#Tableau prep flow how to
#Tableau prep flow full

You still have option to publish to server if you really want….The good thing is that it shows exactly what feature is not compatibleĮnter your email address to subscribe to this blog and receive notifications of new posts by email. The linked post has the video where I demoed doing moving, running, and lookup calculations in Prep and a download with packaged flows.

#Tableau prep flow how to

I f you connected to Tableau server when building the flow, you will get the following warning when use incompatible feature Hi, I presented on how to do this at the June Tableau Prep Virtual User Group. Here is a few screenshots to help you understand the compatibility better: What is not working is server Prep Conductor. Starting in Tableau Prep Builder and Tableau Cloud version 2023. If you use Prep Builder v2020.4 to publish extracts to Tableau server v2020.4, it works as there is no compatibility issue.If warning ignored and continue, publish can be done successfully but flow can’t run – after server upgraded, the flow is supposed to run.You have option to exclude the incompatible feature before publish.You should get a warning for incompatible feature before publish.If you use Prep Builder v2020.4 to publish flow to Tableau server v2020.4, the flow may not run due to possible incompatible feature.If you use Prep Builder v2020.3 or lower to publish flow to Tableau v2020.4 server, the flow always works. Applies to: Tableau Data Management, Tableau Prep.For both options above, once the sheets are appended. The order of the Excel worksheets will align with the order you click the output steps.

Click 'Run Flow' next to each step in the order you would like to set. Here is my simple translation: The key takeaway is V2020.3 Prep Builder is NOT fully compatible with V2020.3 server Create the Prep flow, set the output file location in each step to the pre-created Excel file.

This is actually in Tableau’s official documentation that is hard to understand. However I am unable to find a way to connect the output to Tableau. Now on monthly basis I have to add a data for a new period into Tableau Prep using union and the Tableau Prep flow does the data cleaning. I then publish my dashboard to Tableau Server.

#Tableau prep flow full

V2020.3 Server is not full compatible with V2020.3 Prep Builder. I am using Tableau Prep for data cleaning and Tableau Desktop to create visualizations.V2020.4 Server is not full compatible with V2020.4 Prep Builder.Recently I found one interesting Tableau server behavior about compatibility between Prep Conductor (Data Management Add-on model) and Tableau Prep Builder: