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Configuring Tableau and 1010data

Configuring Tableau and 1010data | Contents | 2

© 2014 1010data, Inc. All rights reserved.

Contents

Setting up Tableau to Work with 1010data...............................................3

Installing the 1010data ODBC Driver.........................................................4

Installing Tableau........................................................................................ 5

Configuring Tableau to Work with 1010data............................................ 6

Configuring the 1010data ODBC Driver for Tableau................................9

Connecting to 1010data in Tableau.........................................................12

Working in Tableau................................................................................... 20So I'm Connected to a Table............................................................................................................201010data Analysis in Tableau...........................................................................................................23

Parameterizing Variables with Tableau..................................................................................25

Support....................................................................................................... 33

Configuring Tableau and 1010data | Setting up Tableau to Work with 1010data | 3

Setting up Tableau to Work with 1010data

Welcome to 1010data's guide to setting up Tableau. Tableau is a data visualization and exploration toolthat turns the raw data stored in 1010data tables into graphical information you can view on your Windowscomputer. Setting up 1010data to work with Tableau only takes a few steps. Follow the instructions in thisguide and you'll be up and running in no time.

This guide will cover all the information necessary to install 1010data drivers and configure 1010data andTableau to work together. It will also contain helpful usage tips for working with 1010data in Tableau. Whileprimarily intended to aid report developers, this guide will also have helpful information for end-users whowant to know more about working with 1010data within Tableau.

To get started, first, let's go through how to install the 1010data ODBC driver onto your Windows system.Installing and configuring the 1010data ODBC driver is required for Tableau to work with 1010data.

Configuring Tableau and 1010data | Installing the 1010data ODBC Driver | 4

Installing the 1010data ODBC Driver

The 1010data ODBC driver is only available for clients who have purchased API access along with their1010data account. If you don't have API access, or aren't sure if you do, contact your 1010data salesrepresentative.

With the newest version of the 1010data ODBC driver, both the 32-bit and 64-bit versions installsimultaneously. Since both versions are installed, 64-bit applications will automatically use the 64-bitversion of the driver, and 32-bit applications will use the 32-bit version of the driver. However, you mustconfigure separate DSN profiles for each version.

Once you download the ODBC driver installer, simply double-click on the package and follow the on-screen instructions.

Note: In order to install the ODBC driver, you need permission to copy files to some of yourcomputer's system folders. Please make sure you are an administrator on your computer, or, if youhave difficulty installing the driver, contact your IT department and ask them to help you install thenew software.

The installation directory selected during the installation process contains files such as documents,licenses and the uninstaller for the driver, so choose a location you can remember in case you ever needto uninstall the 1010data ODBC driver.

Configuring Tableau and 1010data | Installing Tableau | 5

Installing Tableau

This guide provides instructions for setting up the Tableau desktop application to work with 1010data. Ifyou're not sure how to get Tableau installed on your computer, you can find the instructions at the followingwebsite: http://kb.tableausoftware.com/articles/knowledgebase/downloading-tableau-products.

http://kb.tableausoftware.com/articles/knowledgebase/downloading-tableau-products

Configuring Tableau and 1010data | Configuring Tableau to Work with 1010data | 6

Configuring Tableau to Work with 1010data

The first step to configure Tableau to work with 1010data is to download the theTableau_ODBC_Config.zip file. You can download this file at the following URL:

http://www.1010data.com/downloads/odbc/tableau/Tableau_ODBC_Config.zip

Once you have downloaded the file, move it to a location that is easy to access and unzip. Once the fileis unzipped, open the Tableau_ODBC_Config folder and complete the remaining steps in this section.This folder contains files that are needed to complete the setup process. The contents are shown in thescreenshot below:

When you installed Tableau it placed a new folder, called My Tableau Repository in your Documentsfolder, as shown below:

