From 70503a1e542b5a0f8a0571564a9ca7e85d392351 Mon Sep 17 00:00:00 2001 From: rpourzand Date: Fri, 26 Jan 2024 13:22:55 -0800 Subject: [PATCH 01/14] Update tableau.md --- .../docs/docs/use-dbt-semantic-layer/tableau.md | 14 ++++++++------ 1 file changed, 8 insertions(+), 6 deletions(-) diff --git a/website/docs/docs/use-dbt-semantic-layer/tableau.md b/website/docs/docs/use-dbt-semantic-layer/tableau.md index 689df12ec6a..27f40eaf0b6 100644 --- a/website/docs/docs/use-dbt-semantic-layer/tableau.md +++ b/website/docs/docs/use-dbt-semantic-layer/tableau.md @@ -45,9 +45,9 @@ This integration provides a live connection to the dbt Semantic Layer through Ta ## Using the integration -1. **Authentication** — Once you authenticate, the system will direct you to the data source page with all the metrics and dimensions configured in your dbt Semantic Layer. +1. **Authentication** — Once you authenticate, the system will direct you to the data source page that allows you to chooset between all the metrics, dimensions, entities configured in your dbt Semantic Layer under the data source called "ALL". You can optionally access individual [saved queries](https://docs.getdbt.com/docs/build/saved-queries) that you've defined. These will also show up as data sources when you log in with the connector. 2. **Access worksheet** — From there, go directly to a worksheet in the bottom left-hand corner. -3. **Access metrics and dimensions** — Then, you'll find all the metrics and dimensions that are available to query on the left side of your window. +3. **Access metrics and dimensions** — Then, you'll find all the metrics, dimensions, entities that are available to query on the left side of your window. Visit the [Tableau documentation](https://help.tableau.com/current/pro/desktop/en-us/gettingstarted_overview.htm) to learn more about how to use Tableau worksheets and dashboards. @@ -59,12 +59,14 @@ Visit the [Tableau documentation](https://help.tableau.com/current/pro/desktop/e ## Things to note - All metrics use the "SUM" aggregation type, and this can't be altered. The dbt Semantic Layer controls the aggregation type and it is intentionally fixed. Keep in mind that the underlying aggregation in the dbt Semantic Layer might not be "SUM" (even though "SUM" is Tableau's default). -- Tableau surfaces all metrics and dimensions from the dbt Semantic Layer on the left-hand side. Note, that not all metrics and dimensions can be combined with one another. You will receive an error message if a particular dimension cannot be sliced with a metric (or vice versa). +- In the "ALL" data source, Tableau surfaces all metrics and dimensions from the dbt Semantic Layer on the left-hand side. Note, that not all metrics and dimensions can be combined with one another. You will receive an error message if a particular dimension cannot be sliced with a metric (or vice versa). For smaller slices of data that can be joined together, you can access saved queries. - To display available metrics and dimensions, dbt Semantic Layer returns metadata for a fake table with the dimensions and metrics as 'columns' on this table. Because of this, you can't actually query this table for previews or extracts. - - Since this is treated as a table, dbt Semantic Layer can't dynamically change what is available. This means we display _all_ available metrics and dimensions even if a particular metric and dimension combination isn't available. - - Certain Table calculations like "Totals" and "Percent Of" may not be accurate when using metrics aggregated in a non-additive way (such as count distinct) - In any of our Semantic Layer interfaces (not only Tableau), you must include a [time dimension](/docs/build/cumulative#limitations) when working with any cumulative metric that has a time window or granularity. +- We support calculated fields to create a parameter filter and using a calculated field to dynamically select metrics and dimensions, but other calculated field functions are not supported. + + + ## Unsupported functionality @@ -76,7 +78,7 @@ The following Tableau features aren't supported at this time, however, the dbt S - Writing Custom SQL / Initial SQL - Table Extensions - Cross-Database Joins -- All functions in Analysis --> Create Calculated Field +- Some functions in Analysis --> Create Calculated Field - Filtering on a Date Part time dimension for a Cumulative metric type - Changing your date dimension to use "Week Number" From 676f0594d8d9cc7d323614cef28ee41e3cdb46e9 Mon Sep 17 00:00:00 2001 From: rpourzand Date: Fri, 26 Jan 2024 15:50:30 -0800 Subject: [PATCH 02/14] Update tableau.md --- website/docs/docs/use-dbt-semantic-layer/tableau.