Tableau Assessment Report

This topic contains information about the Tableau assessment report. The assessment assesses the tableau workloads and produces in-depth insights that help to plan the migration. The input format for tableau assessment is TWB files.

In This Topic:

Highlights
Analysis
Lineage
Downloadable Reports

Highlights

The highlights section gives you a high-level overview of your assessment summary of the analytics performed on the selected workloads. It includes visualizations, worksheet details, actions and more.

Summary

This section illustrates the input Tableau scripts that were analyzed across the various components. Here, you can see the number of files, data sources, databases, and so on.

Complexity (Across Files)

This section provides a summarized graphical representation of the classification of the Tableau files based on complexity. This information is required to make various decisions, including migration planning, and estimating the budget.

Worksheets

This section provides information about the worksheets used in the dashboard. Worksheets are sheets in the workbook where data is represented in a visual format. Here, you can see the total number of worksheets, used and unused worksheets.

Visualizations

This section displays graphical visualization used in the scripts such as graphs, charts etc. This visual representation of data makes it easy to understand the data.

Columns

This section provides details about the columns in the entities including the total number of columns, number of calculated columns, columns usage type and the number of columns present in it.

Total Columns: Total number of columns available in the entities.
Calculated columns: Columns in which functions or operations such as min, max, sum, avg, etc. are implemented for calculation.
Columns Usage Type: There are two types of columns:
- Dimensions: Holds qualitative values.
- Measures: Holds numeric values.

Actions

This section provides details about the actions that are performed on the worksheet or dashboard. Actions are elements that can be added to dashboards or worksheets. It allows you to interact with data such as navigation.

Total Actions: Total number of actions in the report.
Dashboard Actions: Actions that are performed in the dashboard such as navigation, etc.
Worksheet Actions: Actions that are performed in the worksheet such as navigation, etc.

Filters

This section provides information about the filters used. It is a process of filtering out the data to minimize the data set size, remove irrelevant records, etc.

Total Filters: Total number of filters used.
Data Source Filters: Number of filters that are applied to the data source.
Worksheet Filters: Number of filters that are applied to the worksheet.

Analysis

This topic provides a detailed examination of source files, data sources, dashboards, and worksheets.

Files

This section provides a comprehensive report of the source file including statistical information about databases, dashboards, and so on along with the complexity of each file.

Data Sources

This section provides a comprehensive report of the data sources including data sources, type of connections, databases and so on.

Data Source Name: Displays the name of the data source.
Connection Type: Type of the file that is used as source such as mysql, hyper etc.
Database Name: Provides the name of the database.
Total Associated Files: Provides the number of the source files associated with the data source.
Published Data Source: Displays the publication status of the data source. If the value is Yes, it indicates that the data source is published to the Tableau cloud server otherwise, it displays No.

Browse through the data source to get more insights about the associated files.

Associated File: Provides the name of the source files that are associated with the data source.
Entities: Displays the number of entities.
Queries Used: Specifies whether queries are executed on the database and the results of those queries are used as connections.

Browse through the required file to get more information about the entities, sets, hierarchy, and relationships

Entities: Provides details about the entities such as tables.
Sets: Group of data or columns.
Hierarchy: Tree-like structure of the columns.
Relationship: Relationship between two entities.

Dashboards

This section provides details about the dashboards including the name of the dashboard, files associated with the dashboard, worksheets and more.

Dashboard Name: Name of the dashboard.
Associated File: Displays the files associated with the dashboard.
Worksheets: Worksheets are sheets in the workbook where data is represented in visual format.
Actions: Actions are elements that can be added to dashboards or worksheets which allow you to interact with the data such as navigation, etc.
Objects: Used to perform various actions in the dashboard such as add images, add webpages, add text etc.

Worksheets

This section provides details about the worksheets including the name of the worksheet, visualization objects, columns, calculated columns, and more.

Worksheet Name: Name of the worksheet.
Visualization Objects: Provides details of maps or visualization objects.
Columns: Total number of columns that are used to represent the visuals.
Calculated Columns: Columns that contain functions such as min, max, sum, avg, etc. are implemented for calculation.
Functions: Displays the number of aggregate functions used in the worksheet such as min, max, etc.
Actions: Actions are elements that can be added to dashboards or worksheets that allow you to interact with data such as navigation, etc.
Filters: Provides the number of filters used in the worksheet.
Associated Files: Provides the name of the files associated with the worksheet.

