STAY IN THE FLOW | STAY IN TABLEAU | USE YOUR WRITE BACK SCENARIO
RECORDING LAUNCH EVENT
Agenda
• Why Write Back in Tableau (3:30)
• Use Cases (4:27)
• Live demonstration of Write Back Extreme (9:37)
• Customer Stories (4:54 & 7:30)
• Offering (21:51)
FAQ
Within the management console administrators will be able to create groups and assign permissions to the groups.
When creating a new schema for Snowflake an error message was thrown that it could not create the schema.
Reason
This is happening because the PDO/ODBC implementation of Snowflake has some quirks with preparing a SQL query. Our intended workflow of all of our database implementations should be: Prepare data (escape/sanitises data) -> execute query. Only the default Snowflake ODBC implementation fires the query directly instead of preparing the query.
Solution
Within the ODBC driver configuration file we need to set the configuration `NoExecuteInSQLPrepare=true` re-enable the original intended functionality of the prepare statement of the PDO/ODBC. Checkout this documentation for help.
References:
– https://docs.snowflake.com/en/release-notes/2020-08.html#odbc-driver-2-21-6-changes-to-the-handling-of-ddl-statements-in-sqlprepare-and-sqlexecute
– https://appsfortableau.infotopics.com/support/documentation/write-back-extreme-installation-manual-linux/
We have developed a permissions system which is very similar to Tableau Server. You can set permissions on your schema’s for every group. These permissions will be pushed to the extension automatically.
No, you only need licenses for your production environment and you can use the extension on your development and test environment without extra need for licenses.
If you want to start with Write Back Extreme, you can contact us to plan a meeting to talk about your use cases and have a live demo that meets your requirements.
We can grant you access to our online demo server and after a functional PoC we can also agree on an installation on your server if you like to use your own data, infrastructure and dashboards.
Yes of course. You can migrate and use all the value of Write Back Extreme. We can migrate your Annotations subscription to the Write Back Extreme | Add Data module at no extra costs.
Only users that are actually going to interact with Write Back Extreme need to be licensed license, this includes all Tableau Creators, Explorers and Viewers that are going to use the extension.
Yes that is possible. You can start with 1 module and if needed you can upgrade to 2 modules or 3. We also offer a discount for the second and third module.
We understand you might have some extra ideas and use cases that might be solved with this extension with a slight addition of functionality. You can email [email protected] or use our information form.
Yes you can! And they can all integrate in one container on your dashboard.
- Make sure the extension domain is whitelisted on Tableau Online/Server.
- Webserver services content with proper
X-Frame-OptionsandContent-Security-Policyheaders. - Extensions feature is turned on, on Tableau Online/Server.
- The Extension server/domain has a valid SSL Certificate.
- Tableau Online/Server has access to the Extension Server to load the extension.
You can find any issues by doing the following: While running on Tableau Online/Server in the browser open the “console” tab in Chrome Developer’s tools. To open the developers tools can be done via: Hamburger menu top right > More Tools > Developer tools. Refresh the page while the developers tools is open. Now you can see if there any issue while embedding.
Note: Tableau will show warnings with something like: ‘cannot load source map’ by default, these are not caused by our extensions. They can be identified based on the domain of the url that it warns with.
Make sure to follow our installation guide to setup the right configuration!
Common issues
CSP Header error or X-Frame-Options error.
Make sure the following headers are properly set:
X-Frame-Options: SAMEORIGIN
Content-Security-Policy: frame-ancestors 'self' *.online.tableau.com;For Tableau Server
*.online.tableau.comshould be your domain.
Check all security headers with the following website: https://securityheaders.com/
Currently we support branches of SQL, we support MySQL, MicrosoftSQL and PostgreSQL. We also support a few cloud data warehouses like Snowflake and Amazon Redshift and Synapse and we also support the Oracle database for the WriteBackExtreme extension.
KEEP ME POSTED
Please send me news and updates about Write Back Extreme
MODULAR SET UP
The Write Back Extreme extension supports three basic types of write back mechanisms. You can choose the module(s) you need to solve your use cases, and expand when you have the urge for other modules. The basic write back scenario’s are Add Data, Data Correction and Data Helper with a brief description below.
ADD DATA
Add data to visuals on a summary data level. Create dynamic forms to enable unlimited possibilities. You can use Add Data for example to add targets on a month level while the underlying data exists of millions of rows.
The Add Data module works great with the new Tableau Relationships. Of course you can also use blending and joining to display the Added data in your Tableau Dashboards.
DATA CORRECTION
Display an inline editable table with powerful tools like bulk-edit, interpolation and much more. Use selections in your Tableau Dashboard to filter the data you want to correct or change.
You can use Data Corrections for a lot of use cases like correcting wrong or missing sensor data , typo corrections in a dimension and other data quality related challenges.
DATA HELPER
Are you in need of a Helper table in your Tableau dashboards to store data and Join/Blend back in your Dashboard? This module is your solution. For example if you want to offer custom date periods or a list of internal codes which need to be managed on a regular basis.
Use the Data Helper module to eliminate Excel sheets floating around in your organisation and stop manual uploading and integration of your missing tables.
USE CASES
The Write Back Extreme extension for Tableau solves your challenges in adding, editing and deleting data directly from within your Tableau Dashboards. Write Back Extreme is the ultimate solution for many of your secure Write Back use cases. You will love it!
Budget & Forecasting
Collaboration
Data corrections
WHAT-IF Scenario’s
Financial adjustments
Check Lists
Evaluations & Surveys
STAY IN THE FLOW
And increase the quality and efficiency of your processes. Since the Write Back Extreme extension eliminates the need for separate tools and files outside your Tableau environment, it automatically increases the quality and efficiency of the process results in your workflow by reducing process steps, eliminating manual process steps and keeping the focus of your users on the dashboard. In short: there is no need to jump to other systems or Excel, or even better, there is no need for other systems at all.
Eliminate Excel from your workflow
Save money
Eliminate spreadsheet risk and shared files
Stay in the context of your Dashboard
Easy to add or edit data in the viz
Help people to analyze easier and faster and collaborate
Take data driven actions and close the analytics loop
Make better and faster decisions
Make people smile
Easy. Governed. Secured. Audited.
FULL AUDIT TRAIL
The Audit trail of the Write Back extension enables you to monitor the changes made to the data. All changes made to any record through the Write Back Extreme extension are carefully recorded in a full audit trail. Besides the username also the old and new value of the changes are recorded as being part of the audit trail. Your Security and compliance team will love the auditing capabilities of the Write Back Extreme extension. The Write Back Extreme extension takes care of monitoring:
User that changed the record
The affected dashboard
The database table
The type of change
The actual change (old value – new value)
Date and time of the change
Besides the integrated audit trail, operation of the extension is also role based. Access to the advanced back-end system of the Write Back Extreme extension can be proteced or granted as a special permission. Creating database connections and Schemas for tables can be assigned as a separate privilege.
Enterprise-Ready Security
When company policy or IT security requires an on-premise installation / integration of the extension, we can help you organize it. This is particularly useful when your Tableau Server is not granted internet access, or you need to be in full control of the usage and management of your extension.
On-premise installations allow you to be in control of infrastructure, privacy, governance, and to comply with company policies. It also allows the installation/hosting of several individual extensions. Please contact us for more information regarding on-premise installation of our extensions.
- Be in full control of your extensions
- Respect data governance policy
- Comply with company security policy
- Installation support (remote)
- Excellent operational support (Tableau Gold Partner)
- Updates managed by IT
- No internet access required
