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#Tableau Cloud토론 중인 항목 67개

 

How to change the font of transaction type to match same as the number values .For example - Production Order Picking should be blue same as its value . Please have a look at the screenshots .It has to match the transaction type legend .Thankyou   

How to change the font colour to match the values

 

image.png

 

 

 

#Tableau Desktop & Web Authoring  #Tableau  #Tableau Cloud

답변 2개
  1. 어제 오전 3:38

    Hi Jahnavi,

    I agree with Hideaki's approach.

    One advantage of this method is that the text colors will automatically stay in sync with the Transaction Type color legend. This can be easier to maintain than manually formatting labels when new categories are added.

    Another option would be to use a separate worksheet for the labels and align it within a dashboard. This provides more formatting flexibility, although Hideaki's dual-axis approach is probably the simpler and more maintainable solution.

    Hope this helps!

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Hello, 

 I'm wondering why the dashboard size and resolution change after I publish from Tableau Desktop to Tableau Cloud.

Currently, I have:

  • Dashboard size: Automatic
  • Worksheet size: Default

I create the dashboard on a desktop PC and want to display it on a larger external monitor, but the layout looks different after publishing.

Does anyone know why this happens or how to keep the size consistent? 

 

Thanks in advance for your help. 

  

(Japanese below)

---------------------------------------------------------------------------------------------------------------------------------------------- 

こんにちは。 

 Tableau Desktop で作成したダッシュボードを Tableau Cloud に公開すると、サイズや解像度が変わってしまう理由を知りたいです。

現在の設定は以下のとおりです:

  • ダッシュボードサイズ:自動
  • ワークシートサイズ:標準

デスクトップ PC でダッシュボードを作成し、大きめの外部モニターで表示したいのですが、公開後にレイアウトが変わってしまいます。

なぜこのような現象が起きるのか、またサイズを一定に保つ方法があれば教えていただきたいです。

よろしくお願いします。 

 

#Tableau Desktop & Web Authoring  #Tableau Cloud

답변 4개
  1. 4월 23일 오후 1:51

    @Kasumi Kikugawa

      さん、こんにちは。  

     

    ダッシュボードは固定サイズが推奨されています。 

    自動にするとサイズでレイアウトが意図しないものになってしまいます。  

    大きめの外部モニタ用の固定サイズのものを用意したほうがよいかもしれません。 

    (多くの人が大きな外部モニタで使うのではなく、特殊なケースであればなおさら)

     

    こちらの記事も参考にしてみてください。 

    https://help.tableau.com/current/pro/desktop/ja-jp/dashboards_organize_floatingandtiled.htm

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I can only do full refresh and no incremental refresh.

I tried looking into the documents couldn't find something easy to understand.

If I extract the data it creates a new .hyper file. Do I upload that. I am confused.

Will it then also refresh the new data which comes in.

Please suggest Thanks

답변 6개
  1. 9월 15일 오전 1:19

    Hi @Mradul Mundra

    , is this issue resolved for you? 

    I am having the same problem. I am using Tableau Cloud with Salesforce data connection.

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Our Tableau Cloud site is configured with Microsoft Entra ID (Azure AD) SSO, and all user authentication is federated. We do not allow local Tableau usernames/passwords. 

 

We are attempting to integrate Tableau Cloud with Zenoptics using Tableau REST APIs. Zenoptics requires authentication via a Personal Access Token (PAT). 

 

To generate a PAT, Tableau requires a user account to sign in. However: 

 

Our Azure / Entra ID administrators have confirmed that they cannot create a non-interactive “service account” with a traditional username and password. 

 

All Entra ID accounts are SSO-only and require interactive authentication. 

 

Therefore, there is no way to log in as a headless service account to generate or manage a PAT. 

 

Questions 

 

What is the recommended architecture for API-based integrations (such as Zenoptics) when Tableau Cloud uses Entra ID–only authentication? 

 

Is Tableau’s official guidance to: 

 

Use a licensed Entra ID user dedicated as a service principal (human account, non-MFA, non-expiring), or 

 

Use Connected Apps / OAuth instead of PATs, or 

 

Some other Tableau-supported approach? 

 

If PATs are still required, how does Tableau recommend customers securely create and rotate PATs when non-interactive service accounts are not possible in Entra ID? 

 

Please advise on the supported and secure best practice for this integration pattern in Tableau Cloud with Entra ID SSO enforced. 

 

#Tableau Cloud

답변 1개
  1. 9월 15일 오전 12:30

    Hi, @Winston Kaki

     

     

    It's been a while since this was posted, so you may have already found a solution. However, I wanted to share a thought in case it's helpful.