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/website/docs/docs/use-dbt-semantic-layer/tableau.md b/website/docs/docs/use-dbt-semantic-layer/tableau.md index 27f40eaf0b6..ea8b8920169 100644 --- a/website/docs/docs/use-dbt-semantic-layer/tableau.md +++ b/website/docs/docs/use-dbt-semantic-layer/tableau.md @@ -63,7 +63,7 @@ Visit the [Tableau documentation](https://help.tableau.com/current/pro/desktop/e - To display available metrics and dimensions, dbt Semantic Layer returns metadata for a fake table with the dimensions and metrics as 'columns' on this table. Because of this, you can't actually query this table for previews or extracts. - Certain Table calculations like "Totals" and "Percent Of" may not be accurate when using metrics aggregated in a non-additive way (such as count distinct) - In any of our Semantic Layer interfaces (not only Tableau), you must include a [time dimension](/docs/build/cumulative#limitations) when working with any cumulative metric that has a time window or granularity. -- We support calculated fields to create a parameter filter and using a calculated field to dynamically select metrics and dimensions, but other calculated field functions are not supported. +- We support calculated fields to the extent that you are using them to create a parameter filter or dynamically select metrics and dimensions, but other calculated field functions are not supported. From e6a75944016ab4e7944f931f0cf67f4fc072a377 Mon Sep 17 00:00:00 2001 From: mirnawong1 <89008547+mirnawong1@users.noreply.github.com> Date: Mon, 29 Jan 2024 10:47:56 +0000 Subject: [PATCH 03/14] Update website/docs/docs/use-dbt-semantic-layer/tableau.md --- website/docs/docs/use-dbt-semantic-layer/tableau.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/website/docs/docs/use-dbt-semantic-layer/tableau.md b/website/docs/docs/use-dbt-semantic-layer/tableau.md index ea8b8920169..8ee4ab224d5 100644 --- a/website/docs/docs/use-dbt-semantic-layer/tableau.md +++ b/website/docs/docs/use-dbt-semantic-layer/tableau.md @@ -45,7 +45,7 @@ This integration provides a live connection to the dbt Semantic Layer through Ta ## Using the integration -1. **Authentication** — Once you authenticate, the system will direct you to the data source page that allows you to chooset between all the metrics, dimensions, entities configured in your dbt Semantic Layer under the data source called "ALL". You can optionally access individual [saved queries](https://docs.getdbt.com/docs/build/saved-queries) that you've defined. These will also show up as data sources when you log in with the connector. +1. **Authentication** — Once you authenticate, the system will direct you to the data source page that allows you to choose between all the metrics, dimensions, and entities configured in your dbt Semantic Layer under the data source called "ALL". You can optionally access individual [saved queries](https://docs.getdbt.com/docs/build/saved-queries) that you've defined. These will also show up as data sources when you log in with the connector. 2. **Access worksheet** — From there, go directly to a worksheet in the bottom left-hand corner. 3. **Access metrics and dimensions** — Then, you'll find all the metrics, dimensions, entities that are available to query on the left side of your window. From de72b095f8f04f7d45caa89627517a184790e385 Mon Sep 17 00:00:00 2001 From: mirnawong1 <89008547+mirnawong1@users.noreply.github.com> Date: Mon, 29 Jan 2024 10:51:00 +0000 Subject: [PATCH 04/14] Update website/docs/docs/use-dbt-semantic-layer/tableau.md --- website/docs/docs/use-dbt-semantic-layer/tableau.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/website/docs/docs/use-dbt-semantic-layer/tableau.md b/website/docs/docs/use-dbt-semantic-layer/tableau.md index 8ee4ab224d5..76b67cbdad1 100644 --- a/website/docs/docs/use-dbt-semantic-layer/tableau.md +++ b/website/docs/docs/use-dbt-semantic-layer/tableau.md @@ -45,7 +45,7 @@ This integration provides a live connection to the dbt Semantic Layer through Ta ## Using the integration -1. **Authentication** — Once you authenticate, the system will direct you to the data source page that allows you to choose between all the metrics, dimensions, and entities configured in your dbt Semantic Layer under the data source called "ALL". You can optionally access individual [saved queries](https://docs.getdbt.com/docs/build/saved-queries) that you've defined. These will also show up as data sources when you log in with the connector. +1. **Authentication** — Once you authenticate, the system will direct you to the data source page that allows you to choose between all the metrics, dimensions, and entities configured in your dbt Semantic Layer under the data source called "ALL". You can optionally access individual [saved queries](/docs/build/saved-queries) that you've defined. These will also show up as data sources when you log in with the connector. 