Automate SAP data extracts to Tableau Server


Last time we have shown how easy is publishing SAP datasets to Tableau Server as new TDE data sources with VirtDB Data Unfolder. But it was a manual action on a static dataset only – the currentness of the published extract will drop quickly. Let’s see how to keep SAP data extracts continuously fresh on Tableau Server!

In the SAP client push the Data Unfolder button, just over the data grid of any VirtDB enabled datasets (reports, tables, views, queries, …). The second option under “Tableau Server” will be “Schedule extraction”.

Tableau_server_menu_schedule

It will open up a dialogue window to specify the data source name (we use the *_BATCH naming convention just to differentiate the automated TDE extracts from the manual ones)  and the Tableau project you want to associate the extract with.

datasource_name_project_batch

If you hit OK, it will open up another form to fill in the schedule / automation parameters. You have to choose if it will be a one-time job execution or periodical batch. If periodical, further informations are required (like when to start, on what days, special calendars to use, etc.) by the SAP background job processing engine to set up the schedule.

schedule_params

Once confirmed, you can inspect the job execution status and the detailed logs (after the first execution passed) in the SAP Client – you should see something like this.

batch_publish_job_status

And in the logs like this

batch_publish_job_log

Now if you go to the Tableau Server Data Sources page, will see the new data source published already.

Tableau_datasources_batch

Great, you have just set up a periodically refreshed SAP data source on your Tableau Server – without writing a line of ABAP code or begging your manager for SAP development budget. And you can do this with any SAP data sets you need, standard or custom. Isn’t it nice?

If you have workbooks already created with Tableau Desktop on static SAP data, you can simply replace the data source under those reports by using Tableau’s replace data source feature.

replace_datasource

Have fun with your SAP data!

If you have questions or want to see it in action


2017-06-21T14:42:33+00:00 May 19th, 2016|1 Comment

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  1. […] systems and you can see different datasets (well the last one is not necessarily true, if you use VirtDB Data Unfolder but that is not in the scope of this […]

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