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1-Tableau With Python

This document discusses integrating Python with Tableau to extend Tableau's capabilities and visualize outputs from Python. It provides instructions on installing and configuring TabPy, the Tableau Python server, to enable calling Python scripts from Tableau. Key points are covered such as common installation issues, functions for passing expressions to Python from Tableau, and example Python scripts for tasks like finding if profit is greater than zero and calculating the correlation coefficient of sales and profit. Security considerations when using TabPy are also mentioned.

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Nikhil Garg
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605 views27 pages

1-Tableau With Python

This document discusses integrating Python with Tableau to extend Tableau's capabilities and visualize outputs from Python. It provides instructions on installing and configuring TabPy, the Tableau Python server, to enable calling Python scripts from Tableau. Key points are covered such as common installation issues, functions for passing expressions to Python from Tableau, and example Python scripts for tasks like finding if profit is greater than zero and calculating the correlation coefficient of sales and profit. Security considerations when using TabPy are also mentioned.

Uploaded by

Nikhil Garg
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
Download as pdf or txt
Download as pdf or txt
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Tableau

With
Python
Integration

Akriti Lal
Tableau with Python

• This course is intended to show how to leverage


Python to extend Tableau capabilities and
visualize outputs from Python.
• This is not a Tutorial on Python.
What is Python

• Python is a widely used general-purpose


programming language, popular among
academia and industry alike.
• It provides a wide variety of statistical and
machine learning techniques, and is highly
extensible.
• Together, Python and Tableau is the data science
dream team to cover any organization’s data
analysis needs.
• In 2013 Tableau introduced the R Integration
[since Tableau 8.1], the ability to call R scripts in
calculated fields using R Server [ Rserve()].

• With the release of Tableau 10.1, you can use


Python scripts as part of your calculated fields in
Tableau, just as you’ve been able to do with R

• The Python Integration happens through the


Tableau Python Server - [ TabPy ] .
Install and start Python and TabPy
Install TabPy : The Tableau Python Server
• You can Download TabPy from the Link : https://github.com/aloth/TabPy

• Click on the Clone or download button in the upper right corner ( see
below ) of the TabPy repository page, downloading the zip file and
extracting it.
Extract TabPy-master.zip
• Within the TabPy-master directory, execute setup.bat (or setup. sh if you are on
Mac).
• This script downloads and installs Python, TabPy and all necessary
dependencies.
• After completion, TabPy starts up and listens on port 9004.
Key Points During Installation
TabPy installation takes a while and many time
you're not successful on your first try.
Key Points that needs to be taken care :
• You have Python 3.0 and not the required Python
2.7.
• You might have both versions, but your primary is
the 3.0 version.
Key Points During Installation Cont.…
• When you run the python tableau server set up file for the first time
, it go on installing Anaconda ( even if Anaconda is there ) ,my
experience says actually it is not installing but setting up something.

• It takes more than hour and multiple attempts sometime to get the
server running. You can close and run the set up file multiple times
Or Keep Patience till finally you get the final confirmation message
You may also get the below even if you have python
installed . Have patience , let it keep running. ( can take
hours. If it get closed run it again, till you get success
message) . You can get error , but run the setup file
again and again  , till finally it gets installed .
Key Points During Installation Cont.…
• When you get the below message it means the python server is
successfully installed and running fine .
• Also Note the path ( highlighted in red below ) for starting
python server next time or else you will keep doing the same
process again and again
Key Points During Installation Cont.…

• So only the first time the python server takes time


to run . From next time you need to go to your
location as above and do startup and this gets
started instantaneously.
• So for next time to start python tableau server
(tabpy) ,go to the below path
cd c:\Users\SONY\Anaconda\envs\Tableau-Python-
Server\Lib\site-packages\tabpy_server
And type  startup and press enter
Setting Up Tableau Desktop with Python
Configure a TabPy Connection on
Tableau
On the Help menu in Tableau Desktop choose Settings and
Performance > Manage External Service Connection to open
the TabPy connection dialog box.
Enter or select a server name using a domain or an IP
address.

The drop-down list includes localhost and the server you


most recently connected to.

Specify a port. Port 9004 is the default port for TabPy servers.

Click Test Connection.

Click OK.
Pass Expressions to Python
• In order to let tableau know that the calculations
need to go to Python, it must be passed through
one of the 4 functions.
• These 4 functions are : SCRIPT_BOOL , SCRIPT_INT ,
SCRIPT_REAL , SCRIPT_STR
• Python Functions are computed as Table
calculations in Tableau.
• Since these are table calculations, all the Fields
being passed to Python must be aggregated like
Sum(PROFIT), MIN(Profit), Max (Profit), ATTR(
Category) etc.
Python Functions in Tableau
Run an Python script on Tableau
SCRIPT_BOOL
Returns a Boolean result from the specified expression. The
expression is passed directly to a running external service
instance. In Python expressions, use _argn (with a leading
underscore ) to reference parameters ( _arg1, _arg2, etc.).

• In this python example, _arg1 is equal to SUM([Profit])

• All the Fields being passed to python must be aggregated like


Sum(PROFIT), MIN(Profit), Max (Profit), ATTR( Category) etc..
SCRIPT_BOOL : Finding Profit Greater Zero by python
SCRIPT_INT – Example  Multiply Sales with 2 from
Python
SCRIPT_REAL – Example - Finding log of sales by Python
SCRIPT_STR – Concatenate Two Strings using Python
Finding correlation coefficient of Sales & Profit by Python
Security Considerations
• The following security issues should be kept in mind as
you use TabPy with Tableau:
• The data channel between Tableau and TabPy is
currently not encrypted.
• TabPy currently does not use authentication.
• Python scripts can contain code which can harm security
on the server where the TabPy is running. For example:
– Access file system (read/write)
– Install new Python packages which can contain binary code
– Execute operating system commands
– Open network connections to other servers and download files
Question And
Answers

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