If you are looking for a way to perform advanced analytic capability that is beyond the scope of the iAuditor analytics dashboard, we recommend Tableau Desktop.
SafetyCulture provides a Web Data Connector to allow Tableau Desktop users to consume the SafetyCulture API directly in order to:
Pull audit data into Tableau within minutes
Restrict the dataset by date range and one or more templates
Pull audit data from multiple templates – even from all templates
Take advantage of virtually all data points for any given audit item – allowing you to segment, compare, or sort your data by almost any aspect
Export workbooks, pick them back up later, and use the ‘refresh’ feature to keep your data fresh and current
Other options are available for pulling iAuditor audit data into Tableau, which may better fit some workflows. Those options include:
- The Automated CSV Exporter
- Zapier -> Online Spreadsheet
- Automatically Emailing Exported Spreadsheet Data
- Exporting Completed Audits to Google Sheets
Each of the prior options will produce data in a ‘spreadsheet’ format (row X column), which can then be quickly imported into Tableau.
Accessing the Tableau WDC
The SafetyCulture WDC is hosted on a public server, meaning there is no need to run any software on your system. Accessing it is as easy as opening Tableau Desktop 10.0+, selecting “Connect to Web Data Connector”, and entering the SafetyCulture WDC’s URL (tableau.safetyculture.com).
Further instructions for accessing the Tableau WDC can be found here:
There are some known limitations to the SafetyCulture WDC.
If you don’t have ‘view’ permissions to a template, you won’t be able to select it from the ‘Select Templates’ list, even if you have access to audits conducted from that template.
Nesting of categories is not represented. The ‘itemCategory’ value will display the immediate category the item belongs to. For instance: If you have a category (let’s call it SuperCategory), which has one or more child categories (let’s call them SubCategory1 and SubCategory2), the only value reflected in the itemCategory field will be the SubCategory the item belongs to. You will not easily be able to determine that the item belongs to SuperCategory.
Search terms that will return a very large number of audits may take several minutes to execute.