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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.
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Tableau Installation and Configuration on Mac and Windows

6K
  • by Ashish Kumar
  • 09th Aug, 2019
  • Last updated on 14th Aug, 2019
  • 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:

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 :

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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Data analysis has become very quick with Tableau and the dashboards and worksheets are the forms of visualization that are being created.The best part is that Tableau is a market-leading BI tool as well as the most trending tool used to visualize and analyze the user's data in a very easily digestible format.It also enables the user to work on live data-set and spend quality time on data analysis rather than data wrangling.Usage of Tableau software are listed below:They are used to translate queries into visualization.Managing metadata is also feasible through Tableau.It can even import data of all sizes and ranges.In the case of the non-technical user as well as Tableau acts as a  lifesaver as it offers the facility to create ‘no-code’ data queries.What is QlikView?When we talk about the most flexible Business Intelligence platform for turning data into knowledge then Qlikview comes into the picture. There are more than  24,000 organizations worldwide have enabled their users to easily consolidate, search, and analyze visually all their data by using QlikView.List of the top companies using QlikViewCompanyWebsiteCountryRevenueCompany SizeRed Hat Incredhat.comUnited States>1000M>10000Centerstone of Tennessee,Inc.centerstone.orgUnited States50M-100M1000-5000Robert Walters Plcrobertwalters.comUnited Kingdom>1000M1000-5000Nigel Frank International Limitednigelfrank.comUnited Kingdom200M-1000M1000-5000Axtriaaxtria.comUnited States10M-50M500-1000The wide scope of this software lies in its simplicity of usage. The creation of dashboards for analytical purposes is done by its reporting tools.The era of modern analytics truly began with the launch of QlikView. It actually revolutionized the way organizations lets its user create data with the intuitive visual discovery that put business intelligence in the hands of more people than ever.Enterprise-scale analytics is also being performed with utmost ease and credibility.Usage of Qlikview software are listed below:Flexible Business Intelligence platform for converting data into knowledge.Consolidating, searching and visually analyzing data with simplicity.Even data discoveries in order to support decision making for end-users in the business.Key Difference between Tableau and QlikViewA quick view of the difference between Tableau and QlikViewFeaturesTableauQlikviewPerformanceProcesses data slower than QlikviewCombines large and complex data at a faster rateSpeedSlow in the data processingData processing and accessing is fasterCostCheaperBit costlyBig data supportGoodAverageMultidimensional CubesGoodLimitedVisualizationSimple and interactiveExcellentCustomizationSimpleComplex toolLet’s understand the differences brieflyEase of UseEverybody can analyze information with intuitive products for drag & drop. No programming, only insight. The user can easily create their own perception using various objects and it's easy to use because of a well designed GUI interface. Tableau offers a storytelling feature that can allow us to create a presentation using data points that are available. It does not provide a feature to search content across all the user's dataThe best quality of Qlikview is it's easy to use the feature and even exploring the hidden trends.QlikView offers an associative technology that enhances the capacity of the presentation. This feature helps companies understand hidden links between data points. In the case of searching any data, we just need to type the word in the search box resulting in instant and   It also shows in-depth connections and relationships across the data. At times it becomes difficult for users to design their own views due to properties that are menu-driven.Ease of LearningTableau has community and resources which are actively engaged. The drag & drop application even makes it very easy to learn for the end-users.QlikView also has actively engaged community and resources which ultimately helps the user learn this software in the best possible way.CostTableau: Here are Tableau’s new monthly prices: Tableau Desktop Personal, $35; Tableau Desktop Professional, $ 70; Tableau Server, $35; and  Tableau Online, $42. Under the old model, a license, with annual maintenance, costs $999 for Desktop Personal and $1,999 for Desktop Professional. The server starts at $10,000 for 10 people, and Online is $500 per user per year.Qlikview: The personal edition in Qlikview is absolutely free with a limitation of no feature for document sharing. Per named user license is $1,350 and $15,000 for a concurrent user. Per Server license cost around $35,000. Additionally we require to pay $21,000/server in case of PDF distribution service; $22,500 for SAP NetWeaver connector.Might even require upgradation of RAM if the concurrent users are larger in number.Data VisualizationTableau is one of the industry's leading instruments for data visualization. Today, companies are investing more in information segmentation, clustering, and stronger analysis. It offers a user-friendly interface that enables even non-technical users to generate tailored dashboards rapidly and easily to give significant perspectives in a wide range of company data.QlikView, on