The iAudior, Tableau connector allows you to quickly and easily export your inspection information into Tableau for operations optimization, and drag and drop visualizations. Getting started with Tableau is easy. All you need is an iAuditor API token, a licensed copy of Tableau Desktop 10.0+, and five minutes. 

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Setup the Tableau connector

  1. Open Tableau Desktop:
  2. In the left side menu, select Connect > To a Server > Web Data Connector
  3. Enter the URL for the SafetyCulture Web Data Connector (tableau.safetyculture.com) in the interface which comes up
  4. Hit enter and the input form of the Web Data Connector will be displayed.
  5. You must input a valid API token before templates will be displayed in the ‘Select Templates’ menu.  
  6. Select one or more templates, select a ‘From’ date (leave the ‘To’ field blank if you want to pull audits up until current time and be able to refresh your data later).  
  7. Hit continue
  8. On the next screen, click “Update Now”
  9. Tableau will call the  API, retrieving all of the audit data that fit the parameters you selected in the input form. 
  10. The Tableau connector fetches all data in the specified date range each time a refresh is requested.
  11. The time it takes to load the data of a single inspection (audit) depends on many factors including network speed, the size of the audit, etc.
  12. In our testing, loading a single inspection (audit) took approximately 2 seconds. If a large number of audits is found for the specified date range, the refresh process may take a long time i.e. 2 seconds x the number of audits retrieved.
  13. Once complete, you’ll see your data in tabular format
  14. Select ‘Go to Worksheet’ on the bottom menu bar, and then
  15. Drag and drop fields from the left panes onto the Columns, Rows, and Marks shelves to start building visualizations immediately.
IMPORTANT NOTE

Read this article for information on the Wed Data Connector

 

 

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