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希 小久保 asked in #Tableau Server
Mar 31, 11:25 PM
Tableau Server上でパーミッションがついているのにPrepでのデータソースパブリッシュが出来ません（出来たり出来なかったりします）

Tableau Server上でパーミッションがついているのに、Prepでのデータソースパブリッシュが出来ません。

  • ローカルでのPrep実行：パブリッシュ出来たり、出来なかったりします
  • Server上でのPrep実行：毎回パブリッシュ出来ません

→いずれも「パーミッション不十分です」のエラーが出ます。    実行者のサイトロールはCreatorであり、パブリッシュ先のプロジェクトに十分はパーミッションがあることは確認しています。  ローカル実行で出来たり出来なかったりというのも謎です。原因としては何が考えられますか？   

6 answers
  1. 遼太郎 松尾
    Today, 4:36 AM

    Overweite権限が抜けている可能性はないですかね？ 

    ローカルで１回パブリッシュできるけど、それ以降ができないならいかに該当する可能性あります。 

     

    Tableau では「パブリッシュ」と一言で言っても、中身は2種類あります。 

    操作必要な権限新規データソースの作成(初回パブリッシュ) | プロジェクトの Publish

     

    既存データソースの上書き(2回目以降) | 対象データソースの Overwrite + Save As + Connect

      

     

     

    確認方法 

    1. パブリッシュ先プロジェクトに、同名のデータソースが既に存在していないか
    2. 存在する場合、その個別のデータソースの権限(プロジェクト権限ではなく!)で、実行ユーザーに以下がすべて Allowed になっているか確認: 
      • View
      • Connect
      • Overwrite ← これが抜けているケース多数
      • Save As(Download/Save As)

      

    もしくは、 Flowの権限周り？

    Flow のオーナーと実行者が別の場合、Flow はオーナーの権限で動きます。Flow owner が出力先データソースに対して Overwrite を持っていないと失敗します 

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TOSHIHIRO EBATA
Sep 26, 2022, 12:44 PM
Processing with Tableau prep

The upper row is the original data.

I want to create this data with tableau prep as shown below

I am a beginner.

 

Processing with Tableau prep 

 

How should it be processed?

Please teach me.

test20220926.xlsx
2 answers
  1. DIEGO FERNANDO MARTINEZ RODRIGUEZ (Modux)
    Sep 26, 2022, 1:25 PM

    @TOSHIHIEO EBATA​ 

    Hi, welcome to Tableau, in this case you can use a pivot step:

    @TOSHIHIEO EBATA​ Hi, welcome to Tableau, in this case you can use a pivot step:You can watch the training videos in: In the Tableau Prep section:If this post resolves the question, would you be so kiYou can watch the training videos in:

    https://www.tableau.com/learn/training/20202

     

    In the Tableau Prep section:

    imageIf 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

    Pivot Step.tflx
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Vivian Edisis
Apr 2, 2:51 PM
Documentation

When creating prep flows is there a way in the platform to create specific documentation of the steps that were performed to create the flow? We are in the process of creating documentation for all of our flows and was wondering if this is a feature in Prep or do we need to use ChatGPT or Gemini to create it? Thanks in advance. Vivian 

 

#Tableau Prep

6 answers
  1. Don Wise (Tableau Community Ambassador)
    Apr 2, 2:58 PM

    Aside from renaming a step or adding a description of that step in the flow (limited to 200 characters), no there isn't a method of doing that.  The description is helpful, but only if its high-level, as to what's occurring within a particular step.Aside from renaming a step or adding a description of that step in the flow (limited to 200 characters), no there isn't a method of doing that.

     

    You may want to consider creating an Idea in the

    Ideas Exchange for something like a longer comment option in the menu?

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Kate Ory (Data and Assessment Analyst at Chico USD)
Apr 1, 8:52 PM
Calculations in Prep not appearing in datasource

When I make a calculated field in Prep using a field with a type change, the data does not appear in the reulting datasource. For example, I had a Datetime field that showed the amount of time something took. I converted it to a string, then added the minutes and the hours (times 60) to get the total number of minutes the event took. Everything looks great in the flow. When I run the flow and open the datasource (or open a workbook based on the datasource), no data appears for that column. It's all Null. This has happened repeatedly recently, allways when I have converted the field type and made a calculation. Any suggestions? Is this happening for anyone else? 

 

All my data is highly confidential, so I cannot share it here.  

