twb 1.0.5 → 1.9.1
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- checksums.yaml +4 -4
- data/README.md +2 -2
- data/lib/twb.rb +10 -6
- data/lib/twb/analysis/CalculatedFields/CSVEmitter.rb +154 -0
- data/lib/twb/analysis/CalculatedFields/CalculatedFieldsAnalyzer.rb +527 -0
- data/lib/twb/analysis/CalculatedFields/MarkdownEmitter.rb +71 -0
- data/lib/twb/analysis/DataSources/DataSourceTableFieldsCSVEmitter.rb +117 -0
- data/lib/twb/analysis/Sheets/WorksheetDataStructureCSVEmitter.rb +192 -0
- data/lib/twb/calculatedfield.rb +47 -0
- data/lib/twb/columnfield.rb +94 -0
- data/lib/twb/dashboard.rb +1 -1
- data/lib/twb/datasource.rb +368 -121
- data/lib/twb/fieldcalculation.rb +157 -81
- data/lib/twb/localfield.rb +32 -29
- data/lib/twb/metadatafield.rb +57 -15
- data/lib/twb/util/ftpPublisher.rb +48 -0
- data/lib/twb/util/joinUtilities.rb +52 -0
- data/lib/twb/workbook.rb +27 -10
- data/lib/twb/worksheet.rb +146 -53
- metadata +11 -5
- data/lib/twb/analysis/calculatedfieldsanalyzer.rb +0 -508
- data/lib/twb/apps/X-Ray Dashboards.rb +0 -80
- data/lib/twb/countNodes.rb +0 -98
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# calculatedfieldsanalyzer.rb - this Ruby script Copyright 2017 Christopher Gerrard
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#
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# This program is free software: you can redistribute it and/or modify
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# it under the terms of the GNU General Public License as published by
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# the Free Software Foundation, either version 3 of the License, or
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# (at your option) any later version.
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#
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# This program is distributed in the hope that it will be useful,
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# but WITHOUT ANY WARRANTY; without even the implied warranty of
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
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# GNU General Public License for more details.
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#
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# You should have received a copy of the GNU General Public License
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# along with this program. If not, see <http://www.gnu.org/licenses/>.
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require 'nokogiri'
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require 'twb'
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require 'set'
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require 'csv'
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require 'logger'
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module Twb
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module Analysis
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class CalculatedFieldsAnalyzer
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attr_reader :calculatedFieldsCount, :formulaFieldsCount
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@@ttlogfile = 'CalculatedFieldsAnalyzer.ttlog'
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@@gvDotLocation = 'C:\\tech\\graphviz\\Graphviz2.38\\bin\\dot.exe'
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@@processName = '.CalculatedFields'
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@@calcFieldsCSVFileName = 'TwbCalculatedFields.csv'
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@@calcFieldsCSVFileHeader = ['Record #',
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'Workbook', 'Workbook Dir',
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'Data Source', 'Data Source Caption', 'Data Source Name (tech)',
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'Field Name', 'Field Caption', 'Field Name (tech)',
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'Data Source + Field Name (tech)',
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'Data Type', 'Role', 'Type',
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'Class',
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'Scope Isolation',
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'Formula Length',
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'Formula Code',
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'Formula',
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'Formula Comments',
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'Formula LOD?'
