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CareerBuilder Tableau Day Brian Montgomery Tableau Software

CareerBuilder Tableau Day Brian Montgomery Tableau Software

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Page 1: CareerBuilder Tableau Day Brian Montgomery Tableau Software

CareerBuilder Tableau DayBrian Montgomery

Tableau Software

Page 2: CareerBuilder Tableau Day Brian Montgomery Tableau Software

Topics

• Connecting to BigQuery• API to manager server, admin functions, etc• Embedding Tableau into SFDC• Using API as a data source• Parameters to filter across data sources• Export into Excel

Page 3: CareerBuilder Tableau Day Brian Montgomery Tableau Software

Google BigQuery

• Standard connection available via Desktop• Can’t be used for nested data - http://

kb.tableausoftware.com/articles/knowledgebase/bigquery-error-nested-data

• Solution is to hide the nested fields or write custom SQL using the FLATTEN and WITHIN functions

Page 4: CareerBuilder Tableau Day Brian Montgomery Tableau Software

API’s for Tableau Server

• Rest API• Tabcmd/Tabadmin• TDE API• Javascript (JS) API

Page 5: CareerBuilder Tableau Day Brian Montgomery Tableau Software

Rest API

• Gives you simple access to the functionality behind the data sources, projects, workbooks, site users, and sites on a Tableau server

• Server 8.2 or later• Must be enabled• Fully documented in online server admin guide

(http://onlinehelp.tableausoftware.com/current/server/en-us/help.htm#rest_api.htm%3FTocPath%3DREST%2520API%7C_____0)

Page 6: CareerBuilder Tableau Day Brian Montgomery Tableau Software

Rest API Operations

• Admin– Sign In– Sign Out– Query Datasource– Query Datasources– Query View with a Preview Image– Query Views for Workbook– Query Workbook Preview Image

• Site– Create Site– Update Site– Query Sites

• Project– Create Project– Delete Project

– Update Project• Workbook

– Add Tags to Workbook– Delete Tag from Workbook– Query Workbook– Add Workbook to Favorites– Delete Workbook from Favorites

• User– Add User to Site– Get Users on Site– Remove User from Site– Query Workbooks for User

Page 7: CareerBuilder Tableau Day Brian Montgomery Tableau Software

Tabcmd

• Command line utility installed with Server. Helps automate common tasks such as publishing workbooks in batches and administering users and groups.

• Can be installed on a different machine

Page 8: CareerBuilder Tableau Day Brian Montgomery Tableau Software

Tabcmd Commands

• Admin– Login– Logout– Version– Set setting– Runschedule– Refreshextracts

• User– Addusers– Creategroup– Createusers– Deletegroup– Deleteusers– Removeusers– Syncgroup

• Project– Createproject– Deleteproject

• Site– Createsite– Createsiteusers– Deletesite– Editsite– Listsites

• Workbook– Delete workbook-name or datasource– Export– Get URL– Publish filename

Page 9: CareerBuilder Tableau Day Brian Montgomery Tableau Software

Tabadmin

• Command line utility installed on server, allows you to perform administrative tasks and change configuration settings. Only runs on Server.

Page 10: CareerBuilder Tableau Day Brian Montgomery Tableau Software

Tabadmin Commands

• Activate• Administrator• Assetkeys• Autostart• Backup• Cleanup• Customize• Dbpass• Exportsite• Failoverprimary• Importsite• Importsite_verified

• Licenses• Passwd• Restart• Restore• Set• Sitestate• Start• Status• Stop• Validate• Warmup• Ziplogs

Page 11: CareerBuilder Tableau Day Brian Montgomery Tableau Software

TDE API

• Programmatically create .tde’s.• Use C/C++/Java/Python• Create TDE’s outside of Desktop• Grab data from way more data sources• Manipulate the data however you want

Page 12: CareerBuilder Tableau Day Brian Montgomery Tableau Software

TDE vs ETL

• TDE is the L in ETL• Provides functionality to :– Create table, insert rows– Create a new .tde – (L)oad the created table in the .tde

Page 13: CareerBuilder Tableau Day Brian Montgomery Tableau Software

Why use TDE API?

• Use TDE API to Extract from:• CSV’s, SQL Server, etc.• Datasources that we have no native connection to and there

isn’t even an ODBC connector.• EG: MongoDB, GoogleApps

• Data that isn’t even in a datasource, like data from the web.• Multiple datasources into one .tde

Page 14: CareerBuilder Tableau Day Brian Montgomery Tableau Software

The Purpose of the JavaScript API

– Being able to control a viz from the outside allows you to control vizzes in any way you can think of, not just the built in ways.

– Examples:• Whitewashing, Building Portals/Web Apps (likely the #1 use)

(file:///C:/Users/mkovner/Documents/Scripts%20and%20Html/JSAPI%20Demo%20-%20StockApp/WebRoot/index.html)

• Embedding in visually impressive ways• Integrating in interesting ways• Combining with JavaScript libraries• The possibilities are endless…

(file:///C:/Users/mkovner/Documents/TITETG/TITETG%20-%20beta80%20version.html)(file://filesrv01/Public/mkovner/TITETG/TITETG.html)

– And by the way, for people who do know how to code, the API is pretty easy to use.

Page 15: CareerBuilder Tableau Day Brian Montgomery Tableau Software

Embedded Tableau Visualization

Dynamic JavaScript Website

JS API

Page 16: CareerBuilder Tableau Day Brian Montgomery Tableau Software

Dynamic JavaScript Website

Tableau JS API Embedded Tableau

Visualization

JS API

Page 17: CareerBuilder Tableau Day Brian Montgomery Tableau Software

Two Way CommunicationWith the Embedded Viz

• Controlling the Viz– Filtering– Sizing– Switching Tabs– Refreshing/Reverting– Custom Views– Comments– Selecting Marks– Changing Parameter Selections– Hide toolbar, tabs

• Getting Info from the Viz– Getting the fields– Getting a value, it’s aggregation,

etc.– Getting data from selected marks– Get the user name, custom

views, filtering information, comments, etc.

Page 18: CareerBuilder Tableau Day Brian Montgomery Tableau Software

JS API - Caveats

– You need a portal (You can’t affect the built-in portal)– You need to understand JavaScript– You don’t get write-access– No new chart types – You can only manipulate the view in

ways you previously could– Documentation -

Page 19: CareerBuilder Tableau Day Brian Montgomery Tableau Software

Tableau and SFDC

• Demo

Page 20: CareerBuilder Tableau Day Brian Montgomery Tableau Software

API as Data Source

• Odata• 9.0• Connect to SQLServer, query Table Value

Functions (TVF) that invoke CLR (.NET) code that calls Odata

Page 21: CareerBuilder Tableau Day Brian Montgomery Tableau Software

Parameters Across Data Sources

• Demo

Page 22: CareerBuilder Tableau Day Brian Montgomery Tableau Software

Export to Excel

• Demo