How to Automate a Tableau Prep Flow

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Description:
Tableau Prep is a powerful tool for cleaning, structuring and preparing data for analysis in Tableau Desktop. The Tableau Prep Builder software provides the ability to create data workflows which can be run manually. That's fine when data is updated infrequently, but it doesn't work well when data needs to be refreshed every day or every hour.
The good news is that you can set up your Tableau Prep Flows to run automatically! It's going to require pointing the output to Tableau Server, publishing the flow to Tableau Server, and connecting your Tableau Workbooks to the Server-based data source.
Ready to turn your hard work in Tableau Prep into an automated workflow? Check out this video to learn the key steps!
Resources:
•Google Sheets Import Functions: onenumber.biz/blog-1/2021/6/9...
Chapters:
0:00 Scenario Background
2:30 Tableau Prep Builder Flow
3:20 Publish Output to Server
4:20 Prep File Types
5:30 Tableau Prep Classes
5:55 Publish Tableau Prep Flow to Server
6:50 Tableau Prep Server Interface
8:00 Schedule New Task
10:05 Connect Tableau Workbook to Server Data

Опубликовано:

17 июл 2024

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Комментарии : 37

@onenumbertableau Год назад

Need help automating your Tableau Prep flow? Schedule an hour with Eric here: www.eventbrite.com/e/tableau-office-hours-with-eric-parker-tickets-42691995909 Ready to master Tableau? Check out our lineup of upcoming classes! www.eventbrite.com/o/onenumber-15678294163

@user-sv5zb6lo5k 22 дня назад

Big Fan Sir. Great Help.

@onenumbertableau 20 дней назад

Thank you, you are welcome!

@paulwyatt8523 Год назад

Hi Eric, Thanks for the video. I love all of your One Number blogs and videos. Could I suggest that you might state the Tableau requirements up front in future videos if you're not using a 'basic' tableau server installation. Many established users will not have the Tableau Data Management (TDM) plug-in upgrade required to schedule a PREP flow which may come as a disappointment at the 8:00min mark of your video. Whilst there are alternative ways to automate PREP without TDM, they are not worth it in my opinion so I personally use PREP in the discovery phase and then use SQL in the DB to replace the PREP work for a production model. Take care Eric, I really look forward to your informative and inspiring videos dropping every week. Regards, Paul

@onenumbertableau Год назад

I hear you! I'm hopeful Tableau will unlock the capability at some point so it isn't an add-on you have to pay for. I'm not sure if that's realistic but that's my hope!

@onenumbertableau Год назад

Need help implementing this? Book an office hour to work with Eric here: www.eventbrite.com/e/tableau-office-hours-with-eric-parker-tickets-42691995909 Ready to take your Tableau skills to the next level? Check out our upcoming classes here! www.eventbrite.com/o/onenumber-15678294163

@bibidi1868 6 месяцев назад

that solution is a best of best 😊

@onenumbertableau 6 месяцев назад

We're so glad you found this helpful!

@ksyoo9962 4 месяца назад

Thanks, really solve my problem! Success by follow the steps, hoho~

@onenumbertableau Месяц назад

So glad to hear it, you're welcome!

@shaq-wu4ql 2 месяца назад

Hi your video is amazing and very helpful. Can you make a video using Tableau Server in place of Tableau Cloud with Tableau Prep and Google sheet ?

@onenumbertableau 2 месяца назад

Thank you! We don't have access to a Tableau Server site that would be appropriate to use for a demonstration like that. Let us know if you have any specific questions about this process on Tableau Server and we may be able to help.

@alamarridi711 7 месяцев назад

Hi Eric, I have external excel file connected to my Flow, but the flow wont automatically reads the changes I make in the excel file

@onenumbertableau 7 месяцев назад

Hi! I would recommend saving that Excel file to an online location (e.g. OneDrive or Google Drive) so it's accessible. Alternatively, you could look at utilizing Tableau Bridge: www.tableau.com/products/tableau-bridge

@alamarridi711 7 месяцев назад

Hi@@onenumbertableau , I tried to embed both oneDrive and google Drive to Tableau , but since both need kind of authentication , tableau wont take the new readings from the file, I would appreciate if you know how can we solve this issue.

@onenumbertableau 7 месяцев назад

@@alamarridi711 You'll probably need help from your Tableau Server Admin to embed your credentials to your profile so you can authenticate via GoogleDrive or OneDrive. Here's a quick background: help.tableau.com/current/pro/desktop/en-us/examples_onedrive.htm Other options: -Put Excel file on the Tableau Server so it is accessible 24/7 (only works with on-prem Server) -Publish Excel file as a table in a database -Set up Tableau Bridge

@uismdoratamari9953 3 месяца назад

At 2:17 What is that type of table called and how do you make it? I have been trying to do this but every time it would cross the variables and I could not just get a simple overview! Any help would be super appreciated. Thank you!

@onenumbertableau 3 месяца назад

Hi! I just call it a "Multi-axis bar chart". You can download the dashboard at the following link on Tableau Public to see how it's made. The second dashboard "Sales Dashboard - Detailed" should do the trick. public.tableau.com/app/profile/eric.parker/viz/DecisiveData-Restaurants-HallakBrewingDashboard/SalesDashboard

@reyvincentalcantara5563 Год назад

HI. I have multiple flows for example, I have flow 1 and flow 2 then I will use flow 1 and 2 output to flow 3 how can I do the automated process of this one. I have to use the last output which is coming from flow 3 in dashboard

@onenumbertableau Год назад

Hi Rey, I think this should still work! You just need to schedule the flows so they happen in order. Maybe staggering them 30 minutes apart depending on how long each takes to run.

@andrecsilveira Год назад

Do I have to purchase a Data management license to have Tableau Prep Conductor? I do not have the schedule task option

@onenumbertableau Год назад

You might be able to get around that if you are a Tableau Server Administrator. Otherwise, I'm afraid the "Tableau Data Management" Add-On is the only way to provide scheduling to users at scale.

@pw2229 Год назад

Let's say we have created a data flow using live MySQL database connections and then we publish the data source using the data flow on server. Once we run the data flow on server, the newly created datasource will have a live connection to mysql or it is published as an extract? If the new data in available in MySQL database then how will that reflect in the datassource published using dataflow?

@onenumbertableau Год назад

I believe the output will still be published as an Extract which will still need to be automated. I'm guessing that a direct connection to the MySQL data from Tableau Desktop isn't possible?

@DebayanKar7 Год назад

9:02 I want to create a custom schedule with 15 mins intervals, how to do that ?

@onenumbertableau Год назад

Typically only Server Admins can create or update schedules. You can find more details here: help.tableau.com/current/server/en-us/schedule_manage_create.htm

@juanguerrero6647 4 месяца назад

Hello amazing video. Is there a way to use like python and reach any API to schedule the flows?

@onenumbertableau 4 месяца назад

Hi! Thank you! It looks like it may be possible but you will need the Data Management Add-On regardless. Here is some info on that: community.tableau.com/s/question/0D58b00009gXxWRCA0/running-flow-via-python

@AbhilashRajagopal-gi8fm 9 месяцев назад

Can we remove duplicates from a column in prep ?

@onenumbertableau 9 месяцев назад

Yes! I would recommend using the Aggregate tool to do so. More on how here: onenumber.biz/blog-1/2019/7/5/fixing-duplicate-records-in-tableau

@kelechionyenachi3135 2 месяца назад

When I run the flow in prep I get the pop up saying "Tableau prep output with the same name already exist. Do you want to replace them?" I click replace and the flow runs. The flow fails when running from the server and I believe that pop up is why. How do i automate around that or get the automation to automatically just overwrite

@onenumbertableau 2 месяца назад

Hi, I'd double-check the "Write Options" section of your Output step in your flow. I believe if it is set to "Create Table" or "Overwrite Table" this shouldn't be an issue.

@yogeshhogale5675 Год назад

Hi if my input files get updated daily then by running flow in tableau prep how does new files get updated pls help

@onenumbertableau Год назад

When you say input files do you mean Excel or CSV? I think it would be best to put those in OneDrive or some similar online portal where they can be accessed on a regular basis. It's going to be tricky to access them routinely if they are only on your local PC. I suppose you could always use Tableau Bridge if you can't put them online.

@karolinaroz1963 Год назад

I was trying to publish flow but I can't change an Authentication method :( What could be the prob;em?

@onenumbertableau Год назад

Hi Karolina. Can you tell me more about your setup? What are you trying to authenticate? What kind of data source are you using?

@karolinaroz1963 Год назад

@@onenumbertableau I am using Tableau Prep +Tableau Cloud and data are from Salesforce former CDP (Data Cloud). I am connecting to CDP using my Salesforce credentials - So I am guessing that here could be the problem with publishing flow to Tableau Cloud - The only possibility in connection there is " Prompt user", I am looking for any hint where could be the problem :)