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Best Practices For Tableau

This document discusses best practices for publishing dashboards and worksheets from Tableau Desktop to Tableau Server to enable data extraction by Metric Insights. It recommends either: 1) publishing all worksheets and dashboards to the same workbook and denying view permissions to the worksheets, or 2) publishing dashboards to one workbook and worksheets to another separate workbook, and denying view permissions to the worksheets workbook. Both approaches make the worksheet data available to Metric Insights while preventing users from viewing the worksheets directly.

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276 views

Best Practices For Tableau

This document discusses best practices for publishing dashboards and worksheets from Tableau Desktop to Tableau Server to enable data extraction by Metric Insights. It recommends either: 1) publishing all worksheets and dashboards to the same workbook and denying view permissions to the worksheets, or 2) publishing dashboards to one workbook and worksheets to another separate workbook, and denying view permissions to the worksheets workbook. Both approaches make the worksheet data available to Metric Insights while preventing users from viewing the worksheets directly.

Uploaded by

khaleelap
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Best practices for Tableau

This article describes how to get the best out of your integration with Tableau

1. Publishing dashboards and worksheets


In Tableau Desktop you have a workbook that is composed of dashboards and
worksheets. A dashboard is like a canvas where you drop in one or more worksheets. You
can also add other graphical elements and controls to the dashboard.

Within a given workbook in Tableau Desktop, both dashboards and worksheets can be
published to Tableau Server, where they then become views in Tableau Server.

2. How Metric Insights gets data from Tableau Server


Worksheets: For Metric Insights to work, you must publish the underlying worksheets that
make up the dashboard; it is from each of these worksheets that Metric Insights pulls data.
It does so via the view url of Tableau Server using CSV export. E.g.,
https://tableau.example.com/views/workbookName/sheetName?format=csv

Dashboards: Pulling the data from a published dashboard does not work very well. It only
gives the data from the first (alphabetic order) worksheet in the dashboard.

3. Best practices
You will probably want to publish dashboards for your users to see and use.
But you will want to make the underlying data available so that Metric Insights can pull. So you
must also publish your worksheets.
1. OPTION 1: Publish all worksheets in same workbook: One approach is to publish all
the worksheets in addition to the dashboards under a given Tableau Desktop workbook.
Then if you don't want your users to see the worksheets you deny permissions on the
worksheets to all users. See section below for instructions.
2. OPTION 2: Publish all worksheets in separate workbook: Another approach is to
publish your one workbook from Tableau Desktop to two workbooks in Tableau Server.
The first workbook has just the dashboard views in Tableau Server that your users access.
And the second workbook has just the worksheet views in Tableau Server that only Metric
Insights accesses. See section below for instructions.

Best practices for Tableau

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4. OPTION 1 - Publish all worksheets in same workbook


For the one approach described above, you publish the worksheets with the dashboard, but you
make the worksheet views on Tableau Server only available to Metric Insights, and not visible to
your users.
This section describes how to do that.

4.1 Tableau Desktop - Publish all worksheets in same workbook as


dashboards
First, in Tableau Desktop, publish all worksheets in addition to the dashboards in the same
workbook on Tableau Server.
Note, if you choose "hide sheet" option in Tableau Desktop, then the worksheet is not an option
under Publish to Server to publish as a view. So you must "unhide sheet" before you can publish
the worksheet.

Best practices for Tableau

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4.2 Tableau Server - Select worksheets

Then on Tableau Server, select the worksheet Views that you don't want your users to see, and
select Permissions link at top of screen to edit permission for the selected views.

4.3 Tableau Server - Deny view access permissions

1. Next, click the X button to remove access to all the users. This approach works if you are
signed in with the credentials that Metric Insights uses for pulling data.
2. An alternate approach is to select the edit link to the right of your workbook.

Best practices for Tableau

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4.4 Tableau Server - Deny view access permissions

If you chose to Edit the permissions instead of Removing the permissions in the previous step,
then follow these instructions.
Select Deny for View permissions for any or all of your users.
Do not deny view access for the Tableau user account that Metric Insights will use.
In this example, we deny view for All Users. We do that because we are currently signed in with
the Tableau user account that we use in Metric Insights for pulling the data from the views.

5. OPTION 2 - Publish all worksheets in separate workbook


As a different approach, you publish your dashboards in one workbook on Tableau Server, and
your worksheets in a separate workbook. And you make the worksheet views on Tableau Server
available to Metric Insights but not visible to your users.

5.1 Tableau Desktop - Publish dashboards to workbook


First, on Tableau Desktop publish your dashboards to the workbook on Tableau Server as you
would normally do.

Best practices for Tableau

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5.2 Tableau Desktop - Publish all worksheets to separate workbook

Then, on Tableau Desktop choose to publish your worksheets to a separate workbook on Tableau
Server.
Note, if you choose "hide sheet" option in Tableau Desktop, then the worksheet is not an option
under Publish to Server to publish as a view. So you must "unhide sheet" before you can publish
the worksheet.

Best practices for Tableau

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5.3 Tableau Desktop - Add / Edit permission

When publishing this workbook with worksheets, choose Add / Edit permissions to select Deny for
View permissions to any or all of your users.
If you are not signed in as the same Tableau user account that Metric Insights uses, then make
sure that user has view permission too.

5.4 Tableau Desktop - Publish all worksheets to separate workbook


Finally, publish this workbook. Now only the user that published this workbook with the worksheets
can access, and any additional users you gave View permission to.

Best practices for Tableau

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