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CareerBuilder Tableau Day Brian Montgomery Tableau Software.

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Presentation on theme: "CareerBuilder Tableau Day Brian Montgomery Tableau Software."— Presentation transcript:

1 CareerBuilder Tableau Day Brian Montgomery Tableau Software

2 Topics Connecting to BigQuery API to manager server, admin functions, etc Embedding Tableau into SFDC Using API as a data source Parameters to filter across data sources Export into Excel

3 Google BigQuery Standard connection available via Desktop Can’t be used for nested data - edgebase/bigquery-error-nested-data edgebase/bigquery-error-nested-data Solution is to hide the nested fields or write custom SQL using the FLATTEN and WITHIN functions

4 API’s for Tableau Server Rest API Tabcmd/Tabadmin TDE API Javascript (JS) API

5 Rest API Gives you simple access to the functionality behind the data sources, projects, workbooks, site users, and sites on a Tableau server Server 8.2 or later Must be enabled Fully documented in online server admin guide ( server/en- us/help.htm#rest_api.htm%3FTocPath%3DREST% 2520API%7C_____0)

6 Rest API Operations Admin – Sign In – Sign Out – Query Datasource – Query Datasources – Query View with a Preview Image – Query Views for Workbook – Query Workbook Preview Image Site – Create Site – Update Site – Query Sites Project – Create Project – Delete Project – Update Project Workbook – Add Tags to Workbook – Delete Tag from Workbook – Query Workbook – Add Workbook to Favorites – Delete Workbook from Favorites User – Add User to Site – Get Users on Site – Remove User from Site – Query Workbooks for User

7 Tabcmd Command line utility installed with Server. Helps automate common tasks such as publishing workbooks in batches and administering users and groups. Can be installed on a different machine

8 Tabcmd Commands Admin – Login – Logout – Version – Set setting – Runschedule – Refreshextracts User – Addusers – Creategroup – Createusers – Deletegroup – Deleteusers – Removeusers – Syncgroup Project – Createproject – Deleteproject Site – Createsite – Createsiteusers – Deletesite – Editsite – Listsites Workbook – Delete workbook-name or datasource – Export – Get URL – Publish filename

9 Tabadmin Command line utility installed on server, allows you to perform administrative tasks and change configuration settings. Only runs on Server.

10 Tabadmin Commands Activate Administrator Assetkeys Autostart Backup Cleanup Customize Dbpass Exportsite Failoverprimary Importsite Importsite_verified Licenses Passwd Restart Restore Set Sitestate Start Status Stop Validate Warmup Ziplogs

11 TDE API Programmatically create.tde’s. Use C/C++/Java/Python Create TDE’s outside of Desktop Grab data from way more data sources Manipulate the data however you want

12 TDE vs ETL TDE is the L in ETL Provides functionality to : – Create table, insert rows – Create a new.tde – (L)oad the created table in the.tde

13 Why use TDE API? Use TDE API to Extract from: CSV’s, SQL Server, etc. Datasources that we have no native connection to and there isn’t even an ODBC connector. EG: MongoDB, GoogleApps Data that isn’t even in a datasource, like data from the web. Multiple datasources into one.tde

14 The Purpose of the JavaScript API – Being able to control a viz from the outside allows you to control vizzes in any way you can think of, not just the built in ways. – Examples: Whitewashing, Building Portals/Web Apps (likely the #1 use) (file:///C:/Users/mkovner/Documents/Scripts%20and%20Html/JSAPI%20Demo%20-%20StockApp/WebRoot/index.html)file:///C:/Users/mkovner/Documents/Scripts%20and%20Html/JSAPI%20Demo%20-%20StockApp/WebRoot/index.html Embedding in visually impressive ways Integrating in interesting ways Combining with JavaScript libraries The possibilities are endless… (file:///C:/Users/mkovner/Documents/TITETG/TITETG%20-%20beta80%20version.html) (file://filesrv01/Public/mkovner/TITETG/TITETG.html)file:///C:/Users/mkovner/Documents/TITETG/TITETG%20-%20beta80%20version.htmlfile://filesrv01/Public/mkovner/TITETG/TITETG.html – And by the way, for people who do know how to code, the API is pretty easy to use.

15 Embedded Tableau Visualization Dynamic JavaScript Website JS API

16 Dynamic JavaScript Website Tableau JS API Embedded Tableau Visualization JS API

17 Two Way Communication With the Embedded Viz Controlling the Viz – Filtering – Sizing – Switching Tabs – Refreshing/Reverting – Custom Views – Comments – Selecting Marks – Changing Parameter Selections – Hide toolbar, tabs Getting Info from the Viz – Getting the fields – Getting a value, it’s aggregation, etc. – Getting data from selected marks – Get the user name, custom views, filtering information, comments, etc.

18 JS API - Caveats – You need a portal (You can’t affect the built-in portal) – You need to understand JavaScript – You don’t get write-access – No new chart types – You can only manipulate the view in ways you previously could – Documentation -

19 Tableau and SFDC Demo

20 API as Data Source Odata 9.0 Connect to SQLServer, query Table Value Functions (TVF) that invoke CLR (.NET) code that calls Odata

21 Parameters Across Data Sources Demo

22 Export to Excel Demo

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