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

Using schedules with subscriptions

We often want the consumers of workbooks created from our data source to be alerted when the data has been refreshed. We can enable this through subscriptions. We will now look at how to create a subscription, picking up from where we left off in the previous exercise. In order to create a subscription, we first need a workbook using our published data source:

  1. From our Product Sales page on Tableau Server or Cloud, click on New | Workbook using this data source, as seen in Figure 14.12:
Figure 14.12 – Creating a new workbook

Figure 14.12 – Creating a new workbook

  1. Now, we just need to create a simple workbook and publish it to expose the subscription experience. Double-click on Sales and then double-click on Ship Mode. We now see a bar chart of Sales by Ship Mode. Click on the Publish As… button in the top right-hand corner. When the publish dialog comes up, enter Subscription Example in the Name field, leave all other default...