I am working on a project to automate a lot of reporting we do in our organisation, which essentially uses 1 or 2 data sources and some custom mapping etc and is currently done using excel.
Ideally I would like to get direct connections to those data sources into Tableau Server (which we have existing infrastructure), but until I can get the buy in of the Technology teams and am still getting the reports up and running I need a fairly robust interim solution. I don't have access to any other databases other that Access (ie SQL Server / My SQL etc) currently so am working with what I have.
Current process is data is extracted from the system into spreadsheets. As Tableau doesn't support 'Union' for excel spread sheets, I am performing this MS Access (via link) and then connecting this to Tableau.
MS Access doesn't support 'LOD Calculations' so I having to create an 'extract' to Tableau first to perform these calculations. I have performed a simple left join of some other data that I have stored in MS Access and started to build in the required calculations in the workbook.
As I don't have a better place to store the data I am wondering about using a Packaged Workbook as a data source for all my other workbooks. (data will get refreshed fairly regularly, up to around once per day once until we have a permanent solution in place )
- Do you think this model seems like a reasonable interim solution until I can get this onto Tableau Server
- Should I expect any performance issues if connecting (multiple) live Tableau workbooks to this extract?
- Workbooks are likely to become reasonably large and complicated. Does this seem like a decent approach?
- Looks like "Calculate Fields" and "Sets" come are pulled into the connected Tableau workbooks. Anything I should look out for?
- Looks like Parameters" do not (impacting some calcs). Anyway to get them saved in the extract?
- Does anyone have any advice or better suggestions on how to manage this? (limited resources available)
Looking forward to hearing anyone's take on this