the contrary, offers normal report creation characteristics, visualization templates, configurable graphs, and customized opinions that assist provide an interactive report in real-time. All the visualizations and data sets are shown as a quick reference when QlikView is in use. Qlik's product provides an in-memory engine that can view patterns and produce associative analytics that alone can not be achieved with SQL. The In-Memory Engine is able to integrate with diverse information source variants and create a unified dashboard that shows analyses, KPIs and metrics of our concern.Connectivity with Other tools/ Language or DatabaseTableau integrates successfully with a wide range of data sources which includes the spreadsheets, CSV, SQL databases, Salesforce, Cloudera Hadoop, Firebird, Google Analytics, Google BigQuery, Hortonworks Hadoop, HP Vertica, MS SQL Server, MySQL, OData, Oracle, Pivotal Greenplum, PostgreSQL, Salesforce, Teradata, and Windows Azure Marketplace. It can also coordinate with sources of Big data as well.Qlikview also integrates with high range of data sources like Amazon Vectorwise, EC2, and Redshift, Cloudera Hadoop and Impala, CSV, DataStax, Epicor Scala, EMC Green Plum, Hortonworks Hadoop, HP Vertica, IBM DB2, IBM Netezza, Infor Lawson, Informatica Powercenter, MicroStrategy, MS SQL Server, My SQL, ODBC, ParAccel, Sage 500, Salesforce, SAP, SAP Hana, Teradata, and many more. In this case, API integration can be used to connect with R. It can also readily connect with Big data sources.DeploymentSince tableau does not have their own data warehouse hence they have to generate layers while connecting with data set. The deployment becomes easier here since it needs more structured data.QlikView has its own data warehouse with an additional feature of scripting which acts as a feature in the cap leading to the use of multilevel layers in its deployment. QlikView is readily deployable and configurable and starts producing excellent reports immediately after the installation. An additional feature involves enabling interactive queries and creation of reports—a technology which is not found in other products since this product does not use cubes; hence loads all the tables and charts found in the memory. Both 32 and 64 bit can be used for the development. Data modeling becomes easier because of associative technology.SpeedIn the case of Tableau the speed varies based on two parameters, first being the RAM and second being the source's database. Tableau makes it extremely effective to produce in a matter of minutes of interactive views and reports. Tableau can also speed up the entire process since it enables online and offline report sharing.  In Quikview the Speed is dependent on only the source's RAM.QlikView offers quick assessment, outcomes, and allows for much quicker decision-making in comparison to traditional techniques.Valuable Insight GenerationTableau has an excellent storytelling feature that helps the user to create effective presentations, using the available data sources.In Qlikview the Associative technology makes it more impressive and it also helps to read association between variables readily. This unique feature sometimes even benefits businesses to understand the hidden relation between the data points.MobilityTableau is readily available on all devices and can be accessed via the internet. We can even use it on our laptop, tablet or smartphones as well.QlikView is independent of any device thus we can easily access it from anywhere hence decision making becomes much prompt and quicker as compared to the traditional methods of data visualization.SecurityTableau provides excellent security features and it is highly handled by Tableau server. It is indeed a modern enterprise analytics platform that enables the users to avail the self-service analytics at scale with proper governance. Security is the first and foremost critical part of a data and content governance strategy. It's server actually provides comprehensive features along with deep integration to address all the aspects of enterprise security present. Tableau also renders the organizations in promoting trusted data sources for all users, so the right data is used to make the right decisions within seconds.PerformanceWhen compared with Qlikview, Tableau generates the output slower since it uses the cubing technique for data visualization. QlikView seamlessly combines all sizes of datasets hence are quicker when compared with Tableau.ScalabilityQlikView is a lot more scalable than Tableau. The  Qlik Sense applications can be easily scaled especially while dealing with big data. But we cannot deny the fact that both the vendors handle a huge amount of data successfully. In Fact, most of the organizations do not produce the amount of data that both these can handle individually.Big Data SupportTableau has good support for Big data as compared to Qlikview.CustomizationSimple drag and drop features are available in Tableau. Qlikview is Complex tools when compared with Tableau.ConclusionIn brief, the reply to the question:' Which is the best tool for data visualization? It's pretty subjective. Users find out the demands of their business or their projects, which is a matter of personal preference. In both Tableau and QlikView, all the points listed above in this blog illustrate the possible regions where consumers can assess and comprehend their possibilities and then decide in an informed fashion which ones to use.Want a career in Tableau and QlikView? Then taking up training in  Tableau and  QlikView would be an added advantage.
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Tableau Vs QlikView

