Publish CSV from SFTP to Tableau by COZYROC

Streamline your data workflow with our advanced gem solution that effortlessly publishes CSV files from an SFTP server directly to Tableau as Hyper files. This gem ensures a smooth and automated data transfer process, eliminating the need for manual intervention and reducing the risk of errors.

Setup Guide

This gem will receive csv files from SFTP Server and use Tableau HyperAPI to ingest csv data into .hyper files. The Hyper API is a toolbox to deal with Tableau extract (.hyper) files, and "automate the boring stuff". The gem will then publish these Hyper files to the Tableau.

SFTP

• Server URL Required. Specify the name or IP address of the SFTP server.
• Port Required. Specify the port number.
• Username Required. Specify a username to access the SFTP server.
• Password Required. Specify a password to access the SFTP server.
• Source Folder Required. Specify the path to the source folder ending with a trailing slash.
• Filter Optional. Use this parameter to specify filter criteria for files. For more details about the syntax of the filter visit here to check details for the Local Filter parameter.

Tableau

• Server Host Required. Specify the correct pod in the server host url https://[pod].online.tableau.com/api/3.4.
• Username Required. Specify the username.
• Password Required. Specify the password.
• Site Optional. If you are connecting to "Tableau Online", the site parameter is mandatory. For an on-premise server, it is optional and, when it is empty, the result is identical to specifying the Default site.
• ImpersonateId Optional. The LUID of a user to sign in with. For impersonation when a system administrator signs in with a username and password.
• Expiration Required. The Default is set to 240.
• ProjectId Required. Specify the Tableau project identifier where you want to publish the datasource.
• Query Parameter Optional. Specify the query parameter. Multiple query parameters are separated with a newline.