2. **Access worksheet** — From there, go directly to a worksheet in the bottom left-hand corner. 3. **Access metrics and dimensions** — Then, you'll find all the metrics, dimensions, entities that are available to query on the left side of your window. From 7807fbbfb5061cc30b34119b200953fb87e544e7 Mon Sep 17 00:00:00 2001 From: mirnawong1 <89008547+mirnawong1@users.noreply.github.com> Date: Mon, 29 Jan 2024 10:51:22 +0000 Subject: [PATCH 05/14] Update website/docs/docs/use-dbt-semantic-layer/tableau.md --- website/docs/docs/use-dbt-semantic-layer/tableau.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/website/docs/docs/use-dbt-semantic-layer/tableau.md b/website/docs/docs/use-dbt-semantic-layer/tableau.md index 76b67cbdad1..f0f17a9ba79 100644 --- a/website/docs/docs/use-dbt-semantic-layer/tableau.md +++ b/website/docs/docs/use-dbt-semantic-layer/tableau.md @@ -47,7 +47,7 @@ This integration provides a live connection to the dbt Semantic Layer through Ta 1. **Authentication** — Once you authenticate, the system will direct you to the data source page that allows you to choose between all the metrics, dimensions, and entities configured in your dbt Semantic Layer under the data source called "ALL". You can optionally access individual [saved queries](/docs/build/saved-queries) that you've defined. These will also show up as data sources when you log in with the connector. 2. **Access worksheet** — From there, go directly to a worksheet in the bottom left-hand corner. -3. **Access metrics and dimensions** — Then, you'll find all the metrics, dimensions, entities that are available to query on the left side of your window. +3. **Access metrics and dimensions** — Then, you'll find all the metrics, dimensions, and entities that are available to query on the left side of your window. Visit the [Tableau documentation](https://help.tableau.com/current/pro/desktop/en-us/gettingstarted_overview.htm) to learn more about how to use Tableau worksheets and dashboards. From af6685d7abff218b206319c535711c96f7494ebe Mon Sep 17 00:00:00 2001 From: mirnawong1 <89008547+mirnawong1@users.noreply.github.com> Date: Mon, 29 Jan 2024 10:52:42 +0000 Subject: [PATCH 06/14] Update website/docs/docs/use-dbt-semantic-layer/tableau.md --- website/docs/docs/use-dbt-semantic-layer/tableau.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/website/docs/docs/use-dbt-semantic-layer/tableau.md b/website/docs/docs/use-dbt-semantic-layer/tableau.md index f0f17a9ba79..bfcd2b59fea 100644 --- a/website/docs/docs/use-dbt-semantic-layer/tableau.md +++ b/website/docs/docs/use-dbt-semantic-layer/tableau.md @@ -59,7 +59,7 @@ Visit the [Tableau documentation](https://help.tableau.com/current/pro/desktop/e ## Things to note - All metrics use the "SUM" aggregation type, and this can't be altered. The dbt Semantic Layer controls the aggregation type and it is intentionally fixed. Keep in mind that the underlying aggregation in the dbt Semantic Layer might not be "SUM" (even though "SUM" is Tableau's default). -- In the "ALL" data source, Tableau surfaces all metrics and dimensions from the dbt Semantic Layer on the left-hand side. Note, that not all metrics and dimensions can be combined with one another. You will receive an error message if a particular dimension cannot be sliced with a metric (or vice versa). For smaller slices of data that can be joined together, you can access saved queries. +- In the "ALL" data source, Tableau surfaces all metrics and dimensions from the dbt Semantic Layer on the left-hand side. Note, that not all metrics and dimensions can be combined. You will receive an error message if a particular dimension cannot be sliced with a metric (or vice versa). You can use saved queries for smaller pieces of data that you want to combine. - To display available metrics and dimensions, dbt