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Tableau integration

Data visualization and analytics from Salesforce for building interactive dashboards. Connect Tableau to OLODESK and use it in the apps and automations your business runs on.

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Category
Data & analytics

Popular ways to use Tableau

Start with one of these, or describe your own.

Your numbers on one dashboard

Tableau figures sit next to sales, leads and bookings, without anyone exporting anything.

Data where it’s needed

Records in Tableau feed the systems you run, and new ones are written back.

A weekly email of what matters

The key figures from Tableau land in the inboxes of the people who read them.

How to connect Tableau

  1. Request Tableau

    In your portal’s Integrations tab, press Request access next to Tableau. On Business Starter and Business Pro it’s ready within 24 hours. No account yet? Send a request.

  2. Connect your account

    Sign in to Tableau, or paste the access key from your account.

  3. Describe what you need

    OLODESK builds it with you. Try it on real data before it goes live.

How integrations work

On Business Pro, you can also work with your Tableau data in ChatGPT. AI on OLODESK

More data & analytics apps

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    Online spreadsheets for tracking orders, budgets and lists, shared with your team in real time.

  • AirtableData & analytics

    Spreadsheet-style database for organizing records, linking tables and building team views.

  • Microsoft ExcelData & analytics

    Microsoft’s spreadsheet app for numbers, tables, charts and shared workbooks in OneDrive.

  • Google BigQueryData & analytics

    Google’s data warehouse for storing and analyzing large amounts of business data.

  • MySQLData & analytics

    Widely used database that stores the records behind websites and business apps.

  • WhatConvertsData & analytics

    Lead tracking that shows which marketing channels bring in calls, forms and chats.

See all data & analytics apps

Tableau integration FAQ

Do I need my own Tableau account?

Yes. You connect the Tableau account your business already uses.

Which plans include the Tableau integration?

Business Starter and Business Pro. Press Request access next to it in your portal’s Integrations tab, and it’s ready within 24 hours.

Can I connect more than one Tableau account?

Yes. Connect as many as you need and choose which one each system uses.

Put Tableau to work

Start your Free trial, then request Tableau on Business Starter or Business Pro.

Start freeSee pricing