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Table of Contents

Time Tracking= ACOP-388

2024-04-17

Topic

Notes

Reminder

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

Tableau Upgrade

Tableau Upgrade to 2023.1.9

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

2024-03-20

Topic

Notes

Reminder

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

Tableau Upgrade

Tableau Upgrade to 2023.1.9

Row Level Security using Username

Tableau Row Level Security Per Person

Row Level Security using AD Group

Column Level Security

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