Double-click on the My Tableau Repository folder and you will see a list of folders, as shown below:

http://www.1010data.com/downloads/odbc/tableau/Tableau_ODBC_Config.zip


Locate the Datasources folder (circled in the above screen shot) and open it. If you are using 32-bit Tableau, you need to copy the 1010data32.tdc file from Tableau_ODBC_Config folder to theDatasources folder. If you are using 64-bit Tableau, you need to copy the 1010data64.tdc file fromTableau_ODBC_Config folder to the Datasources folder. In the examples in this guide, we are usingthe 64-bit version of Tableau, so we will copy the 1010data64.tdc file to the Datasources folder. Here's ahandy visual:


Configuring Tableau and 1010data | Configuring the 1010data ODBC Driver for Tableau | 9

Configuring the 1010data ODBC Driver for Tableau

Now that Tableau is configured to look for the 1010data ODBC driver as a data source, the next step isto configure the 1010data ODBC Driver to work with Tableau. Make sure you have the location of yourTableau_ODBC_Config folder handy. Then, click the following items on your Windows Start menu:Start > All Programs > 1010data > 1010dataodbc. Then, select either Configure 32-bit ODBC orConfigure Native ODBC, depending on the version of Tableau you are using. If you are using 64-bitTableau, select Configure Native ODBC. If you are using 32-bit Tableau, select Configure 32-bit ODBC.

Once you click the item on the start menu the ODBC Data Source Administrator dialog will appear. Clickthe System DSN tab at the top. You should create a new DSN specifically for Tableau. In the example thatfollows, we called it TableauOn1010data. Once you have created your DSN, click the Configure... buttonon the right side of the dialog window. The steps are shown in the screenshot below:

Clicking the Configure... button will launch the SQL1010 ODBC DSN Configuration dialog, which hasfour tabs at the top. On the Connection tab, enter your 1010data credentials in the User ID field andPassword field respectively, as shown below:

Note: Note that both the Compression and the Binary mode checkboxes are selected. 1010datarecommends both these options be turned on unless you have a specific reason for not doing so, orhave been direct to turn them off by a 1010data support representative.


Next, click the Logging tab at the top of the dialog. Then, click the Browse button to the right of theImport Options field, as shown below:

Now, browse to the location where your Tableau ODBC Config files are located and double-click thetableau_odbc.1010config file. If you've done this correctly, the file path will appear in the field next to theImport Options button. To confirm you've selected the correct file, click the Import Options button, asshown below:


If the correct file is selected, you will receive a Success! notification, as shown here:

Once you've confirmed the correct file has been specified, click the OK button on the notification, then clickOK twice more to complete the configuration.

Once you have installed the Tableau ODBC Config file it will set options for the following options in yourDSN configuration:

Note: You should not alter the options below once the Tableau ODBC Config file is installed. Anyother DSN options are configurable.

• On the Connection tab:

• Reconnect?• Mangle pathnames

• On the SQL tab

• Use metadata in SQL translator• On the Driver tab

• Report errors in SQLSetStmtAttr

• HHMMSS• Timestamp• YYMMDD

Configuring Tableau and 1010data | Connecting to 1010data in Tableau | 12

Connecting to 1010data in Tableau

Congratulations, you're all configured. All that's left to start analyzing data and viewing visualizations withTableau is to connect to 1010data from within the application. First, open Tableau, and find the Connect todata link on the left-hand side navigation area, as in the following screenshot:

This will bring up the Connect to Data window. On the left-hand side navigation area, locate the Ona server scrolling list. This list has many pre-configured database sources to choose from. At the verybottom of this list, click the Other Databases (ODBC) link, as shown below:


When you click the Other databases (ODBC) link it will launch the Generic ODBC Connectiondialog. Make sure the DSN radio button is selected, then click the drop-down menu next to it and selectwin32.1010data, as shown below:


Once you have selected win32.1010data, click the Connect button. If Tableau successfully connects to1010data, the Connection Attributes area of the dialog will be populated (shown in the upper, large, redoutline. If it is, you can proceed to the Table section of the dialog. Here, make sure you select the CustomSQL radio button as shown below:


Note: Currently, the Single Table and Mutliple Tables options produce inconsistent behaviors. Itis recommended that you use the Custom SQL option and follow the instructions in this section.

