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Tableau Installation and Configuration on Mac and Windows

Tableau is one of the most widely used data visualization tools across the industry.  It is primarily used for business intelligence. In today’s world where organizations have a large amount of data coming from different sources & platforms, it is very important to understand the trends which help businesses to drive strategy and take some important decisions. The data visualization tool plays a key role in that area. In the end-to-end analytics platform Tableau is the most powerful, secure, and flexible platform. Organizations use Tableau to create an impact on the visual views of the data. The basic purpose of this platform is to analyze varieties of structured data & convert it into highly interactive visualizations, dashboards & Stories which the end-user can easily understand and take impulsive decisions useful for the future. It empowers the end-users to get the analysis done quickly, and confidently combine, shape, clean and operationalize their data flow in a creative output which is visually effective.This article is going to cover step by step guide to install Tableau. Before going into details for installation, it is important to understand the various components of the Tableau software suite. There are six different components of Tableau:Tableau Server: It serves the purpose of a centralized repository for dashboards and data sources used in any organization. Tableau desktop publishes dashboard and data sources on the Tableau server. Tableau Server is a key component for control and compliance perspective as well. Industry-specific compliance requires to have an on-premises version of the server to have physical control of the content. This is important for auditing purposes. Tableau server also easily integrates with windows active directory which helps in enabling single sign-on for organizations as well.Tableau Desktop: This is the main component used by developers to create interactive dashboards and workbooks. It can connect to any data source and does the transformation required to meet the business needs of customers. We can add customized filters and also do some additional calculation while creating dashboards in Tableau desktop.Tableau Public: This helps users to publish their dashboards on Tableau public server hosted and owned by Tableau software. Any organization/individual can create their public profile on Tableau software and leverage that profile to publish local dashboards.Tableau Reader: This comes as a free offering from Tableau to view and interact with dashboards created by Tableau desktop.Tableau Online: This is a cloud-based offering from Tableau. Any organization who does not want to have a tableau server hosted on-premises, can go with Tableau online.Tableau Mobile: This is available as both android and iPhone apps. We can use this app to view dashboards if we have Tableau online subscriptions or user access to organizations Tableau server.Key FeaturesOther FeaturesOperating SystemLicenseTableau DesktopCreates dashboards and stories locallyTableau Personal: limited data sources, non-connectivity to Tableau Server.Tableau Professional: Full enterprise capabilities.Windows, MacPersonal: $999Professional: $1999Tableau PublicA massive, public, non-commercial Tableau ServerAll data published in public-FreeTableau OnlineCreating Dashboards and stories on the CloudLive connections-$500 per yearTableau ReaderView dashboards and Sheets locallyCannot modify workbooks or connect to the serverWindows, MacFreeTableau ServerConnect to Data sources and share DashboardsUsers can directly interact with Dashboards via a browserWindowsCore LicensingWe are going to cover installation for Tableau Server and Tableau desktop in detail here.Tableau server Installation on WindowsTableau server can run on a multi-node cluster as well on Virtual machines as well. Here we will be covering installation on a single-node machine.The minimum hardware requirement for Tableau server(Single node) :Processor speed: 8 core, 2.0 GHz or higher processor32 bit/64 bit architecture: 64-bitRAM: 32 GB memoryHard Disk: 50 GB disk space should be availableOperating system requirements :The operating system which supports Tableau server installation are as follows: Windows Server 2008 R2, Windows Server 2012, Windows Server 2012 R2, Windows Server 2016, Windows server 2019, CentOS 7, Ubuntu 16.04 LTS, Red Hat Enterprise Linux (RHEL) 7, Oracle Linux 7Installation Path: The Tableau server gets installed in the system drives where windows operating system files also exist. If by default, the system drive is the C drive, then the installation path will be as follows:C:\Program Files\Tableau\Tableau Server\packagesC:\ProgramData\Tableau\Tableau ServerSome organizations install tableau server on different location as well. We can provide the location different than the system drive by browsing install location which will automatically add  \Tableau Server to it and will install the files under it.Let’s now go to installation for version (2018.2) of Tableau Server.Step 1: Get the product key of the software using the user id and password that you must have received while purchasing Tableau. Then go to the Customer Portal and get the product key.Step 2: Get the Admin rights for the computer on which we are installing Tableau software. The developer should be a member of the administrator's group in local users and group management.Step 3: Get the installation files for Tableau server. We can download installation file by visiting Download Tableau Server-WindowsStep 4: Run the installation files with admin rights, the below screen will come up where you can change the installation drive, by default it will be installed in system drive:Step 5: Once we click next, the below page will appear where we can choose installation type, in this article we will be covering new Tableau server installation:Step 6: After we click on the install button, the installation process will be kicked off and once the installation is completed clicking next will start Tableau Service manager. It may take some time to start TSM.Step 7: Once TSM process gets launched by a setup process, the below screen will come up. We need to log in using the same admin credential which we have used for running installing set upStep 8: Once we login to TSM, it will ask for a product key to activate the tableau server:The product key is used to activate both server and setting license type which can be user-based or core-based. It requires an active internet connection but there is an alternative way to activate tableau offline as well. You can read Activate Tableau OfflineStep 9: The next step is configuring the basic settings on the Tableau server after activation and successful registration of product key. We can set how we want to authenticate users either local or active directory, setting under which account tableau server should run, setting default port and whether we want to include sample workbook or not.Step 10: Setting the authentication type is very critical in the entire set up. By default the authentication type is local. The other option is active directory authentication. If we select an active directory option, then we need to enter a domain name in the fully qualified name and in the NetBIOS section we can enter the domain’s nickname:Step 11: We can run Tableau server either under NT AUTHORITY\NetworkService or custom service account. We need to provide a domain name with the user name for the custom user account.Step 12: Setting default port for Tableau server: By default, it takes port number 80 if there is no other application running on the same port. If the port is not available, we need to find out which other application has claimed port number 80. Usually, IIS runs on the same port. IT infrastructure team can help us in getting a new port if 80 is not available:Step 13: Once we click on the initialize button in step 9, Tableau