 

#Tableau Prep

5 answers
  1. DIEGO FERNANDO MARTINEZ RODRIGUEZ (Modux)
    Apr 8, 11:35 PM

    @Kate Ory

     

    Hi, could you paste a screenshot of the changes section of the clean step so we can take a look of what you are doing, and suggest and alternative. 

     

    My best understanding, is that you are converting your datetime field to string using: 

    STR([yourdatetimefield]) 

     

    (Maybe you are using the automatic conversion by clicking on the data type icon an selecting string.  Sometimes automatic conversion may cause errors, so that I prefer to use STR([Field]) 

     

    And then you are extracting the parts of the string related to the hour and minutes, and then you are converting them to INT, and finally multiplying and adding them to obtain the total duration in minutes. 

     

    As a workaround, I suggest you to use your datetime directly (it should be a datetime data type field), and obtain the dateparts using something like:

    DATEPART('hour', [yourdatetimefield]) * 60 + DATEPART('minute', [yourdatetimefield])

     

    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 

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Upamanyu Mondal
Feb 19, 4:45 PM
I am having trouble running Tableau prep flow to refresh the table in SQL.

I keep getting the below error while running the flow to refresh the tables in SQL.    Something went wrong. Error: An error occurred while communicating with the data source An error occurred while communicating with the data source Invalid Query Fatal Error(1,1): invalid document structure (id: ) class DataSourceException. Try rerunning the flow.    It is running fine in tableau prep desktop and I am able to create/refresh it manually.     

8 answers
  1. Denny Kapadi
    Apr 8, 10:06 AM

    We are using PostgrSQL and we are also trying to writeback from Tableau Cloud to on premises databases uding tableau prep but its not working. Write back option is not available on Tableau cloud.

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i p asked in #Tableau Desktop & Web Authoring
Mar 25, 5:14 AM
Avg Turn Around Time Tableau Calculation

Hi, 

 

I am trying to define a a formula in tableau.  

 

1. Avg Turn Around Time for Approval (in days) 

2. Median Turn around Time for Approval (in days) 

 

I have a approval criteria defined already  

 

COUNT(  

IF [Status] = 'Approved'   

   AND CONTAINS(LOWER([Comments]), 'approved')   

   AND CONTAINS([Subject], 'RESIS Approval')   

   AND {fixed [Document Number],[Document Scope],[Assigned To: Full Name],[Latest Version: Full Title],[Latest Version: Publication Lead Function],[Latest Version: Status],[Subject],[Status]:count([Comments])} <= 1  

THEN [Document Number]   

END ) 

 

But i want to calculate these fields based on my approval criteri only , this is not about the date diff of created date and completed date  

 

The turn around time for approval based on my approval condition  

 

1. Avg Turn Around Time for Approval (in days) 

2. Median Turn around Time for Approval (in days) 

 

Thanks and appreciated your help. 

Avg Turn Around Time Tableau Calculation

 

 

 

#Tableau Desktop & Web Authoring

Book2.twbx
14 answers
  1. Hideaki Shiihara (Tableau Ambassador (KYOCERA Communication Systems Co., Ltd.))
    Mar 26, 10:17 PM

    Hi, 

    Here are the results after adjusting the FIXED level of detail in the calculated field. 

     

    1)Use Fixed. 

    Hi, Here are the results after adjusting the FIXED level of detail in the calculated field. 1)Use Fixed.

     2)Use Include image.png

     

    *The FIXED function uses a fixed level of detail, while the INCLUDE function aggregates dynamically based on the contents of the view.

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Mayra Arango (BI Analyst at Space Needle)
Mar 27, 12:04 AM
How can I replicate the Alteryx Tool in Tableau Prep ?

Hi, 

 I’m working on replicating the Alteryx Unique tool in Tableau Prep, but I’m not getting the same record counts.   This is the tool configuration in alteryx and data type.  

