Tableau Analytics

 Export data from Tableau Server to .xls or .xlsx. Follow the steps below to export data from Tableau: Open the view on Tableau Server, and then select  Download  >  Crosstab . Open the resulting .csv file in Microsoft Excel. In Excel, save the file with a .xls or .xlsx file extension.

Create a Dynamic Top N parameter in Tableau Use the Sample - Superstore data source and follow these steps:   Drag " Manufacturer  "to the Rows shelf. Drag " Sales"  to the Columns shelf. In the  Data  pane, click the drop down to the right of  Dimensions  and select  Create Parameter . Name the Parameter (in this case " Top N" ) as shown below.           To the right of  Allowable  values:, in the  Create Parameter  window, select  Range . Under  Range of values , specify the  Minimum, Maximum, and Step size  desired. Click  OK. Right click on " Manufacturer " in the Rows shelf and select  Edit Filter . Navigate to the  Top  tab in the Filter window as shown below:      Select  By field : In the second drop down field to the left of  "by",  select  "Top N" Ensure that the field to filter by (usually a measure) is ...

 Create a dual axis map in Tableau From the Data pane, drag  Longitude (generated)  to the  Columns  shelf and place it to the right of the first Longitude field. The view updates with two identical maps. There are now three tabs on the Marks card: one for each map view, and one for both views (All). You can use these to control the visual detail of the map views. The top Longitude tab corresponds to the map on the left of the view, and the bottom Longitude tab corresponds to the map on the right of the view. On the Marks card, select the top  Longitude (generated)  tab. From Measures, drag  Sales  to  Color on the top Longitude (generated) Marks card. The map on the left updates. On the top Longitude (generated) Marks card, click the  +  icon on the  Country  field to drill back down to the State level of detail. On the Marks card, click  Color , and then select  Edit Colors . In the Edit Colors dialog box ...

Tableau Server Is Down in Degraded State After Run as User Password Changes or Expires When the Run As User's password changes or the user account expires in Active Directory,  Tableau Server will start in a degraded state after a system reboot, and Tableau Server will not be accessible. Updating the Run As User password in the TSM UI or with the command line "tsm configuration set -k runas.service.password -v <password>" commands has no effect. Versions: Tableau Server 2018.2, 2018.3, 2019.1, 2019.3, 2020.1, 2020.2 Windows Server 2012r2  or Windows Server 201 6 Tableau server can display the status:  Tableau Server Is Down in Degraded State after the Tableau upgrade process is complete and when you try to start or stop TSM. This appears when we try to use start tsm or stop tsm after upgrade. It requires the user to login to TSM Web utility using: https://localhost:8850/ (if you're working directly on the server computer) https://MarketingServer:8850/ ...

Login Prompt When Embedding Tableau Server in portals When embedding the Tableau Server interface in a portal, accessing pages of Tableau Server, such as http://[tableau-server]/views returns a login prompt. This is the same information from Tableau Technote but I am saving for reference as I faced the issues and solved with the steps. Environment Tableau Server Trusted authentication Resolution Tableau's tach note says that this could be due to trusted authentication is for only single view but there could be scenarios in which the browser rejects the tableau URL due to security settings. If the case is with security settings it requires to add tableau web servers to the trusted sites which is also called Whitelisting. Also this tableau requires allow third party cookies setting to be enabled in the browser. To resolve this issue, enable unrestricted tickets. However, before you complete the following steps, see the cautionary note below them. Unrestricted tickets can be enabled b...

Display Tableau View with the Ticket After you   create the POST request , you need to write code that provides the web server with the view’s location and the ticket from Tableau Server. It will use this information to display the view. How you specify it depends on whether the view is embedded, and if Tableau Server is running multiple sites. Tableau Server View Examples Here’s an example of how to specify a view that users only access via Tableau Server (the view is not embedded): http://tabserver/trusted/<ticket>/views/<workbook>/<view> If Tableau Server is running  multiple sites  and the view is on a site other than the Default site, you need to add  t/<site ID>  to the path. For example: http://tabserver/trusted/<ticket>/t/Sales/views/<workbook>/<view> Use the same capitalization that you see in the Tableau Server URL. Embedded View Examples Here are some examples of how to specify embedded views. Because there ar...

Process to Migrate from Core-Based to User-Based Licensing You can migrate Tableau Server from a core-based license metric (which counts the processor cores on which you have Tableau Server installed) to a user-based license metric (which counts named users) or vice versa Prepare for migration to user-based licensing Core-based licenses allow an unlimited number of users with  Explorer  and lower level site roles, including view-only guest accounts. Every user has a site role when they are added to Tableau Server, and these users and site roles persist when licensing is changed. Because user-based licenses limit the number of users, you should ensure that your new user-based licenses accommodate the number of users who are currently connecting to Tableau Server, including the users currently using guest accounts. If your new user-based licenses don't accommodate the full number of users, some users will become unlicensed.  To count the number of users in your Tableau Serv...