Lineage

End-to-end data and process lineage identify the complete dependency structure through interactive and drill-down options to the last level.

Typically, even within one line of business, multiple data sources, entry points, ETL tools, and orchestration mechanisms exist. Decoding this complex data web and translating it into a simple visual flow can be extremely challenging during large-scale modernization programs. The visual lineage graph adds tremendous value and helps define the roadmap to the modern data architecture. It deep dives into all the existing flows, like Autosys jobs, applications, ETL scripts, BTEQ/Shell (KSH) scripts, procedures, input and output tables, and provides integrated insights. These insights help data teams make strategic decisions with greater accuracy and completeness. Enterprises can proactively leverage integrated analysis to mitigate the risks associated with migration and avoid business disruption.

Now, let’s see how you can efficiently manage lineage.

To view the required lineage, enter the keywords in the Search Keywords field and then click the Search icon.

In addition, the filter search icon allows you to include or exclude particular nodes to obtain the required dependency structure. You can also choose the direction of the lineage. By default, the Dependency Direction is Left to Right Hierarchy. You can also choose Right to Left Hierarchy direction as required. Moreover, you can also increase the Hierarchy Levels to nth level.

Lineage facilitates you visualize how your selected nodes are connected and depend on each other. The nodes and their connecting edges (relationships) help you to understand the overall structure and dependencies.

Nodes	Edges
Data Source	Call
Tables	Read
Worksheet	Execute
Column	Write
Dashboard	OTHERS
File

Manage Lineage

This feature enables you to view and manage your lineage. You can add, modify, or delete nodes and their relationships to generate an accurate representation of the required dependency structure. There are two ways to update the lineage: either using Complete Lineage report or Lineage Template.

Using Complete Lineage report

Follow the below steps to modify the lineage:

Click the Manage Graph icon.

Click Download Complete Lineage to update, add, or delete the nodes and their relationships in the current lineage.

Once the complete lineage report is downloaded, you can make necessary updates such as updating, deleting or adding the nodes and its relationships.
After making the required changes, upload the updated lineage report in Upload to Modify Lineage.
Click Apply to incorporate the updates into the dependency structure.
Generate the required lineage.

Using Lineage Template

Follow the below steps to add new nodes and their relationships to the current lineage report:

Click the Manage Graph icon.

Click Download Lineage Template.

Once the lineage template is downloaded, you can add new nodes and relationships in the template.
After making the required changes, upload the template in Upload to Modify Lineage.
Click Apply to incorporate the updates into the complete dependency structure.
Generate the required lineage.

Important

To effectively manage lineage, you must adhere to the following rules:

Do not modify the column headers or their order in the Complete Lineage report or the Lineage template. The following are the column headers: source_name, source_type, target_name, target_type, relation_type, and database_id.
When deleting a row, retain the value in the database_id column and clear all the other column values.
When inserting a row, add all the column values except in the database_id column.
When updating a row, ensure that all the columns have relevant data.

You can also apply:

Feature	Icon	Use
Filter		Used to filter the lineage.
Reload		Assists in reloading graphs.
Save		Used to save the lineage.
Download		Used to download the file.
Expand		Used to enlarge the screen.

Downloadable Reports

Downloadable reports allow you to export detailed Tableau assessment reports of your source data which enables you to gain in-depth insights with ease. To access these assessment reports, click Reports.

Types of Reports

In the Reports section, you can see various types of reports such as Insights and Recommendations, Source Inventory Analysis, and Lineage Report. Each report type offers detailed information allowing you to explore your assessment results.

Insights and Recommendations

This report provides an in-depth insight into the source input files. It contains the final output including the details of data sources, connections, entities, worksheets, and more.

Here, you can see Tableau Datasource Relationship Mapping.xlsx, and Tableau Report.xlsx reports.

Tableau Datasource Relationship Mapping.xlsx: This report provides information about the relationship that exists in the scripts. Here, you need to update the required cardinalities of physical tables in the From Cardinality and To Cardinality columns. After updating the required information upload it to the Tableau Conversion stage. It also displays the status of the star schema. If the value is true, it indicates that the physical table is connected to all the other tables otherwise, it displays false.

