Creating a Workbook with Tableau Desktop

The following instructions describe how to create a new workbook in Tableau Desktop, connect to the database, and specify the table or view to be used by Xpress Insight.

1. Open Tableau and create a workbook.
2. Click File > New to display the following screen:

   

3. Click Connect to Data. To generate a datasource for this workbook, click PostgreSQL, which is the database type used by Xpress Insight.

   

   You can instead use a data source configured in the companion file which is already published to Xpress Insight.

   To use a published data source, click Tableau Server (rather than PostgreSQL) and select the datasource from the list. Skip to step 11.

4. From the PostgreSQL Connection form, enter the name of the server where the Xpress Insight server is installed (the default is localhost) and database (insightmirror), and the username and password. The publisher user account should be used in this circumstance. Be sure to check with your administrator if you do not have this information.

   

5. Click Connect.
6. Change the connection name to Facility Data Source.

   

7. Drag the facility_clients table into the query designer.

   

8. D rag insight_scenarios into the query designer and select Scenario Id as the Data Source join and Id as the insight_scenarios join.

   

9. To secure the workbook drag the insight_security table into the query designer. The join is automatically established.

   

10. Ensure the Live Connection option is selected and verify the data source by clicking the Update Now button.

    Important: Be sure to always choose the Live connection option to ensure that the Tableau view always shows live data from the mirror and not cached data.

    Note: The scenario_id and insight_security table filters must be added to Tableau views to ensure correct behavior when used within Xpress Insight. The scenario_id filter restricts the workbook to show only the scenarios selected by the user. The security filters ensure the workbook only contains data that the user is authorized to view.

11. After you have selected how you want to connect to your data, click Go to Worksheet and the Tableau workbook displays as shown in the following example. Rename the Sheet 1 tab to Clients Table by double-clicking on the Sheet 1 tab.

    

12. Apply the user security filter onto the data source. First sign into Tableau server by selecting the menu option Server - Sign in.

    

13. And enter the name of the Tableau server and credentials that have publish rights to Tableau server.

    

    Note: This step is optional but is recommended as it gives Tableau a user context and allows the user to see the data as seen by this user. This is useful when testing the data source.

    Note: The user account should be one that is currently associated to an Xpress Insight user. The Xpress Insight user should have access to the app the Tableau data source is defined for, and the ability to run one or more scenarios for the app.

14. Select the menu option Data > Facility Data Source Edit Data Source Filters.

    

15. Click Add.

    

16. Select username then click OK.

    

17. Click on the radio button located next to the By formula label and then enter the following formula into the field.

    [username] = USERNAME()

    

18. Click OK.

    

Note: When using the Tableau Viz in Tooltip feature, available in Tableau 10.5 onwards, the scenario id filter will not be automatically applied to the tool tip view. It is recommended that you use the same data source in both views and use the right-click context menu on the scenario id Apply to Worksheets - All Using This Data Source or Selected Worksheets to include the tooltip view. If this is not possible, then the tooltip view should use data blending to link in the data source from the view you want the tooltip to be used on and then use Apply to Worksheets to apply the filter.

Note: Tableau changed the version naming format after 10.5 to use year of issue and incremental version, starting with 2018.1.

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