If you're storing your KPIs like in-store sales, employee retention, sales from different regions, completion percentage of a goal, project man-hours spent, and so on, you can get those values to be automatically updated in Cascade with this Tableau-Cascade integration. This will allow you to track, report, and visualize almost any data from Tableau alongside any strategic data within Cascade.
Please note that the steps in this article provide a general guideline and please reach out to us for assistance if you are looking to connect Tableau with Cascade and create an automated workflow.
Prerequisites
-
Cascade: An Enterprise+ account in Cascade.
-
Tableau: Obtain the necessary API credentials from your Tableau account or administrator.
Custom integration with Tableau:
-
Obtain the necessary API credentials from your Tableau account or administrator.
-
Identify the specific data points in Tableau that you would like to be integrated with Cascade.
-
Understand how these data points map to the corresponding fields in Cascade.
-
Identify and utilize the best way to retrieve or send data between the platforms while handling data mapping and transformation as needed. For example, APIs, data exports, webhooks, etc.
Access underlying datasets:
If Tableau lacks an API for modeled data, then we need to access the underlying datasets. This could be a database of some sort, or perhaps even something as simple as a CSV file.
-
Implement methods to query or export data directly from Tableau's databases or data storage.
-
Process the received data to map it to the correct features in Cascade such as the metric library, or individual measures and actions.
The BI tool having a dedicated API is usually preferable as it makes it more likely we’ll be able to take advantage of transformations you or your Business Analysts may have made to create the metrics you care about. However, this isn’t always possible and so accessing the underlying data can prove to be an alternative approach.
Our advanced integrations can supercharge your strategy by tying your technical ecosystem together directly into Cascade. This will eliminate the need for almost any duplication of effort and will keep your Cascade environment up to date with the most recent data no matter where you are tracking it.
Reach out to us anytime to start the conversation on how we can help leverage our API to integrate with your data.