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Tableau on Alteryx

Whenever I talk about Tableau Server with prospects one of my favourite features is Tableau on Tableau. The built in dashboards help you keep a close eye on how your Tableau Server is performing, and highlight any content that may need some improvement.

Eye on Scheduler

So how can we bring the same love to Alteryx Server? It’s pretty simple, we use Alteryx to generate some data for Tableau to analyse.

Each time a workflow is saved to and executed in the Alteryx Scheduler it’s recorded in the server’s Mongo database (you might still be using SQLite, this solution is just for Mongo as SQLite seems to be on its way out). All we need to do is connect to the MongoDB, join together the relevant tables and save the results for analysis. If you’re interested, the tables to look out for are ‘AS_Schedules’, ‘AS_Queue’, ‘AS_Applications’ and ‘AS_Results’ which should be joined together in that order.

If you want somebody else to do the hard work for you…here you go.

Download from Alteryx Gallery 

The Analysis You Need

So download the workflow, unpack it & enter your MongoDB credentials (more info in the workflow). Run the workflow and you’ll have 2 outputs, a TDE for your own use and a TWB containing some example analysis to get you started.

Here’s how it looks for our server:

Overview

Execution Times

Errors

Pro Tip! Bring some SQL into the mix

Now this is great to get started but you probably want something a bit more automated. Simply grab the Scheduler macro from the workflow, copy it to your Alteryx Server and connect it to an output data tool pointing to your SQL server. I’ve made sure to include a primary key field called ‘UniqueID’. Set this to the primary key in the database table and you can use the ‘Update or insert if new’ option in the output data tool to incrementally built up your long term server history without having to store months of history in MongoDB.

Once your SQL table is setup, connect the included Tableau Workbook to it and use the Replace data source function to swap over to your SQL table. Now schedule the Alteryx workflow and you’ll have fresh data in your workbook.

Replace Data Source

I’ve then gone on to subscribe to the dashboard which is emailed to me at 9am each day.

Craig Bloodworth

York, UK

One thought on “Tableau on Alteryx

  1. Hi mate, I’m 6 years late to the party here 🙂 But the Gallery links seem to now be broken

    Are you still running this setup and if so is it still available anywhere? Would be great if I didn’t have to reinvent the wheel!

    Seems Alteryx are no longer actively selling Scheduler but we still run it and are happt with it (we’re not quite big enough for Server yet)

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