server will start saving all the configuration settings set in previous steps :Step 14: Once the initialization gets completed, the below screen will appear and clicking on the continue button will take you to the final step where you need to configure administrator user for running Tableau server:Step 15: Tableau server set up at last step launches a browser and opens a page where we need to set administrator user for Tableau server. The administrator does take care of all tasks like managing sites, users administration, groups and project management. Even for changing, any configuration setting can be done only by the administrator. In the case of active directory authentication, the administrator must belong to a user in the same directory. For local authentication, we need to provide a username and password. This account is very critical as it provides a single entry point to Tableau server in case of any issue in server.Step 16: Once we are done with the setting of administrator users, we can log in to the Tableau server using web interface. We can then start publishing the workbook to the server using Tableau desktop.Tableau server Installation on Linux/Ubuntu:With the growing demand for Tableau server running on Linux/Ubuntu, it is now supported on Linux as well. In a recent survey, it has been found that 25% new server installation happened on Linux server. Let us now cover the step by step process for installing Tableau Server on Linux :Download the Linux version of Tableau server as per the operating system. In this article we will cover tableau-server-2019-1-1_amd64.deb (1371 MB)Only the below version of Linux are supported Red Hat Enterprise Linux (RHEL) 7.3 and higher, CentOS 7.3 and higher, Oracle Linux 7.3 and higher, and Amazon Linux 2.Version.The latest versions of Ubuntu 16.04 and 18.04 LTS only. Non-LTS releases are not supported. The installation tasks will be run as root. We can run this by Sudo command or we can run commands directly as the root user.Log in with the user having Sudo access to the system and navigate to the location where you’ve copied the installation package. Now you will be using the package manager to install Tableau Server. We have different commands for RHEL and Ubuntu:On RHEL/CentOS we can have below commands sudo yum update sudo yum install tableau-server-<version>.x86_64.rpm On ubuntu we can run below commands sudo apt-get update sudo apt-get -y install gdebi-core sudo gdebi -n tableau-server-<version>_amd64.debNext step is initializing TSM. We need to navigate to script location:cd /opt/tableau/tableau_server/packages/scripts.<version>If the system is connected to the internet, then we can run the command given below to start TSM: sudo ./initialize-tsm --accepteula and in case of a system connected to the internet through the proxy server, we can run the given below command:sudo ./initialize-tsm --accepteula --http_proxy=http://proxy.example.lan:80/ --https_proxy= http://1.2.3.4:443/In the above example, we can replace hostname proxy .example.lan and IP address 1.2.3.4 with our hostname and IP address.Once initialization is completed, we can close the terminal sessions: logoutNext step is activating and registering Tableau server. Navigate to web UI interface for TSM Web UI. In case of an authentication error, check if the user belongs to the tsmadmin group or not. It can be easily checked running following command in bash:grep tsmadmin /etc/group - this will list down all users belonging to the tsmadmin group. We can also add the user to a tsmadmin group by running the below command: sudo usermod -G tsmadmin -a <username>. Once we added the user successfully we can run tsm login command.After successful login to TSM, you can activate the key :Once License activated, we can enter basic information and click on the register button as below :The next step is configuring basic settings like authentication, port etc.If we opt for active directory, then there are two options to connect either using simple bind or GSSAPI bind:Once initialization is completed, the below screen will come up to confirm it :Next step is creating administrator accounts for Tableau server. If we have used an active directory authentication, then we can run the below-given command to create the same :tabcmd initialuser --server 'localhost:80' --username '<AD-user-name>'.In case of local authentication we can create a custom user who will be working as admin using below command: tabcmd initialuser --server 'localhost:80' --username 'admin'We can then check firewall settings which is an optional step but it is best to practise for security. There are two ports on which Tableau server run. The first port is a gateway port(80) and the other one is tabadmincontoller port(8850). Please find below commands to open these ports :Starting firewalld by sudo systemctl start firewalldSetting default zone as public by running command sudo firewall -cmd --set-default-zone=publicAdding ports for the getaway port and tabadmin controller port by running commandsudo firwall -cmd --permanent --add-port=80/tcpsudo firwall -cmd --permanent --add-port=8850/tcpLast step would be reloading the firewall and verifying settingssudo firwall -cmd --reloadsudo firwall -cmd --list-allThe final step is validating Tableau server installation by installing the PostgreSQL driver which can help in viewing administrative views. First of all, you need to download the driver by navigating to Driver Download page. Once the driver is downloaded, you can install it by below command :CentOS and RHEL ,we can download the .rmp and run below command :sudo yum install tableau-postgresql-odbc-9.3.1.x86_64.rpmUbuntu need .deb file and below command :sudo dpkg -i tableau-postgresql-odbc-9.3.1.x86_64.debOnce the driver is installed, you can validate by visiting Administrative Views in tableau server.Tableau desktop Installation on WindowsThe first step is downloading installation files from Tableau Desktop DownloadRun the .exe file once the installation file is downloadedOnce you click the run button, the below screen will appear, you can read the license agreement and confirm the acceptance to proceed furtherOnce the installation is completed. In the next screen, you can choose the trial version or if you have the product key, you can activate the product as wellTableau desktop Installation on MacThe first step is to visit Product Downloads and Release Notes  and Tableau desktop should be selected from the list.Choose the version we would like to installIn the downloadable file section, we can select mac version of Tableau desktopFor Mac: Open the Disk image file (.DMG) and double-click the installer package (.PKG) to start the installation.With this installation, some data sources drivers get automatically installed for seamless integration with different data sources.Once the installation is completed, we can register the product or start using the trial versionTableau desktop Uninstallation on Windows/MacThe first step is deleting Tableau desktop from the applications folder.The second step is deleting My Tableau Repository from Documents folder. It might be possible that doing the above step may delete user-related files as well. So we may choose another alternative to rename the folder to something else.Then we can delete all files/folders beginning with “com.tableau” from Library folder under Preferences and Saved Application state respectively.To delete hidden folders from mac, we can follow the below steps:CMD-SHIFT-G or we can navigate to Go->Go to Folder.. From finder.It will open the dialogue box in which we can type ~/Library/PreferencesIf Tableau desktop being used by multiple users then we can repeat all steps except the first one for all users.For WindowsNavigate to Control Panels-Programs-Uninstall ProgramIn the program list select Tableau Desktop and on right-click select uninstallNavigate to installation path for Tableau desktop C:/Program Files/Tableau and delete the “Tableau<Version>” folder from there to uninstall it.