At this point, we are going to insert a 1010data Macro Language query into Tableau by putting an SQLwrapper around it. You should not import very large tables directly into Tableau. Instead, you should haverefined your analysis down to a summary such as a tabulation. This will ensure that your experience usingTableau will remain smooth and responsive.

Once you have an analysis you're ready to use in 1010data, start by copying the Macro Language codefrom within the Trillion Row Spreadsheet. You can do this by going to Actions > Edit Actions (XML)...,and copying the code in the text box, as show below:


Next, paste the code into the Custom SQL text box in the Tableau window, as follows:

After clicking the Load link, a full list of tables that are available will appear. In the example below, we haveselected the training_retail_item table as an example.


Once you have copied your Macro Language code into the Custom SQL text box in Tableau, the next stepis to place a SQL wrapper around it. This only requires a few very small changes. Here's what the codelooks like before adding the wrapper:

Note: Make sure your SQL wrapper does not contain any semicolons (;) at all. Semicolons in theescaped 1010data macro code are acceptable.

The code in the screenshot above was copied directly from the Trillion Row Spreadsheet's Edit Actions(XML)... dialog. The name of the table we are connecting to is outlined in red. We'll need the table namewhen we add the SQL wrapper. Keep in mind, this table is just being used as an example. You will need toknow the table name you want to connect to in order to use this method. If you're not sure how to find thetable name, you can find all the information necessary to work with the 1010data web-based interface inour Quick Start Guide.

Once you know the table name you'd like to connect to, simply alter the code that was pasted into theCustom SQL text box as follows:


In the example below, we've simply wrapped the entire 1010data query with SELECT * FROMretaildemo.salesdetail_customer{ and a } at the end; where retaildemo.salesdetail_customer isthe base table on which this query runs.

SELECT * FROM retaildemo.salesdetail_customer :{<note type="link">The following link is to table: All Databases/Retail Demo Data/Customer Master</note><link table2="retaildemo.customer" col=i"customer" col2="customer" labe="Customer"/><note type="link">The following link is to table: All Databases/Retail Demo Data/Store Master</note><link table2="retaildemo.stores" col="store" col2="store" label="Store"/><sel value="(divisiondesc='East')"/><tabu label="Tabulation on Sales Detail by Customer" breaks="state,primary_segment"> <break col="state" sort="up"/> <break col"primary_segment" sort="up"/> <tcol source="xsales" fun="sum" label="Sum of Èxtended `Sales"/> <tcol source="gty" fun="sum" label="Sum of `Qty/`Wgt"/> <tcol source="xsales" fun="wavg" wieght="qty" label="Average Èxtended`Sales`Weighted by `Qty/`Wgt"/></tabu>}

The code between the curly brackets is exactly the same as what was generated in the Trillion RowSpreadsheet. We will cover more information about what code was used in this example in the Workingwith Tableau section of this manual. But for now, let's finish establishing the connection to our data source.

Click the OK button on this message and you will be presented with the options in the followingscreenshot:


Select the Connect Live option as shown above. You will now have the table in a Tableau workbook readyfor you to create powerful visualizations. In the next section, we'll look at how to get started with creatingvisualizations and parameterizing your queries so you can look at multiple metrics without the need toreload everything each time you want to make a change.

Configuring Tableau and 1010data | Working in Tableau | 20

Working in Tableau

Tableau is a powerful software tool, and it is beyond the scope of this guide to go into all the details andnuances of it. However, there are some basic techniques when working with Tableau on 1010data thatwe'd like to share point out in order to make getting started and seeing results that much easier. In thissection, we'll examine the sample code we used in the Connecting to 1010data in Tableau section of thisguide. We'll also create a basic visualization. Finally, we will learn how to parameterize a variable in yourquery so you can easily change which measurements are graphed in a visualization.

So I'm Connected to a Table...