Semantic Layer returns metadata for a fake table with the dimensions and metrics as 'columns' on this table. Because of this, you can't actually query this table for previews or extracts. - Certain Table calculations like "Totals" and "Percent Of" may not be accurate when using metrics aggregated in a non-additive way (such as count distinct) - In any of our Semantic Layer interfaces (not only Tableau), you must include a [time dimension](/docs/build/cumulative#limitations) when working with any cumulative metric that has a time window or granularity. From ac6f6469cd9afcd04a50dc601c0890f70303ea27 Mon Sep 17 00:00:00 2001 From: rpourzand Date: Mon, 29 Jan 2024 22:01:01 -0800 Subject: [PATCH 07/14] Update tableau.md Updating with suggestions and other info --- .../docs/use-dbt-semantic-layer/tableau.md | 24 ++++++++++++------- 1 file changed, 15 insertions(+), 9 deletions(-) diff --git a/website/docs/docs/use-dbt-semantic-layer/tableau.md b/website/docs/docs/use-dbt-semantic-layer/tableau.md index bfcd2b59fea..68b13183e1a 100644 --- a/website/docs/docs/use-dbt-semantic-layer/tableau.md +++ b/website/docs/docs/use-dbt-semantic-layer/tableau.md @@ -45,9 +45,11 @@ This integration provides a live connection to the dbt Semantic Layer through Ta ## Using the integration -1. **Authentication** — Once you authenticate, the system will direct you to the data source page that allows you to choose between all the metrics, dimensions, and entities configured in your dbt Semantic Layer under the data source called "ALL". You can optionally access individual [saved queries](/docs/build/saved-queries) that you've defined. These will also show up as data sources when you log in with the connector. -2. **Access worksheet** — From there, go directly to a worksheet in the bottom left-hand corner. -3. **Access metrics and dimensions** — Then, you'll find all the metrics, dimensions, and entities that are available to query on the left side of your window. +1. **Authentication** — Once you authenticate, the system will direct you to the data source page. +2. **Access all Semantic Layer Objects** — You can choose between all the metrics, dimensions, and entities configured in your dbt Semantic Layer under the data source called "ALL". (Note: "METRICS_AND_DIMENSIONS" was the original name of this data source, and it contains the same information as "ALL". In the future, we will deprecate "METRICS_AND_DIMENSIONS" in favor of "ALL") +3. **Access Saved Queries** — You can optionally access individual [saved queries](/docs/build/saved-queries) that you've defined. These will also show up as unique data sources when you log in. +3. **Access worksheet** — From your data source selection, go directly to a worksheet in the bottom left-hand corner. +4. **Access metrics and dimensions** — Then, you'll find all the metrics, dimensions, and entities that are available to query on the left side of your window based on your selection. Visit the [Tableau documentation](https://help.tableau.com/current/pro/desktop/en-us/gettingstarted_overview.htm) to learn more about how to use Tableau worksheets and dashboards. @@ -56,16 +58,20 @@ Visit the [Tableau documentation](https://help.tableau.com/current/pro/desktop/e - **From Desktop to Server** — Like any Tableau workflow, you can publish your workbook from Tableau Desktop to Tableau Server. For step-by-step instructions, visit Tableau's [publishing guide](https://help.tableau.com/current/pro/desktop/en-us/publish_workbooks_share.htm). -## Things to note +## Things to Note -- All metrics use the "SUM" aggregation type, and this can't be altered. The dbt Semantic Layer controls the aggregation type and it is intentionally fixed. Keep in mind that the underlying aggregation in the dbt Semantic Layer might not be "SUM" (even though "SUM" is Tableau's default). +**Aggregation** +All metrics are shown as using the "SUM" aggregation type in Tableau's UI, and this cannot be altered using Tableau's interface. The dbt Semantic Layer controls the aggregation type in code and it is intentionally fixed. Keep in mind that the underlying aggregation in the dbt Semantic Layer might not be "SUM" ("SUM" is Tableau's default). + +### Data Sources and Display - In the "ALL" data source, Tableau surfaces all metrics and dimensions from the dbt Semantic Layer on the left-hand side. Note, that not all metrics and dimensions can be combined. You will receive an error message if a particular dimension cannot be sliced