Key Results from Tableau

Overview

The Tableau Key Result integration allows users to leverage underlying data from a Tableau workbook to automatically update progress of a Key Result in WorkBoard.

Requirements

  • The IT admin for your organization may need to approve the connector for the first time if the App is configured to require approval.

Frequently Asked Questions

What are Filter options based off?

Filter options are based off of values in the columns and rows shelf of a selected worksheet, not the section Filter Tableau section.

What is my content URL and where do I find it?

The content URL is the site name as it appears in the URL for your site, or for the view that you want to access. If you’re using the default site, there will be no site and you should leave this field empty. In all other cases, the content url is the URL text that immediately follows #/site/ in the URL. In the example given by Tableau in the url http://MyServer/#/site/MarketingTeam/projects the Site Name is “Marketing Team” and the content URL is “MarketingTeam” (note the lack of space). If your URL doesn’t have the term /#/site/<content URL> then it’s likely that you have a self-hosted server and are using the default site. In this case, leave the content URL section blank. If you’re still having trouble finding your site information, consult the Tableau documentation or reach out to your Tableau Server Administrator who can find help here.

Add a Tableau Key Result

  1. Hover over your Objective and click the Kebab.
  2. Select Edit Settings.
  3. Select Add another Key Result.
  4. Select Advanced Options.
  5. Choose Pull data from external applications.Screen_Shot_2021-10-20_at_3.11.09_PM.png
  6. Pick Tableau from the list of integrations. Add_Key_Result_-_Select_integration.svg
  7. Sign in to Tableau.
    mceclip0.png
    *For users whose organizations leverage SSO, you can login using a Tableau Personal Access Token. Learn more about Personal Access Tokens. 
    Note: WorkBoard does not enable the use of personal access tokens for user impersonation. WorkBoard only uses personal access tokens on behalf of the individual user to read data.
  8. Click on the Workbook dropdown to select a Workbook.
    • Note: The Workspace URL dropdown will ONLY display Workspaces to which you have access.Add_Key_Result_-_Select_Report_-_Active_State__1_.svg
  9. Choose a Sheet from the dropdown.
    • Note: The Sheet dropdown will not show hidden sheets.Add_Key_Result_-_Tableau_-_Field_Selection_-_Active_State.svg
  10. Choose a Calculation Type from the dropdown.Add_Key_Result_-_Tableau_-_Form_Filled.svg
  11. Choose a Metric from the dropdown.Add_Key_Result_-_Tableau_-_Field_Selection_-_Active_State__1_.svg
  12. (Optional) Choose a Filter and associated Filter Values as needed. You can select multiple Filters and multiple Filter Values can be selected per Filter.Add_Key_Result_-_Tableau_-_Form_Filled__1_.svg
  13. The Verify Data Source button pulls data from the selected Tableau dataset and feed in real-time; this allows you to cross reference with the data in Tableau to make sure you've mapped the right data field to the KR.Add_Key_Result_-_Tableau_-_Form_Filled__2_.svg
  14. Click Save.
  15. Fill out the remaining Key Result details such as Starting Value, Result Value, Target Value, Committed Result, Unit of Measurement and how toCalculate Overall Progress. 
  16. Choose your Update Cadence, which determines when or how often WorkBoard will sync with Tableau to pull the latest value for your Key Result.
    • Note: Update cadence has the same options you would find for Key Results updated by a person (i.e., Daily, Weekly, Monthly, and Quarterly).
      Add_Key_Result_-_Tableau_Added.svg
  17. Select Save.

Synchronizing Data from Tableau

WorkBoard will pull data for the KR directly from Tableau following the cadence specified.  The Business Result Owner also has the ability to “sync data now” to pull data in real-time.

There are two ways to sync data for your Key Results.

Force a Sync on a Single Tableau Key Result:

  1. Select Key Result to go to the Key Results Details page.
  2. Choose the Kebab menu in the upper right-hand corner.
  3. Select Sync Integration Data.
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Forcing a Sync for all Key Result integrations:

  1. From the My Objectives Page, select the Kebab icon in the upper right-hand corner.
  2. Select Sync Integration Data.
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