How do I move my existing reports to Tableau Data Server?

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Step 1: Open an existing report in Tableau Desktop and then go to the Data menu and click on "Connect to Data," then select “Tableau Server” under “Connect.”

Step 2: You’ll be asked to sign in. Use these credentials:

Server: tableau.schoolzilla.org

Username: <your email address>

Password: <your tableau server credentials> (not database credentials)

Step 3: Select the data source you want to connect to. Here’s a guide for how to choose from our pre-made sources (note that your account may not contain all of these):

Data Source

How can I use it?

Class Enrollment

Explore daily enrollment and attendance by course section at the student level.

Daily Enrollment

Explore daily enrollment and attendance at the student level. This source doesn’t have course information so it loads a little faster than Class Enrollment.

School Enrollment

Explore enrollment and attendance at the school level. This source loads much faster than the other two enrollment and attendance data sources because it doesn’t contain student-level data.

Student Achievement (Test Comparisons)

Explore growth in student achievement by comparing scores on tests from period to period.

Student Achievement (Test Responses)

Explore student achievement at the test item level. This source is the finest-grained look at student achievement available.

Student Achievement (Test Scores)

Explore student achievement at the test or test section level. This source loads faster than Test Responses because it doesn’t contain data at the item level.

Grades

Explore student grades at the course level, including In Progress and Final grades. Depending on your SIS, this source may also include Component grades.

Behavior

Explore student behavior, including behavior incidents and consequences. Depending on your source system, this source may include consequences like suspensions and expulsions or it may include daily behavior incidents like merits and demerits.

Teacher Observation

Explore teacher observation at the rating level.

Step 4: Once you are back in the report, you will need to copy and paste all calculated fields. This is needed because calculated fields will break when replacing the old data source (i.e. Daily Enrollment - 12345) with the new data source (i.e. Daily Enrollment). To do this, go to a worksheet and select all calculated fields (CTRL + Left Click), right click the selected fields and select "Copy."

Notes: 1) Before copying, make sure the original data source is selected above the Dimensions. 2) You do not need to copy and paste the "Number of Records" calculated field since that is automatically generated in all Tableau reports.

Next, go to the Data area above Dimensions and click on the new data source. Then right click in the Dimensions area and select "Paste." This will bring in all the calculated fields to the new data source.

Step 5: To switch the data source that the report is pulling from, right click on the current data source and select "Replace Data Source." Choose the new data source in the Replacement drop down.

Step 6: Now that the old data source is no longer linked to the report, you can remove from the workbook by right clicking on the now old data source and selecting "Close."

Step 7: Save the workbook and re-publish to Tableau Server.

Notes/Issues with Changing the Data Source to Tableau Data Server

  • Once the report refreshes, any colors you had previously formatted may have changed. Fix any color formatting changes and save the workbook.
  • Any calculated fields that contain other calculated fields may break once the data source is changed. You will need to go in and manually fix those by editing the calculated fields. (Note: the edits are typically updating variable names in the calculation to reflect the naming conventions in the new data source)
  • If a calculated field is used as a filter on the filters shelf, the filter will break. You will need to remove the broken filter and replace it with the new one.
  • If you are changing the data source for a school or student personalized table, be sure to re-apply the data source filter once the report is linked to the new data source from Tableau Data Server.

 

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Comments

  • Avatar
    George Lewis

    I thought it would be more helpful to explain exactly what an existing report is in relation to Data Source options available. I didn't come away from reading this understanding why I would want to use this capability. I'm thinking of various report data that I'd like to upload either to the Tableau Data Server or data warehouse rather than store in a local server.



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