing Workflows?
Looking for a better way, but not sure how to go about this.  I currently have 5 workfows that update a picklist field based on different criteria.  It is possible for more than 1 of the workflows to be correct, and overwrite what's been input.  BUT there may be times when overwriting it is appropriate, so what I am hoping to figure out is a way to prioritize the results.  

 

This is the basic logic I’d need in order of priority:

 

 

 

1. IF Opportunity.Type = “Upsell” or “Partner Upsell”, THEN Origin.Type = UPSELL

 

2. IF Opportunity.Type.Detail = “Direct SCP Referral”, OR IF Account.Type = “Strategic Consulting Partner”, THEN Origin.Type = “SCP/CHANNEL”

 

3. IF Opportunity.Lead.Source = “Sales Generated”, THEN “Origin.Type = SALES GENERATED

 

4. IF Account.SDR =! Null, THEN Origin.Type = “SDR BOOKED”

 

5. IF none of the above, THEN Origin.Type = “MARKETING”

 

 

 

All of the IF fields noted above are in the Opportunity object, except Account.Type, and are pick list values, except the Account.SDR field which is a lookup.  In this scenario, Upsell could overwrite any value below it, SCP could overwrite any value except Upsell, etc.  

 

I am absolutely open to ditching the picklist field and workflows in favor of something more streamlined, I am just not sure how to go about all this.  Any ideas?

 

 
8 answers
  1. James Jetchick (Rivot Digital)
    Jan 20, 2016, 11:48 PM
    You don't really need to control the priority/order of these, you just need to expand the logic of each one to not fire if the criteria in the workflows above it are true

     

    Example #2 would be:

     

    IF Opportunity.Type.Detail = “Direct SCP Referral” OR IF Account.Type = “Strategic Consulting Partner”,

     

    AND   NOT(Opportunity.Type = “Upsell” or “Partner Upsell”)

     

    THEN Origin.Type = “SCP/CHANNEL”

     

    The easiest way might be to make 4 checkbox formulas that return true for #1-4.

     

    Workflow 1 would fire when Formula 1 = true

     

    Workflow 2 would fire when Formula 2 = true and Formula 1 = false

     

    ...

     

    Workflow 5 would fire when Formula 1, 2, 3 and 4 = false.
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