Tableau connection setup guide

Crisp’s connectors can automatically collect and consolidate your organization’s information from several sources, including supplier portals provided by retailers and distributors. This automation saves organizations a lot of time, effort and frustration. It replaces the repetitive manual process of logging into various portals, downloading a specific time-snapshot of information, and importing it into a complicated spreadsheet model.

You can connect your organization’s data - which is automatically collected, organized, and stored in the Crisp data platform - to Tableau. Note: To create this connection, you need to run Tableau on Windows. 

Steps:

1. Login to your Crisp account
2. From the main menu on the left side of the screen, select Connectors.

   

3. Select the Add connector button.
   
   

4. Select the Data Destinations tab, then select the Tableau connector tile.
   
   
5. If you want, update the default name of the connector. If you're going to set up multiple data feeds to this destination, we recommend using something unique.
   
   
   
   
6. In the Connector source data section, select the Select button.
   
   The Select source data screen appears.

7. Select the retailer(s) for which you want to export data (e.g., UNFI), then choose which data tables and columns to include in the export. For detailed instructions on making your data feed selections, see Selecting Destination Data Sources.

   Hint: You can select the book icon to the right of a table name to see its documentation.

    
   
   

8. To complete your selections, select the Accept button.

   
   The window closes and you return to the connector setup screen.

9. Select the time period (e.g., Last 52 weeks) you want to initially load into the feed. For faster load times, we recommend selecting the last quarter.
   Hint: If you want to set a custom date range, you can select Absolute and set specific start and end dates.
   
10. If you want to include a column in your export that identifies which source connector the data came from, select the Include Source Connector Configuration ID option.
    
    Hint: This is useful if you have multiple connectors for the same retailer, such as one for U.S. sales and one for Canadian sales.
11. Select the Save button. 
    You return to the Connectors screen and a new Tableau connector tile appears. 
12. Select the Tableau tile you just created, then the under OData feed field, select the Copy to clipboard link. This will copy the URL we will use in the next steps to set up the connection in Tableau. Please keep this window open, as we will refer to it again. 
    
    
    
    
13. Open a new Tableau workbook.
    
    
14.  On the Connect screen, from the To a server section, select OData.
    Note: If the OData option does not appear by default, you can select More... and search for OData. 
    
    
    
    
15. In the Server field, paste the URL you copied from the Crisp platform. 
    
    
    
    
16. Navigate back to the Tableau connector details screen in Crisp. Under the OData username field, select the the Copy to clipboard link. Return to Tableau, then in the User Name field, paste the value you copies from Crisp. Do the same for the OData Password field.
    
    
17. Select the Sign In button. 
    
    
    
    
18. From the list of reports, select the one you want to work with, then select the Load button. 
    
    
    
    The connection is set up and and you can now drop your data into Tableau's columns, rows, and fields to begin creating your own visualizations. For more about connecting OData sources to Tableau, see Tableau help > OData.