Creating queries on Tableau Workbook

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Creating Queries on a Tableau Workbook

Create queries against Tableau workbooks using the Tableau connection profile.

Overview

This guide walks through the Creating Queries on a Tableau Workbook workflow in Data Trust Query Studio. Follow the numbered steps below to configure, execute, and review the results.

Note: Ensure all required connection profiles are configured in the Administration module before building queries or Query Chains in this workflow.

Prerequisites

• You are logged in to Data Trust with a Pro-User or Admin Pro-User role.
• The relevant connection profiles have been configured in the Administration module.

Steps

Path: Data Trust › Query Studio › Creating Queries on a Tableau Workbook

Figure 1: Query builder

The Query builder is the main workspace for building and editing queries. Use the canvas to write SQL, add data sources, connect transformations, and configure output options.

Figure 2: ‘Query’ session page

The ‘Query’ session page is the main workspace for building and editing queries. Use the canvas to write SQL, add data sources, connect transformations, and configure output options.

Figure 3: Select ‘Tableau from profile dropdown

Select the appropriate connection profile from the dropdown to link the query to its data source. Choosing the correct profile ensures the query reads from the intended database or system.

Figure 4: Select workbook from navigator

The Navigator panel displays the available databases, schemas, and tables for the selected connection. Expand the tree to locate the required table, then click Select to add it to the query.

Figure 5: Select College workbook from navigator

The Navigator panel displays the available databases, schemas, and tables for the selected connection. Expand the tree to locate the required table, then click Select to add it to the query.

Figure 6: view the filters

The Filter transformation restricts the records passing through the Query Chain to only those matching the specified conditions. Define the filter expression using field dropdowns, operator selectors, and value inputs, then save the widget.

Figure 7: Click the ‘With Filters’

The Filter transformation restricts the records passing through the Query Chain to only those matching the specified conditions. Define the filter expression using field dropdowns, operator selectors, and value inputs, then save the widget.

Figure 8: Results tab

The Results tab displays the output data returned by the query or Query Chain execution. Review row counts, column values, and data quality before saving or using the output in downstream processes.

Figure 9: Bug - Preview filters is displaying blank

The Preview Data button fetches a sample of records from the selected table or query result. Verify the column names and sample values before proceeding to confirm the data source is correctly configured.

Figure 10: Save option

Navigate to the Query Studio module and select Save option to open the Query Builder workspace. This is the starting point for creating, editing, and managing queries in Data Trust.

Figure 11: Save toaster message

Click Save to persist the query or configuration to the Query Explorer. A confirmation message appears once the save completes, and the query is available for reuse in Query Chains and scenarios.

Figure 12: Saved query in Query Studio

Navigate to the Query Studio module and select Saved query in Query Studio to open the Query Builder workspace. This is the starting point for creating, editing, and managing queries in Data Trust.