But now what? Tableau makes creating compelling graphics easy. Creating a basic map, for instance, is assimple as dragging and dropping objects within a window. Here's our new Tableau worksheet before we'vedone anything to it:

If you're a regular Tableau user then this might look familiar to you. In the gray area on the right, outlinedin red, are shelves where you can create and control visualizations. On the left, outlined in green, are yourData, Dimensions, and Measures. In general, Dimensions are the data columns being aggregated, andMeasures are the totals of the aggregation. In this case, we're going to create a map where extendedsales are displayed state by state.

To create this visualization, just drag the State dimension into the shelf that says Drop field here, asshown below:


Tableau will now create a map based on the data in the state dimension:

Our map looks really good! We can see all the states where our selections indicate sales happened. Butwe're still not getting any sense of magnitude. So, for our next step, we're going to tell Tableau what metricto apply to the map so we can tell how much is being sold in each state.

To add a splash of color as well as display sales measurements, simply drag the extendedsales metricfrom the Measurements section on the left to the Color area under the Marks shelf, as shown here:


Like magic, your map will be color-coded with gradients indicating the magnitude of sales occuring in eachstate:


If you're somewhat familiar with 1010data or data analysis in a broader context, this should provide a basicroadmap for playing around with Tableau visualizations. We will be adding further topics on how to createspecific visualizations to this guide as we continue to explore the full capabilities of working with 1010datain Tableau.

However, if you're not that familiar with 1010data or data analysis, you may be asking yourself how thesedimensions and measurements go there. In the next section, we'll take a closer look at the data thatwas used in this example. We will also go over how to add multiple data sources to your worksheet andparameterize your data so that you can look at separate Dimensions individually without creating newqueries or worksheets for each.

Note: You can't use a parameter list (another data source), you can't use it in the visualizations

1010data Analysis in Tableau

In the last section, we demonstrated how easy it is to create a helpful visualization in Tableau. If youfound that process somewhat mistifying, it's okay. In this section we're going to show exactly where thedata in that example came from. First, let's start off with the analysis we performed in 1010data, beforewe imported everything into Tableau. In the case of the example data we are using in this guide, we aredealing with a Sales Detail table. The purpose of a Sales Detail table is to contain a record of every itempurchased at every location of a store or chain of stores. As you can imagine, this is a very common typeof table, and is most often utilized by retailers.

While we won't show the raw, transactional data, what is important to understand is that we startedwith around 3.3 billion rows of data and then summarized it into a tabulation. In 1010data's Trillion RowSpreadsheet, the tabulation looks like this:


So with this tabulation, we've reduced our expansive 3.3 billion row table to a mere 70 rows of aggregateddata. Not too shabby. As you can see, this table depicts the Extended Sales for each combination ofPrimary Segment and State. And believe it or not this entire tabulation was performed in just a handful oflines of Macro Language code. Here is the code we used to perform the tabulation:

<note type="base">Applied to table: retaildemo.salesdetail_customer</note><note type="link">The following link is to table: All Databases/Retail Demo Data/Customer Master</note><link table2="retaildemo.customer" col="customer" col2="customer" label="Customer"/><note type="link">The following link is to table: All Databases/Retail Demo Data/Store Master</note><link table2="retaildemo.stores" col="store" col2="store" label="Store"/><sel value="(divisiondesc='East')"/><tabu label="Tabulation on Sales Detail by Customer" breaks="state,primary_segment"> <break col="state" sort="up"/> <break col="primary_segment" sort="up"/> <tcol source="xsales" fun="sum" name="extendedsales" label="Sum ofÈxtended`Sales"/> <tcol source="qty" fun="sum" name="sumofqntybyweight"label="Sum of`Qty/`Wgt"/> <tcol source="xsales" fun="wavg" weight="qty" name="avgextendedsalesweighted"label="AverageÈxtended`Sales`Weighted by`Qty/`Wgt"/></tabu>

This is the exact code that we pasted into Tableau and then placed a SQL wrapper around. Note the twoitems in bold-face print. At the top, we have the table to which this analysis is applied. You won't haveaccess to our super-duper data set of fake retail data. So you'll need to use your own data, and perform


your own analysis. But this is a common method used by analysts in many industries. We're simplyaggregating figures by a specificly identified group.

