Tableau Server Prep

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The Tableau Prep Flow Authoring process provides the interactive Prep Flow experience in the browser, which lets users create and interact with flows on Tableau Server to clean and prepare data. For more information, see Create and Interact with Flows on the Web. It was added in version 2020.4.

Process

Tableau Prep Flow Authoring

StatusStatus of the Tableau Prep Flow Authoring process is visible on the Status Page. For more information, see View Server Process Status
LoggingLogs generated by the Tableau Prep Flow Authoring process are located in /var/opt/tableau/tableau_server/data/tabsvc/logs/floweditor. For more information, see Tableau Server Logs and Log File Locations

Tableau Prep Flow Authoring is enabled by default. It uses these components:

There are three different types of data source that you can connect to: Tableau Server – Data source publish to a Tableau Server; Files – including Excel, CSV, Tableau Extract, & PDFs; Server – around 50 different connectors, including Microsoft SQL server, Google Drive, & Salesforce. The exam prep program is for those who have a fundamental and rudimentary knowledge of Tableau Server looking to increase confidence prior to practicing the certification exam. Exam Details This is a hands-on, application mastery exam. By sending Python commands to an external service through Tableau Prep Builder, you can easily extend your data preparation options by performing actions like adding row numbers, ranking fields, filling down fields and performing other cleaning operations that you might otherwise do using calculated fields. Note: If you're installing Tableau Server (and not Tableau Desktop) on your computer, you can skip this step for Tableau Server because Tableau Server includes Java. Download the latest JDBC driver (odps-jdbc-version-jar-with-dependencies.jar file) from the Aliyun GitHub site. Tableau Prep Conductor is licensed through the Data Management Add-on. For more information, see: License the Data Management Add-on for Tableau Server.

Tableau
  • Tableau Prep Flow Service: Used by Tableau Prep Flow Authoring for querying datasources. By default, it is automatically enabled on a node where Tableau Prep Flow Authoring is enabled.
  • Data Engine: The Data Engine creates data extracts and processes queries. By default, it is automatically enabled on a node where Tableau Prep Flow Authoring is enabled.

Performance and Scale Recommendations

Prep

Tableau Prep Server Connection

Tableau Prep Flow Authoring can be CPU and RAM intensive. It is recommended to monitor server and adjust your deployment as necessary by isolating flow authoring to a separate node or adding server resources.

Isolate flow authoring to a separate node

Running Tableau Prep Flow Authoring on a separate node will isolate flow authoring workflows from other Tableau workloads. If you have a busy server with many extract refreshes, and a lot of viz editing and viewing and you don't want to cause disruption to this workload, then it is recommended to isolate Prep Flow Authoring to its own server node. This means that all flow editing will be directed to a dedicated node. You can also choose to isolate all background workloads such as backgrounders and Tableau Prep Conductor from all your interactive workloads such as Prep Flow Authoring and VizQL Server.

Add resources

Prep

As you need more resources, you can add more nodes to your server environment. When planning your nodes, several factors can influence your decision on how much additional hardware you need to allocate.

The main things to consider when planning your nodes are:

  • The number of concurrent users or concurrent sessions you expect during peak hours. The number of concurrent sessions per user can be set using the TSM option maestro.sessionmanagement.maxConcurrentSessionPerUser. For more information, see tsm configuration set Options.
  • The number of data input nodes your flows have on average and the amount of data they have. The maximum row sampling limit can be set using the TSM option maestro.app_settings.sampling_max_row_limit. For more information, see tsm configuration set Options.
  • The complexity of the flows being authored and the number of nodes. Node types like joins, unions, aggregates, and pivots will, in general, require more resources.
Tableau prep server connection

Topology and Configuration

Tableau Prep Server License

To make Tableau Prep Flow Authoring highly available, configure two instances of Tableau Prep Flow Authoring on nodes when enabling it.

Here is an example of a two node configuration:

Here is an example of status page for a two node configuration:

Here is an example of a four node configuration:

Here is an example of status page for a four node configuration:

Tableau Prep Server Extract

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