If you are looking for a way to perform advanced analytics capability that is beyond the scope of the iAuditor analytics dashboard, we recommend Tableau Desktop. The Tableau WDC allows Tableau Desktop users to connect directly to the iAuditor API in order to:
- Pull inspection (audit) data into Tableau within minutes
- Restrict the dataset by date range and one or more templates
- Pull inspection (audit) data from multiple templates – even from all templates
- Take advantage of virtually all data points for any given inspection (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. IMPORTANT NOTE
For step by step instructions on setting up the tool check out our guide here.
Accessing the Tableau WDC
The WDC is hosted on a public server, meaning there is no need to run any software on your system. Obtaining 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).
There are some known limitations to the iAuditor Tableau WDC.
- Permissions: 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 inspections (audits) conducted from that template.
- Nesting: 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.
- Lag time: Search terms that will return a large number of inspections (audits) may take several minutes to execute.
Alternative methods are available for pulling iAuditor inspection data into Tableau, which may better fit some workflows. Those options include:
- 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 be imported into Tableau.