1 2 Previous Next 16 Replies Latest reply on Sep 2, 2018 2:25 AM by Sonali chavan

    Workbook Thumbnails - User Specific View

    Ryan Lambert

      We had upgraded to 10.4 before Christmas and have recently re-published a few handful of workbooks with some modifications to realise the thumbnails have disappeared. We were initially on 10.0 and now most of these workbooks and views have the "User Specific View" thumbnail with white background. My question is, how can I fix this to get the thumbnails back? I have read this is expected behaviour, which I do not believe as we were on 10.0 without this issue and now on 10.4 having this issue. We have user filters but like I said before that never created an issue back on 10.0 and earlier versions for us.

       

      We have 130 workbooks so modifying the user filters is highly undesirable as a workaround (if that is the suggested path forward).

       

      Any help would be greatly appreciated!

        • 1. Re: Workbook Thumbnails - User Specific View
          patrick.byrne.0

          Hello Ryan,

           

          I would check that the workbooks have the proper permissions allowed for generating the thumbnails on the Tableau Server for user specific view. See the section of the Tableau Help guide below that touches on generation of these specific filters 'Specify how to generate thumbnails for workbooks with user filters'.

           

          + http://onlinehelp.tableau.com/v10.3/pro/desktop/en-us/publish_workbooks_howto.html

           

          Cheers,

          Byrne, Patrick

          • 2. Re: Workbook Thumbnails - User Specific View
            Ryan Lambert

            In the following scenarios, a generic image appears in place of the view thumbnail.

            • The user you select does not have permission to see the data.
            • The data is from a Tableau Server data source that was published with data source filters, user calculations, impersonation, or other user reference.

             

            So for the first point, I have tried all super users and groups and that has not fixed it. Can confirm the data source used has no data source filters, calcs,impersonations, or references. The workbook has user filters but not the data source. The data source is direct from SQL Server as-is.

            • 3. Re: Workbook Thumbnails - User Specific View
              Jeff Strauss

              Hi Ryan.  We ran into a similar predicament, and had to find a viable path forward.  I think we ran into it when implementing user filters within version 10.1, so I can't really speak to earlier versions as we had a more antiquated row level security model prior to implementing this.

               

              What happened is that if we had the user filter within the published datasource (i.e. [Username] = username() ) then we would see the generic thumbnail.  I chatted with couple of the Tableau engineers about this (maybe at conference) and they said this was by design to ensure that a real user looking at the thumbnail cannot see info that they're not supposed to be able to see as the published datasource may be using a more generic or runas userid not in the context of the specific user.  And they understood the problem that I was running into.  The only viable workaround that we found was to completely remove the user filter from the centralized published datasource and then embed it within each workbook as a local datasource filter on top of the published datasource.  It wasn't so appetizing to get this done, but it worked as it allows the user that is pulling up the thumbnail to use their specific id.

              • 4. Re: Workbook Thumbnails - User Specific View
                Ryan Lambert

                Thanks Jeff - the published TDS do not have any filters though, all filters are at the sheet level within the workbooks. Upgraded to 10.5 and did not fix either. This was working fine on 10.0 and now since 10.4 any changes we make and re-publish it does this. I added a screenshot of the title page as a thumbnail page for now but that is not desirable.

                • 5. Re: Workbook Thumbnails - User Specific View
                  Jeff Strauss

                  Interesting.  I haven't had a chance to test this out yet with 10.5, but I will add it onto our test matrix to see if the thumbnail images show up or not.  Just as a matter of double-checking, if you are looking for the datasource filters while connected to the published datasource via a workbook, then the filters won't appear.  You need to be connected directly at the published datasource (i.e. a local copy) in order to see the filters.  So if you haven't done this, please verify that the filters do not appear here within the local copy.

                  • 6. Re: Workbook Thumbnails - User Specific View
                    Ryan Lambert

                    Can confirm - downloading a local copy of the TDS onto my desktop as a packaged data source shows no filters in that data source. User Filters are used directly in the workbooks and then published to server using the TDS as a data source.

                     

                    The TDS itself is a bunch of SQL Server table joins extracted onto Server as a TDS.

                    • 7. Re: Workbook Thumbnails - User Specific View
                      Jeff Strauss

                      thanks.  You may want to open a case, or others on this forum may want to chime in.  My team will start testing in the next week or two and will try to remember to respond here what we find.

                      • 8. Re: Workbook Thumbnails - User Specific View
                        Ryan Lambert

                        I have opened a case on this and sent Tableau Support the packaged workbook - will let you know what they can find. There is sensitive data in that workbook so will be unable to share it here in the community.

                        • 9. Re: Workbook Thumbnails - User Specific View
                          Brad Earle

                          What is aggravating with these thumbnails is that the author/publisher chooses which person's identity to use in order to create thumbnails, yet no thumbnail is produced for all to see.  The result from the 10.5 publishing process is totally counter-intuitive.

                          • 10. Re: Workbook Thumbnails - User Specific View
                            Jamieson Christian

                            We are upgrading to Tableau Server 10.5.2, and I just opened case # 03858966 to inquire about this. The section on user filters in the online help article Publish a Workbook is a bit confusing. My understanding is that you can specify a user with which to generate thumbnails, but a generic "User Specific View" thumbnail may be generated anyway if (1) the data source is a published Tableau Server data source, and (2) the data source was published with user-based filters already incorporated.