    If Zenoptics only supports PAT-based authentication, then using a dedicated licensed user account may be the most practical option.

    That said, this approach seems to introduce additional operational overhead around PAT management and rotation. Looking at Tableau's Connected Apps documentation, features such as SSO integration, JWT-based authentication, and secret rotation are supported. Because of that, it seems worth considering alternatives to PATs from both a security and governance perspective.

    However, from what I have been able to find, I have not seen any Tableau documentation that explicitly states which approach is considered the best practice for Entra ID SSO-only environments. So while Connected Apps or OAuth appear to be promising options, I'm not sure which architecture Tableau officially recommends for this type of integration.

    I'd also be interested to hear from anyone running a similar setup, or from someone familiar with Tableau's official guidance on this topic.

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 Dynamic year selection on an OLAP cube — INDEX() breaks for members with different year-spans

Setup: Tableau Cloud, web authoring (no Desktop), on a multidimensional OLAP cube. On the cube I can't reference the year in a calc — [Year] = [p.An] returns "undefined field" — so I select the year positionally with a table calc: INDEX() = [p.An] - 2022 (filter = TRUE, Compute Using = Year). YoY via LOOKUP([Measure], -1).

Problem: This is fine for aggregate views, but in a product-level table the partition is per product and INDEX() is positional. Products that don't exist in every year (new / discontinued items) get shifted indices, so the filter picks the wrong year for them. Example: with p.An = 2025, three brand-new (2026-only) products appear showing their 2026 figures.

Question: What's the recommended way to do a fully dynamic, parameter-driven year selection on an OLAP cube (web authoring) for member-level tables

, robust to members with different year-spans — given I can't compare [Year] to a parameter in a calc? Is densification/domain padding or a specific table-calc pattern the way to go, or is a model-side fix the only option? 

 

#Tableau Cloud

답변 1개
  1. 9월 14일 오후 10:37

    Hi, @Draghici Ionut

     

    It's been a while since this was posted, so you may have already found a solution. However, I wanted to share one possible approach.

    If I understand correctly, the issue is that in a product-level table, products that do not exist in every year (for example, new or discontinued products) end up with different year positions. As a result, INDEX() points to different years depending on the product.

    If that's the case, I think a model-side solution is probably the most practical approach.

     

    • Expose the Year attribute from the cube so it can be referenced directly.
    • If that's not possible, pad the data on the cube side so that every product has records for every year, even when the measure values are null.
    • If neither option is feasible because of data volume or other constraints, continue using the INDEX() approach.

    To me, INDEX() is essentially a workaround based on position rather than the actual year value, so it can be difficult to make it fully reliable when products have different year histories.

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Wascar Perez 님이 #Snowflake에 질문했습니다

Environment: Tableau Cloud, REST API 3.29, tableauserverclient (Python), Snowflake connection with authentication='oauth', oauth-config-id='default', server-oauth='server-custom'. 

 

ISSUE 

 

We publish workbooks via REST API/PAT in a CI/CD pipeline. We're trying to reproduce a connection state that Tableau Desktop can produce, but the REST API can't. 

 

Desktop-published state (Data Sources tab shows "Not embedded in connection"): 

auth_type='oauth' username='<user>' embed_password=False 

 

Our pipeline's state (REST API publish): 

auth_type='oauth' username='' embed_password=False 

 

The Desktop state results in viewers being prompted for their own credentials. Ours results in every viewer getting BadOAuthCredentials, since there's no username hint at all. 

 

WHAT WE TRIED 

 

Using Server.workbooks.update_connection() (PUT /workbooks/{id}/connections/{connectionId}), we tested every combination: 

 

1. embed_password=True + username -> credential embeds, all viewers connect silently as that one identity (no prompt). 

2. embed_password=False + blank username -> every viewer gets BadOAuthCredentials. 

3. embed_password=False + non-empty username (trying to match Desktop) -> the server silently discards the username; a follow-up GET always returns username=''. No error is returned, it just reverts. 

4. Re-embedding (embed_password=True) via update_connection without supplying a password fails outright with 404020: Resource Not Found ... This may be due to incorrect or missing credentials. There's no way to flip an OAuth connection back to embedded through this endpoint without a real credential, and OAuth connections have no password-style credential the API can supply. 

 

We confirmed #3 fails identically whether attempted via connections=[ConnectionCredentials(...)] at publish time, or via a separate post-publish update_connection call. Same result both ways. 

 

QUESTIONS 

 

1. Is there any documented REST API mechanism (any endpoint, any API version) to set an OAuth connection to embedPassword=false while preserving a non-empty userName hint, matching what Desktop produces? 

