Help & DocumentationWorking with Tableau DatasetsCreating Dataset sourced from Tableau

Creating Dataset sourced from Tableau

This introductory article describes how to define the basic settings for a Dataset sources from Tableau.

PREREQUISITES:

  • Data Source: Metric Insights must have a working data source connection to Tableau. If you have not yet configured a data source connection, see How to collect data from Tableau.

First find the Tableau Report you want to further use as a Dataset

At the Tableau dashboard pay attention to:

  1. Workbook / Worksheet names: You will further need to remember these when defining a Data Source
  2. Available filters: You can dimension elements sourced from Tableau by these filters. You can also include some of these filter values into your fetch command, so that MI loads data selectively, choosing only the values you really need instead of fetching all the data from this report.

1. Access Admin > Datasets

This page is going to be either empty or display the list of Datasets previously created in the system.

At the bottom of the page click [+ New dataset].

2. [Info tab] Define the basics

  1. Measured: select the measurement interval that applies to the level of aggregation that you want in your result set.
  2. Collecting: new Datasets are always disabled by default to make sure that you can take time to configure them properly before enabling. This setting is duplicated at the top of the screen.
  3. Name: provide a unique name for your dataset. Preferably, the dataset name should explain what kind of data it contains.

Move to the Data tab to define Tableau as the source of data and how often it should be updated.

3. [Data tab] Configure data collection

  1. Data Source: Select the Tableau plug-in serving as a Data Source for this Dataset. For more info, see: Establish Connectivity to Tableau Server
  2. Set the Data Collection Trigger which is going to initiate updating information in a Metric or Dimension Values. If there is no option matching your requirements, scroll down to the bottom of the drop-down list and click Add New Data Collection Trigger.
  3. Select the Tableau Workbook and Worksheet from the respective drop-down lists.

3.1. Tableau Filters

By default, all filters are set to 'Ignore Filter'. To change this setting:

  1. Click Edit (a Pencil icon)
  2. The Tableau Filter Values pop-up opens
  3. You have 3 options to choose from:
    • 'Use All Values'
    • 'Use Only Selected Values'
    • 'Ignore Filter'
  4. In case you need to include only certain values, select them in the list.
  5. Save the changes made.
  6. You can add more Tableau filters. For more info, refer to: Adding Tableau Filters to Metric Insights

3.2. Plugin Command: [Option 1] Visual Editor

  1. In the Plugin command box choose the Visual Editor option.
  2. Click Modify Columns
  3. The Tableau Query Builder pop-up opens
  4. Select the parameters you would like to include to your Plugin command
  5. Save your selection.

3.3. Plugin Command: [Option 2] Manual Entry

  1. In the Plugin command box choose the Command option.
  2. Write your command. For a hint on plugin commands refer to: Plugin commands

4. Validate your statement

If you constructed the command via the Visual Editor, the command is going to be automatically validated after you Save your selection of parameters.

  1. If you entered the command manually, click Validate below the text box to verify that your SQL statement is valid.
  2. If the statement is valid, a Validation Rows Preview section pops-up at the bottom of the screen. You can also open it by clicking Show validation rows under the SQL Statement box.

5. Enable and Publish

6. Review the Result

What would you like to do next?

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