What is Tableau?Tableau stands as the most powerfu... Read More

Top Features of Power BI

Power BI is a business analytics service by Microsoft that provides users with Data Visualization and Business Intelligence tools with an elementary interface, simple for end-users so that they create reports and dashboards of their own. Microsoft Power BI helps to find insights within the data of an organisation.  It converts data from various data sources to interactive BI reports and dashboards, like it forms different data models, creates graphs and charts which depict visuals of the data, etc. These data and data models can be shared with other Power BI users within the organisation. Moreover,  Power BI provides executive dashboards for the manager and administrators which gives the management more insight into how the departments are functioning. The following lists the key features of Power BI that makes  Power BI a hit amongst various organisations and businesses.Key features of Power BIGet started in seconds: You can sign up for free to get started in no time and start monitoring your data. There isn’t any setup required or training needed. They have simple, yet out-of-the-box dashboards for different services like Salesforce, Google Analytics, etc. with the help of which you can get insights from your data in no time.Analysis of Data, Stored Anywhere: Get a comprehensive view of all of your data and key metrics of your business, no matter what form your data is stored in or where it is stored. Solve Problems on the go: With real-time Power BI dashboards, you can instantly know when your business is demanding attention.  Seize opportunities to solve problems as they occur. Content Packs: Power BI uses Content Packs, which has embedded queries, dashboard reports and data models. A large number of applications use Content Packs now, including QuickBooks.Print Dashboard: Power BI allows printing of dashboards, which is a new feature. This feature comes really handy in board meetings and discussions. Natural Language Q&A: Natural Language Q&A is one of the most powerful tools in Power BI, which allows users to write questions as well as provide the content and answer, which can be manipulated as per your visual needs. For example, if you ask for the previous year’s sales by product, be ready to get a stunning and interactive visualization as a reply. Custom Visualization: Power BI is a library of custom visualization, that is, depending on the business needs, if the business needs differ, then so should the visuals.DAX Data Analysis Function: Power BI comprises of more than 200 functions and counting. The DAX formula language is so rich that it includes libraries of various remarkable capabilities that it cyphers your data in such a way that powerful analytical data models can be created. Get Data (Data Source): With the help of Power BI, businesses can virtually get data from anywhere. Power BI Desktop encompasses a variety of on-premise as well as cloud data sources, which are both structured and unstructured; more of which are added each month.Act in motion: No matter wherever you are, keep yourself on the top of your data. With apps available for iOS, Android and Windows, you can now access all of your data where you are and where you go!Integrate with Power BI: With the help of their open, standards-based REST API, integrate your service or application with Power BI. This will help you deliver solutions faster without losing focus on the core value. New Features of Power BIThe following lists the latest Power BI features that have been made available since January. Read along to know what all changes and upgradations have been made!1. Show and hide pages:If you wish to share just some particular sections of your report, then you might want to hide certain pages before giving them the access. This feature has become available since January, where all you have to do is right-click on the page and select ‘Hide’.Upon doing so, you will be able to look at the hidden pages yourself. But if you go onto reading mode, you won’t be able to see them as well.2. Manage the data label background colour for map visuals and Cartesian:You can now edit the background colour and data labels for Cartesian and map visuals. It can be found under the Data labels card in the formatting page. These options have improved the issues faced previously, such as readability.  3. Control the Bar/Column padding:This lets you control the inner padding between the bars. The inner padding can now go up to 50% of the bar’s width, as well as all the way down to a zero or a histogram effect.4. Increase the area used for axis labels in a chart:You no longer have to increase the chart’s size if the axis labels are cut off in a chart. If your page’s space is limited, a new slider is now available to increase the percentage of the charts used by the axis labels. 5. Top N selection in Q&A:Improvements have been made in the natural language engine to support ask top-n-type questions. For example, ‘What are my top 3 products by sales?’, ‘Top manufacturer by NSAT.’
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Top Features of Power BI

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The Architecture of Power BI