with a metric (or vice versa). You can use saved queries for smaller pieces of data that you want to combine. - - To display available metrics and dimensions, dbt Semantic Layer returns metadata for a fake table with the dimensions and metrics as 'columns' on this table. Because of this, you can't actually query this table for previews or extracts. +- To display available metrics and dimensions, dbt Semantic Layer returns metadata for a fake table with the dimensions and metrics as 'columns' on this table. Because of this, you can't actually query this table for previews or extracts. + +### Calculations & Querying - Certain Table calculations like "Totals" and "Percent Of" may not be accurate when using metrics aggregated in a non-additive way (such as count distinct) - In any of our Semantic Layer interfaces (not only Tableau), you must include a [time dimension](/docs/build/cumulative#limitations) when working with any cumulative metric that has a time window or granularity. -- We support calculated fields to the extent that you are using them to create a parameter filter or dynamically select metrics and dimensions, but other calculated field functions are not supported. - - +- We can support calculated fields for creating parameter filters or dynamically selecting metrics and dimensions. However, other calculated field functions are not supported. _Note: If you have use cases for calculated fields that are not currently covered, please reach out to dbt Support we understand the use case_ +- When using Saved Queries that include filters, we will automatically apply any filters that the query has. ## Unsupported functionality From f452c641466e43bd16c904abd79a5c242cd57033 Mon Sep 17 00:00:00 2001 From: rpourzand Date: Mon, 29 Jan 2024 22:01:57 -0800 Subject: [PATCH 08/14] Update tableau.md Fixing a typo and clarifying some language --- website/docs/docs/use-dbt-semantic-layer/tableau.md | 4 ++-- 1 file changed, 2 insertions(+), 2 deletions(-) diff --git a/website/docs/docs/use-dbt-semantic-layer/tableau.md b/website/docs/docs/use-dbt-semantic-layer/tableau.md index 68b13183e1a..ec464aed43b 100644 --- a/website/docs/docs/use-dbt-semantic-layer/tableau.md +++ b/website/docs/docs/use-dbt-semantic-layer/tableau.md @@ -48,8 +48,8 @@ This integration provides a live connection to the dbt Semantic Layer through Ta 1. **Authentication** — Once you authenticate, the system will direct you to the data source page. 2. **Access all Semantic Layer Objects** — You can choose between all the metrics, dimensions, and entities configured in your dbt Semantic Layer under the data source called "ALL". (Note: "METRICS_AND_DIMENSIONS" was the original name of this data source, and it contains the same information as "ALL". In the future, we will deprecate "METRICS_AND_DIMENSIONS" in favor of "ALL") 3. **Access Saved Queries** — You can optionally access individual [saved queries](/docs/build/saved-queries) that you've defined. These will also show up as unique data sources when you log in. -3. **Access worksheet** — From your data source selection, go directly to a worksheet in the bottom left-hand corner. -4. **Access metrics and dimensions** — Then, you'll find all the metrics, dimensions, and entities that are available to query on the left side of your window based on your selection. +4. **Access worksheet** — From your data source selection, go directly to a worksheet in the bottom left-hand corner. +5. **Query metrics and dimensions** — Then, you'll find all the metrics, dimensions, and entities that are available to query on the left side of your window based on your selection. Visit the [Tableau documentation](https://help.tableau.com/current/pro/desktop/en-us/gettingstarted_overview.htm) to learn more about how to use Tableau worksheets and dashboards. From 953bd722b1e99fac9a758b1a75fc8e2bb24a24fc Mon Sep 17 00:00:00 2001 From: mirnawong1 <89008547+mirnawong1@users.noreply.github.com> Date: Tue, 30 Jan 2024 10:38:25 +0000 Subject: [PATCH 09/14] Update website/docs/docs/use-dbt-semantic-layer/tableau.md --- website/docs/docs/use-dbt-semantic-layer/tableau.