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.
Configuring a Data Connector
Prior to setting up a new Key Result data connector, your organization’s IT Administrator may need to approve the connector if there is an approval configuration. Once enabled, any user can have their Key Results measure progress from that specific connector.
Create a new Key Result by selecting the kebab menu (3 dots) next to the applicable Objective.
- If the Objective hasn't been created, simply select Create > Team Objective or Personal Objective, then enter your Key Result name.
- Select Edit Settings from the dropdown.
- Click Add another key result and enter your Key Result name.
- Select Advanced options, then Pull data from external applications.
- Choose the applicable data source from one of the options:
Log in to the application by inputting your credentials.
- Please note that for some applications, you will also need to create an API key or provide OAuth2 information. This information is Read Only.
- Once enabled, your Key Results will automatically update based on the update cadence specified in the Key Result's configuration.
- If you need to manually sync an update, use the Sync Integration Data option from the kebab menu (three dots) in the upper right-hand corner of the Key Result details page.
Setting up Key Result from Tableau
When creating a Key Result from Tableau, organizations that use SSO can login using a Tableau Personal Access Token.
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.
- After logging into Tableau using steps 1-3 above, select either a Workbook or Metric as an entry point. If you select a metric, click Save after the results are verified. If you select a Workbook, continue to step 2.
Choose a Sheet from the dropdown. Hidden sheets will not be shown.
- Choose a Calculation Type from the dropdown.
- Choose a Metric from the dropdown.
- Optionally, choose a Filter and associated Filter Values as needed. You can select multiple Filters and multiple Filter Values can be selected per Filter.
Select Verify Data Source to pull 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.
- Click Save.
Enter the remaining Key Result details, then select an Update Cadence to determine how often WorkBoard will sync 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).
- When finished, select Save to lock in the settings for your Key Result, then Done to apply these changes to your Objective.
Synchronizing Data from Tableau
WorkBoard will effortlessly sync Key Result updates directly from the data connector based on the specified update cadence. You can manually sync Key Result updates, if needed, in two ways:
Force a Sync on a Single Key Result:
- Select Key Result to navigate to the Key Results Details page.
- Click the kebab menu (3 dots) in the upper right-hand corner of the page.
- Select Sync Integration Data.
Force a Sync for all Key Result Integrations:
- From the My Objectives Page, select the kebab menu in the upper right-hand corner.
- Select Sync Integration Data.
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.
How do I setup a Tableau Metric?
To set up a Metric in Tableau you need an Explorer or Creator license, but don't need to be the original author of the dashboard. To do so, select Watch > Metrics > select a mark from the dashboard > and create the metric of their choice. Once created simply go to WorkBoard’s Tableau integration, under “Select an entry point” choose Metric and search for your newly created metric.
Can I link Tableau metrics to Key Results?
The Metric option only works with Tableau cloud servers at this time because Tableau does not support the export of metric data via API.
Does WorkBoard support on-premise Tableau versions?
Yes, the on-premise option is supported, but Metric option is not supported. We cannot support the Metric option because the on-premise's API does not support this endpoint.
What are the scopes of access that WorkBoard receives when I integrate a Key Result connector?
The scope of access is Read Only, which is bounded by the user integrating with the service.
Will the Key Result connector pull in historic updates?
No, the connector does not have the automated ability to post historic updates to Key Results. The update always goes to the present interval due for the Key Result.
Please note that KPI integrations will only deliver updates that are currently due, meaning data pulled in Month X will have the timestamp 'Month X'.
- As a workaround, multi-target KRs can divide a Key Result into distinct named intervals such as 'August', 'September', 'October', etc. The 'July' interval, for instance, would encompass the start/end dates for data collection (August 1st - August 31st). Despite being named 'July', the data collection would actually occur within the timeframe of August.
When will the connector update my Key Result?
The integration will update based on the update frequency set up for the Key Result (e.g. weekly updates weekly, daily updates daily, etc.). The integration scheduler operates on a twice-daily basis, offering two opportunities for updates to ensure data accuracy. To optimize efficiency, the scheduler skips updates for Key Results (KRs) that are not due for updates, to prevent redundant data updates and maintaining a streamlined process.
When does Tableau update?
9:15am PST and 9:15pm PST.