Tableau 10 Release!

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Introduction

The Tableau 10 release is already here and we’d like to highlight the most important new features available in this version. Some of these features will revolutionize how we develop with the tool whilst others will make our lives much easier - just check out the cross database join functionality as an example. It also presents us with some new functionalities for Tableau final users such as the highlighter and, of course, Tableau is still improving the look and feel of the tool and its amazing visualizations, and it is now more flexible for mobile and tablet designs allowing you to consume your reports anywhere.

Tableau 10 Release

 

1. Analytics

We can detect some interesting new features in analytics. One of the most relevant is the cross data source filter - with this capability we can easily set a filter for the data sources feeding our visualizations. We can also build a cluster analysis by just dragging and dropping the functionality to our report, thus allowing the detection of patterns in the data. Finally, with the highlighter function, the dashboard consumer can mark the desired data. Other interesting functions are the custom territories, the new bar charts options available and more advanced analytics.

 

2. Data

In Tableau 10 we can see some big improvements in the way we interact with our data sources. The most important is the cross database join feature, which allows us to make joins between tables coming from different data sources. This will avoid data-blending in many situations and thus multiply analysis possibilities. In this version of Tableau you can also get email alerts and notifications if there is any issue when refreshing a published extract. In terms of data, there are some other new features like a connector to Google sheet and many others, enhanced maps data and more Oracle options in the connection.

 

3. Beauty

Tableau has also invested heavily in developing the look and feel of the tool and the resulting creations of the users. The workbook formatting feature allows you to apply a format to the entire workbook, thus saving time, and global changes are quicker. We can also see enhancements in the predefined fonts and titles.

 

4. Mobile

Here we can see another big improvement: the device designer feature can make a real difference as you can now define how you want to display your dashboards depending on the client’s device. You can design a different disposition of the visualization for mobile, tablet and desktop; and needless to say, there is an Android version of the mobile app.

 

5. Web

Here there are some improvements that offer more flexibility to web users: with web authoring it is possible to create new dashboards and add new data sources in the Tableau Server editor; with the revision history feature, the admin will be able to access the history of the published workbooks and data sources and restore or download an older version if desired. Furthermore, there’s more information on the statistics of your data sources and the publish flow to the server is now more user-friendly.

 

6. Enterprise

In Tableau 10 there is also space for IT perspective improvements. One of the most important is the subscribe others function, allowing you to subscribe other Tableau users to your visualizations so that they will automatically receive the view via email; there are other new features for the admins like the licensing views, new API functionalities for the developers, SAML support and sensible performance improvements.

 

Click here if you would like to receive more information about Tableau 10 or if you need any guidance with the migration process!

 

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Tableau quick integration in Salesforce

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Salesforce is one of the leaders in the CRM sector and it is used in thousands of companies around the world. It is really useful software for managing the data of a sales department and it performs even better if you can combine it with Tableau. If you integrate Tableau into Salesforce you will be able to have the departmental reporting on the same page, saving time and making better analysis of the data.

Tableau offers you a solution with the Salesforce Canvas Adapter, but depending of the level of integration needed you can implement the following very easily. With the method explained here you could save time developing the integration and therefore save money too.

This method takes advantage of the flexibility offered by Tableau with the URL parameters and the facility to embed Tableau in an iframe. Also, Salesforce allows us to create some flexible objects with Apex programming language. Now we are going to explain the procedure for integrating Tableau with Salesforce in four quick and easy steps. Take into account that these actions need to be done in the dev version of Salesforce (sandbox) and then deploy it to production.


Tableau Salesforce 1
Step 1 – Tableau dashboard

Create a dashboard in Tableau and publish it to the server. This Dashboard has to be filtered with an available field in Salesforce. For instance, the ID for a certain account can be the perfect candidate if you are sure that exists in the EDW and in Salesforce. Once published, the URL provided by Tableau Server will be useful in the next step.

Step 2 – Visualforce page

Create a Visualforce Page in Salesforce:

This part can seem scary if you are not used to Salesforce development, but following this step by step guide can help you without needing previous knowledge in this area. All that is necessary to do this is to access the developer console in the sandbox environment.

Tableau Salesforce 2

Once inside the developer console is time to add the apex code below. The URL copied in the previous step needs to replace the red one. The filtering field in Tableau must replace the blue variable and the ID field of Salesforce replaces the green one. Name it and save it as a visualforce page.


<apex:page standardController="Account">

<apex:iframe src="http://tableauserver/views/workbook/dashboard?:embed=yes&CRMID={!account.AccountID__c}&:toolbar=no"

height="1110px" width="1160px" scrolling="true"/>

</apex:page>


Now we are going to analyse the relevant parts of this code:

  1. <apex:iframe – apex code to create an iframe where the Tableau dashboard will appear.
  2. http://tableauserver/views/workbook/dashboard - URL of the published dashboard in Tableau server.
  3. ?:embed=yes – parameter to embed the dashboard into the iframe.
  4. &CRMID={!account.AccountID__c} – part of the URL to filter the view. CRMID is the field used in Tableau and has to be set as a filter in the dashboard. !account.AccountID__c is the ID of the accounts used in Salesforce. Both fields have to be common.
  5. &:toolbar=no – Parameter to hide the toolbar.
  6. height="1110px" width="1160px" – height and width of the iframe. It is advisable to be the same as the Tableau dashboard (unless using automatic size).
  7. scrolling="true" – enables the option of having a scroll in case it does not entirely fit.

The console will look like this:

Tableau Salesforce 3

(!) The common fields for which Tableau has to filter have to be defined in {!account.AccountID__c} section of the code. To detect the proper name of the Salesforce field it is advisable to go to the fields section just to ensure that you are picking the correct name and not the alias that is used in the view.

Tableau Salesforce 4

Step 3 – Create Salesforce section

To create a section to place the Tableau dashboard you will have to edit the page layout. To enter the editor mode press the “Edit Layout” link.

Tableau Salesforce 5

Afterwards, drag and drop the section object to the desired emplacement and name it.

Tableau Salesforce 6

Step 4 – Add Visualforce page

The next step consist in drag and drop the Visualforce page that we have created in step 2 to the “Tableau Reporting” section added in step 3.

Tableau Salesforce 7

Once added, it is possible to edit the dimensions of the Visualforce page pressing the settings button.

Tableau Salesforce 8

Finally, you will have to save the layout and the Tableau report will appear in your account view filtered by the account that you are visualizing. Each time that you change the account in Salesforce the Tableau report will also change. The final result will look something similar to this:

Tableau Salesforce 9

 

 

Enjoy your integration!

 

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