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Tableau integration

Update progress based on your data in Tableau

Updated this week

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:


How to integrate a KPI, Key Result, or Initiative with Tableau

  1. 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.

  2. Select Tableau under Progress driver > Integration.

  3. Select the Workbook, View, Data Field, and Aggregation.

  4. 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.

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