The main element of the drive to be agile, competitive, and efficient is business intelligence. As companies develop, the regular generation of information becomes very hard to handle. This, in turn, generates a road-block for data-driven businesses that want to use their data to drive company decision-making.In addition, the siloing impact and biased reporting structures across companies generate a scenario where decision-makers are compelled to make choices based on information that is partly accurate.This is why smart business systems are largely embraced. Establishing an analytical system to efficiently analyze data helps a company find helpful information, propose conclusion and promote improved decision-making. With its demonstrated technology track record, Microsoft has come to the fore with the implementation of its convincing analytics instrument,  Power BI. This report authoring tool enables businesses to readily visualize and analyze their business information to transform their activities. Here in this article, we will see various components included in Power Bi architecture. This guide will help you in  installing Power BI.Microsoft Power BI ArchitecturePower BI architecture consists of four steps. Let's look at them in detail:Sourcing DataTransforming InformationReport & PublishCreating a Dashboard1. Sourcing Data: Power BI can supply information from a wide range of internet facilities and file kinds. The information can be imported into Power BI or a live service link can be established to receive the information. If you import a Power BI file, it limits the compressed data sets to 1 GB. If the information set exceeds 1 GB, then the direct query may be used. For big information sets, there are two other choices.                     Power BI premium                      Azure analytics servicesList of Data Sources supported in Power BIFiles:Excel, XML, JSON, Text/CSV,Folder and SharePoint FolderDatabase:SQL Server Database, Access Database, SQL Server Analysis Services Database, SAP HANA Database, SAP Business Warehouse server, Amazon Redshift, Impala, Google BigQuery (Beta), Snowflake,Oracle Database, IBM DB2 Database, IBM Informix database (Beta), IBM Netezza (Beta), MySQL Database, PostgreSQL Database, Sybase Database, Teradata DatabaseAzure:Azure SQL Database,  Azure SQL Data Warehouse, Azure Analysis Services database (Beta), Azure Blob Storage, Azure Table Storage, Azure Cosmos DB (Beta), Azure Data Lake Store, Azure HDInsight (HDFS), Azure HDInsight Spark (Beta)Online Services:Power BI service, SharePoint Online List, Microsoft Exchange Online, Dynamics 365 (online), Dynamics 365 for Financials (Beta), Common Data Service (Beta), Microsoft Azure Consumption Insights (Beta), Visual Studio Team Services (Beta), Salesforce Objects, Salesforce Reports, Google Analytics, appFigures (Beta), comScore Digital Analytix (Beta), Dynamics 365 for Customer Insights (Beta), Facebook, GitHub (Beta), Kusto (Beta), MailChimp (Beta), Mixpanel (Beta), Planview Enterprise (Beta), Projectplace (Beta), QuickBooks Online Other:Vertica (Beta), Web, SharePoint List, OData Feed, Active Directory, Microsoft Exchange, Hadoop File (HDFS), Spark (Beta), R Script, ODBC, OLE DB, Blank Query2. Transforming information:After the information is imported into the Powerbi system, power bi offers a preview window for selecting columns or entities. There are many transformation choices available to perform the job if you need to edit the query.3. Report & Publish:We are prepared to produce reports after sourcing and editing the information. Reports are data visualization with filters and slicers in the form of graphs, charts and pie charts. A lot of custom visualization is also available. We can publish them to power bi facilities after generating reports. You can also publish them on the energy bi server assumption.4. Creating a Dashboard:We can create dashboards after publishing reports to Power BI services by pinning the individual elements or by pinning the page of the live report. The visual maintains the filter setting chosen when the report is saved when pinning the individual components. By choosing slicers and filters, pinning the Live Report page enables the dashboard user to communicate with the visual.Components in Power BIThere are four major components in Power BI which play an important role in delivering Power BI capabilities- Power BI Desktop:Power BI Desktop is free software that allows you to connect, convert and visualize your information on your local desktop. You can connect to various distinct information sources with Power BI Desktop and combine them (often called modeling) into a data model that allows you to create graphics and collections of images that you can share with other individuals within your organization as records. Most users working on Business Intelligence projects use Power BI Desktop to generate reports and then use Power BI to share their reports with others.Power BI Gateway:The on-site Power BI gateway can be used to maintain your information fresh by linking to your on-site information sources without moving the information. It enables you to query big datasets and take advantage of current investments. By linking to your on-site information sources without the need to transfer the information, you can keep your information fresh with the on-site gateways. Request big datasets and take advantage of current investments. The gateways provide the flexibility you need to satisfy your organization's individual requirements and needs.Power BI Mobile Apps:You can remain linked to your information from anywhere using Power BI mobile applications. For Windows, iOS, and Android platform, Power BI applications are accessible.Power BI Service:This is a cloud service for publishing Power BI accounts and visualization of information. It allows designers and BI experts to generate and distribute extremely formatted, pixel-perfect reports alongside their interactive Power BI content, becoming the first cloud