In this example I use Tableau Prep to bring the. hyper file to your database after you’ve unzipped the. In this case, I’d recommend uploading the. The first option will be a bit of a pain for people who are connecting to a database and, therefore, don’t want to mess with the steps needed to do a file-based data source refresh. This applies both to the case when you publish and refresh the data source separately and to the case when you want to refresh the workbook only. Make sure that the file is located on a file share, that is accessible for the server.
hyper file is stored locally on your computer.
When published to Tableau Server, a data refresh attempt will give an error when the. Please consider the following options in case that’s relevant for you: Store data models on an accessible file share
TABLEAU PUBLIC WORKBOOKS UPDATE
If you’re designing for production, you will want to put the workbook or datasource on an update schedule. I had to guess the relationship between those two tables, but like most of the time with these kind of chart types, it’s a relationship (or join) on 1=1. Ken uses the Relationship feature in his data model, and the tables are stored separately in the hyper file. When using the approach with Ken’s Coxcomb Template I came across this challenge: I had to rename the calculated field “T” to “T (calc)” (or similar) before replacing the data source to not run into issues here. Note that there is one field “t (Model)” in the original workbook, and one calculated field “T”. When using my approach with J eff Shaffer’s Multi-Level Sankey Template, I came across this issue: Then just type 1 into the editor.Īnd that’s it! Things that can go wrong FIeld name confusion In case you’ve never done this before, click here to create the relationship calculation. Edit data source and connect to your dataĮdit the data source you just created from the hyper file, add in a new connection to your data, and relate the two by creating relationship calculations for both tables. Same has to be done for t (Model) to T in this example. In this case, replace references to the correct fields in the. hyper file you’ve connected to and calculations break. It can happen, that field names differ in the. Go to Data -> Replace Data Source… and replace the current data source (“Sankey”) with the one you’ve connected to in Step 3 (“excel-direct.42458 Extract”).Ĭlose the original data source (“Sankey”), we don’t need it anymore. Open the Workbook and add a new data source by connecting to the.
zip, then just about anything can open it. I’m using Ken’s Sankey Template Format 2 to demonstrate my approach here. search for “Templates” on Tableau Public) Yeah 🤓! Using Tableau Public Templates Efficiently
TABLEAU PUBLIC WORKBOOKS DOWNLOAD
In this blog, I’ll describe a generic approach to connect your data to any (suitable) workbook available as a download on Tableau Public. Even with the template workbooks available, it often needs blogs with accompanying Excel files or Google sheets, to update the workbooks, like described in this blog by Ken Flerlage or this one by Alexander Mou on the same topic (updating Sankey Templates) or this one by myself. Most of the time you’ll take inspiration from Tableau Public, and recreate a visualization from scratch. It’s actually not that easy to take a workbook from Tableau Public, and use it with your own data. However, there is one thing, that I’ve always found quite difficult with Tableau Public: That’s the learning part of Tableau Public, which cannot be valued highly enough. I’ve also taken lots of inspiration from the visualizations on Public, and learnt a ton, when I downloaded and reverse engineered the workbooks. I personally also made my first steps with Tableau on Tableau Public and used it ever since to share my own visualizations with the community. 2M authors who have published more than 5M visualizations and billions of views, these are the latest figures I’ve heart last year. Tableau Public is an incredible resource. Using Tableau Public Templates Efficiently
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