Integrate Tableau

Install Tableau in the App Center to leverage Tableau's visual analytic platform, and obtain insights from your response data and profile variables.

• You must have Tableau version 2019.4 or later installed.
• This integration is available in English only.

Note: Community Single Sign On (SSO) customers cannot use the Tableau integration.

Important: Tableau Public (the free version of Tableau) is meant as a platform for sharing data visualizations on the web. Although you can hide a visualization from your profile, anyone who has the URL can still view the visualization and its associated data. Be sure not to use this service for data that is not meant for sharing. For more information, refer to the Tableau Public Frequently Asked Questions.

1. In the navigation bar, click Product Settings > App Center - App Directory.
   
2. Install Tableau using one of the following options:

   Option	Description
   App Directory	Navigate to the Analytics section of the Integrations page. Click Install under the Tableau application icon.
   Tableau page	Navigate to the Analytics section of the Integrations page. Click the Tableau application icon. The application redirects you to the Tableau details page. Click Install.

3. If this is your first time installing something from the App Directory, review the terms and conditions, select I accept the terms and conditions, and click OK.
4. In the Install Tableau dialog, click Install.
   The Tableau integration is installed. When it is finished, you are notified and the Installed Integrations page appears.
5. In the Installed Integrations list, click the arrow beside Tableau to expand the listing.
6. Copy the Web Data Connector URL.
   Note: The Web Data Connector URL does not support third-party Single Sign-On (SSO).
7. Open Tableau on your computer.
8. Under Connect To a Server, click More, and then click Web Data Connector.
9. Paste the Web Data Connector URL you copied in step 6, and press Enter.
   Tip: You won't have to copy and paste the Web Data Connector URL every time. After you have done this once, you can select the Community Web Data Connector URL from the Recent Connectors list.
10. Enter your Community sign-in credentials.
11. Select the data type you want to import into Tableau.

    Option	Description
    Activity	Lets you import data from an activity. The activity must be: A survey or a power survey Open or closed If you select this option, select an activity from the Activity list.
    Profile Variables	Lets you import data from profile variables. Note: The integration only imports profile variable values that are: The latest value. From active members. Not hidden.

12. Select the Format.

    Option	Description	Sample view of imported profile variable data	Sample view of imported activity data
    Tall	Data is formatted into columns.
    Wide	Data is formatted into rows.

    Tip: You can always change the format later. To do so, click the arrow beside the data connection and click Edit Connection. Enter your Community sign-in credentials, and change the format of the data.
13. When you are finished, click Submit.

Note:

If you require assistance with the App Center Tableau integration, please contact Alida Technical Support.

If you require assistance with Tableau, please consult Tableau's help resources and technical support.