How to initiate IM / Skype / Chat / LastFM session from a Tableau dashboard

Top Tips

Hello everyone. Before I start this I have to admit I nicked the idea completely from Dave Hart of Interworks, who came up with it when he was working with us. But he doesn’t blog or tweet so that leaves me to claim all the glory… Actually I’m just passing on his superior knowledge..

Many of you probably use mailto: actions in your Tableau dashboards, to kick off a mail to someone that might be highlighted in a viz etc. And you might also have some sort of internal IM system like MS Lync or something like that.

Well you can just as easily initiate a chat session to one or multiple recipients using Tableau.

This uses the Session Initiation Protocol (SIP) to open the session in whatever IM client is in use. You just need to open Tableau Server like this

tabadmin set vizqlserver.url_scheme_whitelist sip
tabadmin set vizqlserver.url_scheme_whitelist im
tabadmin restart

sip: allows Lync to lookup people using their email address
im: tells Lync to open it as a group chat

This is an example of an URI Scheme. There are dozens of others, such as callto: which tells mobile phones to call as well as facetime: and of course mailto:. 

Once you’ve opened the server up you can then create a Tableau action to fire off the command. Note that if you try and IM yourself it will usually default to email.

im:<sip:kelly.smith@company.com>
im:<sip:kelly.smith@company.com><sip:james.anderson@company.com>
im:<sip:kelly.smith@company.com><sip:james.anderson@company.com><sip:rob.jones@company.com>

When it comes to the action Tableau won’t let you use multiple items without specifying a delimiter so what you do is use “><” as the delimiter and then put [url encoded] “<” and “>” around the data field.

Anyway I posted this on the Tableau Forum and there’s a workbook attached to that post so you should be able to download it and see how you get on. I reckon there’s some potentially way cool stuff possible using URI schemes. There’s also lastfm:, spotify: and skype: amongst them – so much fun to be had here I think.

Forum post: http://community.tableausoftware.com/thread/155429

Regards, Paul

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5 Top Tableau Time Saving Tips

Top Tips

Hello everyone. Time for a new series on VizNinja. I’m calling it Triple T – Tableau Top Tips.

This is where I list my favourite useful Tableau features. They may be well-known already, or maybe even not so – let me know if you find any of the tips helpful. I’m going to hopefully open this up to Alteryx also as I get more familiar with that tool.

I wasn’t going to post these as I thought that hey – everyone knows these as they’re so obvious and simple. And then the first person I spoke to about Revert to Saved had no idea it existed. So if you think these are all dead obvious then that’s cool, but someone out there might find them useful.

Tip 1 -“Revert to saved”

I’m a serial saver, so the Tableau & Alteryx not having autosave features isn’t a show stopper for me, although it would certainly be nice to have. I know it annoys many bloggers.

I am however, repeatedly going back to my saved workbook version. Using most applications you’d close the GUI and reload the file. With Tableau – just hit F12 and your workbook is back to the saved version.

revert

Simple, but saves me a load of mouse clicks every day.

Tip 2 – Use the repository

Another great example of the attention to detail that Tableau show is the “My Tableau Repository” that I’m sure you’re all familiar with.

My tip here is make sure you use it properly. However tempting it may be to save that workbook anywhere in the repository, ensure you stick to the naming convention. Workbooks in the workbook directory, datasources in the datasources directory. Won’t be an issue immediately if you don’t but as your usage of the tool grows you’ll thank yourself for keeping things neat and tidy.

Tip 3 – Swap Rows & Columns

As simple as it sounds. Hit CTRL-W to swap your shelves around. Hit it again to revert.

Tip 4 – Tooltip Persistence

It really annoys me how tooltips disappear after approx 8 seconds or so. I use them all the time to provide context in meetings.

If you want the tooltip to hang around, then position your mouse over either one of the command buttons or one of the actions / links on the tooltip (if present). That will stop it from clearing. When you want it to go then just move the mouse away.

Not sure if it has been resolved in later versions. I know there was an enhancement request in.

tooltipI

Tip 5 – Cell Size Hotkeys

Don’t bother fiddling around with grabbing the edges of cells with your mouse. Use these hotkeys under the “Format” menu of Tableau desktop.

cellsize

Ok that’s it for the first TTT. More to come later. Hit me with your TTT’s in the comments or @paulbanoub.

Cheers, Paul