Tableau is a popular analytics platform that gives you ways to work with complex business data.
With Tableau and their build in visual best practices you can explore data from different sources and connect your Kanbanize workflow data to your business solution reports.
Note: For clients with old plans, the Tableau integration is available only for accounts, subscribed for the Kanbanize Analytics.
To get started, download the Tableau Desktop (Paid or Public) version of the application.
Tableau has the concept of importing/connecting data via Web Connectors, so we have implemented a dedicated Kanbanize Web Connector that extracts data from Kanbanize and makes it compatible for Tableau. As Kanbanize has already a similar integration, but formatted for Power BI, the same model is used to export the data as script definition for PowerBI but converted for Tableau.
2. Get your Kanbanize data and create Tableau Worksheet
Step 1: Use the Advanced Search functionality in Kanbanize to get data and export custom reports. You can use filters to narrow down your data as well as to configure it to hide/show certain properties and thus focus on a specific portion of data.
Note: when configuring your results you can select "Description" to get displayed relevant content per card. The number of characters with spaces depends on the number of results you get in your report.
- If you get from 1 to 10 results (cards), the system displays 100000 characters from the description.
- if you get from 11 to 30 results (cards), the system displays up to 30000 characters.
from 31 to 100 cards - up to 10000 characters.
from 101 to 300 - up to 3000 characters.
from 301 to 1000 - up to 1000 characters.
from 1001 to 3000 - up to 300 characters.
above 3000 - up to 100 characters.
Step 2. Once you generate your report, proceed further and Save it. Give it a name, checkmark the Power BI query, and select "Save Filter".
Note: This Power BI query will be used as data input for the Tableau Web Connector.
Step 3. You will see the generated script from your search results. Copy the script to use it in the advanced query editor in Power BI.
Step 4: Go to your Tableau Desktop and select the "+" to connect a new data resource.
From the list of options select "Web Data Connector"
Enter your Account Connector URL: https://<myaccount>.kanbanize.com/integrations/tableau
Step 5: Once you open the Connector Page, enter the Power BI script there:
When you paste the script, click the "Get Kanbanize Data" button.
Step 6: The connector is preparing the table columns and types. This might take a couple of seconds. After the initialization is completed, you should be able to see the data structure.
Here you can define how to get the data via the "Update" buttons.
3. Build your reports
After setting up the Kanbanize Web Connector you should have a ready-to-use data table with your search query results extracted from Kanbanize.
Back at your Dashboard sheet using the Kanbanize Search Query Data Source you can build now different charts and connect your Kanbanize and Business Data for your custom Tableau dashboards and reports.