This week, Tableau released Tableau 10 - the latest version of their business intelligence software. Here's everything you need to know about Tableau 10.
Our Favorite New Features
There are a lot of new features with Tableau 10, but here are a few of our favorites. Read our blog post on our top 5 favorite features.
- Workbook Formatting - you can now set this on the workbook level. Now each new worksheet and dashboard will have the styling you want.
- New Color Palettes - More modern colors that are more friendly for those with color vision deficiencies.
- Clustering - Automatically groups together similar data points
- Cross-database joins - Join data from different data sources, like SQL Server and Oracle. Publish the integrated data source to Tableau Online or Tableau Server to collaborate with others.
- Mobile - Tableau 10 is mobile friendly and it's easy to set default layouts for different devices
- Revision History – The new revision history feature allows you to restore or download previous versions of workbooks.
- Web Authoring - Tableau 10 includes a new feature that lets you ask additional questions of your data right on the web
Tableau Upgrade Tips
Upgrade Tableau Server
If you are using Tableau Server, here are a few tips to make sure your upgrade to Tableau 10 goes smoothly.
- Always do a backup first
- Always check the software product key first. It should not be expired. The key is not required to re-install. Verify license expiration in Dynamics CRM.
- Start downloading the file(s) while you are running the clean up and back up. Server is over 1GB and takes a while.
- It is required to uninstall the prior version. Configuration settings and content are preserved.
- Plan 2-3 hours for a major update.
- Using a maintenance script to do a clean and backup in advance will make the process go faster. It is advised to do an additional tsbak before starting.
- When upgrading an Active Directory integrated server, the service account password is not required.
- Update shortcuts and scripts after the upgrade to point to the new location of tabadmin.
Upgrade Tableau Desktop
- Do not uninstall the prior version first. A minor revision (9 to 9.1) will replace a major revision (8 to 9) will install side by side.
- Plan 30 minutes for the upgrade.