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.
After it's enabled, you can choose to keep the integration private or shared with everyone else under 'Settings'.
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 Connection.
Select Source Type:
Worksheet: Select Workbook, View, Data Field and Aggregation.
Pulse Metric: Select Metric Defintion and Metric ID.
Review Preview.
Click Save & Sync now.
Important notes
Perdoo will check once a day for any changes — between 12-1AM CET — and will update in Perdoo if there was a change in the value.
If you'd like to update the goal at anytime, you can click "Update progress" and the latest value will be fetched, or 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.