2. Is that "not embedded + username hint" state inherently tied to an interactive/vizportal-authenticated session (i.e. genuinely unreachable via PAT/REST), or is there an undocumented parameter/flow we're missing? 

3. Is per-viewer OAuth prompting for a Snowflake connection with oauth-config-id='default' expected to work at all when the workbook was published via REST API/PAT, or is this a Desktop-only capability? 

 

Happy to share full request/response payloads if that helps with diagnosis. 

 

#OAuth  #Tableau APIs & Embedding

 

#Tableau Cloud  #Tableau Server

 

 

#Snowflake

답변 1개
  1. 9월 14일 오후 7:44

    Hi @Wascar Perez

     

    thanks for sharing the details with the community. 

    What I would try if I were in your shoes: set embed_password=True with your REST API pipeline as usual, then try to unset the embedded password with the VizPortal API. It is undocumented and unofficial, but you just need to trace your browser traffic with dev tools when using the Server UI then google the VizPortal API info a bit to see how to authenticate against it and you will figure it easily if you are a developer. 

    I checked on my sandbox. It is this endpoint:

    Hi thanks for sharing the details with the community.

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I was recently given admin permissions in Tableau Cloud. After this happened, my Tableau MFA codes in Salesforce Authenticator stopped working. We were able to fix this by changing my authorization to Salesforce Credentials. However, when using Salesforce Credentials, Tableau Desktop does not allow me to publish a workbook to Cloud. I need my Tableau MFA to start working again. Another user has tried resetting my MFA but that hasn't worked. I've tried to contact support but the AI agent literally won't let me talk to a real person. Incredibly frustrating. Anyone have a solution? 

 

#Tableau Cloud

답변 3개
  1. 9월 14일 오후 2:43

    @Henry Tannler

     

    You know, a lot of AI answers in the forums recently. 

     

    It seems you may have some problems.  One related to Tableau Cloud sign in. So let's start here. 

     

    a. Resetting your MFA verifiers from Tableau Cloud (

    https://help.tableau.com/current/online/en-us/to_security_mfa.htm#regain-site-access-after-being-locked-out

    will only work if you are using Tableau Cloud local authentication (not using Salesforce, or Google, or SAML or OpenId authentication). 

    b. Once you reset your MFA verifiers (and if you are using Tableau + MFA auth), after signing in again you will be asked to choose an MFA (Salesforce Auth, Code Generator, etc). 

     

    Thus: 

    a. Please verify first other admins have access (so if you are locked out, they can help you) 

    b. Change your auth type to Tableau + MFA 

    c. Reset your MFA verifiers 

    d. Sign in again, and set your MFA verifier 

    e. Sign out again 

    f. Sign in again and you will be asked to create emergency codes. 

     

    After that, try to sign in using Tableau Desktop: 

    a. Try to sign into your site and do your stuff. 

    b. If you can't sign in or do your stuff, maybe you will need to clean sign ins:

    You know, a lot of AI answers in the forums recently. It seems you may have some problems. One related to Tableau Cloud sign in. So let's start here. a.

    c. If clearing the saved sign ins does not work, you may need to go with a "hard delete": 

    https://help.salesforce.com/s/articleView?id=001456818&type=1

     

     

    If this post resolves the question, would you be so kind to "Accept this Answer"?. This will help other users find the same answer/resolution and help community keep track of answered questions. Thank you. 

     

    Regards, 

     

    Diego Martinez 

    Tableau Visionary and Tableau Ambassador 

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Any thoughts on why I might be getting this error when trying to login into tableau cloud?   

Getting error: OIDC authorization request rejected: no active login context Tableau

 

 

 

#Tableau Cloud

답변 1개
  1. 9월 10일 오후 10:41

    Hi , 

     

    I think the SSO authentication is failing. 

     

    Resolution Steps 

     

    1. Sign out completely from Tableau Cloud 

    2. Close the browser 

    3. Open the browser in Incognito/Private mode 

    4. Log in again using the Tableau Cloud site URL 

    5. Log in to your company's SSO portal (e.g., Azure AD, Okta) first, then access Tableau Cloud 

     

     

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Hi all, 

 

I'm running into a persistent extract refresh failure on Tableau Cloud that I can't resolve despite several troubleshooting attempts. 

 

Environment: 

- Tableau Cloud 

- Affected data source: Microsoft SQL Server connection, embedded in a workbook that has 4 data sources total; the other 3 refresh without issue — only this one fails. 

 

Error received (scheduled refresh, both via failure notification email and confirmed in the Jobs view): 

"TableauRuntimeException: Missing password. Incorrect username or password." 

