Reanalyze a data source
- Use keywords — For example, instead of “I want to see all the countries that these airports are in”, try “by airport and country”.
- Use exact wording for field names and values — For example, if your data source includes Airport Code, Airport Name, and Airport Region fields, specify those by name.
- See a ranked list — Ask Data maps terms like “best” and “worst” to Top 1 and Bottom 1, respectively. If you want to see broader rankings, use “high” and “low” instead. For example, enter “houses with low sale prices”.
- Surround unusually long values with quotation marks — To analyze long field values that contain line returns, tabs, more than two words, or more than 50 characters, surround them with quotation marks. To improve performance, Ask Data doesn't index fields of that length.
Tips for success
- Use keywords — For example, instead of “I want to see all the countries that these airports are in”, try “by airport and country”.
- Use exact wording for field names and values — For example, if your data source includes Airport Code, Airport Name, and Airport Region fields, specify those by name.
- See a ranked list — Ask Data maps terms like “best” and “worst” to Top 1 and Bottom 1, respectively. If you want to see broader rankings, use “high” and “low” instead. For example, enter “houses with low sale prices”.
- Surround unusually long values with quotation marks — To analyze long field values that contain line returns, tabs, more than two words, or more than 50 characters, surround them with quotation marks. To improve performance, Ask Data doesn't index fields of that length.
Change the owner of a content resource
- Sign in to the Tableau Online web environment and select the Content tab.
- Navigate to the content you want to assign to someone else. If you want to re-assign multiple of the same type of content, for example, multiple workbooks, open the Explore menu, and select the content type. If you want to re-assign multiple items within the same project, navigate to the project. If you’re not sure where to find a child project, display filters, and select Show all projects . If you want to re-assign multiple content items with the same owner, find the user in the Users page.
- If you want to re-assign multiple of the same type of content, for example, multiple workbooks, open the Explore menu, and select the content type.
- If you want to re-assign multiple items within the same project, navigate to the project. If you’re not sure where to find a child project, display filters, and select Show all projects .
- If you want to re-assign multiple content items with the same owner, find the user in the Users page.
- Select the items you want to reassign, and then select Actions > Change Owner . The other menu commands you see will depend on the content type.
- Type the name of a user or select a user from the list.
- Click Change Owner .
What causes an extract upgrade?
- You can't convert the upgraded extract back to a .tde extract.
- You can't open the upgraded extract in an earlier version of Tableau Desktop.
- You can't use the Export as Version in Tableau Desktop to downgrade a workbook that contains a .hyper extract.
- You can't open a workbook in Tableau Desktop 10.4 and earlier that is downloaded from Tableau Online using the Download Tableau Workbook option if the workbook contains a .hyper extract.
Turn flow web authoring on or off for a site
- In a web browser, sign in to the server as an administrator and go to the site in which you want web authoring to be enabled. In that site, click Settings .
- In the Web Authoring section, select Flows. Let users edit flows in their browser. to enable the functionality. Clear the check box to turn off web authoring for that site.
- If you want the change to take effect immediately, restart the server. Otherwise, the change takes effect after server session caching expires or the next time users sign in after signing out.
Turn web authoring on or off for a site
- In a web browser, sign in to the server as an administrator and go to the site in which you want web authoring to be enabled. In that site, click Settings .
- In the Web Authoring section, select Workbooks. Let users edit workbooks in their browser. to enable the functionality. Clear the check box to turn off web authoring for that site.
- If your site is already in production, and you want the change to take effect immediately, restart the server. Otherwise, the change takes effect after server session caching expires or the next time users sign in after signing out.
Start creating custom views
- What are the most popular views or data sources?
- Who are the most active users (i.e., who are the power users)?
- What are the most common tasks performed on the site?
- How many licenses are being used?
- Who hasn't signed in to the site in more than 90 days?
Troubleshoot QuickBooks Online errors
- Close the My Apps page.
- On the Tableau Connect pane, select Intuit QuickBooks Online.
- If more than one company is associated with your account, select the company you would like to connect to.
- Select Authorize to open the Tableau data source page.
Signing in to an embedded view in Internet Explorer
- In Internet Explorer, browse to the website that contains the Tableau view.
- Click the Tools button, and then select Internet Options .
- On the Security tab, add the website to the appropriate security zone as follows: If the site that contains the Tableau view is internal to your organization, select Local intranet , click Sites , and click Advanced . If the site is not already there, add it to the Websites list. If the site is external to your organization, select Trusted sites , click Sites , and add it to the Websites list.
- If the site that contains the Tableau view is internal to your organization, select Local intranet , click Sites , and click Advanced . If the site is not already there, add it to the Websites list.
- If the site is external to your organization, select Trusted sites , click Sites , and add it to the Websites list.
- Add Tableau Online: Select Trusted sites , and in the Add this website to the zone box, enter *.online.tableau.com .
- Click Add , and then click Close .
Access to on-premises data
- For live connections , the client 1) establishes a persistent connection to a Tableau Bridge service, which is the part of the client that resides on Tableau Online, using secure WebSockets (wss://). The client then waits for a response from Tableau Online before 2) initiating a live query to the on-premises data. The client 3) passes the query to the on-premises data, then 4) returns the on-premises data using 5) the same persistent connection.
- For extract connections that use Online refresh (formerly called Recommended) schedules , the client 1) establishes a persistent connection to a Tableau Bridge service, which is the part of the client that resides on Tableau Online, using secure WebSockets (wss://). The client then waits for a request from Tableau Online for new refresh schedules. When the client receives the requests, 2) the client contacts Tableau Online using a secure connection (https://) for the data source (.tds) files. 3/4) Then the client connects to the on-premises data using the embedded credentials in the request. The client 5) creates an extract of the data and then 6) republishes the extract to Tableau Online using the Tableau Bridge service. Steps 2-6 can be occurring in parallel to allow multiple refresh requests to happen.
- For extract connections that use Bridge (legacy) schedules , the client 1) contacts Tableau Online using a secure connection (https://) for new refresh schedules and data source (.tds) files. If 2) this information is available, at the scheduled time, 3/4) the client connects to the on-premises data using the stored credentials. The client 5) creates an extract of the data and then 6) republishes the extract to Tableau Online using a Tableau Bridge service. The Tableau Bridge service is a part of the client that resides on Tableau Online.
