Tori Liu - Aug 18, 2016

Everything You Need to Know About Tableau 10

This week, Tableau released Tableau 10 - the latest version of their business intelligence software. Here's everything you need to know about Tableau 10.

Web Authoring in Tableau 10Our 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.

  1. Always do a backup first
  2. 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.
  3. Start downloading the file(s) while you are running the clean up and back up. Server is over 1GB and takes a while.
  4. It is required to uninstall the prior version. Configuration settings and content are preserved.
  5. Plan 2-3 hours for a major update.
  6. 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.
  7. When upgrading an Active Directory integrated server, the service account password is not required.
  8. Update shortcuts and scripts after the upgrade to point to the new location of tabadmin.

Upgrade Tableau Desktop

  1. 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.
  2. Plan 30 minutes for the upgrade.

Written by Tori Liu