Tableau Installation and Configuration on Mac and Windows

6K
  • by Ashish Kumar
  • 09th Aug, 2019
  • Last updated on 11th Mar, 2021
  • 25 mins read
Tableau Installation and Configuration on Mac and Windows

Tableau is one of the most widely used data visualization tools across the industry.  It is primarily used for business intelligence. In today’s world where organizations have a large amount of data coming from different sources & platforms, it is very important to understand the trends which help businesses to drive strategy and take some important decisions. The data visualization tool plays a key role in that area. In the end-to-end analytics platform Tableau is the most powerful, secure, and flexible platform. Organizations use Tableau to create an impact on the visual views of the data. The basic purpose of this platform is to analyze varieties of structured data & convert it into highly interactive visualizations, dashboards & Stories which the end-user can easily understand and take impulsive decisions useful for the future. It empowers the end-users to get the analysis done quickly, and confidently combine, shape, clean and operationalize their data flow in a creative output which is visually effective.

This article is going to cover step by step guide to install Tableau. Before going into details for installation, it is important to understand the various components of the Tableau software suite. There are six different components of Tableau:

  1. Tableau Server: It serves the purpose of a centralized repository for dashboards and data sources used in any organization. Tableau desktop publishes dashboard and data sources on the Tableau server. Tableau Server is a key component for control and compliance perspective as well. Industry-specific compliance requires to have an on-premises version of the server to have physical control of the content. This is important for auditing purposes. Tableau server also easily integrates with windows active directory which helps in enabling single sign-on for organizations as well.
  2. Tableau Desktop: This is the main component used by developers to create interactive dashboards and workbooks. It can connect to any data source and does the transformation required to meet the business needs of customers. We can add customized filters and also do some additional calculation while creating dashboards in Tableau desktop.
  3. Tableau Public: This helps users to publish their dashboards on Tableau public server hosted and owned by Tableau software. Any organization/individual can create their public profile on Tableau software and leverage that profile to publish local dashboards.
  4. Tableau Reader: This comes as a free offering from Tableau to view and interact with dashboards created by Tableau desktop.
  5. Tableau Online: This is a cloud-based offering from Tableau. Any organization who does not want to have a tableau server hosted on-premises, can go with Tableau online.
  6. Tableau Mobile: This is available as both android and iPhone apps. We can use this app to view dashboards if we have Tableau online subscriptions or user access to organizations Tableau server.