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]
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@@formFieldsCSVFileName = 'TwbFormulaFields.csv'
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@@formFieldsCSVFileHeader = ['Rec #',
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'Workbook', 'Workbook Dir',
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'Data Source',
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'Field - Calculated',
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'Data Source - Formula (tech)',
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'Data Source - Formula',
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'Field - Formula (tech)',
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'Field - Formula',
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'Data Source + Field - Calculated',
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'Table'
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]
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@techUINames = {}
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@fieldTables = {}
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@@dotHeader = <<DOTHEADER
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digraph g {
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graph [rankdir="LR" splines=line];
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node [shape="box" width="2"];
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DOTHEADER
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def initialize
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#-- Logging setup --
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@logger = Logger.new(@@ttlogfile)
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@logger.level = Logger::DEBUG
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#-- CSV files setup --
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@calcFieldsCSVFile = CSV.open(@@calcFieldsCSVFileName,'w')
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@calcFieldsCSVFile << @@calcFieldsCSVFileHeader
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# --
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@formFieldsCSVFile = CSV.open(@@formFieldsCSVFileName ,'w')
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@formFieldsCSVFile << @@formFieldsCSVFileHeader
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#-- Counters setup --
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@twbCount = 0
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@calculatedFieldsCount = 0
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@formulaFieldsCount = 0
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# --
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@referencedFields = SortedSet.new
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# --
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@localEmit = false
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emit "\n\nLogging activity to: #{File.basename(@@ttlogfile)}"
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@imageFiles = []
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end
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def loadFieldTables dataSource
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emit "FIELD TABLES"
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@records = CSV.read('C:\Professional\Clients\Incapsulate\Internal Project Monitoring\Project Portfolio v2\Salesforce Fields.csv')
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@records.each do |rec|
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emit "-- #{rec}"
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m = {}
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m['table'] = rec[1]
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m['dbFieldName'] = rec[2]
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@fieldTables[rec[0]] = m
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end
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emit "=========="
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emit @fieldTables
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emit "=========="
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emit "FIELD TABLES"
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end
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def processTWB twbWithDir
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twb = File.basename(twbWithDir)
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@twb = Twb::Workbook.new twbWithDir
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emit "- Workbook: #{twbWithDir}"
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emit " version: #{@twb.version}"
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return if twbWithDir.end_with? == "Tableau Calculated Fields Analyses.twb"
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twbDir = File.dirname(File.expand_path(twbWithDir))
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edges = Set.new
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# -- processing
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dss = @twb.datasources
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twbRootFields = Set.new
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dss.each do |ds|
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emit "Datasource: '#{ds.uiname}' -> #{ds.Parameters?}"
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next if ds.Parameters? # don't process the Parameters data source
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# it requires special handling, has different XML structure
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#-- For tracking unreferenced (root) calculated fields = calculatedFields - referencedFields
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calculatedFields = SortedSet.new
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referencedFields = SortedSet.new
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#--
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dsTechName = ds.name
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dsCaption = ds.caption
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dsName = ds.uiname
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dsID = dsTechName + ':::' + dsName
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emit "\n\n "
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emit "======================================================"
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emit "======================================================"
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emit "======= DATA SOURCE: #{ds.uiname} ====== "
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emit "======================================================"
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emit "======================================================\n\n "
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dsGraphNode = Twb::Util::Graphnode.new(name: dsName, id: dsID, type: :TwbDataConnection, properties: {workbook: twbWithDir})
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emit "\t dsgnode: #{dsGraphNode}"
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fieldUINames = ds.fieldUINames
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calculationNodes = ds.calculatedFields
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emit "calculationNodes : nil? '#{calculationNodes.nil?}'" # - len '#{calculationNodes.length}'"
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calculationNodes.each do |calcNode|
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calculation = Twb::FieldCalculation.new(calcNode, ds)
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emit "HANDLING CALCULATION NODE:"
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emit calcNode.attributes
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#-- field names --
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fldCaption, = calcNode.xpath('../@caption').text
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fldTechName = calcNode.xpath('../@name').text.gsub(/^\[/,'').gsub(/\]$/,'')
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fldName = if fldCaption == ''
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then fldTechName
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else fldCaption
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end
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emit "\t Field : #{fldName}"
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emit "\t Formula : #{calcNode.attribute('formula')}"
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dataType = calcNode.xpath('../@datatype').text
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role = calcNode.xpath('../@role').text
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type = calcNode.xpath('../@type').text
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fieldID = fldTechName+'::'+dsName
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calculatedFields.add fieldID
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srcGraphNode = Twb::Util::Graphnode.new(name: fldName, id: fieldID, type: :CalculatedField, properties: {:DataSource => dsName})
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dsFieldEdge = Twb::Util::Graphedge.new(from: dsGraphNode, to: srcGraphNode, relationship: 'contains')
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edges.add dsFieldEdge
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hasFormula = calcNode.has_attribute?('formula')
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if hasFormula
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formulaText = calcNode.attribute('formula').text
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emit "\t Formula: #{formulaText}"
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#-- field attributes --
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# fldDispLabel = "#{fldName}\n--\n#{formulaText.gsub('"', "'")}" #fldName + '\n--' + formulaText.to_s
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emit "\t srfnode: #{srcGraphNode} "
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emit "\t dsfedge: #{dsFieldEdge} "
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emit " "
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emit "\tFIELD cap: #{fldCaption} "
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emit "\t name: #{fldTechName} "
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emit "\t uiname: #{fldName} "
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emit "\t------------------------------------------------------------"
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#-- calculation --
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formulaFlat = formulaText.gsub(/\r\n/, ' ## ').gsub(/\n/, ' ## ').gsub(/[ ]+/,' ')
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formulaFlatFlat = formulaFlat.upcase
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formulaLOD = formulaFlatFlat.include?('{FIXED') || formulaFlatFlat.include?('{INCLUDE') || formulaFlatFlat.include?('{EXCLUDE')
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formulaLength = formulaText.length
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emit "\tFORMULA TEXT: #{formulaText} "
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emit "\t FLAT: #{formulaFlat}"
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emit "\t------------------------------------------------------------"
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comments = calculation.comments # getComments( formulaText )
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calcClass = calculation.class # d.xpath('./@class').text
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scopeIsolation = calcNode.xpath('./@scope-isolation').text
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# -- resolved fields: {internal field name => datasource}
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# -- datasource is only present for fields located in other data sources
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resolvedFields = calculation.resolvedFields
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# prepare UI formula, replacing technical field names with their UI forms
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uiFormula = formulaFlat.gsub(' XX ',' ')
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resolvedFields.each do |rf|
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emit "\tRESOLVED FLD: #{rf.inspect}"
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calcFieldName = rf[:field]
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if rf[:source].nil?