                             

                            That scenario does not apply to our affected workbook. We apply user-based data source filters in the workbook, but the data source itself does not have any intrinsic user-based filters. Consequently, if I am interpreting the online help article correctly, we should still have control over the thumbnails. Nevertheless, I was stuck with "User Specific View" thumbnails until I removed the data source filter in the workbook as a test. Unfortunately, removing the data source filter is not an option for our production workbook, because we leverage implicit cross-datasource filtering.

                             

                            I will follow up when I hear back from Tableau on the issue.

                            • 11. Re: Workbook Thumbnails - User Specific View
                              Jeff Strauss

                              thank you, thank you for this update, and for opening a case with Tableau support to try to reach resolution or at least an answer.  We have run into the same issue with 10.5.3, though it seems inconsistent.  Some workbooks with local user specific filters the thumbnail shows up fine, and some do not.  It wasn't a big enough deal for us to halt our upgrade, so we proceeded, but it would sure be nice to get down to the bottom of this.

                              • 12. Re: Workbook Thumbnails - User Specific View
                                Jamieson Christian

                                Case # 03858966 has just been escalated to Tier 2 support. I will keep you posted.

                                 

                                Initial feedback from Tier 1 support provided a number of possible causes and workarounds. While these did not resolve our particular situation, I will capture them here in case they help with other scenarios:

                                 

                                • If you specify a group under "Generate Thumbnails as User", make sure the group has permission to see the data. It doesn't matter if every member of the group can see the data; the group itself must have permission. See Workbook With User Filters are Displayed with a Generic Image When Published to Tableau Server | Tableau Software
                                • If your workbook is still compatible with Tableau Desktop 10.1.0, you can use that version of Desktop to publish to Server, and the thumbnails will generate correctly.
                                • "An alternative to better dealing with no thumbnails would be to split up the locations of the workbooks into logical Projects and naming the workbooks such that would help be more intuitive for users to know what they are looking for which leads to knowing without a picture." (I didn't completely wrap my head around this one, so I'm just pasting it verbatim.)
                                • Since the issue is related to Data Source filters, it's important to remember that Global filters (workbook filters that have been configured to "Apply to All Using This Data Source") may be automatically "promoted" to Data Source filters when you open the Edit Data Source Filters dialog. All you have to do is click OK on the dialog, and Global workbook filters will suddenly become Data Source filters — and you may not even notice right away. See Create a User Filter and Secure it for Publishing (in particular the section marked IMPORTANT under "Global filters and data source filters").

                                 

                                Tier 1 support reviewed the section "Specify how to generate thumbnails for workbooks with user filters" in the knowledge base article Publish a Workbook and agreed that there may be a discrepancy with the observed behavior — either the behavior is by design and the KB article does not present it clearly, or Tableau overrides the "Generate Thumbnails as User" setting more often than it's supposed to. Tier 2 support will investigate in more detail.

                                 

                                I'll let you know when I hear more.

                                • 13. Re: Workbook Thumbnails - User Specific View
                                  Jamieson Christian

                                  I received word back from Tableau tier 2 support. See below; bold and italics mine.

                                   

                                  Two weeks ago, our development team investigated a separate case with the same issue and confirmed that the 'User Specified View' thumbnail will be displayed when data sources filters are used. This occurs if the data source is published with data source filters or if the data source filters are added after publishing, and is the expected behavior for new workbooks authored in Tableau 10 and later.

                                   

                                  At the time, our engineers have collaborated with our documentation team to update the current Product Help guide:

                                   

                                  Publish a Workbook   (note the URL says /current instead of /10.3)

                                   

                                  What I have discovered today is that our documentation for versions 10.1 to 10.5, including version 10.3 which you were using as reference, had not yet been updated. I have already requested the correction of our past versions articles. Once again, I apologize for the oversight.

                                   

                                  The difference in the current documentation is as follows:

                                   

                                  In the following scenarios, a generic image appears in place of the view thumbnail.

                                  • The user you select does not have permission to see the data.
                                  • The data is from a Tableau Server data source that was published with utilizes data source filters, user calculations, impersonation, or other user references.

                                   

                                  So, our takeaways are:

                                  1. Generic "user generated view" thumbnail will be shown when using a Tableau Server data source that has user-based data source filters applied, whether in the original published data source or in the workbook using the data source.
                                  2. There are multiple versions of the Tableau documentation out there; always make sure you're viewing the version with /current in the URL.

                                   

                                  I'm still not sure it makes sense for Tableau to enforce the "user generated view" thumbnail so broadly. I've asked my Tier 2 Support specialist to advise on how/where we should drive that discussion. (The support ticket may not be the best place to gain traction on that question.)

                                  • 14. Re: Workbook Thumbnails - User Specific View
                                    Michael Carper

                                    I'm running into this same issue -- I deploy data sources to Tableau Server using a data source filter. Then when I create a workbook that connects to those data sources, but doesn't use any additional filters, the thumbnail is just the "user generated view".

                                     

                                    What's weird is that I followed the instructions here: Workbook With User Filters are Displayed with a Generic Image When Published to Tableau Server | Tableau Software  and added a user filter to that workbook, in which I referenced a field that's always TRUE, and assigned it specifically to my user. Then when I published the workbook, I got the "generate thumbnails as" option, and picked myself. But then in the Server, the workbook ends up looking like this. The thumbnail is distorted somehow? It appears like this regardless of browser, or if I log in as a different user.Screen Shot 2018-06-18 at 11.44.36 AM.png

                                    Patrick Byrne is this the expected behavior for workbooks with data source filtering AND user-specified thumbnails?

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