Tableau Server Export Integration

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Using Tableau Server with Treasure Data allows you to interactively explore substantial amounts of data and share data information across your organizations.

For sample workflows of exporting to Tableau Server, view Treasure Boxes.

Prerequisites

• Basic knowledge of Treasure Data.
• A license and its installation of the Tableau Server.
• You must set up HTTPS (SSL). Configure SSL on your Tableau Server.

Limitations

• Tableau doesn't support fractional seconds in a timestamp. Remove fractional seconds (e.g., using the subtle () function) before casting the timestamp to the TIMESTAMP type in the query.

• The maximum result record is 250,000,000 records. If exceeded, the log displays the message: Extract file records limit exceeded: 250000000.

• The lowest Timestamp value is 1000-01-01 00:00:00. If exceeded, the log displays the invalid date value message.

• .hyper extracts published to Tableau Server 10.5 via REST API will have the .tde file extension on the Tableau Console. These extracts were still in .hyper file format and functioned similarly to other .hyper extracts. The issue is fixed in 2018.1. More details: Tableau Server 2018.1 Release Notes (search for Issue ID 754677)

• A Data Source belonging to a nested Project cannot be appended by using a REST API. A Resource Not Found error is returned. Replace mode does not have this issue. A fix is planned for Tableau Server 2018.1.4. If you encounter this error, it's recommended that you upgrade to the latest version of Tableau Server.

• When you authenticate with a PAT, you can only run one process using that PAT at a time (unlike when you authenticate using a username and password). If you run a second authentication using the same PAT while the first job is still running, it causes the authentication/authorization for the first job to be dropped and results in errors.
  It results in the following message in the job logs:

  2021-12-26 07:55:47.926 +0000 [WARN] (0001:transaction): Retrying 2/7 after 2 seconds. Message: javax.ws.rs.WebApplicationException: HTTP 401 Unauthorized
  ....
  2021-12-26 07:57:53.523 +0000 [ERROR] (main): org.embulk.util.retryhelper.RetryGiveupException: java.lang.NullPointerException

Migrating Existing Output Configurations to Tableau Hyper

Tableau has updated its data engine with a technology called Hyper. To take advantage of this, you must update your existing Treasure Data output configurations. New Treasure Data configurations automatically use the latest version.

To upgrade your existing configurations:

1. Go to Queries and select your scheduled query.
2. In Query Editor, select Export Results target.
3. Choose your saved Tableau connection.
4. Input the Site ID value; it’s required for multi-tenant Tableau Server (leave it empty if you sign in to Default site).
5. Select 'hyper' for Data Source Type.
6. Select Done to save your configuration.

When migrating from the legacy Tableau to the current Tableau, you do not need to change the timezone configuration. You can leave the default value (UTC). See also the timezone in this article.

Obtain Tableau Connection Information

From the command line from within the Tableau apps or from your Tableau administrator, obtain the following:

• Host
• Username
• Password
• Server Version

Your user profile to connect to Tableau should have read and export rights.

To determine the value to use for the site attribute, sign in to Tableau Server, and examine the value that appears after /site/ in the URL. For example, in the following URL, the site value is MarketingTeam:

https://MyServer/#/site/MarketingTeam/projects

If the site The attribute is an empty string, and you are signed in to the default site. You are always signed in to a specific site, even if you don’t specify a site when you sign in.

Read the REST API reference for the Tableau Server.

The Tableau Online Authentication method with User/Password was deprecated and replaced by PAT (personal access token)

To obtain PAT: https://help.tableau.com/current/pro/desktop/en-us/useracct.htm#create-and-revoke-personal-access-tokens

Project

There should be at least one 'Default' project on the Tableau Server. You can't delete or rename this project. The' Default' project is used if you omit the Project Name option.

In some rare cases, primarily non-English Tableau Server, the 'Default' project name is localized, and jobs fail if you don't provide a Project Name (because it couldn't find a project with 'Default' as the name).

Use the TD Console to Create Your Connection

Create a New Connection

You must create and configure the data connection in Treasure Data before running your query. As part of the data connection, you provide authentication to access the integration.

1. Open TD Console.

2. Navigate to Integrations Hub > Catalog.

3. Search for and select Tableau.

Select Create Authentication.

Type the credentials to authenticate.

Type a name for your connection.

Select Done.

Define your Query

Integration Parameters for Tableau

Example Queries

The following example query uses the access log example data set and calculates the distribution of the HTTP method per day. For convenience, it casts the Datetime column to TIMESTAMP from String in Tableau.

