Tableau

Tableau is a leading data visualization and analytics platform. It allows users to create interactive visualizations and dashboards, enabling actionable insights for data analysis, reporting, and decision-making across various industries.

Key features

1. Data Connectivity 

2. Visual Analytics

3. Interactive Dashboards

4. Collaboration and Sharing

5. Scalability and Performance 

Prerequisites

The Workforce Experience Platform (WXP) user must have the Connector Admin role assigned to access and use integrations and connectors within WXP.

For information related to Role-Based Access Control (RBAC), refer to the Authentication section.

Login to Tableau Cloud App:

1. Go to the Tableau Cloud URL: https://sso.online.tableau.com/public/idp/SSO

    

2. In the login page, enter your credentials. Click Sign in to access the Tableau Cloud environment.

HP Workforce Experience (WXP): Tableau Connector Activation

Activate the Tableau connector to visualize data in Tableau Cloud.

1. Locate Tableau in Integrations page of the Workforce Experience Platform and click Configure.

2. Select all the reports for which you would like data to be generated in Tableau. Then, click Save.

   Note: Larger amounts of data may require more time to import into Tableau, so it is recommended to start out with a smaller set of reports first.

    

3. Click on the Connect button that now appears within the connector card.

    

4. Select Next, and then enter your Tableau credentials before clicking on Connect to begin integrating your desired reporting data into Tableau. Tableau credentials include Username, Password, and Tableau URL (e.g., https://us-east-1.online.tableau.com)

    

5. The Tableau connector card should now display that it is Connected, which indicates that the data pull into Tableau has begun.

    

6. To view the imported data, navigate back to Tableau and go to the left side menu > Explore.

    

7. Select the HP Analytics Data folder.

    

8. Data for your desired reports will automatically populate in this folder, in which you can now use to create meaningful visualizations and perform insightful analysis.

   

Tableau Data Connection and Refresh Schedule

• Estimated time for initial data pull: Dependent on the amount of data you have. Larger amounts of data may require more time (i.e., a few hours), so it is recommended to start with a smaller set of tables first.

• Data refresh frequency: Every 24 hours from connection time.

Troubleshooting Tips

Common Issues and Solutions:

1. Error: "Connection Failed"

   • Cause: Incorrect data source credentials or the server is unreachable.

   • Solution: Verify data source credentials and network connectivity.

2. Issue: Workbook Not Publishing

   • Cause: The file size exceeds the allowed limit, or you lack the necessary publishing permissions.

   • Solution: Compress the workbook or confirm you have the correct user permissions.

Contact Us

For any assistance, [create a support case] or email [email protected].