Key FeaturesOther FeaturesOperating SystemLicense
Tableau DesktopCreates dashboards and stories locallyTableau Personal: limited data sources, non-connectivity to Tableau Server.
Tableau Professional: Full enterprise capabilities.
Windows, MacPersonal: $999
Professional: $1999
Tableau PublicA massive, public, non-commercial Tableau ServerAll data published in public-Free
Tableau OnlineCreating Dashboards and stories on the CloudLive connections-$500 per year

Tableau ReaderView dashboards and Sheets locallyCannot modify workbooks or connect to the serverWindows, MacFree
Tableau ServerConnect to Data sources and share DashboardsUsers can directly interact with Dashboards via a browserWindowsCore Licensing

We are going to cover installation for Tableau Server and Tableau desktop in detail here.

Tableau server Installation on Windows

Tableau server can run on a multi-node cluster as well on Virtual machines as well. Here we will be covering installation on a single-node machine.

The minimum hardware requirement for Tableau server(Single node) :

  • Processor speed: 8 core, 2.0 GHz or higher processor
  • 32 bit/64 bit architecture: 64-bit
  • RAM: 32 GB memory
  • Hard Disk: 50 GB disk space should be available

Operating system requirements :

  • The operating system which supports Tableau server installation are as follows: Windows Server 2008 R2, Windows Server 2012, Windows Server 2012 R2, Windows Server 2016, Windows server 2019, CentOS 7, Ubuntu 16.04 LTS, Red Hat Enterprise Linux (RHEL) 7, Oracle Linux 7

Installation Path: The Tableau server gets installed in the system drives where windows operating system files also exist. If by default, the system drive is the C drive, then the installation path will be as follows:

  • C:\Program Files\Tableau\Tableau Server\packages
  • C:\ProgramData\Tableau\Tableau Server

Some organizations install tableau server on different location as well. We can provide the location different than the system drive by browsing install location which will automatically add  \Tableau Server to it and will install the files under it.

Let’s now go to installation for version (2018.2) of Tableau Server.

Step 1: Get the product key of the software using the user id and password that you must have received while purchasing Tableau. Then go to the Customer Portal and get the product key.

Step 2: Get the Admin rights for the computer on which we are installing Tableau software. The developer should be a member of the administrator's group in local users and group management.

Step 3: Get the installation files for Tableau server. We can download installation file by visiting Download Tableau Server-Windows

Step 4: Run the installation files with admin rights, the below screen will come up where you can change the installation drive, by default it will be installed in system drive:

Tableau server Installation on Windows

Step 5: Once we click next, the below page will appear where we can choose installation type, in this article we will be covering new Tableau server installation:

Tableau server Installation on Windows

Tableau server Installation on Windows

Step 6: After we click on the install button, the installation process will be kicked off and once the installation is completed clicking next will start Tableau Service manager. It may take some time to start TSM.

Step 7: Once TSM process gets launched by a setup process, the below screen will come up. We need to log in using the same admin credential which we have used for running installing set up

Tableau server Installation on Windows

Step 8: Once we login to TSM, it will ask for a product key to activate the tableau server:

Tableau server Installation on Windows

The product key is used to activate both server and setting license type which can be user-based or core-based. It requires an active internet connection but there is an alternative way to activate tableau offline as well. You can read Activate Tableau Offline

Step 9: The next step is configuring the basic settings on the Tableau server after activation and successful registration of product key. We can set how we want to authenticate users either local or active directory, setting under which account tableau server should run, setting default port and whether we want to include sample workbook or not.

Tableau server Installation on Windows

Step 10: Setting the authentication type is very critical in the entire set up. By default the authentication type is local. The other option is active directory authentication. If we select an active directory option, then we need to enter a domain name in the fully qualified name and in the NetBIOS section we can enter the domain’s nickname:

Tableau server Installation on Windows

Step 11: We can run Tableau server either under NT AUTHORITY\NetworkService or custom service account. We need to provide a domain name with the user name for the custom user account.

