ℹ️ Available on Supreme.
The Tableau integration automatically updates your goals based on a data field in Tableau.
Enabling the Tableau integration
ℹ️ This requires Superadmin rights.
To enable the Tableau integration:
Click 'Enable'.
In the modal, add:
HostName
API Version
Personal Access Token
Personal Access Token Secret
Click Connect.
How to integrate a KPI, Key Result, or Initiative with Tableau
When creating a KPI or Result, click on Advanced Options. If the goal already exists, you can edit from the details modal in the right side panel.
Select Tableau under Progress driver > Integration.
Select the Workbook, View, Data Field, and Aggregation.
Click Save & Sync now.
Important notes
Perdoo will check once a day for any changes — between 12-1AM CET — and will update if a change has been made.
If you'd like to update the goal at anytime, you can open the integration and click "Save & Sync now".
Need help?
Contact our friendly Support team via the live chat at the bottom-right of your screen, or email support@perdoo.com.