Tableau Prep Builder in the browser
Tableau have brought the full power of Prep to the browser, and the heavy lifting now lands on your IT admins instead of your laptop.
- Tableau Prep in the browser is launched via the new Flow project type under Explore in Tableau Online or Server
- Flows run on the server rather than your local machine, so heavy RAM usage and grogginess become an IT admin concern instead of yours
- The browser version automatically gets the latest features whenever your Tableau Server is upgraded
- The export-to-static-file option has been removed, keeping outputs published to Tableau Server or a database within the platform
- Published flows run via a job queue, so total runtime is queue time plus actual run time, with a draft-capture feature protecting you if you close the tab
0:00Hey it's Tim here and in today's video I'm
0:03going to be showing you a new feature with
0:03Tableau Prep
0:04in the browser. Yes that's right Tableau
0:06have brought the full power and capability
0:08of Tableau
0:09Prep to the browser. Let's go ahead and see
0:11how that works. Hey it's Tim here just a
0:12quick one
0:13before the video, 95% of the people who
0:15watch my videos aren't actually subscribed
0:18to my channel
0:18and I've got about 7,000 subscribers. They
0:21only represent five percent so join that
0:23group you know
0:24join that exclusive group subscribe and try
0:26and get the subscriber numbers up on my
0:28channel it'll
0:28be really really great for me thank you. I
0:30'm going to go ahead here to explore and you
0:33can see here
0:33in the top left just underneath the explore
0:35title I've got a new button and in there
0:38they've added
0:38flow to the list of projects, workbook and
0:41now flow. If I go ahead and click on that
0:43it opens up
0:44a new tab and this is the Tableau Prep in
0:46the browser experience. What I love about
0:48this is
0:49that it looks like it's an exact copy of
0:51the desktop capability that we had. In fact
0:53I'm
0:53actually probably thinking what they did
0:55here is they built the desktop version with
0:57web technology
0:58and they've ported that here to the web. If
1:00I go ahead and connect to data and just
1:02connect to an
1:03excel file I've actually got the sample
1:05superstore sales file here that you get
1:07with your Tableau
1:08installation. I'm just going to upload that
1:10so we have a familiar file to work with. Of
1:12course if you
1:12connect to a database you can do that but
1:14for the purpose of this demo I'm just going
1:15to connect to
1:16an excel file. If I drag orders into the
1:18canvas you'll see that it behaves exactly
1:21the same way
1:21as we've become used to and what's going on
1:23here is you're actually working on server
1:25rather than
1:26your local laptop. Now if you've ever used
1:28Tableau Prep with some really large work
1:30flows it starts to
1:31get groggy at times and it starts to use up
1:33a lot of ram. The benefit of this is that
1:35you're running
1:35in the browser so that problem is now over
1:37to your IT admins it's for them to worry
1:39about. The other
1:40great thing is that of course as soon as
1:42you upgrade your Tableau server you've
1:43instantly
1:44got the latest version so whilst on one
1:46hand it's maybe a bit more work for the IT
1:48admins to make
1:48sure your server is appropriately specced
1:51up it's a lot easier for them to actually
1:53give you the
1:53latest version as soon as your Tableau
1:55server has been upgraded so this is a
1:57really really nice
1:58feature. I'm using this on Tableau Online
2:00so what we're going to do we're going to
2:01just do a couple
2:02of basic things that you do with Superstore
2:04. Automatic split on order id that gives us
2:07three
2:07new columns. If I go out here just go
2:09across let's see what else we can come up
2:12with we've actually
2:13got the returns table let's bring the
2:15returns table in and let's also bring the
2:17people table in.
