Skip to main content
Version: v3

Tableau Data Push

Tableau Server version support

Only versions above 2018.1 (inclusive) are currently supported.

Use the Calculated Field function

Using Tableau Data Push to push to the Hyper file on the Tableau server, it is impossible to query data in an ad-hoc way. If you need this function, use Tableau Canner Connector (Tableau Canner Connector) instead.

You will learn​

  1. How to operate Canner Enterprise to publish data to Tableau Server
  2. How to set schedule update
  3. How to do access control

Tableau Data Push​

Different from the Data Warehouse / Database through Connector, we allow users to integrate various heterogeneous data sources first, create a Materialized View for the calculated data, and automatically convert it into Hyper format and push it to the corresponding Site and Project in Tableau Server so that Tableau users can directly access the data.

Hyper is Tableau's in-memory data engine technology, which has been optimized for fast data ingestion and analytical query processing of large or complex data sets. Please refer to Tableau Documentation Data Engine introduction. Previously, computation such as data calculation and conversion Hyper file needed to rely on Tableau. Still, now these tasks can be optimized by Canner Enterprise to solve the problem of insufficient computing resources.

Process Overview​

The integration of Canner Enterprise and Tableau differs from the general Data Warehouse/Database connection through the connector.

1_tableau_data_push

detailed behavior
  1. Query Data: The user first configures Canner Enterprise to integrate data from different sources through Materialized View.
  2. Transform to Hyper & Publish Data: Canner Enterprise converts data into Hyper format and publishes it to Tableau Server.
  3. Result: After the Materialized View is created, Canner Enterprise will publish the Materialized View to the corresponding Site and Project on Tableau Server according to the established Tableau Publish information.

When Tableau Server successfully receives the published data, it will be visible in the corresponding Project.

tableau-mv

testing_bi_60622.order100 in the picture is the information released by Canner Enterprise

Publish data to Tableau Server​

Step 1: Create Credential on Tableau Server​

Tableau Server version differences
  • Versions above 2019.4 can use Personal Access Token or Account Password for authentication
  • Versions below 2019.4 can only use account password for authentication

tableau-account-settings Please select My Account Settings from the drop-down menu in the upper right corner.

tableau-new-token And go to the Personal Access Tokens block, add a Personal Access Token, enter the Token Name, and click the create new token button

caution

Please note that the token name does not contain illegal characters (characters such as !@#.&), and blank spaces.

tableau-token-popup Then a window will pop up, and click Copy to clipboard to copy the secret token.

Go back to the Canner Enterprise page, click the gear icon in the upper right corner, expand the menu, and select Credentials.

Once in, click Create a Credential.

2_tableau

Select Tableau Token, enter the following information.

1. Credential Name: This name is used for your convenience to identify the Credential and can select in subsequent steps

2. Token Name: Enter the Token Name of the Personal Access Token in the previous step

3. Token Secret: Enter the Token Secret copied from the Personal Access Token in the previous step

4. Host: Enter the URL of the tableau server, enter https://canner-test.online.tableau.com in a format similar to this

Step 2: Create the material you want to publish to Tableau Server as a Materialized View​

Refer to How to Create Materialized View.

Step 3: Set up Tableau Publish​

Click the function in the upper left corner to switch to Data Push and enter the Tableau page.

3_tableau_data_push

Click the Create a Publish button.

8_tableau_data_push

Fill in Tableau Server related information.

4_tableau_data_push

1. Site Name​

Deploy to the Default Site; please leave this field blank (if there is no new site, if there is only one Site, please leave this field blank). If there are multiple Sites, please go to the Settings page to copy the site id and paste it into this column.

About Site ID

Settings > Site Name and ID of Default Site will be shown below on Tableau; please leave this field blank

Settings > Site Name and ID of non-Default Site will be as shown in Tableau; please copy the value of ID (Seen in URL)

2. Select the Credential created in the previous step​

Please select Credential at this step before selecting Project in the next step.

3. Select a Project​

5_tableau_data_push

In this step, you need to select the Project where the data is stored.

4. Select multiple Materialized Views​

In this step, you need to choose to publish data.

Step 4: Wait for the completion​

6_tableau_data_push Each Tableau Publish will display in the Tableau area, and please click the Refresh button to refresh the latest status; if the status changes to Synced, it means that the data has been successfully published to Tableau Server.

tableau-mv In Tableau Server, you can see the published data in the corresponding "Site > Project" and use them in Tableau Desktop.

tableau-desktop-connect Click Search for "Data > Tableau Server" in Tableau Desktop, you can see the data published from Canner Enterprise, and you can connect to the workbook for use.

How to set schedule update​

When you successfully schedule Materialized View, each update will be republished to Tableau Server. When Materialized View is re-crawling data, the status in Tableau Publish will change to Preparing. It will become Synced when successful.

tableau-revision-history

On Tableau Server, you can click Revision History to view the revision history of this data source.

How to access control​

Canner Enterprise will be responsible for publishing the data to the corresponding Project. Therefore, in terms of permission management, the Tableau administrator needs to use the Project to distinguish which users or groups can see which data. This permission can be set in the Data Source section of Project Permission.

info

Please refer to Tableau official documentation https://help.tableau.com/current/server/en-us/permissions.htm