[UPDATE PLEASE READ --- TabPy has recently been updated and the install instructions below are now only for legacy purposes. Please find more information on TabPy here (GitHub - tableau/TabPy: Execute Python code on the fly and display results in Tableau visualizations ) and follow the install instructions here (TabPy/server-startup.md at master · tableau/TabPy · GitHub )]
--Nathan Mannheimer (firstname.lastname@example.org)
Tableau Integration with Python – Knowledge Article Compilation By Pawan Kumar
This course is intended to show how to leverage Python to extend Tableau capabilities and visualize outputs from Python.
This is not a Tutorial on Python.
What is Python
- Python is a widely used general-purpose programming language, popular among academia and industry alike.
- It provides a wide variety of statistical and machine learning techniques, and is highly extensible.
- Together, Python and Tableau is the data science dream team to cover any organization’s data analysis needs.
- In 2013 Tableau introduced the R Integration [since Tableau 8.1], the ability to call R scripts in calculated fields using R Server [ Rserve()].
- With the release of Tableau 10.1, you can use Python scripts as part of your calculated fields in Tableau, just as you’ve been able to do with R
- The Python Integration happens through the Tableau Python Server - [ TabPy ] .
Install tableau python server : TabPy
- You can Download TabPy from the Link :GitHub - tableau/TabPy: Execute Python code on the fly and display results in Tableau visualizations
- Click on the Clone or download button in the upper right corner ( see below ) of the TabPy repository page,downloading the zip file and extracting it.
- UPDATED BY COMMUNITY TEAM _ Install instructions are here: Tableau Integration with Python - Step by Step
- You can find information on how to configure and write calculations also on official documentation which also talks about how to use table calculation addressing/partitioning settings correctly.
- Within the TabPy-master directory, execute setup.bat (or setup. sh if you are on Mac).
- This script downloads and installs Python, TabPy and all necessary dependencies.
- After completion, TabPy starts up and listens on port 9004.
- You have Python 3.0 and not the required Python 2.7.
- You might have both versions, but your primary is the 3.0 version.
- When you run the python tableau server set up file for the first time , it shows the message installing Anaconda ( even if Anaconda is there ).
- Sometimes It may take more than hour to get the final confirmation message
You may also get the below even if you have python installed. Have patience, let it keep running. (can take hours. If it get closed run it again, till you get success message). You can get error, but run the setup file again, till finally it gets installed ( Couple of Try running the setup file ,does the trick )
- When you get the below message it means the python server is successfully installed and running fine .
- Also Note the path ( highlighted in red below ) for starting python server next time or else you will keep doing the same process again and again
- So only the first time the python server takes time to run . From next time you need to go to your location as above and do startup and this gets started instantaneously.
- So for next time to start python tableau server (tabpy) ,go to the below path
cd c:\Users\User Name\Anaconda\envs\Tableau-Python-Server\Lib\site-packages\tabpy_serverAnd type → startup and press enterSetting Up Tableau Desktop with Python
Configure a TabPy Connection on TableauOn the Help menu in Tableau Desktop choose Settings and Performance > Manage External Service Connection to open the TabPy connection dialog box.
Enter or select a server name using a domain or an IP address.
The drop-down list includes localhost and the server you most recently connected to.
Specify a port. Port 9004 is the default port for TabPy servers.
Click Test Connection.
Click OK.Pass Expressions to Python
- In order to let tableau know that the calculations need to go to Python, it must be passed through one of the 4 functions.
- These 4 functions are : SCRIPT_BOOL , SCRIPT_INT , SCRIPT_REAL , SCRIPT_STR
- Python Functions are computed as Table calculations in Tableau.
- Since these are table calculations, all the Fields being passed to Python must be aggregated like Sum(PROFIT), MIN(Profit), Max (Profit), ATTR( Category) etc.
Python Functions in Tableau
Run a Python script on TableauSCRIPT_BOOLReturns a Boolean result from the specified expression. The expression is passed directly to a running external service instance. In Python expressions, use _argn (with a leading underscore ) to reference parameters ( _arg1, _arg2, etc.).
- In this python example, _arg1 is equal to SUM([Profit])
- All the Fields being passed to python must be aggregated like Sum(PROFIT), MIN(Profit), Max (Profit), ATTR( Category) etc..
SCRIPT_BOOL : Finding Profit Greater Zero by python
PythonBoolPositive : Python Calculated Field Function Code
for i in _arg1 :
SCRIPT_INT – Example → Multiply Sales with 2 from Python
PythonIntegerMultiplyBy2 : Python Calculated Field Function Code
for i in _arg1 :
SCRIPT_REAL – Example - Finding log of sales by Python
PythonRealLog : Python Calculated Field Function Code
lst = 
for i in _arg1:
SCRIPT_STR – Concatenate Two Strings using Python
PythonStringConcatenate : Python Calculated Field Function Code
for i in range(0,len(_arg1)) :
Finding correlation coefficient of Sales & Profit by Python
PythonCorrCoeff: Python Calculated Field Function Code
import numpy as np