So now you should have a little understanding of why we chose the State dimension and used theextendedsales metric in our example map from the last section. But then, if the map is supposed to showstates, then why were only a handful colored in? That's a great question. Notice, about half way down thesample code above, there is a selection statement highlighted in bold. This selection statement is actuallytaking place before the tabulation occurs, so the data summary is only happening on rows in our originaltable that meat the selection criteria. In this case, that's East. But what if we're interested in more than justthe east? What if our goal is to look at the Extended Sales for each division individually, but we want tobe able to see each on? In that case, we need to parameterize the selection so that we can choose whichdivision we want to see when we want to see it. Fortunately, Tableau provides an easy way to do this.

Parameterizing Variables with Tableau

There are several ways to parameterize your variables to give your visualizations more flexibility, but thisis one technique that works well. The first step is bringing another data source into your current worksheet.Click File > Connect to data... in Tableau from your existing worksheet. You will now follow the sameexact process outlined in the Connecting to 1010data in Tableau section of this manual. The onlydifference is, we're going to connect to a different table that has some additional information we would liketo use. So when you get to the Custom SQL text input box, this is the code you'll insert:

retaildemo.stores:{<tabu label="Tabulation on Store Master" breaks="divisiondesc"> <tcol source="divisiondesc" fun="cnt" name="count" label="Count"/></tabu>}

The dialog will then look like this:


Again, notice we've given this data source a useful name.

Now, click OK and go back to your worksheet. Under the Data section, you'll see a new data source, asshown below:

We'll use this data source to add a parameter to our visualizations. Next, right-click on the original datasource we connected to, Sales by Customer, and then click Edit Connection, as shown below:


This will bring up the original connection dialog from earlier in this manual, shown below:

If you click the ... button on the right-hand side, just above the text box, it will expand the text so you cansee the entire query, as shown here:


Let's again call our attention to the Selection Statement highlighted above. Our goal here is to be ableto select any division within our Tableau visualization. So our aim is to parameterize the devisiondesc(Division Description) variable so that we can see more than just the East division. The next screenshotcontains everything we need to know:

In order to parameterize the variable we want, we're going to first highlight the value that exists forthe variable. In the screenshot above, we have highlighted 'East', as this is the current value ofdivisiondesc. But again, we would like to be able to select any value for divisiondesc. So, after


highlighting the current value, click the Create a new parameter... button at the bottom of the dialog, asshown above.

Clicking the Create a new parameter... button will bring launch the Create Parameter dialog, as shownbelow:

Note: Make sure you select the List radio button. This will show you the available values for yourparameterized variable once it's selected.

Now, click the Add from Field button on the right, outlined in blue above. Next, you will see our two datasources appear on the right. If you select the Division Codes source we connected to earlier, you will seethe divisiondesc variable that we would like to parameterize. Click the divisiondesc option to create theparameter. Here's what you should see:


When you click the divisiondesc option (outlined in red above), the available values will appear in the Listof values section, like so:

Click OK on the Create Parameter dialog and you'll be brought back to your worksheet. You should nowsee a new menu on the right-hand side of your worksheet:


Additionally, you can change this new menu to a number of different interaction types. Here's the menuyou get if you right-click on the new Division selector:

Just as an example, we can change the options to a radio selector and then select North. Let's see if themap changes:


Congratulations! We now have an truly interactive visualization that allows us to focus in on specificgeographic areas, made with 1010data analytics and Tableau visualizations. Well done.

We'll add more of these tutorials to this guide as we work out the best and most awesome ways to useTableau on 1010data.

Configuring Tableau and 1010data | Support | 33

Support

If you have difficulty installing or using Tableau, please see the Tableau support page for furtherinformation and assistance: http://www.tableausoftware.com/support.

If you have trouble installing or configuring the 1010data ODBC driver, please [email protected].

http://www.tableausoftware.com/support

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