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How to set up TabPy in Tableau

1. Install Python on your machine (or server)

A popular and easy way of doing it would be to through downloading and installing Anaconda.

2. Download TabPy server

Now we need to get the TabPy module. You can do this by downloading it through GitHub or by opening up Anaconda prompt on your machine and typing and running:

pip install tabpy

Note that there is also a package on the conda repository, which you could install as shown below but that is an old way of doing it.

conda install -c anaconda tabpy-server

You then type y and hit enter when it asks if you want to proceed.
Here is how that looks like.

install tabpy

3. Start TabPy server

If you downloaded TabPy using pip install tabpy (recommended way) then all you have to do to start the server is type and run:

tabpy

in your Anaconda prompt or other terminal where you used pip install tabpy earlier.

If you downloaded TabPy from GitHub and put it on your desktop you can get the address of your folder by clicking on the name like so:

Then in Anaconda promt you would want to type cd (cd is short for change directory) then your location and hit enter.

cd C:\Users\Alexander\Desktop\TabPy

Finally would want to type startup.cmd and hit enter.

Now it should be ready to run and look like this:

Starting up TabPy

You can now minimize this window but don’t close it until you’re finished using TabPy in Tableau.

If you downloaded TabPy using Anaconda you can type and hit enter:

cd C:\Users\*your user name*\Anaconda3\pkgs\tabpy-server-0.2-py37_1\Lib\site-packages\tabpy_server

Finally you would want to type startup.bat and hit enter.

Now it should be ready to run and look like this:

4. Connect TabPy Server to Tableau Desktop

In Tableau go to:

Help > Settings and Performance > Manage External Connection
Select TabPy
Select Localhost
Make sure the port is 9004 

Connect to tabpy
Connect to tabpy

If when you click “Test Connection” you get the message “Successfully connected to the external service.” then congratulations! You are ready to use Python in Tableau.

If you run into any issues, looking at the official documentation would be helpful: tableau.github.io/TabPy/

If you need more guidance or don’t want to deal with this yourself, then by all means get in touch with us

Alex Fridriksson

London, UK

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