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calcFieldRef = "[%s]" % [ calcFieldName ]
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dispFieldRef = "[%s]" % [ ds.fieldUIName(calcFieldName) ]
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else
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remoteDS = @twb.datasource(rf[:source])
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remoteDSName = remoteDS.uiname
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remoteDSFld = remoteDS.fieldUIName(calcFieldName)
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calcFieldRef = "[%s].[%s]" % [ rf[:source], calcFieldName ]
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dispFieldRef = "[%s].[%s]" % [ remoteDSName, remoteDSFld ]
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end
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emit "\tcalcFieldRef: #{calcFieldRef}"
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emit "\tdispFieldRef: #{dispFieldRef}"
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uiFormula = uiFormula.gsub(calcFieldRef, dispFieldRef)
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end
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emit "\t FLAT: #{formulaFlat}"
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emit "\t Resolved: #{uiFormula}\n\t--"
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@calcFieldsCSVFile << [
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@calculatedFieldsCount += 1,
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twb, twbDir,
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dsName, dsCaption, dsTechName,
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fldName, fldCaption, fldTechName,
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dsTechName + '::' + fldTechName,
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dataType, role, type,
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calcClass, scopeIsolation,
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formulaLength, formulaFlat, uiFormula,
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comments,
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formulaLOD
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]
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resolvedFields.each do |rf|
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emit "\t\t res field : #{rf[:field]} "
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emit "\t\t res source: #{rf[:source]}"
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calcFieldName = rf[:field]
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calcDataSource = rf[:source]
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localDataSource = rf[:source].nil? # if there isn't a rf[:source] value
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# the field is from this data source
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# else the field is from an alien data source (in the same workbook)
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refDataSource = localDataSource ? ds : @twb.datasource(calcDataSource)
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dispFieldName = refDataSource.fieldUIName(calcFieldName)
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calcFieldTable = refDataSource.fieldTable(calcFieldName)
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emit "\t\t calc field : #{dispFieldName} nil?<#{dispFieldName.nil?}>"
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emit "\t\t data source: #{refDataSource.uiname}"
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emit "\t\t table: #{calcFieldTable} nil?<#{calcFieldTable.nil?}>"
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properties = {'DataSource' => dsName, 'DataSourceReference' => 'local'}
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if dispFieldName.nil?
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dispFieldName = "<#{calcFieldName}>::<#{calcDataSource}> UNDEFINED"
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properties['status'] = 'UNDEFINED'
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end
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calcFieldID = "#{calcFieldName}::#{refDataSource.uiname}"
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if !localDataSource
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calcFieldID = "#{calcFieldName}:LDS:#{ds.uiname}:RDS:#{refDataSource.uiname}"
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properties['DataSourceReference'] = 'remote'
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end
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calcFieldTable = ds.fieldTable(calcFieldName)
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calcFieldType = calcFieldTable.nil? ? :CalculatedField : :DatabaseField
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calcFieldNode = Twb::Util::Graphnode.new(name: dispFieldName, id: calcFieldID, type: calcFieldType, properties: properties)
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fieldFieldEdge = Twb::Util::Graphedge.new(from: srcGraphNode, to: calcFieldNode, relationship: 'references')
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edges.add fieldFieldEdge
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referencedFields.add calcFieldID
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# @formulaFieldsCount+=1
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emit "\t\t calcFieldNode: #{calcFieldNode}"
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emit "\t\t graphEdge: #{fieldFieldEdge}"
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fldToDsNode = calcFieldNode
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if !calcFieldTable.nil?
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tableID = calcFieldTable + ':::' + ds.uiname
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tableName = "-[#{calcFieldTable}]-"
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tableNode = Twb::Util::Graphnode.new(name: tableName, id: tableID, type: :DBTable, properties: properties)
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fieldFieldEdge = Twb::Util::Graphedge.new(from: calcFieldNode, to: tableNode, relationship: 'is a field in')
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edges.add fieldFieldEdge
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fldToDsNode = tableNode
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end
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if !localDataSource
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alienDSNode = Twb::Util::Graphnode.new( name: '==>' + refDataSource.uiname,
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id: "#{ds.uiname}::::=>#{refDataSource.uiname}",
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type: :DBTable,
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properties: {'Home Source' => dsName, 'Remote Source' => refDataSource.uiname}
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)
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fieldFieldEdge = Twb::Util::Graphedge.new(from: fldToDsNode, to: alienDSNode, relationship: 'In Remote Data Source')
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edges.add fieldFieldEdge
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end
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@formFieldsCSVFile << [ @formulaFieldsCount+=1,
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twb,
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twbDir,
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dsName,
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fldName,
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refDataSource.name,
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refDataSource.uiname,
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calcFieldName,
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dispFieldName,
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dsName + '::' + dispFieldName,
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'fieldTable'
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]
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end
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end # if hasFormula
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end # calculationNodes.each
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dsRootFields = calculatedFields - referencedFields
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@referencedFields.merge referencedFields
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#--
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emit "--\nCalculated Fields\n-----------------"
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calculatedFields.each { |f| emit f }
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emit "--\nReferenced Fields\n-----------------"
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referencedFields.each { |f| emit f }
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emit "--\nDS Root Fields\n-----------------"
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dsRootFields.each { |f| emit f }
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emit "--"
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# --
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twbRootFields.merge dsRootFields
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end # dss.each
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@twbCount += 1
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mapTwb twb, edges, twbRootFields
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graphEdges twb, edges
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emit "#######################"
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return @imageFiles
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end
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def mapTwb twb, edges, rootFields
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dotFile = initDot twb
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dotFileName = File.basename dotFile
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dotFile.puts "\n // subgraph cluster_1 {"
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dotFile.puts " // color= grey;"
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dotFile.puts ""
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edgesAsStrings = SortedSet.new
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# this two step process coalesces the edges into a unique set, avoiding duplicating the dot
|
321
|
-
# file entries, and can be shrunk when graph edges expose the bits necessary for management by Set
|
322
|
-
emit "\n========================\nLoading Edges\n========================\n From DC? Referenced? Edge \n %s %s %s" % ['--------', '-----------', '-'*45]
|
323
|
-
edges.each do |e|
|
324
|
-
# don't want to emit edge which is from a Data Connection to a
|
325
|
-
# Calculated Field which is also referenced by another calculated field
|
326
|
-
isFromDC = e.from.type == :TwbDataConnection
|
327
|
-
isRefField = @referencedFields.include?(e.to.id)
|
328
|
-
edgesAsStrings.add(e.dot) unless isFromDC && isRefField
|
329
|
-
end
|
330
|
-
emit "------------------------\n "
|
331
|
-
edgesAsStrings.each do |es|
|
332
|
-
dotFile.puts " #{es}"
|
333
|
-
emit " #{es}"
|
334
|
-
end
|
335
|
-
emit "========================\n "
|
336
|
-
dotFile.puts ""
|
337
|
-
dotFile.puts " // }"
|
338
|
-
dotFile.puts "\n\n // 4--------------------------------------------------------------------"
|
339
|
-
# "table::JIRA_HARVEST_Correspondence__c::Jira" [label="JIRA_HARVEST_Correspondence__c"]
|
340
|
-
nodes = SortedSet.new
|
341
|
-
edges.each do |e|
|
342
|
-
nodes.add e.from.dotLabel
|
343
|
-
nodes.add e.to.dotLabel
|
344
|
-
end
|
345
|
-
nodes.each do |n|
|
346
|
-
dotFile.puts n
|
347
|
-
end
|
348
|
-
dotFile.puts "\n\n // 5--------------------------------------------------------------------"
|
349
|
-
emitTypes( edges, dotFile )
|
350
|
-
rankRootFields( dotFile, rootFields )
|
351
|
-
closeDot( dotFile, twb )
|
352
|
-
# renderPng(twb.name,dotFileName)
|
353
|
-
# renderPdf(twb.name,dotFileName)
|
354
|
-
renderDot(twb,dotFileName,'pdf')
|
355
|
-
renderDot(twb,dotFileName,'png')
|
356
|
-
renderDot(twb,dotFileName,'svg')
|
357
|
-
emitEdges edges
|
358
|
-
end
|
359
|
-
|
360
|
-
|
361
|
-
def graphEdges twb, edges
|
362
|
-
graphFile = File.new(twb + '.cypher', 'w')
|
363
|
-
# graphFile.puts "OKEY DOKE, graphing away"
|
364
|
-
cypherCode = Set.new
|
365
|
-
edges.each do |edge|
|
366
|
-
cypherCode.add edge.from.cypherCreate
|
367
|
-
cypherCode.add edge.to.cypherCreate
|
368
|
-
cypherCode.add edge.cypherCreate
|
369
|
-
end
|
370
|
-
cypherCode.each do |cc|
|
371
|
-
graphFile.puts cc
|
372
|
-
end
|
373
|
-
graphFile.puts "\nreturn *"
|
374
|
-
graphFile.close unless graphFile.nil?
|
375
|
-
@imageFiles << File.basename(graphFile)
|
376
|
-
end
|
377
|
-
|
378
|
-
def emitEdges edges
|
379
|
-
emit " %-15s %s" % ['type', 'Edge']
|
380
|
-
emit " %-15s %s" % ['-'*15, '-'*35]
|
381
|
-
edges.each do |edge|
|
382
|
-
emit " %-15s %s" % [edge.from.type, edge.from]
|
383
|
-
emit " %-15s %s" % [edge.to.type, edge.to]
|
384
|
-
emit "\n "
|
385
|
-
end
|
386
|
-
end
|
387
|
-
|
388
|
-
def emitTypes edges, dotFile
|
389
|
-
typedNodes = {}
|
390
|
-
dotFile.puts "\n\n // 2--------------------------------------------------------------------"
|
391
|
-
edges.each do |edge|
|
392
|
-
emit " EDGE :: #{edge}"
|
393
|
-
loadNodeType typedNodes, edge.from
|
394
|
-
loadNodeType typedNodes, edge.to
|
395
|
-
end
|
396
|
-
typedNodes.each do |type, nodes|
|
397
|
-
emit "+++++++++ typedNodes of '#{type}'' "
|
398
|
-
nodes.each do |node|
|
399
|
-
emit " -n- #{node}"
|
400
|
-
end
|
401
|
-
rankSame(dotFile, type, nodes) unless type == :CalculatedField
|
402
|
-
end
|
403
|
-
# labelTypes dotFile, edges
|
404
|
-
end
|
405
|
-
|
406
|
-
def loadNodeType set, node
|
407
|
-
type = node.type
|
408
|
-
set[type] = Set.new unless set.include? type
|
409
|
-
set[type].add node
|
410
|
-
end
|
411
|
-
|
412
|
-
def rankSame dotFile, type, nodes
|
413
|
-
dotFile.puts "\n // '#{type}' --------------------------------------------------------------------"
|
414
|
-
dotFile.puts "\n {rank=same "
|
415
|
-
# dotFile.puts " \"#{type}\" [shape=\"box3d\" style=\"filled\" ]" unless ''.eql? type # [shape=\"box3d\" style=\"filled\" ]\"" unless label.equal? ''
|
416
|
-
nodes.each do |node|
|
417
|
-
dotFile.puts " \"#{node.id}\""
|
418
|
-
end
|
419
|
-
dotFile.puts " }"
|
420
|
-
end
|
421
|
-
|
422
|
-
def rankRootFields dotFile, dsRootFields
|
423
|
-
dotFile.puts "\n // Unreferenced (root) Calculated Fields -----------------------------------------"
|
424
|
-
dotFile.puts "\n {rank=same "
|
425
|
-
dsRootFields.each do |rf|
|
426
|
-
dotFile.puts " \"#{rf}\""
|
427
|
-
end
|
428
|
-
dotFile.puts " }"
|
429
|
-
end
|
430
|
-
|
431
|
-
|
432
|
-
def labelTypes dotFile, edges
|
433
|
-
fromTos = Set.new
|
434
|
-
edges.each do |edge|
|
435
|
-
# fromTos.add "\"Alien Data Source\" -> \"Alien Data Source\""
|
436
|
-
fromTos.add "\"#{edge.from.type}\""
|
437
|
-
fromTos.add "\"#{edge.to.type}\""
|
438
|
-
end
|
439
|
-
return if fromTos.empty?
|
440
|
-
dotFile.puts "\n // 3--------------------------------------------------------------------"
|
441
|
-
dotFile.puts ' subgraph cluster_0 {'
|
442
|
-
dotFile.puts ' color=white;'
|
443
|
-
dotFile.puts ' node [shape="box3d" style="filled" ];'
|
444
|
-
fromTos.each do |ft|
|
445
|
-
dotFile.puts " #{ft}"
|
446
|
-
end
|
447
|
-
dotFile.puts ' }'
|
448
|
-
end
|
449
|
-
|
450
|
-
|
451
|
-
def emit(local=@localEmit, stuff)
|
452
|
-
#puts "\nstuff.class #{stuff.class} :: #{stuff}" if local
|
453
|
-
if stuff.is_a? String then
|
454
|
-
lines = stuff.split(/\n/)
|
455
|
-
lines.each do |line|
|
456
|
-
@logger.debug "#{@emitPrefix}#{line}"
|
457
|
-
puts "#{@emitPrefix}#{line}" if local
|
458
|
-
end
|
459
|
-
else
|
460
|
-
@logger.debug "#{@emitPrefix}#{stuff}"
|
461
|
-
puts "#{@emitPrefix}#{stuff}" if local
|
462
|
-
end
|
463
|
-
end
|
464
|
-
|
465
|
-
|
466
|
-
def initDot twb
|
467
|
-
dotFile = File.open("#{twb}#{@@processName}.dot",'w')
|
468
|
-
dotFile.puts @@dotHeader
|
469
|
-
return dotFile
|
470
|
-
end
|
471
|
-
|
472
|
-
def closeDot dotFile, twb
|
473
|
-
dotFile.puts ' '
|
474
|
-
dotFile.puts '// -------------------------------------------------------------'
|
475
|
-
dotFile.puts ' '
|
476
|
-
dotFile.puts ' subgraph cluster_1 {'
|
477
|
-
# dotFile.puts ' color=white;'
|
478
|
-
dotFile.puts ' style=invis;'
|
479
|
-
# dotFile.puts ' border=0;'
|
480
|
-
dotFile.puts ' node [border=blue];'
|
481
|
-
dotFile.puts ' '
|
482
|
-
dotFile.puts ' "" [style=invis]'
|
483
|
-
dotFile.puts " \"Tableau Tools\\nCalculated Fields Map\\nWorkbook '#{twb}'\\n#{Time.new.ctime}\" [penwidth=0]"
|
484
|
-
# dotFile.puts " \"Tableau Tools Workbook Calculated Fields Map\\n#{Time.new.ctime}\" -> \"\" [style=invis]"
|
485
|
-
dotFile.puts ' '
|
486
|
-
dotFile.puts ' }'
|
487
|
-
dotFile.puts ' '
|
488
|
-
dotFile.puts '}'
|
489
|
-
dotFile.close
|
490
|
-
end
|
491
|
-
|
492
|
-
|
493
|
-
def renderDot twb, dot, format
|
494
|
-
emit "Rendering DOT file\n - #{twb}\n - #{dot}\n - #{format}"
|
495
|
-
imageType = '-T' + format
|
496
|
-
imageFile = twb + @@processName + 'Graph.' + format
|
497
|
-
imageParam = '-o' + imageFile
|
498
|
-
emit "system #{@@gvDotLocation} #{imageType} #{imageParam} #{dot}"
|
499
|
-
system @@gvDotLocation, imageType, imageParam, dot
|
500
|
-
@imageFiles << imageFile
|
501
|
-
return imageFile
|
502
|
-
end
|
503
|
-
|
504
|
-
|
505
|
-
end # class
|
506
|
-
|
507
|
-
end # module Analysis
|
508
|
-
end # module Twb
|