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🗄️ Tableau Server DataSource Update Script

This Python script automates the process of updating specific data connections in Tableau Server. It fetches data from a PostgreSQL database and updates the connection information on Tableau Server accordingly.

🚀 Features

• Database Integration: Connects to a PostgreSQL database to retrieve relevant data.
• Data Connection Update: Automatically updates Oracle database connections on Tableau Server.
• Logging: Provides detailed output during execution for easy troubleshooting.
• Excel Reporting: Exports both the original data and updated connection details to Excel files.

🛠️ Prerequisites

Ensure the following components are set up before running the script:

• Python 3.8+ installed
• Required Python Libraries: Install using pip install -r requirements.txt
• PostgreSQL: The script connects to a PostgreSQL database to fetch data.
• Tableau Server Client (TSC): The script interacts with Tableau Server using the tableauserverclient library.
• Configuration File: Ensure your pgdatabase.ini file is properly set up with PostgreSQL connection details.

📋 Script Overview

This script operates through a sequence of steps:

1. Initialize Connection to PostgreSQL Database

• Establishes a connection to the PostgreSQL database.
• Executes an SQL query to retrieve data relevant to Tableau data sources.

2. Export Initial Data

• Converts the retrieved data into a Pandas DataFrame and exports it to an Excel file named data-all-ds.xlsx.

3. Authenticate with Tableau Server

• Uses the Tableau Server Client (TSC) to authenticate with Tableau Server using credentials provided in the script.

4. Process Each Site

• Iterates through all Tableau Server sites, matching them with the data retrieved from PostgreSQL.
• Switches the Tableau Server context to the appropriate site for each iteration.

5. Update Data Connections

• Locates the relevant data sources and updates connection details based on specific conditions.
• Logs and stores updated connection details in a DataFrame.

6. Export Processed Data

• Exports the DataFrame with updated connection details to an Excel file named df_processed_ds.xlsx.

📂 Directory Structure

├── sql-query.sql              # SQL query file used to fetch data from PostgreSQL
├── data-all-ds.xlsx           # Exported file with initial data from PostgreSQL
├── df_processed_ds.xlsx       # Exported file with updated connection details
├── pgdatabase.ini             # Configuration file with database connection details
└── main.py                  # Main Python script

⚙️ Configuration

Script Variables

• SERVER_URL: URL of your Tableau Server.
• TS_USER_NAME: Tableau Server username.
• TS_PASSWORD: Tableau Server password.
• SITE_NAME: Name of the Tableau site (if applicable).
• pgdatabase.ini: Mention your Tableau repository db details.

🚨 Error Handling

The script includes a basic exception handling mechanism that prints any errors that occur during execution. Errors are logged with a message to help identify the point of failure.

🧑‍💻 How to Run

1. Clone the Repository: Clone this repository to your local machine.
2. Install Dependencies: Run pip install -r requirements.txt to install necessary packages.
3. Update Configuration: Ensure that your pgdatabase.ini and script variables are correctly set.
4. Run the Script: Execute the script using python main.py.
5. Review Outputs: Check the generated Excel files (data-all-ds.xlsx and df_processed_ds.xlsx) for initial and updated connection details.

🛡️ License

This script is licensed under the MIT License. See the LICENSE file for more information.

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