Tableau server Installation on Windows

Step 12: Setting default port for Tableau server: By default, it takes port number 80 if there is no other application running on the same port. If the port is not available, we need to find out which other application has claimed port number 80. Usually, IIS runs on the same port. IT infrastructure team can help us in getting a new port if 80 is not available:

Tableau server Installation on Windows

Step 13: Once we click on the initialize button in step 9, Tableau server will start saving all the configuration settings set in previous steps :

Tableau server Installation on Windows

Step 14: Once the initialization gets completed, the below screen will appear and clicking on the continue button will take you to the final step where you need to configure administrator user for running Tableau server:

Tableau server Installation on Windows

Step 15: Tableau server set up at last step launches a browser and opens a page where we need to set administrator user for Tableau server. The administrator does take care of all tasks like managing sites, users administration, groups and project management. Even for changing, any configuration setting can be done only by the administrator. In the case of active directory authentication, the administrator must belong to a user in the same directory. For local authentication, we need to provide a username and password. This account is very critical as it provides a single entry point to Tableau server in case of any issue in server.

Step 16: Once we are done with the setting of administrator users, we can log in to the Tableau server using web interface. We can then start publishing the workbook to the server using Tableau desktop.

Tableau server Installation on Linux/Ubuntu:

With the growing demand for Tableau server running on Linux/Ubuntu, it is now supported on Linux as well. In a recent survey, it has been found that 25% new server installation happened on Linux server. Let us now cover the step by step process for installing Tableau Server on Linux :

Tableau server Installation on Linux/Ubuntu

  • Only the below version of Linux are supported Red Hat Enterprise Linux (RHEL) 7.3 and higher, CentOS 7.3 and higher, Oracle Linux 7.3 and higher, and Amazon Linux 2.Version.The latest versions of Ubuntu 16.04 and 18.04 LTS only. Non-LTS releases are not supported. The installation tasks will be run as root. We can run this by Sudo command or we can run commands directly as the root user.
  • Log in with the user having Sudo access to the system and navigate to the location where you’ve copied the installation package. Now you will be using the package manager to install Tableau Server. We have different commands for RHEL and Ubuntu:
On RHEL/CentOS we can have below commands
sudo yum update
sudo yum install tableau-server-<version>.x86_64.rpm
On ubuntu we can run below commands
sudo apt-get update
sudo apt-get -y install gdebi-core
sudo gdebi -n tableau-server-<version>_amd64.deb
  • Next step is initializing TSM. We need to navigate to script location:
cd /opt/tableau/tableau_server/packages/scripts.<version>
  • If the system is connected to the internet, then we can run the command given below to start TSM: sudo ./initialize-tsm --accepteula and in case of a system connected to the internet through the proxy server, we can run the given below command:

sudo ./initialize-tsm --accepteula --http_proxy=http://proxy.example.lan:80/ --https_proxy= http://1.2.3.4:443/

In the above example, we can replace hostname proxy .example.lan and IP address 1.2.3.4 with our hostname and IP address.

  • Once initialization is completed, we can close the terminal sessions: logout
  • Next step is activating and registering Tableau server. Navigate to web UI interface for TSM Web UI. In case of an authentication error, check if the user belongs to the tsmadmin group or not. It can be easily checked running following command in bash:

grep tsmadmin /etc/group - this will list down all users belonging to the tsmadmin group. We can also add the user to a tsmadmin group by running the below command: sudo usermod -G tsmadmin -a <username>. Once we added the user successfully we can run tsm login command.

  • After successful login to TSM, you can activate the key :

Tableau server Installation on Linux/Ubuntu

  • Once License activated, we can enter basic information and click on the register button as below :

Tableau server Installation on Linux/Ubuntu

  • The next step is configuring basic settings like authentication, port etc.

Tableau server Installation on Linux/Ubuntu

  • If we opt for active directory, then there are two options to connect either using simple bind or GSSAPI bind:

Tableau server Installation on Linux/Ubuntu

Tableau server Installation on Linux/Ubuntu

  • Once initialization is completed, the below screen will come up to confirm it :

Tableau server Installation on Linux/Ubuntu

  • Next step is creating administrator accounts for Tableau server. If we have used an active directory authentication, then we can run the below-given command to create the same :
    tabcmd initialuser --server 'localhost:80' --username '<AD-user-name>'.In case of local authentication we can create a custom user who will be working as admin using below command: tabcmd initialuser --server 'localhost:80' --username 'admin'
  • We can then check firewall settings which is an optional step but it is best to practise for security. There are two ports on which Tableau server run. The first port is a gateway port(80) and the other one is tabadmincontoller port(8850). Please find below commands to open these ports :
  1. Starting firewalld by sudo systemctl start firewalld
  2. Setting default zone as public by running command sudo firewall -cmd --set-default-zone=public
  3. Adding ports for the getaway port and tabadmin controller port by running command
    sudo firwall -cmd --permanent --add-port=80/tcp
    sudo firwall -cmd --permanent --add-port=8850/tcp
  4. Last step would be reloading the firewall and verifying settings
    sudo firwall -cmd --reload
    sudo firwall -cmd --list-all
  • The final step is validating Tableau server installation by installing the PostgreSQL driver which can help in viewing administrative views. First of all, you need to download the driver by navigating to Driver Download page. Once the driver is downloaded, you can install it by below command :

CentOS and RHEL ,we can download the .rmp and run below command :

  • sudo yum install tableau-postgresql-odbc-9.3.1.x86_64.rpm

Ubuntu need .deb file and below command :

  • sudo dpkg -i tableau-postgresql-odbc-9.3.1.x86_64.deb
  • Once the driver is installed, you can validate by visiting Administrative Views in tableau server.

