Tableau Hyper Export

Tableau is one of the leading data visualisation tools and a Dataiku partner.

The Tableau Hyper Export capability lets you exchange data between Dataiku datasets and the Tableau Hyper format. It also lets you upload datasets to Tableau Server or Tableau Cloud.

This capability is provided by the Tableau Hyper Export plugin, which you need to install. Please see Installing plugins.

It provides the following features:

  • Import a Hyper file in Dataiku as a standard dataset.

  • Export a Dataiku standard dataset to a Hyper file for immediate import in Tableau Desktop.

  • Directly upload a dataset to Tableau Server with the Hyper format.

  • Make credentials to Tableau Server available to all Dataiku users on an instance using a plugin preset.

The capability uses the regular export infrastructure of Dataiku, meaning you can export to Tableau:

  • Datasets.

  • Prepared data.

  • Results of SQL notebooks.

  • Pandas dataframes from Jupyter.

  • Dataset schemas.

  • Machine learning results.

How To Use

The capability provides exporters, available in the standard “Export” dialog of Dataiku, a file format component allowing creation of a Dataiku dataset from Hyper files, and a plugin preset enabling Tableau Server credentials to be accessible to authorized users or groups on the Dataiku instance of your organisation.

Java exporters

The plugin provides Java exporters for both Hyper file exports and uploads to Tableau Server or Tableau Cloud. These exporters are faster than the previous implementation and are available on Linux only.

Export Dataiku dataset as Tableau Hyper file

  1. Export your Dataiku dataset directly from your flow

  2. Choose the Tableau Hyper file format.

  3. Download the Tableau Hyper file locally.

  4. Open it in Tableau Desktop.

The exporter performs automatic type conversion on values between Dataiku storage types and Tableau Hyper TypeTags. The processing that will be applied to each value is selected based on the storage type in Dataiku. Under column names in Dataiku, there are two different indications on types. The grey upper one indicates the storage type and will be the one used for value and type conversion. The blue one is the inferred type and enables recommendations of appropriate processing actions in Dataiku. Therefore, if a geo column is to be exported as such in Tableau Hyper from Dataiku, make sure that the grey storage type is geopoint otherwise it might appear as a string in Tableau Hyper. (Same for the date storage type)

DSS geometry columns are exported as Tableau Geography by default. To keep the previous behavior and export DSS geometries as strings, enable the export_geometry_as_string plugin setting.

Upload Dataiku dataset as Tableau Hyper file to Tableau Server or Tableau Cloud

  1. Export your Dataiku dataset to Tableau Server directly from the Flow (The generated Table.Schema couple will be Extract.Extract),

  2. From Dataiku version 10.0.4, the plugin allows you to select the destination Tableau project from a list. To enable this option, make sure to set up the connection parameters first.

  3. Access the dataset on Tableau Server or Tableau Cloud,

  4. Interact with your data and create data visualisation in the cloud,

Import a Tableau Hyper file as a Dataiku dataset

A good practice to create a Dataiku dataset from a Tableau Hyper file is to first create a managed folder in the Flow that will contain the .hyper files then create a Dataiku dataset from the Tableau Hyper files, (Learn more about Managed Folders, a managed folder can be created from the flow: +Dataset > Folder) Choose the target table and schema to extract from your Tableau Hyper file and create a dataset.

Note

The specified couple of (table, schema) have to be present in the file otherwise an error will be thrown.

The importer takes care of data conversion between Tableau Hyper and Dataiku storage types. Check the Tableau Hyper column types , automatic data conversion is performed for booleans, string, numbers, geography and dates. The following Tableau Hyper TypeTag do not have an equivalent in Dataiku: BYTES, INTERVAL, JSON, OID, TIME, TIMESTAMP_TZ, VARCHAR. However, custom additional processing can be made in Dataiku in order to extract some semantics from those TypeTags.

Using plugin preset to make credentials accessible to every user on instance

Tableau access can be given to any Dataiku users using three types of presets:

Tableau Server Preset

This preset allows sharing one (or several) Tableau account with a number of Dataiku users. This approach is to favor when using Tableau service accounts. One such preset has to be created per Tableau account to be shared.

To use this preset, a Dataiku administrator must first create the preset(s):

  1. Navigate to Applications > Plugins > Tableau Hyper format > Settings > Tableau Server Preset > + Add Preset.

  2. Name the preset, add the Tableau server’s URL and site ID.

  3. Select which group(s) can use this preset.

Once this preset is created, allowed users can leverage it by first selecting the authentication type Preset(legacy) option in the exporter, then the created preset by its name.

Tableau Server Personal Preset

This type of presets allows Dataiku users to individually connect to their own tableau account. As a Dataiku administrator, to create this preset:

  1. Navigate to Applications > Plugins > Tableau Hyper format > Settings > Tableau Server Personal Preset > + Add Preset.

  2. Name the preset, add the Tableau server’s URL and site ID.

  3. Allow everybody to use this preset. It is only necessary to create one such preset per targeted tableau server and / or site ID.

Once this is done, any Dataiku user wanting to access their Tableau data:

  1. Navigate to their profile page > Credentials > tableau-hyper-export.

  2. Click on the edit button, enter their tableau user name and password.

  3. The Dataiku user can use the exporter by using the authentication type Personal preset and the name of the preset.

Personal Access Token (PAT) preset

This type of presets allows Dataiku users to individually connect to their own tableau account, using their Personal Access Token created from the tableau account beforehand.

To create this preset, a Dataiku administrator must first:

  1. Navigate to Applications > Plugins > Tableau Hyper format > Settings > PAT Preset > + Add Preset.

  2. Name the preset.

  3. Add the Tableau server’s URL and site ID.

  4. Allow everybody to use this preset. It is only necessary to create one such preset per targeted tableau server and / or site ID.

Once this is done, any Dataiku user wanting to access their Tableau data:

  1. Create a Personal Access Token from their Tableau profile.

  2. Once logged in on Tableau, click on your picture > My Account Settings > Personal Access Tokens section.

  3. Name your preset, keep that name for later, and copy the secret.

Then, in Dataiku:

  1. Go to profile page > Credentials > tableau-hyper-export.

  2. Click on the edit button.

  3. In Username, put the name of the newly created token.

  4. In password, paste the secret.

Once this is done, the Dataiku user can use the exporter by using the authentication type PAT preset and the name of the preset.

Additional instructions are available in the GitHub repository.