InfoBurst can split a TWBX file containing data for a dimension (i.e. Categories - Bikes, Accessories, Clothing and Components) into separate TWBX files containing data for the individual dimension values.  This workflow uses the Adventure Works DW Database.


The required elements for this workflow are:

  1. Web Intelligence report
  2. Tableau TWBX Workbook based on Hyper file created by InfoBurst (see the workflow associated with creating the Hyper file here)   
  3. InfoBurst


Option 1 - Watch the Video




Option 2 - Step-by-step Workflow Instructions


Create the Burst


1.  Build a Tableau Workbook based on the workflow containing the procedure to create a Tableau Hyper file from the data in a Web Intelligence report.  Save the Tableau Workbook as a TWBX file.  The workbook in this workflow example contains data for all four Product Categories:  Bikes, Components, Clothing and Accessories.  This workflow will burst the TWBX file into four individual TWBX files - one for each of the Product Categories.  As you can see, the dashboard contains four worksheets and is fully interactive.





2.  Select New/Document to catalog the TWBX Workbook in InfoBurst.



3.  Add the Tableau TWBX Workbook created from the Hyper file.



Note:   Once added, the TWBX file will appear in the interface.


5.  Create a new Burst.  Select New/Burst from the main menu.




6.  Give the Burst a descriptive name and description (optional but recommended)



7.  Add the Web Intelligence report used as the source for the Hyper file as the Document for this burst.  InfoBurst will refresh the Web Intelligence report prior to bursting the TWBX file.



8.  Navigate to the Filters tab and add a new filter.



9.  Select the dimension to filter the data on.  In this example, Product Category Name.



10.  Filters can be added Manually if desired.  They can also be added dynamically by calling a SQL Query.


11.  To add a dynamic filter to the burst, use a Data Source.  The SQL below serves two purposes - it returns the Category Names and the email associated with each of the categories (to be used for the Email burst)



12.  Open your DB Connection, and add this query.  In this workflow, the query is named Category Emails.



13.  Select Data Source as the source for the filter.  Click the ellipsis icon to select the query.



14.  Select the query.


15.  In this workflow, column Category contains the data to be used to filter by Product Category Name.




Deliveries


Three deliveries will be created:


A.  Tableau Server

B.  Tableau Server with Dynamic delivery to Projects

C.  Email Delivery of Split/Burst TWBX Workbooks



A.  Tableau Server Delivery


1.  Navigate to the Deliveries tab and create a new Blank delivery.



2.  Select Tableau Server as the Destination.  Select the Platform defined as your Tableau Server - in this example, the platform is named Tableau.  Click the ellipsis button to select the Tableau Project to publish the split TWBX files to.



3.  Select the Tableau Server Project..


4.  Name the split TWBX files.  Use the InfoBurst Macro Builder to name the files.

5.  Using the Macro Builder, we can dynamically name the TWBX files.



6.  Select the TWBX to embed.  This will be the TWBX file to be split into individual files based on the filter defined in the burst.



7.  In this workflow, the TWBX file is named Adventure Works Sales MASTER.  It contains data for all four Product Categories.




8.  Select the Raw Data tab from the Web Intelligence source document in this workflow.




9.  Add the Delivery.


10.  Run the Burst.


11.  Viewing the Timeline of the Burst, it has completed successfully.



12.  On Tableau Server, four workbooks were create in the specified Project - containing results for each of the Product Categories.



13.  This is the Sales Dashboard for the Bikes Product Category.  It only displays data for Bikes.




14.  The Burst results can be emailed to the InfoBurst administrators.  InfoBurst maintains a detailed audit log of Burst activities.  The log file can also downloaded as an Excel file.





B.  Tableau Server with Dynamic delivery to Projects


1.  Using the same Burst, add a new Delivery From Blank.


2.  Name the delivery, and select the same options as the delivery created above.  The difference here is that we'll be Dynamically publishing the TWBX files to separate Projects on Tableau Server.  Click the ellipsis icon to select the root folder.



3.  Select the Root folder on Tableau Server to publish the TWBX files to.



4.  Once the root folder has been selected, use the Macro Builder to dynamically place the TWBX files in separate projects.


5.  In this example the TWBX files will be placed in the following Projects:

  • IBTabWorkflow Examples\Accessories
  • IBTabWorkflow Examples\Bikes
  • IBTabWorkflow Examples\Clothing
  • IBTabWorkflow Examples\Components



6.  The Project field contains a Macro expression.

7.  Select the same TWBX to embed as in the previous Delivery.



8.  Disable the first Delivery by clicking on the green check box icon.


9.  Run the Burst.



10.  View the Timeline.  Burst has completed successfully.



11.  InfoBurst has created the sub-projects under IBTab Workflow Examples.  A typical scenario would be for these sub-projects to be created seperately with the appropriate permissions assigned for your Tableau Server users.  For example, granting permissions to the Bikes project to staff working in the Bikes department.




12.  This screenshot shows the Sales - Accessories workbook in the Accessories project.




C.  Email Delivery of Split/Burst TWBX Workbooks


With InfoBurst, the individual "split" or "burst" TWBX files can be emailed to dynamic Email addresses.


1.  Create a new Burst following the steps 5-15 from the Create the Burst section above.  Give the burst a name indicating that it will deliver Emails.



2.  Add a new Delivery From Blank.  Use the Macro builder to give the Delivery a dynamic name based on Product Category Name.





3.  Select [%email] as the Email field.  This will dynamically insert the email for each Product Category Name.




4.  Use the Macro Builder to generate a dynamic message for the Email that includes the Product Category Name.




5.  The format will be the same as used earlier - Tableau Packaged Workbook.  Ensure that the Tableau Workbook created using the Hyper file from the Web Intelligence report is chosen.  Add the Delivery.



6.  Run the Burst and check the Timeline.  In this example, the Burst was successful.



7.  Four emails were sent - one for each of the Product Category Names.




8.  This screenshot shows the email for the Accessories category.  Note the dynamic email content based on the Product Category Name.



This is the end of the Webi-TWBX Workflow tutorial.