Tableau desktop Installation on Windows

  • The first step is downloading installation files from Tableau Desktop Download
  • Run the .exe file once the installation file is downloaded

Tableau desktop Installation on Windows

  • Once you click the run button, the below screen will appear, you can read the license agreement and confirm the acceptance to proceed further

Tableau desktop Installation on Windows

  • Once the installation is completed. In the next screen, you can choose the trial version or if you have the product key, you can activate the product as well

Tableau desktop Installation on Windows

Tableau desktop Installation on Mac

Tableau desktop Installation on Mac

  • In the downloadable file section, we can select mac version of Tableau desktop

Tableau desktop Installation on Mac

For Mac: Open the Disk image file (.DMG) and double-click the installer package (.PKG) to start the installation.

With this installation, some data sources drivers get automatically installed for seamless integration with different data sources.

  • Once the installation is completed, we can register the product or start using the trial version

Tableau desktop Installation on Mac

Tableau desktop Uninstallation on Windows/Mac

  • The first step is deleting Tableau desktop from the applications folder.
  • The second step is deleting My Tableau Repository from Documents folder. It might be possible that doing the above step may delete user-related files as well. So we may choose another alternative to rename the folder to something else.
  • Then we can delete all files/folders beginning with “com.tableau” from Library folder under Preferences and Saved Application state respectively.
  • To delete hidden folders from mac, we can follow the below steps:
    • CMD-SHIFT-G or we can navigate to Go->Go to Folder.. From finder.
    • It will open the dialogue box in which we can type ~/Library/Preferences

If Tableau desktop being used by multiple users then we can repeat all steps except the first one for all users.

For Windows

  • Navigate to Control Panels-Programs-Uninstall Program
  • In the program list select Tableau Desktop and on right-click select uninstall
  • Navigate to installation path for Tableau desktop C:/Program Files/Tableau and delete the “Tableau<Version>” folder from there to uninstall it.
Ashish

Ashish Kumar

Senior Technology Specialist

Ashish is working as a Senior Technology Specialist in leading financial bank has more than 13 years of experience in developing enterprise applications

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4 comments

Rajagopal 14 Aug 2019

Nice article to understand how to install tableau and configuration. Thanks for the article

Nitish 14 Aug 2019

This helps me to install tableau helpful article thanks.

Irfan 14 Aug 2019

Informative article thanks for providing such useful article loved it.

Michael 14 Aug 2019

Informative article thanks, Ashish.