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/website/docs/docs/use-dbt-semantic-layer/tableau.md b/website/docs/docs/use-dbt-semantic-layer/tableau.md index ec464aed43b..d0847eb8b61 100644 --- a/website/docs/docs/use-dbt-semantic-layer/tableau.md +++ b/website/docs/docs/use-dbt-semantic-layer/tableau.md @@ -58,7 +58,7 @@ Visit the [Tableau documentation](https://help.tableau.com/current/pro/desktop/e - **From Desktop to Server** — Like any Tableau workflow, you can publish your workbook from Tableau Desktop to Tableau Server. For step-by-step instructions, visit Tableau's [publishing guide](https://help.tableau.com/current/pro/desktop/en-us/publish_workbooks_share.htm). -## Things to Note +## Things to note **Aggregation** All metrics are shown as using the "SUM" aggregation type in Tableau's UI, and this cannot be altered using Tableau's interface. The dbt Semantic Layer controls the aggregation type in code and it is intentionally fixed. Keep in mind that the underlying aggregation in the dbt Semantic Layer might not be "SUM" ("SUM" is Tableau's default). From db25bd906e4ff54736fdf6eb67eb3d37112f280e Mon Sep 17 00:00:00 2001 From: mirnawong1 <89008547+mirnawong1@users.noreply.github.com> Date: Tue, 30 Jan 2024 10:39:09 +0000 Subject: [PATCH 10/14] Update website/docs/docs/use-dbt-semantic-layer/tableau.md --- website/docs/docs/use-dbt-semantic-layer/tableau.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/website/docs/docs/use-dbt-semantic-layer/tableau.md b/website/docs/docs/use-dbt-semantic-layer/tableau.md index d0847eb8b61..c46731c47a5 100644 --- a/website/docs/docs/use-dbt-semantic-layer/tableau.md +++ b/website/docs/docs/use-dbt-semantic-layer/tableau.md @@ -63,7 +63,7 @@ Visit the [Tableau documentation](https://help.tableau.com/current/pro/desktop/e **Aggregation** All metrics are shown as using the "SUM" aggregation type in Tableau's UI, and this cannot be altered using Tableau's interface. The dbt Semantic Layer controls the aggregation type in code and it is intentionally fixed. Keep in mind that the underlying aggregation in the dbt Semantic Layer might not be "SUM" ("SUM" is Tableau's default). -### Data Sources and Display +### Data sources and display - In the "ALL" data source, Tableau surfaces all metrics and dimensions from the dbt Semantic Layer on the left-hand side. Note, that not all metrics and dimensions can be combined. You will receive an error message if a particular dimension cannot be sliced with a metric (or vice versa). You can use saved queries for smaller pieces of data that you want to combine. - To display available metrics and dimensions, dbt Semantic Layer returns metadata for a fake table with the dimensions and metrics as 'columns' on this table. Because of this, you can't actually query this table for previews or extracts. From 67bb39a775f58629277a1521b5092ab53b66592b Mon Sep 17 00:00:00 2001 From: mirnawong1 <89008547+mirnawong1@users.noreply.github.com> Date: Tue, 30 Jan 2024 10:39:48 +0000 Subject: [PATCH 11/14] Update website/docs/docs/use-dbt-semantic-layer/tableau.md --- website/docs/docs/use-dbt-semantic-layer/tableau.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/website/docs/docs/use-dbt-semantic-layer/tableau.md b/website/docs/docs/use-dbt-semantic-layer/tableau.md index c46731c47a5..5a956ec736d 100644 --- a/website/docs/docs/use-dbt-semantic-layer/tableau.md +++ b/website/docs/docs/use-dbt-semantic-layer/tableau.md @@ -67,7 +67,7 @@ All metrics are shown as using the "SUM" aggregation type in Tableau's UI, and t - In the "ALL" data source, Tableau surfaces all metrics and dimensions from the dbt Semantic Layer on the left-hand side. Note, that not all metrics and dimensions can be combined. You will receive an error message if a particular dimension cannot be sliced with a metric (or vice versa). You can use saved queries for smaller pieces of data that you want to combine. - To display available metrics and dimensions, dbt Semantic Layer returns metadata for a fake table with the dimensions and metrics as 'columns' on this table. Because of this, you can't actually query this table for previews or extracts. -### Calculations & Querying +### Calculations and querying - Certain Table calculations like "Totals" and "Percent Of" may not be accurate when using metrics aggregated in a non-additive way (such as count distinct) - In any of our Semantic Layer interfaces (not only Tableau), you must include a [time dimension](/docs/build/cumulative#limitations) when working with any cumulative metric that has a time window or granularity. - We can support calculated fields for creating parameter filters or dynamically selecting metrics and dimensions. However, other calculated field functions are not supported. _Note: If you have use cases for calculated fields that are not currently covered, please reach out to dbt Support we understand the use case_ From f1fc4b36190cddde564dff94a82f267e66b16095 Mon Sep 17 00:00:00 2001 From: mirnawong1 <89008547+mirnawong1@users.noreply.github.com> Date: Tue, 30 Jan 2024 10:41:39 +0000 Subject: [PATCH 12/14] Update website/docs/docs/use-dbt-semantic-layer/tableau.md --- website/docs/docs/use-dbt-semantic-layer/tableau.