Options for Fetching Tableau Workbooks

Apart from embedding Tableau External Reports into Metric Insights, you can create new Elements by using data from Tableau objects. A list of objects may be "stored" within a Tableau Data Source and can be collected manually (via CSV file), automatically, or even on the fly (while creating a respective Element).

PREREQUISITES:

Connectivity with Tableau:

Challenge: Fetch the List of Tableau Objects to Create New Elements with Them

After establishing connectivity to the Tableau server, go to Admin > Connection & Storage > Data Sources > select the Plugin you have created > Tableau Objects tab. You will find out that this list is empty, but in order to create new Elements and for using Tableau as a Data Source, you need actual data.

This list should contain paths to Tableau Workbooks and Views that should serve as sources of information for creating new Elements in Metric Insights. This list can be extracted:

  • Automatically: in case you want all available objects to be extracted
  • Manually: you may create a custom list of Tableau Views that can be available for further Element creation
  • On the fly: add the Tableau object right when creating an Element in Metric Insights. Alternative approach.

[Option 1] Automatic Fetch of Tableau Reports

If you prefer to fetch the list of all reports that you currently have in Tableau:

  1. Open the Tableau Plugin profile you have created and go to the Info tab
  2. Under Advanced Data Source Configuration, set Generate Object List to "automatically", specify Trigger, and [Save]
  3. On Tableau Objects tab, [Refresh list]

Result: The list of objects is going to be automatically populated.

[Option 2] Manual Fetch Tableau Reports

If you prefer to fetch objects one by one:

  1. Open the Tableau Plugin profile you have created and go to the Info tab
  2. Under Advanced Data Source Configuration, set Generate Object List to "manually" and [Save]
  3. On Tableau Objects tab, [+New Tableau Worksheet] and fill out the fields with the actual Worksheet information.

Result: The objects is going to be added to the system OR

4. You can populate the list of objects via a CSV file. For more information refer to: Populate a Data Source with an Uploaded List of Reports

[Option 3] Defining Tableau Objects "On the Fly" in Element Editors

You can manually add the right object directly in the Element Editor:

  1. Access Tableau Worksheet
  2. Choose an object either from the drop-down list or click the [+] button
  3. Enter the [Tableau Workbook name]/[Tableau Worksheet name] to Tableau view
  4. [Save]

Here is more information on creating each type of an Element: