Welcome

Automated Data Source Creation using Tableau SDK & Rest API

# T C 1 8

Sham Reddy

Solution Architect (BI & Data)

TriNet Group Inc.

Ram Mutupuru

Solution Architect (BI & Data)

TriNet Group Inc.

24th Oct 2018 | 12:00 PM – 1:00 PM | MCCNO - L2 - 297

Agenda

• Introduction

• Background

• DEMO

• Q&A

About Our Industry

* This information compiled from NAPEO and PEO websites to help explain what advantages a PEO brings to a business

Professional employer organizations

(PEOs) provide comprehensive HR solutions to

small and mid-sized businesses across the

country, including payroll, benefits, HR, tax

administration, and regulatory compliance

assistance

Through the scale of TriNet, employees of small

businesses gain access to a big company

employee experience, including: 401(k)plans;

health, dental, life, and other insurance; a mobile

app; and other benefits they might not typically

receive as employees of a small company.

Introduction - TriNet

* This information compiled from NAPEO and PEO websites to help explain what advantages a PEO brings to a business

TriNet Group Inc. is a leading PEO

organization supporting 16K clients with over

350K active WSE’s.

We are headquartered in Dublin, California.

Sources

HR

Finance

CRM

Telephony

Other Apps

ITSM Apps

Others

Data Warehouse

TriNet

Colleagues

Reporting

Stage EDWDashboards &

Reports

Oracle DB Platform Cognos

ODI ODI & PL-SQL

Nightly batch load

Legacy BI & reporting landscape

Today’s businesses are evolving fast & constantly changing. Our business demands are

many in area of data & analytics.

Some of the key requirements are -

Near Real Time

Data Level Security

Rich Visualization

Report Search

Share, Subscribe &

ScheduleImproved Query

Performance

Faster response

time (5-15 sec)

Row Level Security

Column Level

Security

Ad hoc Reporting

Cross Functional

Reporting

Enterprise

Scalability

Enterprise

Scalability

Favorites

User

Personalization

Data Snapshots

Historical Trend &

Audit Reporting

Attribute Groups

Global Filters &

Variables

Slowly Changing

Dimensions

Point in Time

Time Series

(YTD, MTD, QTD)

Usage Tracking

User Defined

Calculated fields

Metadata

Management

Ease of Use

Problem Statement

Data (Backend) Reporting & Collaboration (Front End)

TriNet

Colleagues

Finance

CRM

Telephony

Other Apps

Meta

data

Rep

osi

tory

ITSM Apps

Others

Dashboards

Analytical

Reports

PDF

Documents

Dashboards

Pre

sen

tatio

n L

aye

r

Reporting & Analytics

Data

So

urc

es

Customer App

Data

So

urc

es

TIGER

Tab

leau

AP

I’s

Near Real Time

LogicalDimensions (Type1 & Type2)

Facts

Snapshots

Core LayerPersistent

Stage

HR

FS

CRM

Telephony

Others

Oracle DB Platform

PL/SQL

Informatica

Informatica

Golden Gate

Tiger Portal & Tableau

Data Warehouse

Customers

Sources

HR

Current Landscape

Near Real Time

Data Level Security

Improved Query

Performance

Enterprise

Scalability

Data Snapshots

Slowly Changing

Dimensions

Rich Visualization

Report Search

Share, Subscribe &

Schedule

Faster response

time

Row Level Security

Column Level

Security

Ad hoc Reporting

Cross Functional

Reporting

Enterprise

Scalability

Favorites

User

Personalization

Historical Trend &

Audit Reporting

Attribute Groups

Global Filters &

Variables

Point in Time

Time Series

(YTD, MTD, QTD)

Usage Tracking

User Defined

Calculated fields

Metadata

Management

Ease of Use

Data (Backend)

Reporting & Collaboration (Frontend)

Solution meets following business

needs –

TriNet

Colleagues

Finance

CRM

Telephony

Other Apps

Meta

data

Rep

osi

tory

ITSM Apps

Others

Dashboards

Analytical

Reports

PDF

Documents

Dashboards

Pre

sen

tatio

n L

aye

r

Reporting & Analytics

Data

So

urc

es

Customer App

Data

So

urc

es

TIGER

Tab

leau

AP

I’s

Near Real Time

LogicalDimensions (Type1 & Type2)

Facts

Snapshots

Core LayerPersistent

Stage

HR

FS

CRM

Telephony

Others

Oracle DB Plaform

Informatica

Golden Gate

Tiger Portal & Tableau

Data Warehouse

Customers

Sources

HR

PL/SQL

Informatica

Current Landscape

Near Real Time

Data Level Security

Improved Query

Performance

Enterprise

Scalability

Data Snapshots

Slowly Changing

Dimensions

Rich Visualization

Report Search

Share, Subscribe &

Schedule

Faster response

time

Row Level Security

Column Level

Security

Ad hoc Reporting

Cross Functional

Reporting

Enterprise

Scalability

Favorites

User

Personalization

Historical Trend &

Audit Reporting

Attribute Groups

Global Filters &

Variables

Point in Time

Time Series

(YTD, MTD, QTD)

Usage Tracking

User Defined

Calculated fields

Metadata

Management

Ease of Use

Data (Backend)

Reporting & Collaboration (Frontend)

Solution meets following business

needs –

DB Platforms

EDW(Oracle)

Portal Java Services

Query

Preparation

Query

Generation

Data

Transformations

Additional Services

Mongo DB

Object

Repo

Entitlement

Service

Metadata API’sAttribute

Selector

Tableau

Visualization

Data Source

Metadata

Repository(Oracle)

AP

I G

ate

way

Presentation

Model

Tableau Rest

API’s

Redis

Portal Framework

Faster response

time

Row Level Security

Column Level

Security

Ad hoc Reporting

Cross Functional

ReportingAttribute Groups

Global Filters &

Variables

Time Series

(YTD, MTD, QTD)

Ease of Use

Solution meets following business

needs –

• Centralized enterprise presentation layer of all data subject areas with a user friendly

layout

• Supportability to cross functional reporting

• Row level security based on various data policies

• Column level security & Data masking for PII columns

• Supportability for different query patterns such as UNION, Analytical functions,

Timeseries (YTD, QTD, MTD) etc.,

• Dynamic Measures/Attribute groups for grouping multiple attributes and perform auto

PIVOT

• Optimal query generation

• Usage of global/recommended filters based on data subject area

• Data dictionary such as definition, description for all presentation fields

Tiger Portal - Presentation Model

Demo

Note: Data shown in the video’s is random mock-up data

TIGER

Tableau

Extract or

Live

Connection

Using TableauSDK module

generate the .tde/.hyper fileExtract

Lookup MongoDB metadata to

Identify the Personal Project

name for the User Logged

Lookup Tableau to get the

Project LUID based on the

Project Name using Query

Projects REST API

Python

Project

Exists

Publish the Data source

into the User folder by

calling “Publish Data

Source” REST API

Yes

Create User Personal

Project by calling

“Create Project” REST

API

No

Using Sample.tds file,

replace the SQL query

and create a new .tds

file

Portal executes the

query & passes JSON

file to Python script

Portal Passes the SQL

query to Python script

Live

Portal & Tableau Integration using Rest API

Update the Owner of

the Data source as the

User creating the DS

using “Update Data

Source” REST API

Python Script for Live Connection

Python Script for Extract

Python Script for Extract

Python Script – Location in GITHUB

https://github.com/mrams04/Tableau-Data-Source

Demo – Advanced Features

Note: Data shown in the video’s is random mock-up data

Q&A

Please complete the

session survey from the

Session Details screen

in your TC18 app

Thank you!

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