Tableau Overview

This Plug-in allows connecting to Tableau server and extracting various types of data for Metrics, Reports and Datasets in Metric Insights. This way, you can combine Tableau and Metric Insights efforts to understand your data better.

Access Admin > Data Sources

  1. If the required Tableau plugin has been already created, select it from the list.
  2. Alternatively, click [+New Data Source] to create a new Tableau Plug-in. For details, refer to this article: Establishing a Connection

Manual or automatic Tableau data fetching

Metric Insights extracts data from the Tableau server in the form of reports. Information obtained from these external reports is further used as data source for MI elements: Metrics and Reports. Tableau reports can be added in the Plugin Editor (NOTE: To get to the Plugin Editor go to Admin drop down menu > Data Sources > select a plugin to open its Editor). There are two options to add reports to the plugin:

  1. Automatically: If the External Reports fetch method field is set to 'automatically', go to the Tableau Reports List tab and simply click Refresh list to collect all Tableau reports currently available at the server.
  2. Manually: You can also update the Tableau reports list by adding report IDs and Names one-by-one or loading them in a CSV file.

Tableau Plugin capabilities for creating Metrics or Reports

The following examples are for Metrics, but the same Tableau plugin capabilities apply to building regular Reports as well.

Automating Data Collection

All the data fetched from Tableau is always extracted automatically and this can be configured in Metric/Report Editor > Data tab:

  1. Data Collection Trigger: You can configure the periodic trigger that will independently start data collection
  2. Validate: You can start automatic data collection by validating your plug-in command
  3. Update Live Chart: An attempt to update a chart always starts automatic data collection

Visual Editor for constructing Plug-in command

Data for Metrics and Reports is extracted via a plugin command, consisting of parameters specifying what data should be fetched.

If you are familiar with Tableau syntax, you can write a command manually or use a Visual Editor available under the Plugin command field. This way, the command can be constructed simply by checking the fields that should be included into the request. Please note that this method is also favorable since it eliminates the likelihood of mistakes often made when typing the command manually.

Make sure that your command lists columns in the right order. Consult the hint text to the right of the Plugin command field. To change column order in the Visual editor, click the icon next to the column name and drag it to the position it should be.

NOTE: Make sure that selected fields are defined in the correct order. If this Metric is dimensioned, the dimension field should always go first. In our example Metric is dimensioned by counties, so our first field is "County" followed by Measurement Datetime and Measurement Value. You can always reference the hint box to the right of the Plugin command field to determine the required fields and their order.

For detailed instructions refer to:

Pre-filtering data to be collected

In prior versions, filters had to be incorporated manually into the Plugin commands. We have added a separate section that makes applying filters to the query a lot easier and more intuitive. You can apply filters manually or via the previously created Dimension Values.

For detailed instructions refer to:

Tableau Plugin capabilities for creating External Reports

Means of retrieving Data for External Reports

  • Tableau Workbook: Report object can be downloaded for local editing
  • PDF: If External Report sources support PDF export, those PDF files will be included in Digests
  • CSV: If External Report sources support CSV export, those CSV files will be included in Digests
  • Image: External reports can be created by the means of fetching an image directly from Tableau. For direct instructions see this article.

Live visualizations

Tableau reports can be either embedded directly into the Viewer as Live Visualizations or can serve as links to a specified external web pages.

Secure Authentication and Configuration

  • Trusted server can be used for data collection
  • Single-Sign on is supported for click-through / embedding