 

True | Web Pay Employee ID | V_String | 254 |  |  

True | Web Pay Company ID | V_String | 254 |  |  

True | last_name | V_WString | 254 |  |  

True | first_name | V_WString | 254 |  |  

True | MI | V_String | 254 |  |  

True | job_title | V_WString | 254 |  |  

True | Personal Email | V_String | 254 |  |  

True | Work Email | V_String | 254 |  |  

True | Mobile Number | V_String | 254 |  |  

True | Account Sub-Category | V_String | 255 |  |  

True | income_type | V_WString | 254 |  |  

True | Rounded Time In | V_String | 254 |  |  

True | Rounded Time Out | V_String | 254 |  |  

True | Actual Time In | V_String | 254 |  |  

True | Actual Time Out | V_String | 254 |  |  

True | total_hrs | V_String | 254 |  |  

True | Rate | V_String | 254 |  |  

True | Earnings | V_String | 254 |  |  

True | Punch Type | V_String | 254 |  |  

True | Department Code | V_String | 254 |  |  

True | Department Name | V_String | 254 |  |  

True | task_code | V_WString | 255 |  |  

True | task_name | V_String | 254 |  |  

True | Labor Level 3 Code | V_String | 254 |  |  

True | Labor Level 3 Description | V_String | 254 |  |  

True | Labor Level 4 Code | V_String | 254 |  |  

True | Labor Level 4 Description | V_String | 254 |  |  

True | Labor Level 5 Code | V_String | 254 |  |  

True | Labor Level 5 Description | V_String | 254 |  |  

True | timecard_date1 | V_WString | 19 |  |  

True | external_staff_id | V_String | 64 |  |  

True | Company Name | V_String | 254 |  |  

True | timecard_date | V_WString | 10 |  |  

True | Company | V_String | 255 |  |  

True | Budget Amount | FixedDecimal | 20.6 |  |  

True | Budget Date | V_WString | 64 |  |  

True | Account SubCat | V_String | 254 |  |  

True | AccountID | V_String | 255 |  |  

True | DepartmentID | V_String | 255 |  |  

True | PERIODDT | DateTime | 19 |  |  

True | BUDGETAMT | Double | 8 |  |  

True | BUDGETID | V_String | 255 |  |  

True | YEAR1 | Int32 | 4 |  |  

True | From_Date | V_WString | 10 |  |  

True | TODATE | DateTime | 19 |  |  

False | Right_Company | V_String | 255 |  |  

True | Account Header | V_String | 255 |  |  

True | Account Category | V_String | 255 |  |  

True | Account Description | V_String | 255 |  |  

True | IsCurrent | V_String | 255 |  |  

True | Line of Business | V_String | 255 |  |  

True | Operating Type | V_String | 255 |  |  

True | BUDGET FORECAST | Double | 8 |  |  

True | FROMDATE | DateTime | 19 |  |  

True | Month | V_WString | 64 |  |  

True | Days in month | Float | 4 |  |  

True | Budget Date1 | V_WString | 10 |  |  

True | Monthmatch | V_WString | 64 |  |  

True | Yearmatch | Int32 | 4 |  |  

False | Right_task_code | V_String | 255 |  |  

True | division_code | V_WString | 255 |  |  

True | Dept | V_String | 255 |  |  

True | AccountID REG | V_WString | 64 |  |  

True | Department | V_WString | 64 |  |  

True | AccountID OT | V_WString | 64 |  |  

True | Department OT | V_WString | 64 |  |  

True | division_name | V_WString | 64 |  |  

True | staff_id | Int32 | 4 |  |  

True | cost | FixedDecimal | 14.4 |  |  

True | pay_start | V_WString | 8 |  |  

True | pay_end | V_WString | 8 |  |  

True | income_code | V_WString | 32 |  |  

True | multiplier | FixedDecimal | 10.4 |  |  

True | income_description | V_WString | 32 |  |  

True | payroll_timecard_date_modified | V_WString | 27 |  |  

True | timecard_date_modified | V_WString | 27 |  |  

True | current_record | Bool | 1 |  |  

True | bill_rate | FixedDecimal | 9.2 |  |  

True | card_number | V_WString | 16 |  |  

True | date_end | V_WString | 27 |  |  

True | date_start | V_WString | 27 |  |  

True | pay_rate | FixedDecimal | 14.4 |  |  

True | pay_rate_type | V_WString | 11 |  |  

True | position | V_WString | 16 |  |  

True | start_date | V_WString | 10 |  |  

True | dob | V_WString | 10 |  |  

True | gender | V_WString | 1 |  |  

True | middle_name | V_WString | 32 |  |  

True | mobile | V_WString | 100 |  |  

True | title | V_WString | 10 |  |  

True | work | V_WString | 100 |  |  

True | task_type | V_WString | 64 |  |  

True | year | String | 64 |  |  

True | Department_Key | Int32 | 4 |  |  

True | Department_ID | String | 3 |  |  

True | EffectiveStartDate | DateTime | 19 |  |  

True | EffectiveEndDate | DateTime | 19 |  |  

True | rawtc_Company | WString | 64 |  |  

True | task code | V_String | 64 |  |  

True | Right_Company Name | V_String | 254 |  |  

 

How can I replicate the Alteryx Tool in Tableau Prep ?

