Thursday, January 14, 2016

Email Subscriptions to Tableau Dashboards

Tableau and Tableau Server is designed to allow easy, interactive ways to explore data sets. However sometimes you just need a snapshot of your data to make a quick decision whether additional action or exploration is necessary. For these times, Tableau Server allows users to subscribe to views via e-mail. 

If this functionality is configured by the Server administrator, users will see an envelope icon at the top when viewing a visualization:



To set up a subscription, click the icon, enter your e-mail address, and select the options for your subscription:




Select a delivery schedule (options are set by the Server administrator) and whether you want to receive only the current view or all views in the workbook.

Subscriptions are processed according to the schedule selected, but there will be a delay before the email is received. This will vary depending on the time it takes to render the workbook view(s) and how many other subscriptions are processed on the same schedule.

The e-mail will come from the address configured by the Server administrator and will have the Subject you entered. Any view(s) you selected will appear in the body as inline images, so you can see the visualization(s) without opening any attachments. If you selected all the views in the workbook, they appear one below the next. Clicking on any image will take you to that view on Tableau Server for additional analysis!

To view or change your subscriptions, log into Tableau Server, click your name in the upper right and select My Content. Click the Subscriptions option and your subscriptions are listed.



Need more help? Open a ticket with Alight.

Monday, January 11, 2016

Could not connect to server error in Tableau

Your data is important to you. 

To make accessing it as secure as possible, we only allow you to connect to your database from a known IP address. This is known as IP whitelisting. Normally, offices have a static (unchanging) IP address or one or more known IP address ranges, so there is no maintenance after the initial set-up. However sometimes this IP will change, or an unknowing user will try to connect from a different network. (If your company uses a Virtual Private Network - VPN - for access to the corporate network from home or the road you will normally be able to connect to your data after connecting to the VPN.) 

If you're suddenly unable to connect to your data sources provided by Alight Analytics, your current IP address may not be whitelisted. 

Your IT department can usually provide a list of your company's public IP address or IP address ranges. To confirm you're current IP is whitelisted, find it by typing "my IP" in Chrome's address bar, or by going to a website like https://www.whatismyip.com/ or http://www.whatsmyip.org/ then submit it to Alight via a ticket. We will check it against our systems and report back to you.