Version control for software integrated with Tableau

0 votes
What's the best practice to control versions of Tableau projects?

For example, if a change in Tableau project requires changes in the database (RedShift) and in ETL (python script), how to version control all of them together, such that I would be able to roll-back to previous version in case of a problem?
Aug 21, 2018 in Tableau by Nitish
• 630 points
1,643 views

1 answer to this question.

0 votes
  1. At present Tableau Server does not provide version control functionality. There are a few ideas on the Tableau Community forum requesting integration with version control software such as Git or for version control to be baked into Tableau Server. Since Tableau workbooks are just XML files, then one could use some form of source control software for workbooks stored on a shared drive, and for publishing permissions to be restricted to a site/project admin
  2. In theory a script could tie all of these components together. If a particular version of a Tableau workbook were associated with a specific database and ETL change (although I'm not sure what part the Python script plays here), then the previous version of the workbook could be retrieved from source control and republished as part of a rollback
  3. Another way to accomplish the ability to rollback to previous version, is to run the native Tableau backup command just before applying any project changes. This will provide a snapshot of the server state at the time of the change.

    The format is tabadmin backup backupfilename

    In Tableau 8.0 and earlier, the server must be stopped first, via tabadmin stop

    So your existing DB and ETL change deployment mechanism could be extended to call the backup command, and use a backupfilename that has the build or release number appended in the filename.

    Running a server backup like this may not be as heavyweight an operation as you think- if your workbooks use all live connections and no cached or uploaded data, the backup command is quick and should complete in several seconds.

answered Aug 21, 2018 by AwesomeSauce
• 860 points

Tableau now has version management. But it is also possible to store the Tableau files in a tool like Github to manage versions. 

Related Questions In Tableau

0 votes
1 answer

Looking for YOY YTD formula that works with fiscal years in tableau

If you computed what you're showing in ...READ MORE

answered Apr 12 in Tableau by Neha
• 6,260 points
26 views
0 votes
1 answer

How to use tableau to searh for text within entire data

You can use a pivot table in ...READ MORE

answered Apr 4, 2018 in Tableau by xyz
• 1,560 points
346 views
0 votes
1 answer
0 votes
0 answers

Issues with the Tableau server extracts

A tableau developer had successfully created dashboard ...READ MORE

Apr 21, 2018 in Tableau by Atul
• 10,230 points
350 views
0 votes
1 answer

How to color code cells of a column based on the text value in Tableau

You can use the following steps to ...READ MORE

answered Mar 27, 2018 in Tableau by Atul
• 10,230 points
7,949 views
+1 vote
1 answer
0 votes
1 answer

Calculated filed with if-then

Below is the required code:  IF (NOT ISNULL([test2])) ...READ MORE

answered Mar 27, 2018 in Tableau by Atul
• 10,230 points
787 views
+2 votes
1 answer
0 votes
1 answer

Want to hide the Bar for Grand Total in the bar chart in Tableau

Tableau treats the whole visualization uniformly.  If you ...READ MORE

answered Aug 10, 2018 in Tableau by AwesomeSauce
• 860 points
2,625 views
0 votes
1 answer

Unable to find Layout option in Tableau version 10 - Stories

Hi, The ability to customize the story navigation ...READ MORE

answered Aug 28, 2018 in Tableau by AwesomeSauce
• 860 points
158 views
webinar REGISTER FOR FREE WEBINAR X
Send OTP
REGISTER NOW
webinar_success Thank you for registering Join Edureka Meetup community for 100+ Free Webinars each month JOIN MEETUP GROUP