Prepare View for DSA AD

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Revision as of 03:14, 7 November 2015 by Dataself (talk | contribs) (Prepare & Test the URL in Tableau web Server)
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Using Desktop to Prepare the Workbook for DSA AD

Create the View/worksheet with Tableau Desktop

  1. Prepare a view in a Tableau worksheet using DataSelf Analytics Desktop or Tableau Desktop.
  2. Copy the worksheet into a separate workbook dedicated solely for use by DSA AD. [You want to be sure that no one changes the workbook after it has been configured for use by DSA AD.)
  3. Give the worksheet a unique name - one that will not be confused with any other worksheet or report.
  4. Add a title that shows the value of the filter or filters that are to controlled by DSA AD. (Recommended)
  5. Add the refresh date ("Data current as of:") and the current date ("Run on: "). (Recommended)
  6. Publish the workbook to DataSelf Analytics Web Server or Tableau Server.

Prepare & Test the URL in Tableau web Server

  1. Open the workbook in DataSelf Analytics Web Server or Tableau Server.
  2. Copy the URL from the browser window to a text editor such as NotePad.
  3. Add the URL-Filter (a.k.a. query string) to the end of the URL. The query string is the the section of the URL that begins with a ?).
  4. Copy and paste the full URL back to the web browser.
  5. Press enter or reload.
  6. Evaluate the view displayed by Tableau Server.
  7. Fix or adjust the URL as required. Rinse and repeat.
  8. When the URL is ready, copy the first part of the URL to the URL column of the .csv file, and the query string that begins with a ? to the URL- Filters column of the .csv file (DSA Commands Parameter File).

Titles That Show the Filters Used

We want the title of the view or worksheet to display the value of the filter used. Tableau Server does not create or maintain titles so we have to Tableau Desktop.

For instance, if a report is designed for SalesPerson ID 123 then we might want the title to read:

Monthly Sales Report for SalesPerson 123.
  • NOTE: The corresponding query string for this report might read ?SalesPerson%20ID=123

Configuring a worksheet's Title with Tableau Desktop

  1. On Desktop menu: Worksheet > Show Title
  2. Right click on sheet title > Edit Title.
  3. Click Insert drop down and choose the dimension being used for filtering.
  4. Choose “Normal” from the toolbar menu.
  5. Adjust the width of the title so that all the title text is shown.

Example: Code to enter into the Edit Title window
<Sheet name> for Order Territory = <Order Territory>

Dashboards vs. Normal Views

When working with Dashboards, we have more control of how to layout information on the screen. So, if we can fit all information in a given dashboard and size of window (such as with charts), then Dashboards offer more ways to format the output. However dashboards don't dynamically resize themselves to include more information such as when a report contains many detail lines.
When the size of the query is dynamic not all information will fit in the PDF or PNG export.