User Tools

Site Tools


tableau

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
Next revision
Previous revision
tableau [2021/05/19 11:01]
windsor_ai
tableau [2021/07/08 02:12] (current)
windsor_ai [Custom SQL lab queries]
Line 8: Line 8:
  
  
-  - On your [[http://onboard.windsor.ai/|Windsor.ai configuration]] head to **2. Select Destination** and select tableau+  - On your [[http://onboard.windsor.ai/|Windsor.ai configuration]] head to **2. Select Destination** and select Tableau
   - Select the fields you would like to have streamed into Tableau   - Select the fields you would like to have streamed into Tableau
   - Copy the URL link shown in the instructions   - Copy the URL link shown in the instructions
Line 18: Line 18:
  
 To get modelled or transformed data from [[http://charts.windsor.ai|Windsor.ai charts]] To get modelled or transformed data from [[http://charts.windsor.ai|Windsor.ai charts]]
-  * Head to the slice you would like to export into Tableau +  * Head to the slice you would like to export into Tableau \\ {{ :charts-to-tableau-1.png?nolink&800 |}}
-{{ :charts-to-tableau-1.png?nolink&800 |}}+
  
-  * Customise your slice and then click on the **JSON** button. Now your JSON link is in your clipboard +  * Customise your slice and then click on the **JSON** button. Now your JSON link is in your clipboard \\ {{ :charts-to-tableau-2.png?nolink&800 |}}
-{{ :charts-to-tableau-2.png?nolink&800 |}}+
  
   * Open Tableau Desktop, go to    * Open Tableau Desktop, go to 
Line 35: Line 33:
 ==== Custom SQL lab queries ==== ==== Custom SQL lab queries ====
  
-To get your custom SQL queries into Tableau you will need to convert your query to a dynamic data source. Start by writing your SQL query in [[https://charts.windsor.ai/w/sqllab]|SQL lab] +To get your custom SQL queries into Tableau you will need to convert your query to a dynamic data source. Start by writing your SQL query in [[https://charts.windsor.ai/w/sqllab|SQL lab]]. 
  
   * Write your SQL query   * Write your SQL query
Line 50: Line 48:
  
  
 +=== Automatically refreshing data ===
  
 +{{ :refresh_tableau.png?nolink&800 |}}
  
 +To keep the data refreshed once you publish your report online simply head to **Extract Refreshes**  and set up the refresh.
  
tableau.1621418476.txt.gz · Last modified: 2021/05/19 11:01 by windsor_ai