I am wondering if anyone knows how to publish or update an existing a Tableau Workbook to Tableau Server? I can write a .tde directly to server, but cannot find a solution to publish/update a workbook. Any recommendations and/or help would be greatly appreciated! Thanks!
I am thinking there is some miscommunication it almost sounds like you are trying to publish a .twb or a .twbx, so a workbook or packaged workbook. If this is what you are looking for you can publish these but you need to use tabcmd. Tabcmd can be run in Alteryx using the "Run Command" tool, but you will need to install tabcmd on your computer which you either need to get from your server or go to a third party site to get (I think The Information Lab has it on there site). The documentation for tabcmd can be found here: -us/tabcmd_cmd.htm .Tde files are only the data source for the Tableau workbook. If you are trying to update these you can use the "overwrite" option within the Publish to Tableau server tool and that will update the data source.
Thank you for your reponse. I appreciate the help. I actually figured out this issue, it was a lot easier than anticipated. I published the .tde file to Tableau Server and then opened my tableau dashboard which was sitting on my desktop and not the server. In Tableau I connected to a new data source, which was the .tde file that I published from Alteryx. Lastly, I replaced the existing data source with the .tde file from server and then published the dashboard to Tableau Server. Now everytime I run the workflow within Alteryx and publish the .tde file to the server my dashboard updates. :)
I would like to publish twb, enabling "dynamic" parameter values in Tableau through alteryx. I can download the twb using the Tableau API, modify the xml but shouldn't publish back to server be possible using the API w/o tab cmd? So long as the workbook is small?
You would need to write your xml out of alteryx as a .twb file and then use the block until done to then use this tool to push the workbook to server.
I plan on publishing a blog highlighting this usecase over the next week.
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I am writing to xlsx files in my alteryx workflow and i receive the following error: 'We found a problem with some content...Do you want to try to recover as much as we can?' Once I click yes, I then receive this pop up: 'Repaired Records: Worksheet properties from /xl/workbook.xml part (Workbook)'
I am experiencing the same issue and would like to know what part of the workflow is not writing to Excel correctly. My workflow is writing to multiple sheets of the same workbook, but the wait to proceed tool should be preventing any write conflicts.
Came across this post while trying to resolve the same issue. In my case this was caused by creating dynamic Excel sheet names which were longer that the 31 Excel sheet name character length limit. I resolved this by limiting the sheet name to 31 characters (using a Left function).
I recently installed portal and have installed and authorized Insights. I am able to access the application but on the my workbooks page I have no workbooks listed and when I hit the Start new workbook button nothing happens. any help?
If you have this and still see the problem, please go to My Content and choose "Create". You should see the following option in the dropdown "Feature Layer". If you're missing this, then there's probably some issue with creating hosted feature services in Portal/Server.
If you federate portal and server using the private url (aka the one with phisical machine fully qualified name and ports 6442, 7442) as suggested on the install guide, the data store will NOT work when accessing the portal from the web adaptor url from a machine that cannot access the private url, the same will happen if you publish the portal/server through a proxy.
Is Insights installed on both Portal & Server, if they are on separate machines? If it is, can you find out if you can publish a feature layer from Create Feature Layer option in My Content in Portal?
When you create a new workbook in Insights, it creates a hosted workspace service in the ArcGIS Data Store of the hosting server that you just refederated. So, if you're having workbook issues, I'd recommend making sure you can do this task first to ensure the Enterprise is up and functional.
First, I had issues not being able to create/add content so I changed the unfederated, and then federated again using the admin path for both URLs. That appeared to fix the first issue. Second, I had troubles with creating the workbook and was receiving two different errors; certificate error, and servlet error.
If you are running ArcGIS Enterprise in a distributed environment, Insights must be installed on every machine running Portal, and the hosting GIS Server. As noted here: -insights-windows.htm
"The setup program detects whether Portal for ArcGIS or ArcGIS Server is installed on your machine, and installs the appropriate Insights feature. On a single-machine deployment, you only need to run the setup once. If your Portal for ArcGISis configured in high availability, you need to run the setup program in both portal machines. If your hosting server is a multi-machine site, you need to run the setup program on all of the machines in the hosting server site"
What I do today is use an Excel workbook that has multiple tabs. The first sheet in Excel has the information that I enter for the project and then that data is linked to all 15 sheets and those get auto populated with the information from first tab.
If you are new to Smartsheet I suggest you expore all the easy stuff which will give you some big quick wins... then if you still need some of the more challenging stuff, we can talk you through using Appsheet, Azuqua, Zapier, SQL Server as a supporting Database and Power Bi to see a nice dashboard.
Jacquie, I recommend after you do Save As New on the folder, consider renaming the sheets to incorporate your project name or number. I use this pattern, and I have sheets names like Project Overview, Action Items, Milestones, etc, and without renaming you can end up with five Action Item tabs in smartsheet and not know which goes with which project.
The other thing I do in my template is create a report for each sheet, so I can incorporate them into a Sight (requires Business account) as well. A sight is like a dashboard. I set my Sight widgets so that when you click on them it navigates directly to the sheet so you can edit. I save these reports and the Sight in my template folder so they all get updated when I Save as New as well.
Hi Yutao,
It's been almost a year! Where have we been with this issue? Refreshalldataconnections is key in script with Power Automate... How Microsoft can miss that! We need it please!
When you say "only Power BI connections", will you exclude Power Query in Excel? Both are in DAX languages and almost the same queries though...
P.S.: Just to be clear, currently only the Power BI data connections can be refreshed through the workbook.refreshAllDataConnections() API. We have been working to support refreshing the other data connection types, but currently we don't have a concrete timeline to share yet. Thanks again for your patience and support!
You can also change the theme used by your workbook. Themes control items like the default font, colors, and line thickness. When you create a new workbook, it automatically uses the Default theme, which uses visual best practices.
You can change every type of line for all views in your workbook, or you can change just certain types of lines, such as trend lines. You can also turn off certain types of lines, including grid lines.
When you make changes to your workbook's line settings, a gray dot appears next to the setting in the Format Workbook pane. You can quickly switch back to default settings using the Reset to Defaults button.
The Format Workbook pane replaces the Data pane on theleft and provides a series of drop-down listswhere you can change all font settings in a workbook, as well as the font settings for titles of worksheets, stories, and dashboards.
If your workbook is set to a theme other than Default, it will retain that theme when you upgrade from one version of Tableau to another, but you can easily change the theme to Default. Conversely, you can change your workbook's theme from Default to a different, earlier theme.
If you upgraded from version 9.3 to version 10.x and your theme was set to Default in version 9.3, it will be set to Previous in version 10.x. After you switch to the Default theme, check your workbook to confirm that items are sized appropriately. You might need to make some manual adjustments.
When you make changes to your workbook's font settings, a gray dot appears next to the setting in the Format Workbook pane. You can quickly switch back to default settings using the Reset to Defaults button.
I have been asked to look into moving class workbooks into an online format, preferably in Moodle. The workbooks are a mixture of information pages and pages that students fill out such as reflections, feedback and profiles. I am looking at the book module and it's fine for static pages and for laying out the format of the book as a whole. I'm having problems with the content that students need to fill in. Some of this can be done with embedding a Google Form, but that has the drawback on not being able to be edited later. It would also mean that the data would be spread out over several Google Forms. I could embed some H5P but i'm not sure how the data would be saved and kept 'live' for a student to go back and edit or for a tutor to view. My first though was to create PDF forms but these can't be viewed, edited or saved in Moodle(?).
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