Error while publishing to Tableau Server with Unlicensed (Can Publish) site Role

Recently, one of our customer is facing this issue while publishing reports to Tableau Server with Unlicensed (Can Publish) site Role from Tableau Desktop.

The error is :      Your account is not licensed

 

Note: Getting this error for Tableau Desktop 10.0 or later;

Resolution:  We need to edit the registry on Windows, or plist information on Mac OS X.

On Windows:
Apply these settings on end user (who has 'Unlicensed (can publish)' site role) computer with SYSTEM ADMINISTRATOR rights.

1. Open the registry and navigate to the following location:
   
                HKEY_CURRENT_USER\Software\Tableau\Tableau 10.1\Settings
   
   * This path assumes version 10.1. Use the path appropriate for your version.
   
   
2. Create a new REG_DWORD value
   
   Value name = WorkgroupUseLegacyServerSignIn
   
   Value data = 1

Here, you can see the steps with screenshots to edit REGITRY settings on Windows.

1. Open ‘Registry Editor’ window with regedit.exe command

   image 1 : Open ‘Registry Editor’

Then, you can see the below ‘Registry Editor’ Window.

   image 2 : Registry Editor

2. Now, click on

   HKEY_CURRENT_USER --> Software --> Tableau --> Tableau 10.1 --> Settings

   image 3 : Registry Editor - Tableau Settings

3. Now, right click on ‘Settings’ and create a New ‘DWORD’

   image 4 : Registry Editor - Add DWORD

Rename it as WorkgroupUseLegacyServerSignIn and enter value 1.

   image 5 : Registry Editor - WorkgroupUseLegacyServerSignIn = 1

Click on Ok.

Happy Coding!!!

Tableau - SharePoint List Connection

SharePoint list – it is like a database table used to store the data on a SharePoint server.  SharePoint 2010 is providing new way to access the LIST data, using RESTful service i.e. ListData.svc.  With the help of this service, we can perform simple queries and joins on SharePoint Lists.

Tableau can connect to a SharePoint list using OData connection.

First, make sure ListData.svc service is up and running on SharePoint server.

Open a web browser, type the below URL and enter.
    http://<SharePointServer>/_vti_bin/ListData.svc

if ListData.svc is running, you can able to see the result in XML format like below snapshot.

   image 1 : checking ListData.svc is running or not

Now, construct the URL for OData connection as below.
http://SharePointServer/SharePoint-Site/_vti_bin/ListData.svc/LISTNAME

Example: http://win-hilgngm29og/Site2/_vti_bin/ListData.svc/OrdersList
win-hilgngm29og --> SharePoint Server Name
Site2         --> SharePoint Server Site
OrdersList         --> List name

Open Tableau Desktop --> select ‘OData’ connection option under ‘To a Server’ section.
Enter the above URL in connection dialog box, click on “SignIn”.

   image 2 : Tableau - SharePoint List connection

Happy coding!!!

Tableau 10 – Custom Territories

Tableau 10 has come up with some new features like define custom territories, cross database joins, connection to Google spread sheets, cross data source filters, new options in Bar charts etc..

Here, I will explain you how to create custom territories in Tableau 10, and how it is different compared to Tableau 9.

Here, I am using "Sample – Superstore (Sample - Superstore.xls)" as data source.

Just have a look at below table for "State wise Sales" information.

State wise Sales (Excel Pivot Table)

State wise Sales (Tableau Map View )

Create Custom Territories using Groups in Tableau 10

Step 1. Connect to "Sample Superstore Excel data source", and create "State wise Sales" filled map view.

   image 1 : State – Color, Text & Detail; SUM(Sales) - Text

Step 2. Create a group by selecting multiple states and click on "Grouping icon" in the above map view as shown in below snapshot.

   image 2

Then, view will become like this

   image 3 : A new dimension State (group) placed in "Dimensions" section and on Color legend;

Step 3. Now, remove 'State' field from Label & Detail;   Drag and drop 'State (group)' on to Label & Detail;
             See the output below. Now you can see all the 4 states with a combined border.

   image 4

If you perform the above steps in Tableau Desktop 9, below is the output.

   image 5 : here those 4 states not covered with border.

Happy coding!!!

Generate PDF document of a Tableau view and send it as an email attachment

In this article I will explain how to generate PDF file/document of a Tableau view, send this document as an attachment in email and how to automate this procedure.

We can achieve this task using Tableau Server command line tool (tabcmd) and third party email sending utilities.

Generate pdf file of Tableau View

• Go to Tableau Server machine, open Command Prompt with administrative rights
• On Command Prompt, navigate to Tableau Server bin directory by typing the below command

  cd C:\Program Files\Tableau\Tableau Server\<version>\bin
                   (or)
cd C:\ Program Files (x86)\Tableau\Tableau Server\<version>\bin

• Login to Tableau Server using below command

tabcmd login -s http ://<host>:<port> -u <username> -p <password>

ex: tabcmd login –s http://localhst:8000 –u <usrname> -p <pwd>

You can see some status message after running the above command.

• Now, type the below command to generate pdf file of Tableau view

     tabcmd get "<url-of-view>" -f "<filename>.pdf"

ex: tabcmd get "/views/Dashboard-SalesProfits/Dashboard2" -f "C:\tmp_Folder\dashboard22.pdf"

Sample tableau view url - http://localhost:8000/#/views/Dashboard-SalesProfits/Dashboard2

      pdf file will be generated and saved in C:\tmp_Folder (create this folder before executing the             above command).

Email the generated pdf file as an attachment

First of all, download and install “febootimail” command line email sending utility from http://www.febooti.com/ website.

• On Command Prompt, navigate to “feebootimail” installation path

cd C:\Program Files (x86)\Febooti Command line email

febootimail -SMTP <your-mail-smtp> -PORT <port-number> -TO "<email-1; email-2>" -FROM <email-from-id> -SUBJECT "email subject line" -ATTACH "<path-of-generated-pdf-file>" -BODY "email message"

ex: febootimail -SMTP mail.infinysis.com -PORT 25 -TO "naga.allaboutbi@gmail.com" -FROM naga.k@infinysis.com -SUBJECT "Tableau View - PDF format " -HTML -TEXT "Hi, <br/> Please find the attached file for Tableau view in pdf format. <br /><br /> http://localhost:8000/ " -Attach "c:\tmp_Folder\dashboard22.pdf" -AUTH LOGIN -USER naga.k@infinysis.com -PASS *******

      Here is the snapshot of the email message
    

Additionally, you can put the entire script in a BATCH file and schedule it using windows task scheduler.

Find the complete script below.

Happy coding!!!