There’s no matching columns here, so you’ll need to join on 1=1. Join your Flow Result to your Distribution Table.Filter your Distribution Table so it returns only one row: the desired groups for distribution.This can be as simple as a single file that you want to send as a CSV or it could be a 100-step Prep flow coming from 20 datasources. This can be in a database or a simple CSV document, and should have the below structure. One column has a list of Groups you’d like to send the email to, one column has the name of the Site those Groups exist on, and one column has the File Name that the CSV should be distributed with. By building a consistent table which can be incorporated into your flow, you can centralize this piece as well. The last piece of the puzzle is choosing the end users who should receive the report. The reusable steps option in Prep Builder 19.3 makes it easy to socialize this content, providing an easy skeleton for any user to use your Python flow. A 20-line Python script could distribute the relevant data to the users you want, but not everyone can write Python. The ability to use Python in your Prep flows makes it really easy for anyone who can write Python to distribute CSVs. Luckily, the 19.3 release of Tableau came with two features which make this incredibly easy. “The less there is to justify a tradition…the harder it is to get rid of it” - Mark Twain After hearing the same request enough times, sometimes you just have to cave to tradition and allow the Cognos users their one feature request. That said, having sold Tableau for 4.5 years, I’ve come to realize that no matter how great self-service BI is, there are certain pieces of “Traditional BI” that people can’t let go of, no matter how value-less they seem. The idea is to actually empower users to get what they want out of data, rather than what you prescribe.
Always know if your flows are healthy with proactive alerts.Tableau was one of the early self-service BI vendors, and has really made it’s impact by allowing any end user to not only access data, but to interact with it, ask their own questions, and build their own vizzes. Use the Status page, Admin Views and run histories to see the health of flows across the entire server so you can address any issues quickly. Monitor flows with the same tools available on Tableau Server today. Automate your data prep processes so there's always fresh data that's prepped and ready for analysis. Schedule your flows to run when you need them to - day or night. Create an environment where everyone in your organization can work with prepped and up-to-date data. Share your data sources securely using Tableau Server or Tableau Online. With Tableau Prep Conductor, you can easily publish and run flows in your server environment. Easy sharing reduces friction and helps you bridge the gap between data preparation and analytics, for better business results. It’s easy to open your output with Tableau Desktop or share it with others via Tableau Server or Tableau Online. Tableau Prep Builder intelligently pushes operations down to the database when possible, letting you take advantage of existing database investments for fast flow execution performance. Access, combine and clean disparate data without writing code. Connect to more dataĬonnect to data on-premises or in the cloud, whether it’s a database or a spreadsheet. Tableau Prep Builder employs fuzzy clustering to turn repetitive tasks, like grouping by pronunciation, into one-click operations. Use smart features to fix common data prep challenges. Tableau Prep Builder gives you the freedom to re-order steps and experiment without consequence. With each action, you instantly see your data change, even on millions of rows of data. Change your join type, and see the result right away. If you want to edit a value, you select and directly edit. Pick which view to interact with based on the task at hand. Three coordinated views let you see row-level data, profiles of each column, and your entire data preparation process. Tableau Prep is comprised of two products: Tableau Prep Builder for building your data flows, and Tableau Prep Conductor for sharing flows and managing them across the organization. It gives your team the tools they need to confidently combine, shape, and clean their data for faster time to insight and better business decisions. Tableau Prep changes this by empowering your entire organization to prepare data faster and more intuitively than ever before. Only once the data is prepared can analysts and business users start performing their analysis. In many organizations, data prep is reserved for people who have specialized skills, the data engineers and data scientists in your company. Tableau Prep is the visual, direct and smart way to clean and shape your data for analysis.
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