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SSRS Vs Power BI

SSRS and Power BI are both Business Intelligence tools specially designed to present data to the end user. Since both are part of the Microsoft BI stack, they are equipped with a different set of audiences and applied in different practices.Before we discuss the differences between the two, let’s first understand each of these clearly.What is SSRS?SQL Server Reporting Services (SSRS) is a server-based comprehensive extensible reporting platform that comes free with SQL Server 2012. It is one of the most powerful tools for several years. There are many features that can be used to create reports that suit customer requirements. The SSRS service provides an interface into Microsoft Visual Studio so that it can be connected to the SQL databases and use SSRS tools to format SQL in various complex ways.What is Power BI?Power BI is a business analytics service provided by Microsoft. It is a collection of apps, connectors, and software services that work together to turn your unrelated sources of data into coherent. Power BI lets you easily connect to your data sources and analyze what is important. It allows the user to have access to reports and personalized dashboards which provides a complete 360-degree view of the business from all the diverse sources.Main Differences Between Microsoft Power BI and SSRSFollowing are the major differences between “Microsoft Power BI and SSRS”BasisSSRSMicrosoft Power BIHistorySSRS was first introduced in the year 200 which provides a unified, server based, and scalable platform through which all the business reporting needs can be satisfied.Power BI report server is a cloud-based business analytics service introduced in the year 2017 for analyzing and visualizing data introduced in 2017.LicenseIt is paid device.It is free to utilize which will also reduce the acquisition barriers.ApplicabilitySSRS is used for producing the server-based reports.Power BI is used to produce cloud-based and server-based reports.DependencySSRS can work with structure and semi-structure of information.Power BI can manage structured and unstructured data. One of the best features of Power BI is the ability to save data to Excel.ConvenienceAccess to web and work area.Power BI can utilize through the work area, web, and mobile applications.ComponentSSRS is an enterprise visualization tool based on old technology.Power BI is HTML 5 open source app-enabled and cloud-enabled SAAS.NatureBecause of its rich graphical component, it is easy user-friendly.Power BI is less user-friendly.ImplementationSSRS implementation is complex compared to Power BI.Power BI uses cloud storage and simple implementation process.Size limitThere is no limit for the size of a data set.Whereas, it has a limit of 1GB data in the free version. You can create multiple datasets in it.SSRS and Power BI are the two leading business intelligence tools that organizations use around the globe designed to present data to the end user. Both are part of the Microsoft BI stack and geared towards different audiences and intended to be consumed in different manners. SSRS is a server-based reporting platform that provides comprehensive reporting functionality for a variety of data sources where Power BI is a cloud-based service. Since Power BI is meant for an advanced and modern solution it invites users to get started with it themselves rather than SSRS. The users who are only concerned with reports can opt for SSRS. But, if the users need more insight then it’s good to go with Power BI. It’s not about the tool, but it’s all about the impact that we achieve.The following image will help you understand better the differences between Microsoft Power BI and SSRSYou can also understand the differences between Power BI and Tableau here.Why SSRSFollowing are the few main reasons to choose SSRS:SSRS allows better and more accurate decision-making mechanism for the usersIt allows users to interact with information without involving any IT professionalsIt is an intensified tool compared to other crystal reportsIt provides a host of security featuresWhy do we need Power BI?Here are some of the key benefits of using Power BI:A large amount of data can be processedHelps in transforming your enterprise data into rich visualsLess engineering resources to useIt can be embedded into your own custom appsConclusionThe choice between Power BI and SSRS can be decided completely based on requirements. It depends on your organization if it used paginated reports on premises then SSRS will be a more cost-effective option. On the other hand, if you already have SQL Server Enterprise Edition with Software Assurance then Power BI Reporting Services will likely to be your preferred choice.Do you want to create dashboards and reports automatically without having to depend on information technology staff or database administrators? Don't waste any more time you can take up Power BI course!. This Power BI training will definitely help you in creating outstanding reports!
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SSRS Vs Power BI

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Limitations of Power BI

Every business wishes to establish its brand in the market as well as grow exponentially. This is where business intelligence plays a crucial role, as it is a very important factor in the process of branding and other decision-making processes. To help you with an effective decision-making process and get down to conclusions, Microsoft presents with a very riveting analytics tool, Power BI. The primary tools of Power BI include Power Query, which is used for extraction and transformation; Power Pivot, which is used to model and analyze; Power View and Map, which is used to visualize data. The Power BI Designer combines various separate tools into an all-in-one application, that removes all its dependencies to Excel or Office. The PowerBI Site or service,  PowerBI.com is widely used to share reports, datasets and dashboards.Apart from these,  Power BI allows various other tools which will be very advantageous for you. But, there are a few cons as well. Read along to know what are the limitations of PowerBI that you might come across while working. Limitations of Power BI1. Microsoft Excel power users will benefit bestIt can be noted that most of the business users that you will come across will not be a power user of Microsoft Excel. In case the end-users of your business intelligence model are business users, then it should be noted that Microsoft Power BI will be very challenging to use, especially if you are not a Microsoft Excel power user. 2. Complex in natureThis is one of the major drawbacks as Microsoft has designed Power BI in a very complex manner. Power BI has a long list of components and it is difficult to understand which component you may need. To name a few, there’s Power Bi Desktop, the Power BI Gateway, the Power BI Services,  etc. Moreover, there are no moving parts available for this software, which might make you spend a lot of time and energy trying to figure out the function of each part. This makes the product even more challenging to troubleshoot, which leads to an increase in the total cost of ownership. 3. Data qualityMicrosoft Power BI does not provide with any data cleansing solution. Meaning, it assumes that the data you are pulling has been cleaned up well in advance, and is of high quality. So, in case you need data cleansing aptitude, you might need to look for an alternate solution to cleanse your data. 4. Does not handle large data sources properlyIf you have a large data set which needs to be analyzed, Microsoft Power BI will not be the best option for you. You might face trouble in connecting and importing large datasets, as well as problems such as slow performance and time-outs. 5. Performance IssuesSometimes Power BI might face performance issues as it has been observed that it has not been able to process more than 20000-30000 rows without running into issues for some queries. It might just timeout during the processing. To opt-out of facing this issue, you can create multiple queries in order to cover the full range of data, and split them up according to the dates. 6. Bulky User InterfaceThe formula help window and side par often block the view of vital, making the user interface of Power BI to be very bulky.  The making of scrolling dashboard will require a lot of efforts since it is not a native feature.7. Limited Sharing of Data Reports and dashboards can be shared only with those users who have the same email domains or the ones who have their email domains listed in your Office 365 tenant.To sum it all up, if your organisation is Microsoft favoured and has a group of Microsoft Excel power users, then the chances are very high that Power BI will work well within your organisation. Professionals who work on charts, pivot tables, and formulas in Excel can use  Power BI to quickly convert data into information. Have you employed Power BI or Power BI Pro? Leave your comment below to share your experiences with us!
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Limitations of Power BI

