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Table of Contents

Want to see a prior session?  OneDrive > Tableau CoP

Time Tracking= ACOP-388

2024-07-17

Topic

Notes

Reminder

All sessions are recorded and saved to the OneDrive link above.

License errors

  1. Make sure your Tableau desktop matches the version of our Tableau Server (2023.1.x)

  2. Contact software@ucsd.edu to request confirmation from Saleforce that your license has been renewed

2024-05-15

Topic

Notes

Reminder

All sessions are recorded and saved to the OneDrive link above.

Tableau Upgrade

Google Docs connection - working but BIA is still looking for a long-term solution

Tableau will stop supporting Google Sheets as a data source, Excel saved to Google Drive is working today.

Upgrade Tableau desktop to 2023.1.x (best practice - do not go to 2024 or 2023.2 or anything higher than 2023.1)

Tableau is moving away from creating their own connectors.

Do you happen to know why tableau will stop supporting Google sheet as a Data source ?

Salesforce / Tableau is moving away from building their own connectors and are instead letting other people build the connectors.

So is there a chance that Google as a 3rd party could create a connector to Tableau?  Or is that unlikely?

I don’t know. I’m guessing Google would rather you use their tool rather than send you to Tableau.

Adding New Data for Blending in Cognos or Tableau

Long Term Solution: Add your data source to the Activity Hubs

Interim Solution: Connect your data source server directly to Tableau using a supported data connector

Short Term Solution: Upload your data via Excel or CSV

Should we submit our Google sheet data sources for addition to AH?

Yes. Email busintel@ucsd.edu requesting that your data be added to an Activity Hub. Include the link to your Google Sheet and how frequently it gets updated.

How easy is it for us to update them when changes occur in the data?

BIA will work with you to determine the best solution.

New project to build a tool called Campus Information Collector that could be used as an interface to update your data once it is in Hana.

Need: Would like the interface to allow multiple people to update the table at the same time and see the changes as they happen.

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Topic

Notes

Reminder

All sessions are recorded and saved to the OneDrive link above.

Tableau Upgrade

Tableau Upgrade to 2023.1.9 - Complete

Demo of connecting to https://tab-dev01.ucsd.edu

Q: Are there new features in Tableau 2023.1.9?

A: Nothing major that we are aware of. The top of the user interface within a workbook is a tiny bit different.

Data Guide = https://help.tableau.com/current/server/en-us/data_guide.htm?_gl=1*1gt1c4y*_ga*MTY0MzEyMDQ3OC4xNzEyNTkxODI1*_ga_8YLN0SNXVS*MTcxMzM3Njg5MC4zLjEuMTcxMzM3Njg5OC4wLjAuMA..

Metrics = will be retired in Tableau 2024

Acceleration = https://help.tableau.com/current/server/en-us/data_acceleration.htm?_gl=1*4g3kyo*_ga*MTY0MzEyMDQ3OC4xNzEyNTkxODI1*_ga_8YLN0SNXVS*MTcxMzM3Njg5MC4zLjEuMTcxMzM3Njk3Mi4wLjAuMA..

Tableau Upgrade Questions

Q: Is VPN required for Tableau QA.

A: No. Tableau QA uses DUO. If you have an issue signing in please email busintel@ucsd.edu b/c that is an issue we need to know about.

Q: We got a Tableau QA server back and should use it as before?

A: No, the Tableau QA environment is only available for upgrade testing. We are required to shut it off for the rest of the year due to pricing.

Q: Updates made after the QA/Dev snapshot... will the changes be there in Prod when Prod is upgraded?

A: Yes. We will be performing an in-place upgrade of Tableau Prod & Tableau Public. Which means all of the content in Tableau Prod & Tableau Public will remain in place while the server is upgraded. No changes in Tableau QA will be moved to Tableau Prod. Tableau QA will be deleted after the upgrade.

Q: Will the upgrade impact subscriptions? Or URLs?

A: Nope. All subscriptions, extractions, URLs, views, ect… will remain the same.

Q: When/how will we know if you end up having to do a parallel upgrade or in-place upgrade?

A: We know now that we are doing an in-place upgrade. We only do parallel upgrades when we are unable to do an in-person upgrade. Parallel upgrades are performed by setting up a new server, copying over all of the content, upgrading the server then repointing the Tableau URLs at the new server. It requires a lot more testing so we would notify the Tableau report developers if we were required to do a parallel upgrade. The April 27 upgrade will be an in-place upgrade.

Q: I have a data source that connects to a Google doc but it’s not working in Tableau QA. Is this an issue?

A: By default we don’t lower firewalls between Tableau QA and non-Hana servers, so no, this is expected behavior. You can email busintel@ucsd.edu to request that the firewalls be lowered so that you can test the connection if you would like to test that connection. We do not anticipate any issue when Tableau Prod is upgraded.

Q: What kind of tests should we do?

A: We have a short list of suggestions here: Tableau Upgrades

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Topic

Notes

Reminder

All sessions are recorded and saved to the OneDrive link above.

Tableau Upgrade

Tableau Upgrade to 2023.1.9 - Complete

Row Level Security using Username

Tableau Row Level Security Per Person

Row Level Security using AD Group

Column Level Security

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