Loading data into Tableau

This guide explains how to load data into Tableau for futher processing.

Introduction

Tableau is a passive destination.

When you assign Tableau to a datastream as a destination, Tableau periodically pulls all data extracts with Collected or Loaded status from Adverity. When you collect data from the datastream, it is not actively pushed to Tableau.

Prerequisites

Before you complete the procedure in this guide, perform all of the following actions:

  • Create a datastream whose data you want to load into Tableau. For more information on creating a datastream, see Creating a datastream.

Limitations

Loading data into Tableau comes with the following limitations:

  • Tableau only pulls the 100 most recent data extracts.

Procedure

To load data from a datastream into Tableau, follow these steps:

  1. Select the workspace you work with in Adverity and then, in the platform navigation menu, click Datastreams.

  2. Open the chosen datastream by clicking on its name.

  1. In the top navigation panel, click Local Data Retention.

  2. In Extract Filenames , select Unique by day.

  3. In Key Date Column, select the date column in your datastream.

  1. In the top navigation panel, click Overview.

  1. In the Destinations section, click + Add Destination.

  2. Click Passive Destination.

  1. In the Tableau section, find the Time Range Preset field. Select the time period for which Adverity collects data.

  2. In the Tableau section, find the URL field. Click Copy To Clipboard.

  3. Open Tableau.

  4. In Tableau, use the copied link and your Adverity login details to pull data from Adverity. For more information, see the Tableau documentation.