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Adding a Visualization Using Tableau for FICO

You can incorporate Tableau visualizations in Xpress Insight apps as custom views that report on scenario data. Tableau for FICO is not installed by default, for more refer to the Xpress Insight Installation Guide.

Tableau visualizations obtain their data from a relational database. Xpress Insight holds scenario data in a compressed format and mirrors it into a relational database—the mirror database—for Tableau.

The schema and content of the mirror database is managed by Xpress Insight, via the companion file, which defines the mirror tables and specifies how they are populated.

Exposing Mirror Data to Tableau and Configuring a Data Source

Change foliodata.xml so that it now reads: 
<?xml version="1.0" encoding="UTF-8"?>
<model-companion xmlns="http://www.fico.com/xpress/optimization-modeler/model-companion" 
                 version="3.0">
    <database-mirror table-prefix="shares_">
        <mirror-tables>
        <mirror-table name="allocations">
            <entity name="frac"></entity>
        </mirror-table>
        </mirror-tables>
        <data-sources>
            <data-source name="share_source">
                <mirror-table-ref name="allocations"></mirror-table-ref>
            </data-source>
        </data-sources>
    </database-mirror>
    <client>
        <view-group title="Portfolio Optimization">
            <vdl-view title="Portfolio" path="foliodata.vdl"></vdl-view>
            <tableau-workbook title="Optimal allocation" 
                              workbook="investments" 
                              managed="true"></tableau-workbook>
        </view-group>
    </client>
</model-companion>
The <database-mirror> element marks the start of the mirror database configuration. It must be placed before the <client> element. The <mirror-tables> element is a container for potentially several <mirror-table> elements, in which the name attribute sets the table name. Within <mirror-table> elements, <entity> elements associate model entities with their mirror tables. Of course, a table name doesn't need to be the same as the entity on which it's based.

The <data-sources> element begins the definition of (potentially several) data sources from which Tableau can access scenario data. Above, only one data source is defined - share_source - which contains a mirror table reference.

Within the <view-group> element, there's a new <tableau-workbook> element that references the workbook investments, a title of Optimal allocation and sets its managed attribute to true. Workbooks thus marked are automatically published by Xpress Insight on loading an app if the workbook file can be located in the tableau folder of the app archive.

Covered Topics
Parent Topic Building an Xpress Insight App

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