Book Image

Data Modeling with Tableau

By : Kirk Munroe
Book Image

Data Modeling with Tableau

By: Kirk Munroe

Overview of this book

Tableau is unlike most other BI platforms that have a single data modeling tool and enterprise data model (for example, LookML from Google’s Looker). That doesn’t mean Tableau doesn’t have enterprise data governance; it is both robust and highly flexible. This book will help you effectively use Tableau governance models to build a data-driven organization. Data Modeling with Tableau is an extensive guide, complete with step-by-step explanations of essential concepts, practical examples, and hands-on exercises. As you progress through the chapters, you’ll learn the role that Tableau Prep Builder and Tableau Desktop each play in data modeling. You’ll also explore the components of Tableau Server and Tableau Cloud that make data modeling more robust, secure, and performant. Moreover, by extending data models for Ask and Explain Data, you’ll gain the knowledge required to extend analytics to more people in their organizations, leading to better data-driven decisions. Finally, this book will guide you through the entire Tableau stack and the techniques required to build the right level of governance into Tableau data models for the correct use cases. By the end of this Tableau book, you’ll have a firm understanding of how to leverage data modeling in Tableau to benefit your organization.
Table of Contents (22 chapters)
1
Part 1: Data Modeling on the Tableau Platform
4
Part 2: Tableau Prep Builder for Data Modeling
9
Part 3: Tableau Desktop for Data Modeling
14
Part 4: Data Modeling with Tableau Server and Online

How to set up and run schedules

We have discussed how to create extracts from both Tableau Prep Builder and Tableau Desktop and each of their corresponding web clients. We will now look at how to schedule extract refreshes for extracts created in Tableau. We will start by creating a published data source from the web client:

  1. Sign in to Tableau Server or Cloud. From the home page, click on the New button and select Published Data Source, as seen in Figure 14.1:
Figure 14.1 – A new published data source

Figure 14.1 – A new published data source

  1. Click on the Files tab and then on the Upload from computer button, as seen in Figure 14.2:
Figure 14.2 – Upload file to create a data model

Figure 14.2 – Upload file to create a data model

  1. When prompted, find the Product Sales.csv file from your computer and click on Open. You will be taken to the New Data Source web client. Click on the Data Source tab on the bottom left-hand corner of the screen, as seen in Figure 14.3:
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