Every business wishes to establish its brand in th... Read More

Top 11 Best Practices of Power BI

Are you trying to improve the performance and security of enterprise-grade   Power BI implementations? Well, you can do that by implementing the best practices of Power BI. There are numerous Power BI based dashboards that are used by thousands of enterprise users every day in order to drive operations as well as marketing. This article intends to introduce you to 11 best practices of Power BI.1. Limit the visuals in dashboards and reportsDo you know what slows the report performance? The Microsoft Power BI performance best practices highlight that placing many visuals in a single report is responsible for it. This is what you need to do in order to limit the number of visuals in dashboards and reports:Limit to a minimum of eight widget visuals in every report page and keep the grids to a minimum of one in every pageThe pages should be limited to no more than 30 points (cards: 1, gauges: 2, charts: 3, maps: 3, grids: 5)Keep the tiles limited to no more than 10 per dashboard.2. Remove unnecessary interactions between visualsWant to know the secret of improving Power BI report performance? Here’s a hint! You can make that possible by removing unnecessary interactions between visuals. This is possible because of the reason that all visuals on a report can interact with one another by default. The interactivity should be controlled and modified for optimal performance.Further, you can reduce the number of queries fired at the backend and improve report performance by disabling unwanted interactivity.3. Enable Row-Level Security (RLS)Power BI only imports the data that the user is authorized to view, with RLS that restricts user access to certain rows in a database depending on the characteristics of the user executing a query.But how to attain substantial performance gains? You can enable this by combining Power BI roles with roles in the backend. Moreover, you need to test all roles prior to rolling out to production.4. Use Microsoft AppSource certified custom visualsThe Power BI certified custom visuals are verified by Microsoft to have robust as well as well-performing code. These AppSource visuals have passed rigorous quality testing and are the only custom visuals that can be viewed in Export to PowerPoint and email subscriptions.5. Avoid using hierarchical filtersYes, that’s what you need to do when you observe poor performance in Power BI. Are you getting bothered by high page load times while using hierarchical filters? Try this! Remove the hierarchical filters. Experience an enhanced performance in Power BI by using multiple filters for the hierarchy.6. Categorize the data for Power BI reportsOne of the best practices in Power BI is to provide data categorization for the Power BI reports (HBI, MBI, LBI). The Power BI data classification enables you to raise user awareness about the security level that is required to be used. This also helps you to understand the way reports should be shared inside as well as outside the organization.The categories can be listed as:HBI or High Business Impact data, that requires users to get a policy exception to share the data eternally.LBI or Low Business Impact as well as MBI or Medium Business Impact, that do not require any exceptions.7. Use the On-premises data gatewayIt is suggestible as well as one of the best practices to use on-premises data gateway instead of Personal Gateway for it takes data and imports it into Power BI. But why Enterprise Gateway? It is more efficient while you work with large databases as Enterprise Gateway imports nothing.8. Use separate Power BI gateways for “Direct Query” and “Scheduled Refresh”As you know that using the same gateway for Scheduled Data Refresh and Live Connection slows down the Live Connection performance when the Scheduled Data Refresh is active. It is suggestible for you to create separate gateways for Live Connection and Scheduled Refresh to avoid such issues.9. Test each custom visual on a report for ensuring fast report load timeThe Power BI team doesn’t thoroughly test the custom visuals that are not certified. So, while handling large datasets or complex aggregations, the custom visuals might perform poorly.What should you do when the chosen visual performs poorly? You can overcome the issue by using an alternative visual. Ensure fast report load time by testing each custom visual on a report for performance.10.Limit complicated measures and aggregations in data modelsIncrease the likelihood of improved performance by pushing calculated columns and measures closer to the source wherever possible. Moreover, you need to create calculated measures instead of calculated columns while using star schema in order to design data models.11. Import what’s necessaryWhy do you need to import entire datasets, when you can keep the model as narrow and lean as possible by importing only necessary fields. Power BI works on columnar indexes where longer and leaner are preferred.To concludeThe above are the top 11 best practices that you need to understand to smoothly approach with all the Power BI reporting as well as analysis. Further, it is recommended for you to follow each of these best practices in every piece of work that you do inside of Power BI. You should also gain an understanding of how the work is done as well as try to incorporate them into your own work. On a concluding note, wish you all the best for your successful Power BI developments with these best practices by your side!
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Top 11 Best Practices of Power BI

Are you trying to improve the performance and secu... Read More