InfoBurst can split a TWBX file from a SQL Query source based on 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. Tableau TWBX Workbook based on Hyper file created by InfoBurst (see the workflow associated with creating the Hyper file here) - OR -  a Tableau TWBX Workbook based on a SQL Query.
  2. InfoBurst


Option 1 - Watch the Video



Option 2 - Step-by-step Workflow Instructions


Create the Workbook


Two Options:


A.  Build a Tableau Workbook using Hyper file created and published by InfoBurst as the source.

B.  Build a Tableau Workbook connecting directly to a database on Tableau Desktop


A.  Build a Tableau Workbook using Hyper file created and published by InfoBurst as the source - OR - build a Tableau Workbook connecting directly to a database.


1.  In Tableau Desktop, connect to Tableau Server.



2.  Select the Hyper Data Extract created by InfoBurst and build the Workbook.






A.  Build a Tableau Workbook connecting directly to a database on Tableau Desktop


1.  In Tableau Desktop, connect to a database (in this workflow, Microsoft SQL Server)





2.  Select the Stored Procedure or use a Custom SQL Statement to retrieve the data.


3.  Select Extract, and begin to build the Workbook.



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.


About the Data


In order for this workflow to execute successfully, there are two distinct SQL statements involved:

  1. The SQL used to create the Data Source (i.e. Hyper file) on Tableau Server
  2. Or, the SQL used in Tableau Desktop connecting directly to the database



It's important that both sets of SQL return the exact same columns and column aliases.  The only difference between the two SQL statements will be an additional Where clause on the SQL used by InfoBurst to split the TWBX.  The Workflow will fail if this is not the case.


Consider the SQL below as the source of the data in the Tableau Workbook that will be split into individual TWBX files:



This is the SQL that would be used by InfoBurst to Burst the TWBX into individual files based on Product Category.




Create the Workbook


Create the Tableau Workbook to be split into individual TWBX files.  In This example, the Burst will be based on Product Category.  The TWBX file should contain data for all of the values for the dimension to be used for the Burst.  In this example:  Bikes, Accessories, Clothing and Components.




Split and Distribute the TWBX file


1.  The first step in creating the Burst in InfoBurst is to catalog the Tableau Workbook in TWBX format that will be split into individual files.  Select New/Document.




2.  Select the Tableau TWBX file.



3.  Next, we'll need to add the query with the Parameter to be used to split.  Open the DB Connection created for the Database the date is retrieved from.


4.  Click New.


5.  Add the SQL Statement or Stored Procedure information.  Give the Query a meaningful name.  Click Add.



6.   Add a Parameter value to test the Query and click the green arrow icon.



7.  InfoBurst confirms that the query was successful.




Deliveries


This tutorial will cover three delivery types:


A.  Tableau Server Static Project

B.  Tableau Server Dynamic Project

C.  Email Delivery



A.  Tableau Server Static Project


A-1.  Create a Burst.  Select New/Burst.



A-2.  Give the Burst a Name and description (optional but recommended)



A-3.  Add the source Document for the Burst.  This will be the SQL Query with the Parameter for Product Category in this example.



A-4.  Add the Parameter Sources.  This can be defined manually - or via a SQL Query.  In this workflow, we're using a Query that returns (1)  Product Category and (2) The Email associated with the categories.


A-5.  Create a New Delivery.  In this workflow, the delivery is named Tableau Server.  The Destination type is Tableau Server.  Select the Project on Tableau Server to publish the TWBX files to.  


Use the Macro Builder to dynamically name the files Sales Dashboard - [Product Category]



A-6.  For the Format, select Tableau Data Source and select the TWBX to embed.  This will be the TWBX containing data for all Product Categories in this workflow.  Click Add to add the delivery.



A-7.  Click Burst Now to run the Burst.


A-8.  View the Timeline.  InfoBurst maintains a detailed Audit of each burst that is run in the system.



A-9.  Once the Burst has completed successfully, InfoBurst has published four TWBX files to Tableau Server - one for each of the Product Categories.  Note that the Size of each of the Workbooks is different - they each contain varying amounts of data.


A-10.  The Sales Dashboard - Clothing only contains data for the Clothing product category.


B.  Tableau Server Dynamic Project


InfoBurst can leverage it's Macro Builder to dynamically publish individual split/burst TWBX files to different Projects on Tableau Server.


B-1.  Using the existing Burst, create a new Delivery.




B-2.  In this workflow, InfoBurst will deliver the TWBX dynamically to Tableau Server.  The delivery is named Tableau Server Projects.  The Destination type is Tableau Server.  


Select the Base Project on Tableau Server to publish the TWBX files to.   Next, use the Macro Builder to create the path from the base project selected.  In this case, IBTab Workflow Examples\[Product Category].  


Use the Macro Builder to dynamically name the files Sales - [Product Category]



B-3.  For the Format, select Tableau Data Source and select the TWBX to embed.  This will be the TWBX containing data for all Product Categories in this workflow.  Click Add to add the delivery.



B-4.  In InfoBurst, a Burst can contain multiple deliveries.  Here, we're disabling the first delivery so that we can run the Tableau Server Projects delivery.




B-5.  InfoBurst has created four additional Sub-Projects under IBTab Workflow Examples.  If these projects had already existed, InfoBurst would have published the TWBX files into the existing Sub-Projects.


B-6.  In the IBTabWorkflow Examples/Accessories Project, the Sales dashboard has been published.



C.  Email Delivery



InfoBurst can leverage it's Intelligent Email functionality to dynamically publish individual split/burst TWBX files via Email Delivery.


C-1.  Using the existing Burst, create a new Delivery named Email Delivery.



C-2.  Select Email Inbox as the Destination.  For the File Name, use the Macro Builder to generate dynamic names based on the Product Category.   For the Email field, use the Macro Builder to select email.  (The email field was in the SQL source containing the Product Categories to base the Burst on.



C-3.  Emails can be Zipped.  The names of the zip files can be dynamic.  In addition, although not covered here, the password for the zip file can use a custom algorithm for added security by using the Macro Builder for this field.



C-4.  For the Format, select Tableau Data Source and select the TWBX to embed.  This will be the TWBX containing data for all Product Categories in this workflow.  Click Add to add the delivery.



C-5.  Run the Burst by clicking Burst Now.  View the Timeline to view details of each step of the Burst process.



C-6.  Four emails have been sent - one for each Product Category.


C-7.  The email for the Accessories category has a dynamic message as well as a dynamically named password-protected Zip file attachment.



This is the end of this workflow tutorial.