2:18I haven't worked with this data set in a
2:19while and they do change it from version to
2:21version so
2:22sometimes I get caught out here because I
2:24haven't actually looked at the file here so
2:26region and
2:28person basically probably have a nice
2:30relationship here if I just go to region
2:33then what this will
2:34do is it will bring the files yeah that's
2:36right it'll bring the manager files across
2:38so that's
2:38pretty good I want to keep everything in my
2:41orders if that's possible in case there's a
2:44order that's
2:44missing a region we want to make sure we do
2:46a left join there and then the returns data
2:48source if I
2:49just hit the plus icon here you can see
2:51that basically it's just a flag to say
2:52whether the
2:53item was returned or not so we're going to
2:55want to join on the order id so let's go
2:57ahead and do that
2:58here and drop that in join on the order id
3:01and again here we want to do a left join
3:04because we
3:04want to bring in everything that was
3:07returned as well as the stuff that wasn't
3:09returned and you can
3:10see here 800 items were returned whereas
3:13the rest were not returned if I hover over
3:15that you get the
3:16number 9194 that weren't returned so here I
3:20am using Tableau prep in the browser what's
3:23great
3:23about this is that I'm I just uploaded an
3:25excel file I'm doing really quick basic
3:28clean data prep
3:29and I can immediately output it to Tableau
3:31server and share it with my colleagues this
3:33is the great
3:34thing here so of course you can see here
3:36that I get this preview window of the
3:38output it by
3:40default it publishes to Tableau server here
3:42I can of course publish to a database but
3:45notice they've
3:46actually removed the option to export a
3:47static file very very smart by Tableau here
3:50they want
3:50to keep you in the platform so let's just
3:53go ahead and publish to Tableau server in
3:55this case Tableau
3:56online I'm going to go ahead to the default
3:58folder I'm going to call this prep in the
4:00browser
4:01and there's a few quirks here in terms of
4:03workflow okay so obviously I've put this
4:06prep in the
4:06browser and when we go ahead to publish
4:09this or publish this data source actually
4:11it's going to
4:12make you do a couple of things the first
4:13thing it wants you to do is make sure that
4:15you've published
4:16your flow okay now let's say I accidentally
4:19close this tab okay I accidentally closed
4:22the
4:22tab I didn't save my work well in the
4:24previous version of Tableau they actually
4:26introduced this
4:27ability to capture draft so I didn't lose
4:30my work there I can actually go back into
4:32the flow
4:33and we'll see how much of it remembered it
4:35remembered most of it it brought it all
4:37back
4:37there so if you close the tab by mistake
4:39don't worry you can still capture it and
4:41you're
4:42ready to go back in there and just carry on
4:43from where you left it even captured the
4:45name
4:46that I entered previously so let's go ahead
4:48run the flow again it asks us to publish
4:49the changes
4:51publish the changes we'll call this prep in
4:53the browser as well
4:54that's now called prep in the browser it's
4:58going to the default folder once that's
5:02saved you get a
5:03little notification here I can't spell but
5:05that's fine this green little indicator
5:08knows that tells
5:09you that this has been published now if I
5:11hit run flow we now get a blue indicator to
5:13tell us that
5:14this has been added to the queue it's not
5:16running it immediately because I'm on Table
5:18au Online it's
5:18actually queuing the job with everyone else
5:20that's using my Tableau Online instance so
5:23because I can
5:24see the preview here I'm not too worried
5:25about that but if you're needing this in a
5:27you know
5:28instantly you're not going to get it
5:29instantly but the wait times at least on
5:31Tableau Online
5:32shouldn't be that bad on your own Tableau
5:33server it's probably going to be up to how
5:35your admin
5:36sets this up let's have a look at how we
5:38can see how far it's progressing in the
5:41queue if we go to
5:42view flow we get a little indicator that
5:44tells us what's going on you can see here
5:46that it's actually
5:47already finished it just literally finished
5:49as I got here so it you know didn't have to
5:51wait long
5:52roughly a minute but if you wanted to see
5:54that job in a particular queue and you
5:56wanted to see where
5:57it was in the queue if you have enough
5:59access rights for example on the Tableau
6:01Online instance
6:02or on the Tableau site you can actually go
6:04to this list of jobs here and you can see
6:06each of
6:07those jobs you can actually see here that I
6:09've been practicing this demo so there's
6:11four versions
6:12here that I've completed and here is the
6:14completed version that I just ran and so
6:16now if I go back
6:17I can actually go and look at that flow and
6:19you see the full run history now if I go
6:21back and I
6:22hit run again it goes back into the queue
6:24again and notice these pop-ups are staying
6:27there and if
6:27I go back go to the jobs page now you can
6:30see that that job is pending so you know
6:32before it queued
6:33for 0.1 minutes before 0.3 so we have a
6:37queue time of anything between 0.1 to 1.3
6:41here in the last few
6:42runs but actually when it runs the runs are
6:44actually very fast so you can see these are
6:46the
6:46actual run times and these are the queue
6:48times so the total run time is essentially
6:51the run time
6:51plus queue time you've got to factor that
6:53in because there's a queue to get into and
6:54then once
6:55the queue is there it's actually going to
6:57run the flow okay so that's pretty much it
6:59that's
6:59Tableau prep in the browser it does
7:01everything you'd expect and the wonderful
7:03thing here is that
7:04it's even got some of the new capability
7:06where you can connect to spatial files
7:08check out my video on
7:09that in the same playlist covering what's
7:12in Tableau 2020.4 okay if you've enjoyed
7:14this video
7:15you know what to do if you did enjoy this
7:17video hit the dislike button twice and I'll
7:19catch you
7:19in the next video
Tableau Prep makes the jump from being desktop only to now being available in the browser. You’ll need the Data Management Add-on in order to run your flows in the browser but its the full capability of prep in a browser tab.
Tableau release notes
Tableau Prep Builder in the browser allows you to prep your data from wherever you have access to a browser, bringing the data prep process into one integrated platform on the web. No need to manage individual desktops, IT admins can now upgrade the server to get everyone in the organisation on the latest version.