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Tableau

The Tableau extension helps you to seamlessly integrate your data workflows with Tableau Server. This extension provides a suite of operators designed to interact directly with Tableau workbooks, data sources, and Hyper files, streamlining your data preparation and analysis processes.

Key Capabilities​

The Tableau Extension offers direct access to your Tableau Server through the following operators:

  • Read Hyper File: Import data from Tableau .hyper files into Altair AI Cloud.
  • Write Hyper File: Export data from Altair AI Cloud to Tableau .hyper files.
  • Read Data Source: Retrieve data from existing Tableau Data Sources.
  • Upload Data Source: Publish Altair AI Cloud data as a new Tableau Data Source.
  • Delete Data Source: Remove Tableau Data Sources from your server.

Connecting to Tableau​

To begin using the Tableau Extension, you'll first need to establish a connection to your Tableau Server within Altair AI Cloud,

  1. Go to Data Assets > Connections, create a new connection, and select Tableau.

    Create a Tableau connection

  2. Connection Name: Provide a descriptive name for your Tableau connection (e.g., "My Tableau Server," "Production Tableau").

  3. Configure the API endpoint and Default Site ID and select the proper authentication method. Currently, username/password and personal access token methods are supported.

    • API Endpoint: Enter the URL for your Tableau Server’s API endpoint.
    • Default Site ID: Specify the default site you wish to connect to.
    • Authentication Method: Choose your preferred authentication method. The extension currently supports the following methods:
      1. Username/Password: Authenticate using your Tableau Server username and password.
      2. Personal Access Token (PAT): Use a Personal Access Token for secure authentication.

Configure Tableau connection

Tableau Operators in Detail​

Let’s explore each operator and its function.

Tableau Operators

Read Hyper File​

The Read Hyper File operator allows you to read a Hyper file stored on AI Cloud and load it as an AI Cloud data table.

  • Input: Requires a Hyper file as input.
  • Parameters: Configure the schema and table parameters to accurately read the data from within the Hyper file.

Write Hyper File​

The Write Hyper File operator converts an AI Cloud data table into a Hyper file. You can also append data to an existing Hyper file.

  • Functionality: Converts a data table to a Hyper file.
  • Appending Data: To append to an existing Hyper file, set the Append parameter to true and provide the existing Hyper file as an input.

Read Data Source​

The Read Data Source operator enables you to read data directly from a Tableau Data Source on your Tableau Server.

  • Input: Connect a Tableau connection (established as described above) to the input port.
  • Parameters: Specify the following parameters to locate and read the data source:
    • Site ID
    • Project Name
    • Data Source name
    • Schema
    • Table

Upload Data Source​

Publish your AI Cloud data as a new Tableau Data Source on your Tableau Server using the Upload Data Source operator. It converts your data into a Hyper file internally before uploading.

  • Input: Connect a Tableau connection and the data table you wish to upload to the input ports.
  • Parameters:
    • Data Source name
    • Site ID
    • Project name
    • Mode Options: Select how the data source should be handled on the server:
      • create: Creates a new data source.
      • create or override: Creates a new data source, or overwrites an existing one with the same name.
      • append: Appends data to an existing data source.

Delete Data Source​

The Delete Data Source operator allows you to remove an existing data source from your Tableau Server.

  • Input: Connect a Tableau connection to the input port.
  • Parameters: Specify the following parameters to identify the data source to be deleted:
    • Site ID
    • Project Name
    • Data Source name