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Automating Tableau Dashboard Delivery Using Tabcmd Using tabcmd to automate Tableau dashboard distribution can be little tricky. Add windows commands after your Tableau script later so you have an idea about how incorporate both of them into a single script. The batch file must start with a login to the server. Tableau will always require a login to the server with a user account which has access to the dashboards we would like to distribute. Let’s break up that code:     The first command is the tabcmd command which tells windows this is a Tableau server command. We then define the server location which we are logging into by using “ –s”  or “ –server”.  We then use our login name preceded by “–u” or “–user”. Finally you’ll see that we have defined the password in the same manner, but instead of typing our password directly, we have referred tabcmd to a file location with our password typed into that file. The file must sit in the same location as the batch file which sho

Union Data in Tableau It looks difficult to union data in tableau if you want to Union data from different tables. And you'll be amazed once you know how easy to this in Tableau. You can achieve this by Manual way or automatic way. Specific unions Let use multiple sheets with the same number of columns and same type of data in them. I have three files A, B and C The data source window in Tableau – I have connected to my source but not brought in any sheets yet. I can union these three together simply by dragging them into the Data Pane one at a time. After adding the first one, the subsequent ones can be dragged beneath the first until the little orange box which reads “ Drag table to union ” appears. Drag a new sheet on top of the existing one until this appears… …then the data will be added as a union. Tableau will automatically append the rows onto the original, identifying matching fields by their shared name. Before union… …after unio

Sort By Dimension in Tableau The below steps are based on Sample - Superstore data.  Step 1: Create a parameter Right-click in the Data pane and select Create Parameter.  In the Create Parameter dialog, do the following, then click OK:  Name: Sort By  Data Type: String Allowable Values: List For Value, enter the following list: Category, Sub-Category, Product Name and Region.   Right-click the Sort By parameter and select Show Parameter Control.  Step 2: Create a calculated field  Select Analysis > Create Calculated Field. Name the field Sort by Dimension, enter the following formula, then click OK: CASE [Sort By] WHEN 'Category' THEN [Category] WHEN 'Sub-Category' THEN [Sub-Category] WHEN 'Product Name' THEN [Product Name] WHEN 'Region' THEN [Region] END Step 3: Build your view  Drag Product Name, Sub-Category, Category, and Region to Rows.  Drag Sales to Columns.  Drag Sort by Dimension to Rows, placing i

OR condition Filtering in Tableau It is little tricky if we want to implement a filter with OR between the conditions. Since there is no way in default Tableau filters pane to add multiple filters with OR condition and the filters pane considers AND between the filters placed. To overcome this we can create a calculated field using all the filters with an OR condition as shown below in two ways: Create a Calculated field 1:  If (NOT ISNULL([account_name_malformed]) OR NOT ISNULL([ad_name_malformed]) OR ISNULL([facebook_adset_id])) THEN "Yes" Else "No" END Create a Calculated field 1:  NOT ISNULL([Dimension1]) OR NOT ISNULL([Dimension2]) OR ISNULL([Dimension3]) Now drag the above filter and select the condition True or Yes, which will filter for the specified condition.

I'm stunned that the industry standard - and client expected - behavior of "select and copy" isn't natively supported in Tableau

Tabs Not Showing Up on Published Workbook in Tableau At the time of publishing the Tableau workbook, if we do not select  the " Show Sheets as Tabs " check box. Then the published workbook does not show the Tabs for the dashboards/stories/sheets. Simple thing to remember is to check the box as shown below in the Publish dialogue box.