 

image.png

 

 

image.png

 

 

 

image.png

 

image.png

 

 

image.png

 

 

image.png

 

 

image.png

 

image.png

 

 

image.png

 

Thanks! 

 

#Tableau Prep

9 answers
  1. Don Wise (Tableau Community Ambassador)
    Mar 29, 2:27 PM

    Can you provide the volunteers on the Forums with a packaged workbook for the Tableau Prep flow?  It will show us how you intend on using your data and how it's currently structured and what's already been accomplished. If it is confidential you can always use the following method: anonymize your data.

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Curtis Bryant
Mar 20, 3:18 PM
How can I fix a slow connection to SQL Server in Prep?

Until yesterday, Tableau Prep Builder 2026.1 could connect to SQL Server tables at normal speed, but now the connection seems so slow that it never loads the data preview. I can't use it this way. I got the same slowness in two different 2025 versions. I saw in a different post about slow connection to Salesforce the suggestion to publish the data; this database is hosted on our network, and  I wouldn't want to publish every table to the cloud. 

 

What might have changed yesterday? 

 

#Tableau Prep

1 answer
  1. Harry Goyal (Data-Bridge)
    Apr 1, 2:30 PM

    Hi, 

     

    If it suddenly got slow, it’s likely not Prep but SQL/network. Test the same query in SSMS - if it’s slow there too, check DB load, locks, or network/VPN changes. If SSMS is fast, check the drivers or connection settings in Prep.

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i p asked in #Tableau Desktop & Web Authoring
Mar 27, 11:11 PM
Metric Change from previous month calculation in tableau

Hi, 

I want to show the metric change from the previous month same as per the screenshot. Either % change or count .   Down or Up % or count.

Metric Change from previous month calculation in tableau

 

# of tickets and Approved are the 2 measures. I want to show the metric change in the Total, not sure is there any other way to present the same in a different way. Need some ideas

 

image.png

 

Can anyone please advice how can we do this, thanks!! 

 

 

 

#Tableau Desktop & Web Authoring

Book2-V4.twbx
3 answers
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sri venkatesh
Jan 4, 2023, 7:22 PM
Tableau Prep - Workflow running timeout

Hi all,

Please advise me if there is any timeout for the run in Tableau prep. When I am running a prep flow on Tableau prep after running for more than 30 mins getting an error : Growing the database file failed. Please let me know the reason for the issue.

Thanks,

1 answer
  1. K M
    Mar 30, 6:09 AM

    It sounds like you've hit a resource limit rather than a hard-coded "timeout" setting. The error "Growing the database file failed" typically indicates that Tableau Prep ran out of disk space or hit a file system limitation while processing your data. 

     

    Here is the breakdown of why this happens and how to fix it: 

     

    Root Causes: Disk Space and Resource Exhaustion 

    Tableau Prep uses the "Hyper" in-memory engine. However, when data exceeds the available RAM, it writes intermediate processing data to temporary files on your local disk (usually the C: drive). 

     

    Insufficient Disk Space: The drive storing temporary files ran out of space, preventing the file from expanding further. 

     

    Data Explosion (Joins/Unions): An unintentional "Cartesian Product" (Many-to-Many join) may have caused the data volume to balloon far beyond its original size. 

     

    Troubleshooting Checklist 

    1. Clear Local Disk Space

     

    Tableau Prep often creates temporary files that are significantly larger than your raw data.Ensure the drive containing "My Tableau Prep Repository" has several GBs to tens of GBs of free space. 

     

    2. Audit Join Conditions

     

    Running for over 30 minutes before crashing is a strong sign that a Join is causing a data explosion.Check the Join Results pane to see if the row count is unexpectedly high.Remove unnecessary columns as early as possible in the flow (immediately after the Input step) to reduce the processing load. 

     

    3. Test with "Sampling"

     

    Before running the full dataset, enable Sampling in the Input step to see if the flow completes. If it succeeds with a sample but fails with the full data, the issue is definitely resource-related (disk or memory). 

     

    4. Split the Flow

     

    If the flow is extremely complex, try outputting the data to a .hyper file at a midway point. Then, create a new flow using that file as the input. This clears the temporary cache and resets the processing load. 

     

    I believe trying these steps should resolve the issue. I hope this works for you.

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