(Offline mode failure, status code = 10000) 

 

What I've already tried: 

1. Edited the affected connection on the Data Sources tab: re-entered the SQL Server credentials and selected "Embed password in connection." The connection now correctly shows "Embedded in connection" (it initially reverted to "Not embedded" right after the first save, but now persists across page reloads). 

2. Clicking "Test Connection" on that data source succeeds every time. 

3. Manually triggering a refresh from the Data Sources tab succeeds. 

4. Deleted and recreated the extract refresh schedule/task for the workbook entirely. 

5. Triggered a new scheduled/background refresh after confirming the credentials were embedded — it still fails with the exact same "missing password" error. 

 

So the symptom is: interactive test and manual refresh both succeed with the saved credentials, but the background/scheduled job still reports missing credentials, even after recreating the refresh task. 

 

For context: this data source was recreated recently — an older data source in the same workbook was deleted and replaced with a newly built connection to the same SQL Server, using the same server, port, and username. I'm wondering if that's relevant to how the credential object is referenced internally (e.g. the refresh task or workbook metadata still pointing to a stale connection reference from before the rebuild). 

 

Has anyone seen this specific pattern — test/manual refresh OK, scheduled job still fails on "missing password" — and found a fix beyond re-embedding credentials? Wondering if this is a known bug tied to how a workbook's connection metadata gets bound after a data source is deleted and rebuilt. 

 

Thanks in advance for any pointers. 

 

#Tableau Cloud

답변 1개
  1. 9월 10일 오후 3:23

    Update / likely root cause found 

     

    For anyone following this thread, here's where things stand. 

     

    Symptom recap: 

    - Scheduled extract refresh failed with: "TableauRuntimeException: Missing password. Incorrect username or password" (offline mode, status code 10000). 

    - Test Connection succeeded every time. 

    - Manually triggering a refresh from the Data Sources tab in Tableau Cloud succeeded every time. 

    - Deleting and recreating the refresh schedule/task didn't help. 

    - Re-entering and re-embedding the password via the web UI showed as "Embedded in connection," but the scheduled/background job still failed with the same error. 

     

    What we found: 

    We opened the workbook in Tableau Desktop and went through Server > Publish Workbook > Data Sources > Edit, checking each embedded connection's Authentication setting individually. One connection (a custom SQL connection) was configured differently from the others — it did not have "Allow refresh access" (or "Embed password") selected under Authentication, unlike the rest of the data sources in the workbook, which all had one of those two options properly set. 

     

    What we did: 

    1. Set the Authentication option to "Allow refresh access" for that connection in the publish dialog. 

    2. Verified the settings for all other embedded connections as a sanity check. 

    3. Republished the workbook from Tableau Desktop, overwriting the existing published workbook. 

    4. Ran a full manual extract refresh from Tableau Cloud afterward — it succeeded. 

     

    Caveat: manual/interactive refresh succeeding was already true before this fix too, so it's not fully conclusive on its own. The real test is whether the next scheduled (unattended) refresh — run by the Backgrounder/scheduler with no interactive session — succeeds. If it does, that would confirm the missing "Allow refresh access"/"Embed password" authentication setting on that one connection was the actual root cause (the other connections had it set correctly, which is presumably why they always refreshed fine). If the scheduled refresh still fails with the same "missing password" error, we'll need to dig further into differences between the manual and Backgrounder/scheduler execution context specifically. 

     

    Will report back once the next scheduled run has completed. Posting this in case it helps anyone hitting the same "test/manual refresh OK, scheduled job fails on missing password" pattern — worth double-checking the Authentication setting per-connection in the Desktop publish dialog, not just the post-publish credential edit in the web UI.

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I have been tasked with setting up a test site and dev site for Tableau Cloud. From looking online it says I have to get into TCM tableau cloud manager, but I am not sure how to even get in there or if I or someone else has access. We don't appear to have Tableau Server installed on the server we have the Tableau Bridge on, we only have Tableau Desktop and Prep. Any ideas? 

 

#Tableau Cloud

답변 2개
  1. 9월 7일 오전 6:48

    To access Tableau Cloud Manager (TCM) without knowing who holds the admin credentials, follow these diagnostic steps to identify your site admin.

     

    Step 1:Log in to Tableau Cloud ([https://online.tableau.com](https://online.tableau.com)).

     

    Step 2:Go to the Users tab from the left sidebar navigation.

     

    Step 3:Look at the Site Role column.

     

    Step 4:Filter or search for users marked as Site Administrator Creator or Site Administrator Explorer.

     

    Contact those individuals—in many organizations, the Site Administrator is also the Cloud Administrator (TCM Admin) or knows who made the original procurement purchase. 

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