![]() You work at the headquarters for a large retail chain. ![]() You'll need to do this if completing this tutorial on the web. app/Contents/help/Samples/en_US/Superstore FilesĪlternatively, download the sample files from these links and create a Samples directory and a South sub-directory. (Mac) /Applications/Tableau Prep Builder. (Windows) C:\Program Files\Tableau\Tableau Prep Builder \help\Samples\en_US\Superstore Files To complete the tasks in this tutorial, you need to install Tableau Prep Builder, or if web authoring is enabled on your server version 2020.4 or later, you can also try the steps on the web.Īfter installing Tableau Prep Builder on your machine, you can also find the sample files in the following location : Otherwise you can download the free trial (Link opens in a new window). To install Tableau Prep Builder before continuing with this tutorial, see Install Tableau Desktop or Tableau Prep Builder from the User Interface (Link opens in a new window) in the Tableau Desktop and Tableau Prep Builder Deployment guide. Watch for tips along the way to gain insights into how Tableau Prep helps you clean and shape your data for analysis. If you are using a previous version, your results may differ. This tutorial uses the most current version of Tableau Prep Builder. Using the sample data sets that come with Tableau Prep, you will walk through creating a flow for Sample Superstore. This tutorial introduces you to the common operations that are available in Tableau Prep. This tutorial was designed using Tableau Prep Builder, but can also be done on the web with some noted exceptions. For more information see Step 4: Safe list Input and Output locations (Link opens in a new window) in the Tableau Server help.Note: Starting in version 2020.4.1, as a Creator, you can also create and edit flows on the web. This option is not available for flows created on the web. Note: If you connect to data files through a direct connection or publish your flow output to a file share, the files need to be in a location that Tableau Server can access. If connecting to databases, you can either embed the database credentials or require a user prompt. Upload data files or connect directly to your files (Tableau Prep Builder only) or databases. Starting in version 2020.4.1, the Data Management is not required to publish flows to the web. Publish a flow from Tableau Prep Builder to Tableau Server or Tableau Cloud. ![]() Set up email notifications for flow failures for flows that are run either on-demand or using a schedule With Tableau Prep Conductor you can do the following:Ĭonfigure your Server or Site to use Tableau Prep ConductorĮnable or disable Tableau Prep Conductor for individual sites For more information about Tableau Catalog, see About Tableau Catalog (Link opens in a new window) in the Tableau Server help. Note:If Tableau Catalog is installed, you can also see data quality warnings about your flow input data and view the upstream and downstream impact of fields in your flow on the new Lineage tab. For more information about running flows using linked tasks, see Schedule linked tasks in the Tableau Server (Link opens in a new window) or Tableau Cloud (Link opens in a new window) help. If you add this option to your Tableau Server (Link opens in a new window) or Tableau Cloud (Link opens in a new window) installation, you can use Tableau Prep Conductor to run your flows on a schedule to keep your flow data fresh.įor information about how to configure Tableau Prep Conductor, see Tableau Prep Conductor content in the Tableau Server (Link opens in a new window) and Tableau Cloud (Link opens in a new window) help.Īnd starting in version 2021.3, you can run up to 20 flows on a schedule, one after the other using the new Linked Tasks option. Meet Tableau Prep Conductor, part of Data Management, and available in Tableau Server starting in version 2019.1 and in Tableau Cloud. You can manually run your flows in Tableau Prep Builder and on the web and publish an extract to Tableau Server, but now there’s a better way. ![]() You’ve built your flow and cleaned your data, but now you want to share your data set with others and you want to keep that data fresh. Starting in version 2020.4.1, the Data Management isn't required to create and edit flows in Tableau Server and Tableau Cloud and to run your flows manually. Note: The content in this topic is focused on running flows on a schedule, which requires the Data Management with Tableau Prep Conductor enabled.
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