Tableau Prep Conductor

Tableau Prep Conductor enables you to leverage the scheduling and tracking functionality available in Tableau Server to run your flows automatically to update the flow output. Tableau Prep Conductor is part of the Tableau Data Management Add-on introduced in Tableau Server version 2019.1 and must be enabled to schedule your flows to run.

For more information about the Tableau Prep Conductor process on Tableau Server, see Tableau Prep Conductor

Note: Starting in version 2020.4, the Data Management Add-on is only required if you plan to run flows on a schedule. You no longer need the Data Management Add-on to publish flows and manually run them on the web, and as a Creator, create and edit flows directly on your server .

Flows created in Tableau Prep Builder must be published to Tableau Server before they can be scheduled to run.

Publishing flows is similar to publishing data sources and workbooks with Tableau Desktop. You can package files with the flow or specify a direct connection to data sources to update the flow input as data changes. If your flow connects to databases, specify the authentication type and set credentials to access the data.

You can also publish a flow to share it with others or to continue editing it on the web. For example, publish an incomplete flow to Tableau Server and then open the flow on the web in Edit mode to continue working on it. You could also create a flow with only Input steps (that are properly configured) and share it with co-workers who can then download the flow to their computers and create and publish their own flows.

For flows to run they must include output steps and have no errors or incompatible features. For more information about publishing a flow, see Publish a Flow to Tableau Server or Tableau Online(Link opens in a new window). For more information about incompatibility, see Version Compatibility with Tableau Prep(Link opens in a new window).

Keeping track of the health of your flows is easy. If a flow fails to run due to errors, such as a calculation that isn’t valid or a connection failed, you can fix the error right in Tableau Server. You can edit the connection or edit the flow to fix the error, then republish it to pick up where you left off.

The following table shows the flow management features that are available with and without the Data Management Add-on and Tableau Prep Conductor enabled.

Data Management Add-on with Tableau Prep Conductor enabled No Data Management Add-on
  • View and monitor the details about your flow, including recent activity in the Content pages.

  • Edit your flow (starting in version 2020.4).
  • View the results of the flow runs and any errors in the Run History tab.

  • Use Administrative Views to monitor server and site activity including a new view that tracks flow performance history.

  • View detailed alerts for failed flow runs.

  • Set up email notification alerts to send emails to flow owners notifying them when the flow failed to run and why.

    For more information about setting up alerts, see Monitor Flow Health and Performance(Link opens in a new window).

  • View the details about your flow, including recent activity in the Content pages.

  • Edit your flow (starting in version 2020.4).

  • View and edit your connections on the Connections tab.

Enabling Tableau Prep Conductor on Tableau Server

Before you can start publishing flows to your Tableau Server, there are server-level and site-level settings you must configure or verify to prepare your Tableau Server to allow publishing, scheduling and monitoring flows.

Review the following topics to understand Tableau Prep Conductor licensing, and learn how to enable Tableau Prep Conductor:

 

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