How to Use Altyrex with Tableau

Integrate Altyrex  Workflows to Transform Tableau Data

Tableau is not a ETL tool, it’s primarily a data visualization tool. So there is often a need to use a tool like Altyrex to help create data workflows and dataset that can be consumed by Tableau:

 Generate tde format file for Tableau

In Tableau, there is notably better performance of dashboards; it is highly recommended to use Tableau data extract file called as “tde” file. Using Alteryx, users can generate a Tableau data extract file (“tde” file). This generated ‘tde” file can be directly used in Tableau for creating charts.

How to create tde file using Alteryx:

a)Open ‘Alteryx Designer’ and “New Workflow1” workflow canvass will get created automatically

Open Altyrex so that you can connect it to Tableau

b) Now, drag the “Input Data” tool from above tool palette onto “New Workflow1” workflow canvas.

Drag the Input data into the Alyterx Canvas

c) Connect to the input data source which you want to convert into “tde” file for Tableau. In Alteryx, there are various options to connect to input data source like Excel, SQL, and Hadoop etc.

Connect to data sources like Hadoop and SQL

d)Now, drag the “Output Data” tool from above tool palette onto “New Workflow1” workflow canvass and make the connection between “Input Data” and “Output Data’ tools to complete the workflow

Connect Output Data in Altyrex so that you can utilize it in Tableau.

e)After making connection with the “Output Data” tool, provide the location and name to save the output tde file. While mentioning the name, in the “Save as type” option select Tableau Data Extract (.tde) .

Save output data and save the type before imputing in Tableau

2.Publish the data source on Tableau Server:

Using Alteryx’s “Publish to Tableau Server” tool, user can publish the input data directly to Tableau server.

This is very useful, when a Tableau connection is live and directly connected to Tableau server. In those cases to update the data on tableau server, this tool can be used.

How to publish the input data to Tableau server using Alteryx:

a)First, download the “Publish to Tableau Server” tool from: https://gallery.alteryx.com/#!

b)After downloading the tool, install it so that it can appear in tool palette of Alteryx

c)Open ‘Alteryx Designer’ and “New Workflow1” workflow canvass will get created automatically

Download the alterryx so that you can publish Tableau.

d)Drag the “Input Data” tool from above tool palette onto “New Workflow1” workflow canvass.

e) Connect to the input data source which you want to convert into “tde” file for Tableau. In Alteryx, there are various options to connect to input data source like Excel, SQL, and Hadoop etc.

f) In the search bar on top right side corner, search for “Publish to Tableau Server” tool and drag it to canvas.

g) Make connection between the “Input Data” tool and “Publish to Tableau Server” tool

h)Select the “Publish to Tableau Server” tool and provide the following information:

  • Server URL
  • Site Name
  • Username (of tableau server)
  • Password (of tableau server)
  • File name of publish data source
  • Project Name (which is present at the tableau server site)

 

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