Tableau Report.xlsx: This report provides insights about the source inventory. It helps you plan the next frontier of a modern data platform methodically. It includes information about data sources, connections, entities, visuals, and more.

This report contains the following information:

Report Summary: Provides information about all the generated artifacts.
Volumetric Info: Presents a summary of the aggregated inventory after analyzing the source files. For instance, it provides the total number of files, data sources, worksheets, visuals, file complexity, and so on.
Summary: Provides a summary of the Tableau report components and its inventory. It includes the total number of data sources, databases, worksheets, dashboards, actions, visualizations, etc. existing in the tableau source file.
Datasource Summary: Lists all the data sources along with the associated information such as the total number of connections, sets, entities, relationships, and so on.
Connections: Interface to connect components. Lists all the connections along with information about the connection types, databases, and more.
Entities: Lists all the entities existing in the source file along with information such as data types, data sources, column locations, and so on.
Relationships: Showcases the relationship between two entities. It also provides expressions, associated columns, associated entities, etc.
Joins: Lists all the Join clauses such as inner join, outer join, etc. used to combine data from various tables. It also provides information such as type of join as well as expressions.
Hierarchy: Tree-like structure of the columns. Lists all the hierarchy’s name along with field and entity details.
Sets: Group of data or columns. Lists all the existing sets along with information about the columns and data.
Filters in Datasource: It is a process of filtering out the data to minimize the size of data sets, remove irrelevant records, etc. Lists all the filters that are applied to the data source.
Datasource Columns: Lists all the columns available in the source data. It also provides information about entities, data types, calculated classes, and a lot more.
Datasource Derived Columns: Derived columns are columns that are derived from another column. It provides information about derived columns as well as associated columns, derivations and so on.
Worksheet Summary: Lists all the worksheets along with information about the count of columns, calculated columns, functions, actions, and a lot more.
Worksheet Columns: Lists all the columns that are used to represent the visuals. It also lists information about the entities, data types, roles, and a lot more.
Worksheet Derived Columns: Derived columns are columns that are derived from another column. It provides all the derived column details in worksheets.
Filters in Worksheet: Lists all the filters applied on the columns.
Visuals: Lists all the graphical visualizations used in the scripts such as bar graph, area graph, bar chart etc.
Dashboard Summary: Lists all the dashboards existing in the source files along with the count of used sheets, used objects and actions.
Dashboard Objects: Used to perform various actions in the dashboard such as add images, add webpages, add text etc. Lists all the dashboard objects as well as the count of objects.
Sheets in Dashboard: Lists all the sheets in dashboards.
Actions: Actions are elements that can be added to dashboards or worksheets which allow you to interact with the data such as navigation, etc. Lists all the actions along with information about activation types, dashboards, worksheets, and data sources.
Parameters: Lists all the parameters along with information about columns, data types, default values, and so on.

Source Inventory Analysis

It is an intermediate report which helps to debug failures or calculate the final report. It includes all the generated CSV reports such as tableau_dashboard_objects.csv, tableau_dashboard_sheets.csv, tableau_datasource_filters.csv, tableau_datasource_sets.csv, tableau_worksheet_shared_filter.csv, and more.

tableau_dashboard_objects.csv: This report provides information about dashboard objects along with its count.

tableau_dashboard_sheets.csv: This report provides information about dashboard sheets along with used dashboards, dashboard types, and more.

tableau_datasource_filters.csv: This report provides information about filters including operators, parameters, filter values, conditional expressions, and more.

tableau_datasource_sets.csv: This report provides information about sets along with its caption, column details, and more.

tableau_worksheet_shared_filter.csv: This report provides information about shared filters. It includes information about data sources, filters applied on the column, filter operators, parameters, row level security, and more.

Lineage Report

This report provides complete dependency details for all nodes. It provides an end-to-end data and process lineage that helps to identify the complete dependency structure and the data flow.

This report contains the following information:

Dependency (Process): Provides information about the process lineage.
Dependency (Data): Provides information about the data lineage.
Nodes: Lists all the source and target nodes along with its type.
Volumetric Info (Summary): Provides volumetric information about the artifact types such as input tables, output tables, and schedulers.