Our Tableau integration offers a simple point-and-click wizard to pull in data and snapshot PNG images from your published dashboards. Start out by creating a new piece of Dynamic Content. Then select Tableau as the data source. Once you have connected Tableau as a data source, you will go through a wizard.
Scroll down and select which Tableau Workbook you want to connect to, and then specify which View (i.e. a dashboard worksheet) you want to pull data from. Please wait for the views to load if you don’t see them immediately.
Only worksheets are compatible with Matik; dashboards and Stories are not supported. Views that contain table calculations or pivots cannot be used directly with Matik. Tableau parameters are also not supported in Matik.
Note that views that aren’t published can’t be accessed by our API and won’t appear in the list options. In order to select them, publish them first in your Tableau instance.
Also note that you may need to whitelist our IP addresses (54.177.196.112, 54.219.155.184, and 52.9.192.216) if you use a VPN to connect to this data source.
Select which fields you want Matik to return, and then further customize the content with the following fields.
- Filter Returned Fields: Any field in your selected view will be available here. By default, all returned fields will have the filters applied to them that are found in the dashboard. Adding additional filters will further filter the worksheet view selected or overwrite existing filters.
- Tip: You can rename any field by clicking on the field name and typing in a new field alias.
- Filter: Adds filters to the data — these are the inputs that end users will have to populate in order for Matik to pull this data (i.e.
%:account_name).- Tip: Tableau dates must be formatted to YYYY-MM-DD to use the date picker input.
- Sorting: Adds sorting criteria to choose how you want your data to be ordered.
- Result size: Applies a limit to the amount of data returned.
Our Tableau integration also allows you to pull your existing data visualizations from your Tableau dashboard directly into your presentation. Once you have created your Tableau piece of dynamic content, select "Image" as the output. Then, tag an image object in your template. Make sure to sync your presentation after making changes.
Note: The images will be placed in your presentations as a PNG and cannot be edited once the presentation is generated.
Troubleshooting
- I can't find my view, dashboard, or story in the dropdown
- Unfortunately, only worksheets are compatible with Matik; dashboards and Stories are not supported.
- Matik Dynamic Content fields won't load after selecting my Tableau Datasource
- This is usually the result of a timeout due to too many views having to load from Tableau. This can be resolved by reducing the number of Tableau Views and worksheets that are accessible to the Tableau user used for Matik.
Tableau Video Overview
Check out the video below to learn more about how to create dynamic content using Tableau as a data source.
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