Tableau V2 Connector > Synchronization Tasks with Tableau V2 Connector > Tableau Targets in Synchronization Tasks
  

Tableau Targets in Synchronization Tasks

You can use the insert operation for a Tableau target in a synchronization task. When you run a task with the insert operation, define the source data that you want in the Secure Agent to write to the target TDE file. The Cloud agent inserts the source rows that you specify into the target.
You can specify a TWB template to the TDE file to create a TWBX file that you can publish to Tableau. You can choose to create or overwrite data when you publish the TDE or TWBX file to Tableau.
If you specified Tableau Desktop in the connection properties, the Secure Agent performs the operation on the local machine. You can provide the extract file path and name on the local machine where you want to save the TDE or TWBX file. If you specified Tableau Server or Tableau Online in the connection properties, the agent publishes the TDE or TWBX file in Tableau Server or Tableau Online. You can choose to provide a name for the TDE or TWBX file that you want to publish as data source to Tableau Server or Tableau Online.

Tableau Target Properties in Synchronization Tasks

You can configure the target properties when you schedule the synchronization task. You configure Tableau target properties on the Target page of the Synchronization Task wizard.
The following table describes the Tableau target properties:
Property
Description
Connection
Name of the target connection.
Target Object
Name of the target object. The target object is a TDE metadata file on the Secure Agent machine. The target object list displays the TDE files if you specify the template file path in the connection properties. Select an existing TDE file as the target object from the list.
Create Target
Creates a target. Enter a name for the target object, and select the source fields that you want to use in the target fields. By default, all source fields are included and the default name of the target object is the source object name.
Note: You cannot create a target if the source is a flat file because of a limitation from Data Integration.

Tableau Advanced Target Properties in Synchronization Tasks

When you configure a synchronization task, you can configure the advanced target properties.
The advanced target properties appear on the Schedule page of the Synchronization Task wizard.
The following table describes the Tableau advanced target properties:
Property
Description
Target Operation
Creates, appends, or overwrites the TDE file on the local machine, Tableau Server, or Tableau Online.
Select one of the following options to publish the TDE file:
  • - create. Creates a TDE file. Ensure that a TDE file with the same name does not exist.
  • - append. Adds data to an existing TDE file. The append operation is not applicable for the TWBX file.
  • - overwrite. Deletes the existing TDE file and creates a new TDE file.
The append and overwrite operations work only if there is an existing TDE file.
Extract File Path
The file path where you want to save the generated Tableau data extract file. Ensure that the file path is on the Secure Agent machine. The path is a temporary location for Tableau Server and Tableau Online.
Default is the location of the target file specified in the Tableau V2 connection properties.
Extract File Name
Name for the Tableau data extract file with the .tde extension.
Default is the file name you specified when creating the target object. If the operation is for Tableau Server or Tableau Online, the file gets deleted after the Cloud Agent publishes the TDE file to Tableau Server or Tableau Online.
To publish a TWBX file to Tableau, you must provide the extract file name salesforce_opportunity.tde defined in the template.
Project Name
Name of the project within a specific site on Tableau Server or Tableau Online where you want to publish the Tableau data extract. By default, the Tableau V2 connection publishes the TDE file to the default project on the site that you specify on Tableau Server.
Data Source
Name of the Tableau data extract that you want to publish to Tableau Server or Tableau Online. If you do not specify a data source name, the default Tableau data extract file name remains the source name.
If you do not specify a data source name, the extract file name remains the data source name. If you do not specify both the data source name or the extract file name, the metadata file name or the target TDE file name remains the source name.
Workbook Template File Name
Name of the predefined Tableau workbook template (TWB) file name that you want to apply to the TDE file to generate a Tableau packaged workbook file (TWBX). You must provide the TWB name to publish the TWBX file.
Workbook Name
Name for the workbook that you want to publish to Tableau. If you do not specify a workbook name, the name of the TWB template file remains the workbook name.