You work in the retail industry, and business analysts in your enterprise need to analyze product sales trends based on a particular region.
Sales record files can contain information about products that are sold in multiple outlets and regions. You can consolidate the data from the sales record in a MySQL database.
Configure a synchronization task that generates a TDE file from a MySQL source and publishes the TDE file to Tableau Server.
You perform the following synchronization tasks:
Define the synchronization task.
Configure a synchronization task to use the insert operation.
Create a MySQL source object.
The source for the mapping is a MySQL connection that contains the product sales data. The MySQL object is a single source in the synchronization task. You want to include the Row ID, Order ID, Order Quantity, Order Date, Unit Price, Region, and Product Category source columns in the MySQL data object. Specify sales_records as the resource for the source object.
Create a Tableau target object.
Select the Tableau Server connection to which you want to publish the TDE file. Select the fields Row_Id, Order_Id, Order_Quantity, Order_Date, Unit_Price, Region, and Product_Catagory from the source object that you want to insert into the target object. Provide a name sales_records_new for the target object and specify the connection type as Tableau. The synchronization task populates the fields to create a sales_records_ne.tde file in the location you specify in the connection.
Configure a field mapping.
Map all the fields under sales_records source data to all the fields in the target sales_records_new. The agent writes the mapped source data to the target TDE file.
The following image shows the mapping of the sales_records source with the sales_records_new target in the location that you specified in the connection properties:
Configure the advanced target properties.
In the advanced target properties, choose to create a TDE file in Tableau Server. Provide the project name Tableau_Sales and data source name, Sales, in Tableau Server where you want to publish the data. Enter a directory local to the Secure Agent to see the success and error files. Save and run the task.
Open the project in Tableau Server to visualize the exported data.
The following image shows the data categorized by region in Tableau Server.
