![]() There are multiple blog posts that show how to create a date from a string field. We will use the Path field, cut into pieces and use it for the Date Calc. It is a trade off, file with a Date field or create a new field using the file name. ![]() But in reality many programs write files with a date indicator appended to the name either as a suffix or prefix as in this case. Since the data is an output of another tool, the program has to be tweaked to provide that field. That is the reason, we need a Date field as an identifier in the data itself. But we need to narrow down to the latest month.Ĥ) We need to create a Calculated Date. In this visualization, we have all the 4 months of info. We will start with 4 files and add more files to test the Tableau refreshes. ![]() For this example, we have 6 files Jan to June, one for each month. G) Extract Refresh on the Server works better than the Live connection.īefore we go into the steps, we need some data. So, a timely clean-up/archival of old files is needed. Eg Excel to CSV, CSV to PDFĬ) File names should be consistent with a new identifier every time the file is generated.ĭ) Tableau Server should have access to the shared folder for the refresh to work seamlesslyĮ) If there are more files of the same name, the Dashboard will display duplicate values.į) Over a period of time, there might be many files in the folder which might impact Tableau performance. There are some caveats or points of caution here.Ī) File format should not change. (This is where the Date identifier comes into place) ![]() All these will be more evident when we go into the steps)Ĥ) The file has to be picked up by Tableau from this folder and the dashboard should display only the entries for the latest month i.e every month the Dashboard should get refreshed based on the latest file. We need some identifier for us to use in Tableau. The two digit month MM and the two or four digit year YYYY are needed for Tableau as the report itself does not have a date field. (The name of the file is important for the search. The file has details about all the projects, resources allocated, events and other marketing related data.Ģ) Every month the generated file is automatically placed in a Shared folder (Accessible location within the network).ģ) The file will be named Marketing_Report_MM_YYYY. Let us look at the requirements.ġ) The Marketing team generates a Monthly CSV file from a CRM like Zoho or Salesforce. This will be one of the shorter and simpler blogs that explains one of the most widely requested features. This blog is one of the use case examples that we solve on a regular basis using Tableau. Would it not be easier to dump the data into a database and then read from it? Yes that would be the ideal approach, but many teams rely on tactical solutions at it suits that situation! rely on some Self Service BI tools to pick these local files from a certain location and create Dashboards. Since the world is moving into the visual reporting space, many teams which perform daily, weekly, quarterly Budget Analysis daily reporting of Trades weekly study of Risk compliance etc. This led to the development of different database systems and their management software etc.īut… there are so many companies and teams that still rely on looking at data coming from local files that are extracts generated from other traditional systems like Business Objects, Crystal Reports, Cognos etc. ![]() Sometimes the memory on the PC would not support opening such huge reports. As the data volumes grew in size, Excel could not handle the performance. Data reporting traditionally was done using local files Excel because of the small data volumes. ![]()
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