QuickStart for Tableau (on demand mode)

This Quick Start Guide gives you the basic steps you need to know to begin creating exports for Tableau in on-demand mode. On-Demand mode is used when users are to be allowed direct access to TM1 under the following conditions:

 

Real-time access to data is needed

Data volumes are low

TM1 is the provider of data security (optional)
 
 

Basic Publishing Steps

hmtoggle_arrow1        Defining the view to publish

Use Cube Viewer in TM1 to create a view that closely resembles the bulk of information that is to be displayed on the form or report. Get this view to look as close to the final format that you want to display and save it as a public view.

Unlike TM1, Tableau prefers information in a relational format where the data values correspond with the column headings (measures), rather than on the rows. The following view has the accounts on the rows and the months on the columns. Although this may appear to be a typical view in TM1 and Tableau is able to import this data file easily, it will however, turn out to be difficult to work with in Tableau when attempting to obtain a quarterly total for the Revenue account.

Basic View Bad

 
The following view contains the same exact information, however, the measures are in the columns and months are in the rows. This view is not only easy to load into Tableau, but Quarterly totals for Revenue account can be easily calculated. The remaining dimensions can be configured as needed.

Basic View Good

 
Once the view is created, it should be saved as a public view.

Save View

hmtoggle_arrow1        Selecting the View

Using Internet Explorer, Chrome, Firefox (or other web browser), go to the URL of TM1Connect (typically http://servername/TM1Connect).

 
When the page loads, you will be presented with a list of cubes that are contained within your server.

TM1Connect - Cube List 2

Expand the desired cube and locate the saved view created in the previous step.

TM1Connect - Select View 2

hmtoggle_arrow1        Publishing the View

The next step is to publish the view to the TM1Connect web service. This is the name that the users will use when connecting from the TM1Connect Plug-In for Tableau. Check the box labeled Publish View to Web Service and save the view.

TM1Connect - OnDemand - Publish View 2

hmtoggle_arrow1        Select the TM1Connect ODBC Driver in Tableau

 

In to access TM1Connect from Tableau, select the Other Databases (ODBC) data source from the data connection list.

TM1Connect - ODBC - Select Driver

Once you have selected Other Database, you can either choose a pre-configured DSN or select Driver and choose the TM1Connect ODBC Driver from the drop down. For this example, we will assume that a DSN has been pre-configured.

TM1Connect - ODBC - Select DSN

After selecting the appropriate DSN, choose Connect and then OK to return to the workspace.

 

hmtoggle_arrow1        Select the view to import into Tableau

Once you have made a successful connection to TM1Connect server, you will be able to select from the list of tables, for any views which have been published and drag them into the workspace. To retain live connectivity, leave the Live option set, and then return to the worksheet.

TM1Connect - ODBC - Select Table

You may be presented with a warning dialog (as seen below). This is normal and can be ignored. Just click Ok to continue.

TM1Connect - ODBC - Warning

hmtoggle_arrow1        Discover the data

With the connection and the query configured, you will now see any dimensions that have been placed in the rows as dimensions in Tableau, and the measures will correspond to the elements from the dimension(s) which were placed on the columns. At this point, you can create your Tableau worksheet as you would with any other data source.

TM1Connect - ODBC - View Data in Tableau