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/website/docs/docs/use-dbt-semantic-layer/tableau.md b/website/docs/docs/use-dbt-semantic-layer/tableau.md index 5a956ec736d..16efd13ccee 100644 --- a/website/docs/docs/use-dbt-semantic-layer/tableau.md +++ b/website/docs/docs/use-dbt-semantic-layer/tableau.md @@ -70,7 +70,7 @@ All metrics are shown as using the "SUM" aggregation type in Tableau's UI, and t ### Calculations and querying - Certain Table calculations like "Totals" and "Percent Of" may not be accurate when using metrics aggregated in a non-additive way (such as count distinct) - In any of our Semantic Layer interfaces (not only Tableau), you must include a [time dimension](/docs/build/cumulative#limitations) when working with any cumulative metric that has a time window or granularity. -- We can support calculated fields for creating parameter filters or dynamically selecting metrics and dimensions. However, other calculated field functions are not supported. _Note: If you have use cases for calculated fields that are not currently covered, please reach out to dbt Support we understand the use case_ +- We can support calculated fields for creating parameter filters or dynamically selecting metrics and dimensions. However, other calculated field functions are not supported. _Note: For calculated fields use cases that are not currently covered, please reach out to [dbt Support](mailto:support@getdbt.com) and share them so we can further understand._ - When using Saved Queries that include filters, we will automatically apply any filters that the query has. From 351b26a85ee7aea1c115514f515c2bbf7bc15708 Mon Sep 17 00:00:00 2001 From: mirnawong1 <89008547+mirnawong1@users.noreply.github.com> Date: Tue, 30 Jan 2024 10:43:02 +0000 Subject: [PATCH 13/14] Update website/docs/docs/use-dbt-semantic-layer/tableau.md --- website/docs/docs/use-dbt-semantic-layer/tableau.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/website/docs/docs/use-dbt-semantic-layer/tableau.md b/website/docs/docs/use-dbt-semantic-layer/tableau.md index 16efd13ccee..675fbbdda09 100644 --- a/website/docs/docs/use-dbt-semantic-layer/tableau.md +++ b/website/docs/docs/use-dbt-semantic-layer/tableau.md @@ -70,7 +70,7 @@ All metrics are shown as using the "SUM" aggregation type in Tableau's UI, and t ### Calculations and querying - Certain Table calculations like "Totals" and "Percent Of" may not be accurate when using metrics aggregated in a non-additive way (such as count distinct) - In any of our Semantic Layer interfaces (not only Tableau), you must include a [time dimension](/docs/build/cumulative#limitations) when working with any cumulative metric that has a time window or granularity. -- We can support calculated fields for creating parameter filters or dynamically selecting metrics and dimensions. However, other calculated field functions are not supported. _Note: For calculated fields use cases that are not currently covered, please reach out to [dbt Support](mailto:support@getdbt.com) and share them so we can further understand._ +- We can support calculated fields for creating parameter filters or dynamically selecting metrics and dimensions. However, other uses of calculated fields are not supported. _Note: For calculated fields use cases that are not currently covered, please reach out to [dbt Support](mailto:support@getdbt.com) and share them so we can further understand._ - When using Saved Queries that include filters, we will automatically apply any filters that the query has. From 1c481266b16848951d3c0dbf0f1a5756c938e2cf Mon Sep 17 00:00:00 2001 From: mirnawong1 Date: Tue, 30 Jan 2024 11:10:21 +0000 Subject: [PATCH 14/14] fixing heder --- .../docs/docs/use-dbt-semantic-layer/tableau.md | 16 +++++++--------- 1 file changed, 7 insertions(+), 9 deletions(-) diff --git a/website/docs/docs/use-dbt-semantic-layer/tableau.md b/website/docs/docs/use-dbt-semantic-layer/tableau.md index 675fbbdda09..e055d4dc233 100644 --- a/website/docs/docs/use-dbt-semantic-layer/tableau.md +++ b/website/docs/docs/use-dbt-semantic-layer/tableau.md @@ -23,7 +23,6 @@ This integration provides a live connection to the dbt Semantic Layer through Ta - You must have a dbt Cloud Team or Enterprise [account](https://www.getdbt.com/pricing). Suitable for both Multi-tenant and Single-tenant deployment. - Single-tenant accounts should contact their account representative for necessary setup and enablement. - ## Installing the Connector 1. Download the GitHub [connector file](https://github.com/dbt-labs/semantic-layer-tableau-connector/releases/download/v1.0.2/dbt_semantic_layer.taco) locally and add it to your default folder: @@ -42,7 +41,6 @@ This integration provides a live connection to the dbt Semantic Layer through Ta 4. Connect with your Host, Environment ID, and Service Token information dbt Cloud provides during [Semantic Layer configuration](/docs/use-dbt-semantic-layer/setup-sl#:~:text=After%20saving%20it%2C%20you%27ll%20be%20provided%20with%20the%20connection%20information%20that%20allows%20you%20to%20connect%20to%20downstream%20tools). - In Tableau Server, the authentication screen may show "User" & "Password" instead, in which case the User is the Environment ID and the password is the Service Token. - ## Using the integration 1. **Authentication** — Once you authenticate, the system will direct you to the data source page. @@ -57,23 +55,23 @@ Visit the [Tableau documentation](https://help.tableau.com/current/pro/desktop/e - **From Desktop to Server** — Like any Tableau workflow, you can publish your workbook from Tableau Desktop to Tableau Server. For step-by-step instructions, visit Tableau's [publishing guide](https://help.tableau.com/current/pro/desktop/en-us/publish_workbooks_share.htm). - ## Things to note -**Aggregation** -All metrics are shown as using the "SUM" aggregation type in Tableau's UI, and this cannot be altered using Tableau's interface. The dbt Semantic Layer controls the aggregation type in code and it is intentionally fixed. Keep in mind that the underlying aggregation in the dbt Semantic Layer might not be "SUM" ("SUM" is Tableau's default). +**Aggregation**
+- All metrics are shown as using the "SUM" aggregation type in Tableau's UI, and this cannot be altered using Tableau's interface. +- The dbt Semantic Layer controls the aggregation type in code and it is intentionally fixed. Keep in mind that the underlying aggregation in the dbt Semantic Layer might not be "SUM" ("SUM" is Tableau's default). -### Data sources and display +**Data sources and display**
- In the "ALL" data source, Tableau surfaces all metrics and dimensions from the dbt Semantic Layer on the left-hand side. Note, that not all metrics and dimensions can be combined. You will receive an error message if a particular dimension cannot be sliced with a metric (or vice versa). You can use saved queries for smaller pieces of data that you want to combine. - To display available metrics and dimensions, dbt Semantic Layer returns metadata for a fake table with the dimensions and metrics as 'columns' on this table. Because of this, you can't actually query this table for previews or extracts. -### Calculations and querying +**Calculations and querying**
- Certain Table calculations like "Totals" and "Percent Of" may not be accurate when using metrics aggregated in a non-additive way (such as count distinct) - In any of our Semantic Layer interfaces (not only Tableau), you must include a [time dimension](/docs/build/cumulative#limitations) when working with any cumulative metric that has a time window or granularity. -- We can support calculated fields for creating parameter filters or dynamically selecting metrics and dimensions. However, other uses of calculated fields are not supported. _Note: For calculated fields use cases that are not currently covered, please reach out to [dbt Support](mailto:support@getdbt.com) and share them so we can further understand._ +- We can support calculated fields for creating parameter filters or dynamically selecting metrics and dimensions. However, other uses of calculated fields are not supported. + - _Note: For calculated fields use cases that are not currently covered, please reach out to dbt Support and share them so we can further understand._ - When using Saved Queries that include filters, we will automatically apply any filters that the query has. - ## Unsupported functionality The following Tableau features aren't supported at this time, however, the dbt Semantic Layer may support some of this functionality in a future release: