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Integrating Tableau Data with Cascade: Bridging Visualization and Execution

This article details how to integrate your Tableau data with Cascade to provide critical insights for strategic alignment and execution. Our integration is designed to pull structured time series data from specific Tableau views that you or your team create, ensuring your strategy is consistently fueled by the most up-to-date data.

You have the flexibility to use existing Tableau views or create new ones specifically for the integration, enabling you to precisely control the data being sent to Cascade.

How the Integration Works

The integration process consists of establishing a secure connection to your Tableau environment, querying a designated view, and pulling data on a scheduled basis.

  • Data Source: Our integration is configured to query a specific Tableau view that you identify. This view acts as the data source, containing the data needed for your Cascade Metrics.

  • Data Type: The integration is expecting time series data, which is essential for plotting progress and trends over time within Cascade Metrics.

  • Data Flow: Cascade connects to your Tableau environment via its API, retrieves the data from the view, and funnels it directly into your Cascade Metrics.

Authentication & Security

To enable a secure connection, the integration requires a valid form of authentication that grants Cascade read-only access to the specified Tableau view.

Supported Authentication Methods:

  1. Personal Access Token (PAT):

    • This is the recommended method for automated, server-to-server integrations. A PAT is a long-lived token that acts as a secure, dedicated credential for a specific user, bypassing the need for a username and password. A PAT would be created for your Tableau environment with read-only permissions on the relevant view.

  2. Valid User Credentials:

    • You can provide the username and password of a valid user or service account in your Tableau environment that has the necessary read permissions.

Data Security:

  • Encryption In Transit: All data transferred between your Tableau environment and Cascade is encrypted using industry-standard protocols, ensuring a secure connection.

Prerequisites & Setup

Before initiating the integration, you will need to prepare the following:

  1. A Tableau View:

    • Create or identify an existing Tableau view containing the data you want to integrate. This view needs to be in a cross-tab format, and will be the data source for the integration.

  2. Authentication Details:

    • Provide the necessary authentication credentials: either a Personal Access Token (PAT) or a username and password for a user with read permissions on the Tableau view.

  3. Tableau View Information:

    • The URL of the Tableau view you want to integrate. 

Next Steps & Support

To ensure the most efficient and effective integration of your Tableau data with Cascade, we recommend reading this article and reviewing your specific requirements.

Prepare for Your Integration: Key Considerations

We encourage you to assess your internal environment and data flow preferences. Considering these points will facilitate a more focused and productive initial consultation:

  • Internal Stakeholder Involvement: Identify which internal teams (e.g., IT, Security, Tableau administrators/data owners) would need to be involved from your side to provide necessary access or configure data synchronization.

  • Data Authentication Method: You'll need to determine the most suitable authentication method for your environment. We offer options including a Personal Access Token (PAT), or providing valid user credentials for a user with read permissions.

  • Initial Data Source: You will need to identify the specific Tableau view(s) you wish to source data from. We recommend starting with a pilot view or a small number of views to validate the integration before expanding the scope.

Integration Development: Discovery & Solution Design

  • Collaborative Assessment: We will conduct a detailed consultation to collaboratively evaluate your specific environment, security requirements, and data integration needs. This assessment is crucial for designing the most suitable data transfer method and overall integration strategy tailored to your exact situation.

  • Scoping & Planning: Following this discovery, we will proceed with detailed scoping and planning for your custom Tableau integration.