Set Up Tableau Integration in 4 Easy Steps with Tableau Connector for

| Updated on March 15, 2024

The integration of and Tableau is a common practice for managing data, performing analyses, and generating visual info representations. These platforms are known for their powerful features and are often used together to improve the effectiveness of each other. Integrating may boost teams’ input administration, visualization, and reporting, resulting in expedited processes and improved outcomes. 

This article aims to analyze and Tableau, including their features and benefits, and explore why this integration is advantageous. We will also offer a step-by-step tutorial for setting up the unification using the Connector for it in 4 simple stages. 

Overview of Tableau and

It offers a cloud-based work operating system that provides a diverse selection of project management tools for workers across multiple departments, such as PMO, Sales, Marketing, Development, IT, HR, and Operations. The software’s user interface is designed with basic components such as workspaces, teams, boards, items, and sub items to enable efficient task management and communication. The platform of is highly adaptable to planning authority and organization purposes. Its customizable columns accommodate a wide range of data types such as status, text, people, timeline, dates, tags, and numbers.

Tableau is a tool that enables users to perform info visualization and analysis tasks. It allows users to connect to various sources, including databases, spreadsheets, and cloud-based platforms, and convert raw input into visually appealing dashboards, reports, and charts. Its advanced analysis capabilities, such as predictive analytics and blending, enable teams to identify patterns and trends in their figures more efficiently. It allows them to draw more confident conclusions based on ongoing data.

The integration of and Tableau offers a comprehensive solution for managing, analyzing, and visualizing info associated with multiple projects and workflows. By integrating its framework board tools with advanced data visualization and analysis features, teams can improve their management processes and better understand their projects. It can improve planning outcomes by creating interactive dashboards, charts, and reports that visualize data. This method of analyzing and visualizing input can significantly benefit coworkers by enabling them to make correct choices according to facts. It, in turn, can lead to improved design outcomes and overall success.

Benefits of Reporting with Tableau

The accumulation of information by businesses presents difficulties in efficiently handling, interpreting, and accurately presenting it through visual aids. Using traditional spreadsheet-based techniques can be tricky as they are time-consuming, error-prone, and fiddly. The effectiveness of using them can be hindered by the absence of a suitable management infrastructure, leading to their setup and usage complexities. Tableau is a tool that offers advanced features that make it more convenient and reliable for a complex data analysis. 

Integrating and Tableau offers an all-encompassing approach for controlling, analyzing, and presenting data related to multiple projects and workflows, which can help address various challenges. By applying the assets of both tools, teams can gain such advantages as:

Advanced Data Visualization

Integrating enables businesses to create advanced visualizations that facilitate the identification of concealed trends and patterns in their info. Tableau’s visual analytics features would allow teams to generate personalized dashboards and reports that supply an in-depth current-time analysis of their input.

Automated Data Management

​​Teams can speed up their administration processes by combining info from many sources, due to Tableau integration. Implementing an automated entry process results in stronger accuracy and reduced errors, as the need for manual data entry is eliminated. The system facilitates easy access and analysis from different offices, projects, and departments, providing people with a comprehensive state of their business.

Increased Team Collaboration Tableau integration facilitates enhanced teamwork and cooperation by enabling the exchange of accurate information and significant findings. Collaboration and teamwork are thought to promote a collective sense of understanding and expertise among people. Implementing a single data analysis and reporting system can promote cross-functional collaboration and dismantle silos within organizations.

Customized Reporting

The integration provides users with advanced reporting features that allow them to create a customized dashboard. The functionality will enable users to improve reports to meet their specific analytical needs, making it easier to extract particular perspectives. 

How to Connect and Tableau

If you aim to streamline your reporting processes and enhance your team’s productivity by integrating your data, the Tableau Connector for offers an effective and efficient solution. The adapter for this platform is a tool developed for enterprise-level use that facilitates direct integration between Tableau and This tool lets users quickly transfer info between the two resources, automate data relationships between tables and fields, set access permissions, and generate custom reports and dashboards for advanced analysis and reporting.

To connect it and Tableau using attachment for, follow these steps:

Step 1: Install Tableau Connector for 

  1. To begin using the Connector for it, find it on the marketplace and start the installation process by selecting it and clicking the “Get Started” button. 
  1. Once you “Sign in,” click the “Add to your account” button to install the app and initiate seamless and integration.

Step 2: Add Tableau Connector Widget to Dashboard

  1. To start using the application for the first time, you must add the Tableau Connector widget to the Dashboard in your account. To create a new dashboard on, you must navigate to the workspaces page and click “Add” followed by “New Dashboard“.
  1. Once you have opened the New Dashboard page in your account, you should fill in the desired Dashboard name and choose the Privacy settings according to your preference. 
  1. After that, click on the “Create Dashboard” button to complete the process.
  1. Now you can add the Tableau adapter widget to the page by using the “Add widget” button at the top.
  1. Select the “Installed” category and then click on “Add Widget” to locate and add the Connector widget.

