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.

3. Issue: No Data Visible in Tableau

   • Cause: Data may not be visible because a user may have access to multiple accounts, which results in a tenant ID mismatch.

   • Solution: Follow the following steps:

   1. Verify WXP Portal Account Access

   Check in the WXP portal if your email is associated with more than one account or tenant. If so, there is a possibility of an authentication conflict, as the system may have authorized against an unintended account.

2. Reauthorize the Connector with a Single-Account Email (IT Admin role)

• Navigate to the Connector in WXP portal

• Note: If the connector is already connected, the Authorize step may not be visible In this case, disconnect the connector first to make the Authorize option visible again.

• Click the link next to Authorize step and reauthorize using an email that has access to only one WXP account/tenant to avoid cross-tenant conflicts.

3. Reconnect the Connector

After successful reauthorization, reconnect the connector with Connector Admin role to re-establish proper access.

4. Verify Data Visibility

Once the connector is properly connected, the user should be able to view the data as expected.

Contact Us

For any assistance, [create a support case] or email support@wxp.hp.com.