How can I automate publishing dashboard to Tableau server?

0 votes
I used python scripting to do a series of complex queries from 3 different RDS's, and then exported the data into a CSV file. I am now trying to find a way to automate publishing a dashboard that uses this data into Tableau server on a weekly basis, such that when I run my python code, it will generate new data, and subsequently, the dashboard on Tableau server will be updated as well.

I already tried several options, including using the full UNC path to the csv file as the live connection, but Tableau server had trouble reading this path. Now I'm thinking about just creating a powershell script that can be run weekly that calls the python script to create the dataset and then refreshes tableau desktop, then finally re-publishes/overwrites the dashboard to tableau server.

Any ideas on how to proceed with this?
Oct 9, 2018 in Tableau by Atul
• 10,240 points
908 views

1 answer to this question.

0 votes

Getting data from excel to Tableau Server:

  1. Setup the UNC path so it is accessible from your server. If you do this, you can then set up an extract refresh to read in the UNC path at the frequency desired.

  2. Create an extract with the Tableau SDK. Use the Tableau SDK to read in the CSV file and generate a file.

In our experience, #2 is not very fast. The Tableau SDK seems very slow when generating the extract, and then the extract has to be pushed to the server. I would recommend transferring the file to a location accessible to the server. Even a daily file copy to a shared drive on the server could be used if you're struggling with UNC paths. (Tableau does support UNC paths; you just have to be sure to use them rather than a mapped drive in your setup.)

It can be transferred as a file and then pushed (which may be fastest) or it can be pushed remotely.

As far as scheduling two steps (python and data extract refresh), I use a poor man's solution myself, where I update a csv file at one point (task scheduler or cron are some of the tools which could be used) and then setup the extract schedule at a slightly later point in time. While it does not have the linkage of running the python script and then causing the extract refresh (surely there is a tabcmd for this), it works just fine for my purposes to put 30 minutes in between as my processes are reliable and the app is not mission critical.

answered Oct 9, 2018 by Atul
• 5,530 points

Related Questions In Tableau

0 votes
1 answer
0 votes
1 answer

How can I add legends to worksheet in Tableau?

Just add the worksheet on the dashboard ...READ MORE

answered Apr 20, 2018 in Tableau by Atul
• 5,530 points
297 views
0 votes
1 answer

How can I count the aggregate function in Tableau

Create two calculated fields one for 100's ...READ MORE

answered Apr 5, 2018 in Tableau by Atul
• 10,240 points
1,829 views
0 votes
0 answers

How can I sort date field in presence of another date field in Tableau?

Goal: Sort the new ship date in ...READ MORE

Apr 10, 2018 in Tableau by ghost
• 1,790 points
153 views
+1 vote
2 answers

how can i count the items in a list?

Syntax :            list. count(value) Code: colors = ['red', 'green', ...READ MORE

answered Jul 6 in Python by Neha
• 330 points

edited Jul 8 by Kalgi 329 views
+2 votes
1 answer
0 votes
1 answer

How can I use Tableau to create a heatmap?

Step 1: Create an Excel Spreadsheet with ...READ MORE

answered Apr 2, 2018 in Tableau by Atul
• 5,530 points
704 views