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Import a Table - Basic (Workflow)
Import a new table - simple import. Import data from a single source table and schedule it to be periodically refreshed (usually overnight). The source table could be from any relational database accessible via ODBC or directly from built-in ETL provider for Microsoft Excel, Microsoft Access and MS SQL Server.
- Connections to the source database via ODBC or an ETL provider has already been created. Connecting to Data Sources from the ETL
- Outside Excel data source is properly formatted. http://kb.tableausoftware.com/articles/knowledgebase/preparing-excel-files-analysis?keywords=excel
- Open the ETL
- Make an ETL Backup
- Open Import Table Wizard
- Import Table Wizard - Start: Double-click the Data Source to import data from, click Next.
- Import Table Wizard - Select Tables: Select table to import from Available Tables, click Next.
- Import Table Wizard - Select Fields: Select columns to import from Available Fields, click Next, click Next again.
- Import Table Wizard - Finish: Enter a name for the new table in Table Name, click Finish and Import Later.
- Browse Table window - Modify Structure: Change data types as required.
- Browse Table window - Refresh
- Browse Table - Browse Data window: Verify if the imported data looks correct.
- Refresh Wizard: Add the table to a scheduled batch.
(Once created, the batches are run manually or by the job scheduler in SQL Server's SQL Server Agent.)
Import a Table with a Filter (Workflow)
Import a new table with a filter.
- Execute the Import a Table - Basic workflow
- Filter Wizard: Defin e a filter for the imported table, name the filter, and save it.
- Browse Table window > Modify Import/Mapping: Select the filter to use with the table. (Also know as "adding the filter" or "using/activating the filter")
- Click Next until Import Table Wizard ... Select Import Filter: Select a filter from the Available Filters, click Finish, click Finish and Import Later.
- Browse Table window - Refresh (CTRL-R).
Report a Imported Table's Metadata
Import Linked Tables
Import from more than one source table. For example, import sales order detail records from a sales order detail table along with the associated record from the sales order master table.
- Determine the tables to link and the fields to create the links on.
Workflow: Define a Formula for a Table
See also: Formula Wizard - Getting Started Videos
Define a imported table with ?relationships, Filters, and Sums as required.
-check the source field types and sizes against the (upper right) formula field size/type as you create the formula
-Save the formula
-Finish or close the formula wizard
-Refresh formula now or later
-Test the results: Browse Table or view data in SQL
Define Several Formulas for a Table
-Create additional formulas on the same table – the new formulas are listed at the end of the table’s field list
--change field type/size as needed
-Back to select a different table to create formulas on
Importing from more than one table with Filters, Sums, and Formulas
-Be sure the needed ?relationships exist MetaData Reports
-Be sure any needed Filters exists (link to browse… as above)
- Be sure any needed Sums exist (link to browse… as above)
-For formulas that pull from a ?parent or ?child table, check the Refresh Wizard: Refresh schedule to be sure the associated tables refresh at the same or earlier step as the table that will have the new formula.
to be defined
Formulas discussion that has decision tree for when to refresh a formula when creating new formulas).