Tableau Output Tool

Tableau Output Tool

Version:
2022.1
Last modified: May 04, 2022

Tableau Output writes data from Designer to Tableau. See Tableau to learn about known limitations. More information about Tableau can be found on the Tableau Help site.

This tool is not automatically installed with Designer. To use this tool, download it from the Alteryx Community.

Sign In to Tableau

Tableau Output comes with standard authentication using Username and Password, and extended authentication using Personal Access Token.

To schedule your workflow, we recommend selecting the Personal Access Token authentication method and entering the details of your personal access token. Create personal access tokens in Tableau’s My Account Settings and enter the details when you sign into the Tableau Output tool.

USERNAME and PASSWORD

  1. In Authentication Method, select Username/Password.

  2. Enter Server URL, Site, Username and Password.
    If you are using Tableau Server On-Premises and you would like to use the default site, you have to leave Site blank.

  3. Select Connect.

PERSONAL ACCESS TOKEN

  1. In Authentication Method, select Personal Access Token.

  2. Enter Server URL, Site, Token Name and Token Secret.
    If you are using Tableau Server On-Premises and you would like to use the default site, you have to leave Site blank.

  3. Select Connect.

Create Local Output

To create an output of the data on your machine in a HYPER file, select Local Output. This option doesn’t require authentication. In Path, enter the full path of the destination file.

Select Data Source

  1. Select the Project. You can filter by Favorites or Owner.
    Selecting a project filters the data source to those available in the selected project.
    Due to Tableau’s API, Designer flattens the projects into a single list.

  2. Select the Data Source. You can filter by Favorites, Tags, or Owner.

You can only search in full names, so you need to provide 'datasource name' instead of just 'name'.

Select Output Option

The following options define the operation for the whole data source. However, Designer performs the operation at the table level. For example, you can’t append data to one table and overwrite another table, but you can append data to one table and ignore the rest of the tables.

  • Create: Creates a new table.

  • Overwrite: Clears the existing table and populates the table with new data.

  • Append: Adds the data to the existing table.

  • Update: Modifies existing records with new data based on the columns selected in Select Primary Columns.

  • Upsert: Modifies existing records with new data based on the columns selected in Select Primary Columns. If a record is not found, it adds the data to the table.

If the data source contains more than one table, you have to add Data Source Metainfo from a TDS file. For more information about the TDS files and how to obtain them, see Save Data Sources.

You can select Encrypt at Rest to secure Hyper extracts stored on Tableau Server. For more information, see Extract Encryption at Rest.

You can enter an SQL command  in the Post SQL section. Designer applies this command to the created or updated HYPER file before uploading it to Tableau Server.

Select Spatial Columns

Select the columns containing spatial data in the Well Known Text format to transform them into the spatial data type.

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