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Live Connection

Create a data source in Tableau Online, Tableau Server or Tableau Desktop to connect to Honeydew. Tableau connection uses the SQL interface with the Honeydew driver using the Trino protocol. A Honeydew domain will be presented to the data model as a single virtual table.
Workspaces are presented as multiple catalogs in Tableau - one for each workspace and branch.Each branch is a separate data source. Different branch data sources can be used interchangeably with Tableau worksheets.

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Metadata Sync

When Metadata Sync is enabled, Honeydew synchronizes the following additional metadata to the Tableau Data Source:
  • Field type (metric or attribute) - every attribute is defined as a Tableau dimension, and every metric as a measure.
  • Field display names. When no display name is set, Honeydew creates an automatic user friendly name.
  • Field folders. When no folder is set, Honeydew uses the uses the entity name as folder names.
  • Field hidden property.
  • Field descriptions.
  • Field format and semantic role (through metadata configuration).
You can also access field metadata from Tableau with the native application API to read metadata into a Tableau workbook.

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Tableau-specific Metadata

Attributes and Metrics: You can add Tableau-specific metadata, that specifies the default formatting or the semantic role, to an attribute or a metric in the schema: 
...
metadata:
  - name: tableau
    metadata:
      - name: default-format
        value: C1033%
      - name: semantic-role
        value: '[Geographical].[Latitude]'
Some examples for default-format values (Tableau documentation):
  • C1033%
  • 'n#,##0;-#,##0'
  • *dd/mmm/yy
  • p0.0%
Some examples for semantic-role values are:
  • [Geographical].[Latitude]
  • [Geographical].[Longitude]
  • [City].[Name]
  • [State].[Name]
  • [Country].[ISO3166_2]
  • [ZipCode].[Name]
Domain: By default, Honeydew metadata sync creates a separate default folder for each entity within the domain. You can add Tableau-specific metadata to disable this behavior, so only attributes and metrics explicitly placed in folders appear in the folder structure. 
...
metadata:
  - name: tableau
    metadata:
      - name: create-default-entity-folder
        value: false

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Tableau Catalog

Honeydew can also synchronize metadata (including descriptions and back-links to Honeydew definitions) with Tableau Catalog. When enabled, this is in addition to the metadata synchronized with the Tableau Data Source.
Tableau Catalog Sync requires the Tableau Data Management feature enabled in your Tableau.

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Dimensions

Any Honeydew attribute can be used as a Tableau dimension.

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Measures

Any Honeydew metric can be used as a Tableau measure. To use a metric use the “use metric in Tableau” functionality to generate its expression based on its type. The metrics are defined as Tableau as regular measures - any aggregation will return the actual metric computation. For example, SUM([Lineitem Median Revenue]) in Tableau would translate into calculating the median revenue.
If you want to use a metric as a dimension, define it as a calculated attribute in Honeydew first.

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Filters

Tableau filters are supported, include regular filters, context filters, top / bottom filters and conditional filters. Any Honeydew attribute or a Honeydew metric can be used as a filter. Filters are automatically pushed down to the source in order to optimize performance.
When using conditional and top/bottom filters over large datasets, set other filters (such as time) as “Context Filters”.Honeydew may transform a Tableau Top K filter into a few correlated sub-queries:
  1. Calculate the top K group (i.e. top locations by order volume)
  2. Calculate the requested metrics (i.e. revenue by product segment in those location)
In Tableau, filters are applied only to the second sub-query by default, and do not apply to the Top K query.When a filter is set as a context filter, Tableau instructs Honeydew to apply the filter to both.

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Cross-entity queries

Any entity in Honeydew can be used in a Tableau Workbook. Joins are automatically constructed by Honeydew. They are based on the relationships between entities that are used in a particular Tableau Sheet.
There is no need to use Tableau Level of Detail calculations. Honeydew automatically maintains the entity granularity for each metric.For example, an average balance metric defined in the customer entity will always be counted on a customers level of detail. There is no need for a LOD field such as { FIXED [customer.c_custkey]: AVG([customer.c_custbal]) }.More complex Level of Details are possible with grouped metrics.

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Calculated Fields

Custom fields are supported, including Bins, Groups, custom dimension aggregations and custom field expressions.
If you want to reuse a custom field defined in Tableau: save it in Honeydew to a named attribute or metric.That way, the code to compute it moves to the shared semantic layer.

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Live Connection Limitations

  1. Joins on Honeydew datasets in the Data Source definition are not supported. Instead, add the required entities to the dynamic dataset, and Honeydew will figure out on the fly the needed joins for each user query in a Tableau Sheet.
  2. Level of Detail expression are not supported. There is no need for them to control granularity as it is done automatically. For complex use cases, use grouped metrics.
  3. Using conditional filters as context filters for other conditional filters (nested conditional filtering) is not supported.
  4. For performance considerations when working with a live connection, see performance acceleration in Honeydew.

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Extracts

Tableau Extracts can be built on top of any dynamic dataset in Honeydew. They can be done in two modes:
  1. On a TABLE or a VIEW managed by Honeydew (requires to set up Snowflake delivery)
  2. By using the Snowflake Native Application

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With a VIEW or a TABLE

Dynamic datasets can be set up deployment to Snowflake. The resulting VIEW or TABLE can be used for a Tableau Extract.

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With Snowflake Native Application

Create a Snowflake connection, and in the initial SQL add the following code to read from a dynamic dataset: 
CALL SEMANTIC_LAYER.API.SELECT_FROM_DYNAMIC_DATASET('workspace', 'branch', 'dataset');
CREATE TEMPORARY TABLE dataset AS SELECT * FROM table(result_scan(last_query_id()));
Or to dynamically create a semantic query: 
CALL SEMANTIC_LAYER.API.SELECT_FROM_FIELDS(
        -- workspace / branch
        'workspace', 'branch',
        -- domain (can be NULL)
        'domain',
        -- dimensions - can be ad-hoc expressions
        ['entity.attr', ...],
        -- metrics - can be named or ad-hoc expressions
        ['entity.metric', 'SUM(entity.measure)', ...],
        -- filters - can be named or ad-hoc expressions
        ['entity.filter', 'entity.attr > 0', 'entity.name like ''%cheese%''', ...]
    );
CREATE TEMPORARY TABLE dataset AS SELECT * FROM table(result_scan(last_query_id()));
Given a workspace, a working branch in it (usually would be prod), and a dynamic dataset dataset. This calls a stored procedure to retrieve dynamic dataset data, and stores it in a temporary table used to build the extract. Then create a Custom SQL data source with the query 
SELECT * FROM dataset

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Troubleshooting

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Tableau sends user credentials instead of embedded credentials

Issue: Sometimes Tableau sends a user’s Tableau credentials to Honeydew, even though the workbook uses a published data source with embedded credentials such as a service account API key. Solution: Reset the Snowflake credentials that Tableau keeps on file:
  1. In Tableau Online or Server, click on the user avatar in upper right corner, open My Account Settings and locate Saved Credentials for Data Sources.
  2. Remove every Snowflake entry.
  3. Re-add the removed Snowflake credentials again.
  4. Test the workbook again. The data source embedded credentials should now be used.