Produce Tableau Summaries

Create "Grouped" Summaries

• By default, the current run is compared to survey results as available. To add more runs for comparison, edit the dictionary variable "comparison_runs" in scripts\summarize\standard\standard_summary_configuration.py. Follow the commented example above to enter a comparison run name and main directory. Any number of runs can be compared by adding a run name and location ask ey/value pairs in the dictionary. More than 2 comparison runs is not recommended for legibility and formatting in Tableau.
• The script named group.py (located scripts\summarize\standard) produces csv files for various outputs along multiple dimensions (e.g., total trips by person type, mode, and purpose). To run the script to create the initial grouped data that goes into Tableau, type python scripts\summarize\standard\group.py into the anaconda prompt where you are running.
• The group.py script is controlled from input_configuration "run_grouped_summary". The parameter should be True by default, so results should be available post-run
• resulting csv files stored in outputs\grouped

Copy outputs to Tableau working directory

• Copy all csv files from outputs\grouped to J:\Projects\Soundcast\soundcast_dashboard\model_output.
• Tableau looks at this directory for the dashboard, but needs to be refreshed and saved before it's available online.

Refresh Tableau extract and publish data

• Log into Tableau server (psrc3896) using the shared account (username:biud, password is on Stefan/Kris's whiteboard) and open the Tableau workbook:
  • J:\Projects\Soundcast\Soundcast.twb
• In worksheet view, select Data -> Refresh All Extracts.
• Sometimes color palates need to be adjusted or other minor fixes are required before publishing
• View locally or publish to Tableau Public by selecting Server -> Tableau Public -> Save to Tableau Public As
  • use the shared Tableau account information (username: [email protected], same password as above).