6. Authorize the app to access your information through the API by clicking the Authorize button.

Step 3: Create a Data Source in Tableau Connector 

  1. Go to the Dashboard where you have added the attachment widget, and choose the “Create a Data Source” option on the page. 
  1. After that, you will be redirected to the data source creation page. In the Title section, you can enter a Name and Description for the source. There are two options for filtering items when exporting info using Tableau Connector for 
  • Without Filter: exports all existing items  
  • With Filter: filter items by workspace or board 

However, note that it provides limited filtering options through API. Read more about the filters available and how to select in the Tableau Connector for documentation.

  1. Choose the tables (1) and their corresponding fields (2) you wish to export by selecting the checkboxes next to them in the “Select fields” section. The available tables that can be exported, which include Items, Users, Teams, Boards, Groups, Workspaces, Tags, and Updates. 
  1. In the View Options section, you can click on “Show Types” to see the field types and “Show IDs” to view the field names as they appear in Tableau, and clicking on them again will hide them.
  1. There are various data types supported by the Connector for, including Status, Priority, Label, People, Numbers, Date, Text, Long Text, Checkbox, Link, World Clock, Phone, Location, Files, and Tags.
  1. In the “Apply” section of the creation page, you can either save the origin by clicking “Save” or leave the page without saving changes by clicking “Back.” Before leaving the source creation page, it’s essential to click on the Save button to ensure that all the settings are saved and not lost.

Step 4: Import data to Tableau 

  1. After creating an author using the adapter for it, you can obtain the Source URL and use
    it to import the info into your Desktop. Simply copy the URL generated by the app.
  1. To begin using Tableau Desktop, first, click on “To a Server” and then select “More…” where you can use the search box to filter the installed connector by “Odata“.
  1. Paste the source URL in the “Server” field, then enter any text as the “Username” and the Access Token as the “Password.”
  1. To obtain the access token, go to the Access Token tab on the app and then click on the Copy icon next to the token (located on the right side of the token) to copy it.

Importing a large amount of input may take some time. Once the info has loaded, you can create graphs and dashboards using the imported data by selecting the visualization type you want to display.

Tableau Integration Best Use Cases  

The synthesis of Tableau allows teams to optimize their data management workflows and create custom reports and personalized dashboards to cater to their unique reporting requirements, gaining  valuable insights, keeping track of their progress, and overseeing their business performance. As a result, this unification enhances productivity and results in improved project results.  

The integration offers a range of best use cases for team operations across different departments. These include:

Project Management

Integrating reporting and Tableau can enable teams to analyze and evaluate their project progress, closely monitor essential performance metrics, and detect any possible obstacles. For example, connecting data to them allows teams to acquire information about their planning timelines, team workload, and project expenses through visualizations and analysis.

Sales and Marketing

Integration of and Tableau provides an opportunity for sales and marketing teams to analyze their lead generation efforts, customer engagement, and sales performance, which may provide access to insightful conclusions. Users can generate personalized reports and dashboards that allow them to keep track of their campaign’s productivity, follow customer behavior, and evaluate their sales funnel’s performance.

Operations Management

Taking advantage of advanced customized reports on the platform can aid in evaluating and improving diverse operational processes, including inventory management, supply chain board, and quality control. For instance, teams can determine product flaws, track inventory levels, and assess manufacturing efficiency using the interface.

Financial Analysis Tableau connection allows finance employees to automate data management procedures and obtain a detailed understanding of the ongoing financial information they manage. It lets them keep current on critical economic indicators, manage expenses, and evaluate revenue streams. The integration enables users to use financial modeling, hypothetical evaluation, and pattern identification techniques with their financial data.


The integration of and Tableau provides multiple benefits to companies of all sizes. Connector for it offers easy connection of two tools for further data visualization in one location, leading to expanded data analysis, project results, and overall efficiency. It also allows users to successfully retrieve their info and generate personalized visual representations and precise reports without intricate programming or input handling. The integration enables businesses and teams to understand their performance better, make informed decisions based on real-time figures, and ultimately drive growth and success.

Adam Green

With more than 3 years of experience as a software and tech writer on Adam has been writing articles, blogs, and featured stories centered around the software and tech niche since he graduated from Virginia Tech University. He writes savvy articles, tutorials, and reviews that explain difficult concepts to readers of all levels. His expertise includes software development, cybersecurity, artificial intelligence, and emerging technologies. Through simple and engaging writing, Adam constantly delivers useful insights that enable readers to feel at ease in the ever-changing technological scene.

Related Posts