Using the Tableau Extension
This Tableau Extension is designed to enhance data management capabilities within Tableau environments by providing a suite of powerful operators. These operators facilitate seamless interactions with hyperfiles as well as published data sources. The operators enable reading and writing data to hyper files, as well as managing Tableau data sources (e.g. Tableau Cloud or a Tableau On-Premise Server) by reading, publishing, and deleting them.
The extension runs on Windows (64 bit), Mac OS X (64 bit) and Linux distributions (64 bit).
- Install the Tableau Table extension
- Read Hyper File From Local System
- Export data to Tableau's format
- Upload to Tableau Server
- Read Datasource from Tableau Server
Install the Tableau extension
You can proceed with the installation of the Tableau extension from the Marketplace:
Read Hyper file from Local System
The Read Hyper File operator reads data from a specified .hyper file and converts it into a format that can be processed further within Tableau. To use the Read Hyper File operator, you'll need to specify the path to your .hyper file and select the desired schema and table from which you want to read data.
To read data .hyper file from Altair AI Studio, perform the following steps:
Select the Read Hyper File operator:
Specify the .hyper File Path in the File input port or in the tableau file parameter of the Read Hyper File operator. Import and select .hyper data file, e.g., from your Local Repository:
Connect the “out” port with the “inp” port:
Choose the schema and table within the .hyper file from which data should be read.
Connect the “out” port with the “res” port to see the result in the Altair AI Studio:
Export data to Tableau's format
To export data as .hyper file from Altair AI Studio, perform the following steps:
Select the Write Hyper File operator:
Import and select data file, e.g., from your Local Repository:
Connect the “out” port with the “inp” port:
Select a path for the output file (.hyper file extension):
Set Append Mode(If set to true, the data will be appended to an existing .hyper file. If set to false, the existing file will be overwritten). Specify the name of the schema under which to create the table and insert data. Defaults to "public". Specify the name of the table where the data will be inserted. If left blank, the table name will be derived from the file name.
Connect the “thr” port with the “res” port to see the result in the Altair AI Studio:
Run your process to start the export!
Upload to Tableau Server
You can upload a .hyper data source to a Tableau Server using the Upload Data Source operator provided by the extension. You'll need a Tableau Server connection entry defined where you point to your target Tableau Server instance. Please follow the tooltips next to the fields on the connection editor dialog and test your connection.
To publish .hyper file into tableau server from Altair AI Studio, perform the following steps:
Select the Upload Data Source operator:
Select a connection object for connecting to Tableau Server. Import and select data file(.hyper extension), e.g., from your Local Repository and Connect the “out” port with the “inp” port:
Select parameters: * data source name: Enter the name under which the data file will be published on Tableau Server. If left blank, the operator will derive the name from the file name. * site id: Provide the site ID as seen in the Tableau Server URL. Note that this ID is not necessarily the same as the site name. If left blank, the operator will publish to the default site. * project name: Specify the name of the project to associate the data source with. If left blank, the default project for the given site will be used. * Choose the Write Mode: * Create: Create a new data source. * Override: Replace any existing data source with the same name. * Append: Add the new data source to the existing ones.
Run your process to start the upload!
Read Datasource from Tableau Server
The Read Data Source operator is designed to facilitate the retrieval of data sources from a Tableau server. By connecting to Tableau, this operator enables users to access and integrate data sources stored on the server into their workflows. You'll need a Tableau Server connection entry defined where you point to your target Tableau Server instance. Please follow the tooltips next to the fields on the connection editor dialog and test your connection.
To read a datasource from tableau server using Altair AI Studio, perform the following steps:
Select a connection object for connecting to Tableau Server and connect to the "inp" port of Read Data Source operator:
Select parameters: * site id: Provide the site ID as seen in the Tableau Server URL. Note that this ID is not necessarily the same as the site name. If left blank, the operator will publish to the default site. * project name: Specify the name of the project from which the data source will be read. * data source name: Select the data source from the list of available data sources within the specified project. * schema: Choose the schema within the data source that you want to read. This parameter is used to select the specific schema for reading data. * table: Choose the table within the selected schema from which data will be read.
Connect the “out” port with the “res” port to see the result in the Altair AI Studio:
Run your process to read the datasource!
Delete Datasource from Tableau Server
The Delete Data Source operator is designed to facilitate the removal of data sources from a Tableau Server. By connecting to Tableau Server, users can select specific data sources and remove them as needed. You'll need a Tableau Server connection entry defined where you point to your target Tableau Server instance. Please follow the tooltips next to the fields on the connection editor dialog and test your connection.
To delete a datasource from tableau server using Altair AI Studio, perform the following steps:
Select a connection object for connecting to Tableau Server:
Select parameters: * Site ID: The ID of the site on Tableau Server as seen in the Tableau Server URL. If left blank, the operator will use the default site. Ensure this ID matches the site you intend to work with. * Project Name: The name of the project from which the data source will be deleted. * Data Source Name: The specific data source within the project that you want to delete. This parameter allows you to select and remove a data source from the project.
Run your process to delete the datasource!