BI solution combining the energy of self-service BI with traditional Enterprise BI scenarios ' requirements and capacities.There are other components as well which we should understand to get benefits of advanced capabilities of Power BI.Power Query:Mashup data and instrument for conversion. You can connect to many distinct information sources with Power Query in Power BI, turn the information into the form you want, and be able to generate reports and ideas rapidly. Power Query functionality is given in the Power Query Editor when using Power BI Desktop. Power Query is made available in Power BI Desktop through Power Query Editor. To launch Power Query Editor, select Edit Queries from the Home tab of Power BI Desktop.Power Q&A:Natural Language Question and Reply Engine. Sometimes asking a question using natural language is the fastest way to get a response from your information. The Power BI Q&A function allows you to use your own phrases to explore your information.  Q&A is discussed in distinct papers in the Power BI mobile applications and Q&A with Power BI Embedded.Power Map: 3D Geospatial Data Visualization Tool.Power Pivot:Power Pivot is an element that models information in memory that allows highly compressed data storage and incredibly quick aggregation and calculation. It is also accessible as part of Excel and can be used within an Excel workbook to build a data model. Power Pivot can load information on its own, or Power Query can load information into it. It is highly comparable to the tabular model of SSAS (SQL Server Analysis Services), which is like a Power Pivot server-based variant.Power View:Power View is an interactive visualization instrument that offers a drag-and-drop interface for users to quickly and easily create information visualizations in their Excel workbooks (using the Power Pivot data model).SSRS Reporting services 2016:The integration between SQL Serb Reporting and the Power BI Services takes SSRS tiles to a Power BI dashboard with planned SQL Server Agent updates. This integration gives you the tile from SSRS reports. Integrating SSRS reports into the Power BI service will generate a connection to comprehensive SSRS reports from the Power BI dashboard.Clusters in Power BI Architecture The Power BI service is based on Azure, the cloud computing platform of Microsoft. Power BI is currently being deployed in many data centers around the world–there are many active deployments made available to customers in the regions served by those data centers, and an equal number of passive deployments serving as backups for each active deployment.Each deployment of Power BI comprises of two clusters–a cluster of Web Front End (WFE) and a cluster of Back End. The following picture shows these two clusters :WFE Cluster:The WFE cluster manages the original Power BI link and authentication process using AAD to authenticate customers and provide tokens for subsequent Power BI customer links. Power BI also utilizes the Azure Traffic Manager (ATM) to guide customer traffic to the closest datacenter, which is determined by the client's DNS record trying to link, authenticate and download static content and files. Using the Azure Content Delivery Network (CDN), Power BI effectively distributes the required static content and files to customers based on geographic location.Backend Cluster:How authenticated customers interact with the Power BI service is the Back-End cluster. The Back-End cluster manages visualization, user dashboards, datasets, reports, data storage, information links, information refresh, and other elements of Power BI service interaction. The Role Gateway functions as a gateway between customer demands and the service Power BI. Users are not directly interacting with positions other than the role of the Gateway. The Gateway Role will ultimately be managed by Azure API Management.How Power BI can be a game-changer for the enterprise?Power BI combines centralized DW / BI strategies with cloud data sources and self-service tools through its data catalog and data management gateway, as no other platform has yet been able to do. And as a SaaS solution, all its functionality is packaged so that it can be easily implemented and used by any organization.  In brief, Power BI can speed up the adoption curve and make sophisticated BI Analytics as prevalent as Excel itself.Power BI provides all BI system stakeholders with game-changing capabilities: End-users:End-users wanted the capacity to access and evaluate information readily for a long time. The natural language query of Q&A and the smart visualization engine will do more to encourage each worker to use data as a basis for decision making.BI Analysts:Power Pivot provided power users with the capacity to create effective data models over big amounts of data, but the information required to "fit" into clean data models.  The data transformation and flexibility of Power Query further empowers analysts to rapidly create their own end-to-end alternatives.IT & Data Managers:BI self-service has always been a subject of push-pull. Everyone wants the instruments and data that consumers need to create excellent choices. However, good governance, safety, and auditing are often seen as a roadblock for power users to make progress.  The Power BI information catalog is interesting because it simultaneously encourages self-service and governance.Not every organization will move rapidly to embrace Power BI. For some, too much strategic shift will be represented too rapidly.  There may be truly regulatory or other reasons for others that prevent cloud-based systems from being considered. But setting up an accessible and robust BI platform was challenging and cost-prohibitive for many organisations.  Power BI can be the solution that ultimately makes sophisticated BI as simple and widely accepted as a search engine to use.
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The Architecture of Power BI

The main element of the drive to be agile, competi... Read More