To publish data to Tableau, create a target object in a mapping task. The target object is a Tableau .hyper file to which you publish the data extracted from the source to Tableau.
Note: Tableau V3 Connector does not support Hosted Agent.
The Secure Agent integrates with the Tableau .hyper API libraries to generate the .hyper or TWBX file based on the mapping you configured in the mapping task.
The Secure Agent uses the Tableau V3 connection to write the .hyper or TWBX file to a directory on the machine where you installed the Secure Agent.
If you have Tableau Desktop installed on your machine, manually import the .hyper or TWBX file to visualize the data. You can publish the .hyper or TWBX file directly to Tableau Server or Tableau Online. The Secure Agent uses the Tableau REST APIs to publish the .hyper or TWBX file to Tableau Server or Tableau Online through the Tableau V3 connection.
The following image shows the Tableau V3 Connector implementation architecture when you use the Secure Agent:
The following events occur when the Secure Agent publishes the .hyper or TWBX file to Tableau:
1The Secure Agent uses the Tableau .hyper API libraries to generate a .hyper file from the Tableau sample .hyper file based on the following configurations in the Tableau V3 connection:
- If you specify a Tableau sample .hyper file, the Secure Agent uses the Tableau sample .hyper file to create a target object and generate the .hyper file.
- If you do not specify a Tableau sample .hyper file, you can create a target in a mapping task. You can use the Create Target option to create a new target. The Secure Agent creates the .hyper file based on the source fields that you want in the target .hyper file.
2To create a TWBX file, provide the name of the workbook in the Workbook Name property. You must also provide the name and path of the Tableau workbook template (TWB) that you want to apply to the data extract in the Workbook Template File Name property. The Secure Agent uses the TWB template to the .hyper file and generates a TWBX file.
Note: Ensure that there is one Tableau workbook template (TWB) file available to create a TWBX file. You must make sure that the metadata and the file name of the .hyper and the TWBX files should be the same.
3The Secure Agent publishes the .hyper or TWBX file to Tableau based on the product type you specify in the connection properties:
- If you specify Tableau Desktop, the Secure Agent uses the Tableau .hyper API libraries to create a .hyper or TWBX file on the local machine. You must then manually import the .hyper file to Tableau Desktop installed on your machine.
For Tableau Desktop, you can create multiple .hyper files in a single location. You must have different Tableau connections for each targets. The operating systems of the Tableau targets must be the same when you read data from source and write data to Tableau.
- If you specify Tableau Server or Tableau Online, the Secure Agent uses the Tableau .hyper API libraries to create a .hyper file. The Secure Agent then uses the Tableau Rest APIs to publish the generated .hyper file to Tableau Server or Tableau Online. You can specify a project name in Tableau Server or Tableau Online where you want to publish the file.
For Tableau Server or Tableau Online, if you specify the Workbook Template File Name and the output file names, a workbook will be published.