Tableau Integration
- Gabrielle Pollack
Overview
Tableau is a visual analytics platform transforming the way we use data to solve problems—empowering people and organizations to make the most of their data. It helps users create different charts, graphs, maps, dashboards, and stories for visualizing and analyzing data, to help in making business decisions. Tableau has a lot of unique, exciting features that make it one of the most popular tools in business intelligence (BI).
The Experience.com integration with Tableau revolutionizes data analysis by seamlessly merging Experience.com's extensive reporting capabilities with Tableau's powerful visualization tools. This integration offers the option to create and visualize over 12 comprehensive reports, offering users a dynamic and user-friendly interface to interpret and communicate their data effectively. By harnessing Tableau's intuitive features, users can transform raw data from Experience.com into visually compelling dashboards, charts, and graphs, providing a holistic and insightful perspective on various aspects of their business or organizational performance. This collaboration between Experience.com and Tableau not only enhances the accessibility of critical insights but also empowers users to make informed decisions based on a visually enriched understanding of their data.
Prerequisites for Integration with Tableau
Experience.com offers a direct API integration between the XMP and Tableau. To facilitate the configuration of this connection, you will need:
Your Tableau Server and Site Name
Provide the URL of the server in which Tableau is hosted. If using web portals, provide the URL of the homepage.
A Personal Access Token from your organization’s Tableau instance.
An accompanying Personal Access Secret from Tableau
This information may help you find and manage your API details in Tableau: https://help.tableau.com/current/server/en-us/security_personal_access_tokens.htm#:~:text=Users%20with%20accounts%20on%20Tableau,User%20Help%20for%20more%20information.
Once you have obtained an API Key and details from your Tableau account, you may proceed with the configuration process in the XMP.
Configuring the Tableau Integration
Configuring the Tableau integration is an easy and seamless workflow that requires the help of an organization or account manager with access to the Tableau account or information collected above that should be connected to the XMP for data ingestion. The steps below outline the quick process:
Create a new Tableau Connection in the Account’s Ingestion setup.
To create a new configuration, navigate to the Account Settings page and open the Ingestion Settings. Click Tableau, and then click the blue New Connection button.
To create the connection, some information is required to verify and activate it. Enter the required information and click anywhere in the white space to allow the system to validate the information provided.
Give the connection a name.
Provide the server URL from Tableau.
Provide the Personal Access Token Name and Secret.
Enter the Site Name from Tableau.
The integration between Experience.com and Tableau Server streamlines the process of connecting and scheduling reports for users. Upon successful connection to the Tableau Server, users gain access to a comprehensive list of reports generated by Experience.com.
Account Statistics Report
Hierarchy Details Report
Incomplete Survey Report
NPS Report
NPS Trend Report
Publish History Report
Survey Results Report
Ranking Report (Tier)
Reviews Management Report
Survey Delivery Status Report
Survey Results Report
Survey Statistics Report
Verified Users Report
To enhance organization and accessibility, scheduled reports are systematically cataloged within a dedicated project named "Experience.com" in the user's Tableau account. These reports are seamlessly added as data sources to the designated project, providing a structured and organized framework. Users can then effortlessly view and analyze the data by creating customized workbooks using the added data sources, facilitating a more efficient and insightful data exploration process within the Tableau environment.