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Analytics Extensions Explained with Aidan Moore | Data Science in Tableau & more

Aidan's big realisation: because a Python script can return zero and do nothing, it can also do anything.

Part ofWhat's new in Tableau 2022.3
  • Analytics extensions connect via Help > Settings and Performance > Manage Analytics Extension, pointing at a TabPy instance (here on localhost port 9004).
  • Because a SCRIPT_REAL calculation can simply return zero and do effectively nothing in Python, you can insert almost any Python code in the middle to do anything you like.
  • Beyond data science, you can use PyODBC to write back to SQL databases, SMTPlib to send emails, and the requests library to authenticate against and call APIs, all triggered from a Tableau dashboard button.
  • Aidan staged near real-time Salesforce data by having Python delete and re-insert opportunity records into a SQL table on demand, sidestepping the 15-minute extract replication delay.
  • Embedding automation into a click action avoids needing a separate write-to-database extension or extra interface element, keeping users inside the Tableau and Salesforce ecosystem.
  • The Anaconda TabPy distribution ships with libraries like NLTK pre-installed, whereas a native GitHub install may require manually pulling in dependencies.

In this discussion with Aidan Moore, I continue my journey trying to understand the art of the possible with analytics extensions, and Aidan walks me through progressively interesting solutions that come together to make something really simple for an end user but powerful for the Salesforce Platform.

Tableau release notes Beginning with version 2021.2, you can create multiple analytics extension connections for any site. Versions prior to 2021.2 are limited to a single analytics extension for any site.

After you create a connection to an analytic extension, you can communicate with your external service through calculated fields. Each calculated field uses the SCRIPT functions for expressions, operating as a table calculation.

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#tableau #salesforce #analytics #data

Timestamps 0:00 Intro 0:30 Introductions from Aidan Moore 3:03 Setting up an Analytics Extension in Tableau 4:31 Sentiment Analysis with analytics extensions from Tableau 11:21 The moment that created an Idea 11:47 Send SQL commands with Analytic Extensions 14:09 Sending an email with Analytic Extensions 15:29 Triggering an Automation with an Analytic Extension 18:20 A Business Challenge presents itself 23:57 The Solution using an Analytic Extension 29:11 Other use cases ‍