HIVE:

SELECT
  CAST(TD_TIME_FORMAT(time, "yyyy-MM-dd 00:00:00") AS TIMESTAMP) AS "dates",
  method AS `Method`,
  COUNT(1) AS `Count`
FROM
  www_access
GROUP BY
  TD_TIME_FORMAT(time, "yyyy-MM-dd 00:00:00"),
  method

PRESTO:

For convenience, we recommend using TD_TIME_FORMAT instead of TD_TIME_STRING in Presto queries.

SELECT
  CAST(TD_TIME_FORMAT(time, 'yyyy-MM-dd 00:00:00') AS TIMESTAMP) AS "dates",
  method AS `Method`,
  COUNT(1) AS `Count`
FROM
  www_access
GROUP BY
  TD_TIME_FORMAT(time, 'yyyy-MM-dd 00:00:00'),
  method

(Optional) Schedule Query Export Jobs

You can use Scheduled Jobs with Result Export to periodically write the output result to a target destination that you specify.

Treasure Data's scheduler feature supports periodic query execution to achieve high availability.

When two specifications provide conflicting schedule specifications, the specification requesting to execute more often is followed while the other schedule specification is ignored.

For example, if the cron schedule is '0 0 1 * 1', then the 'day of month' specification and 'day of week' are discordant because the former specification requires it to run every first day of each month at midnight (00:00), while the latter specification requires it to run every Monday at midnight (00:00). The latter specification is followed.

Scheduling your Job Using TD Console

1. Navigate to Data Workbench > Queries

2. Create a new query or select an existing query.

3. Next to Schedule, select None.

4. In the drop-down, select one of the following schedule options:

   Drop-down Value	Description
   Custom cron...	Review Custom cron... details.
   @daily (midnight)	Run once a day at midnight (00:00 am) in the specified time zone.
   @hourly (:00)	Run every hour at 00 minutes.
   None	No schedule.

Custom cron... Details

 *    *    *    *    *
 -    -    -    -    -
 |    |    |    |    |
 |    |    |    |    +----- day of week (0 - 6) (Sunday=0)
 |    |    |    +---------- month (1 - 12)
 |    |    +--------------- day of month (1 - 31)
 |    +-------------------- hour (0 - 23)
 +------------------------- min (0 - 59)

The following named entries can be used:

• Day of Week: sun, mon, tue, wed, thu, fri, sat.
• Month: jan, feb, mar, apr, may, jun, jul, aug, sep, oct, nov, dec.

A single space is required between each field. The values for each field can be composed of:

1. (Optional) You can delay the start time of a query by enabling the Delay execution.

Execute the Query

Save the query with a name and run, or just run the query. Upon successful completion of the query, the query result is automatically exported to the specified destination.

(Optional) You can delay the start time of a query by enabling the Delay execution.

Validate the Data Export

1. Open your Tableau Server.

2. Select Data Sources at the top left bar.
   You can view the list of data sources, including your TDE file.

   

3. Select New Workbook to create the charts and dashboard from the browser.

4. To create graphs, drag and drop the dimensions and measures from the left navigation to the top right navigation.

5. Select Save to store the result.

Activate a Segment in Audience Studio

You can also send segment data to the target platform by creating an activation in the Audience Studio.

1. Navigate to Audience Studio.
2. Select a parent segment.
3. Open the target segment, right-mouse click, and then select Create Activation.
4. In the Details panel, enter an Activation name and configure the activation according to the previous section on Configuration Parameters.
5. Customize the activation output in the Output Mapping panel.

• Attribute Columns
  • Select Export All Columns to export all columns without making any changes.
  • Select + Add Columns to add specific columns for the export. The Output Column Name pre-populates with the same Source column name. You can update the Output Column Name. Continue to select + Add Columnsto add new columns for your activation output.
• String Builder
  • + Add string to create strings for export. Select from the following values:
    • String: Choose any value; use text to create a custom value.
    • Timestamp: The date and time of the export.
    • Segment Id: The segment ID number.
    • Segment Name: The segment name.
    • Audience Id: The parent segment number.

6. Set a Schedule.

• Select the values to define your schedule and optionally include email notifications.

7. Select Create.

Optionally Configure Export Results in Workflow

Within Treasure Workflow, you can specify the use of this data connector to export data.

Learn more at Using Workflows to Export Data with the TD Toolbelt.

Example Workflow for Tableau

timezone: UTC

_export:
  td:
    database: sample_datasets
  tableau:
    datasource: datasource_name
    site_id: site_id
    project: project_name
    mode: append
    legacy: false
    datasource_type: hyper

+td-result-output-tableau:
  td>: queries/sample.sql
  result_connection: tableau_connection
  result_settings:
    datasource: ${tableau.datasource}
    site: ${tableau.site_id}
    project: ${tableau.project}
    mode: ${tableau.mode}
    legacy: ${tableau.legacy}
    target_type: ${datasource_type}