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.
In this tutorial, we will provide detailed information about connecting your organization’s information - which is automatically collected, organized, and stored in the Crisp data platform - to Tableau.
Before starting, please be aware that you'll need to be running Tableau on Windows.
- Login to your Crisp account
From the Business Dashboard, click on the Grid menu icon, and then "Connectors" from the drop down menu.
Click on the "Add connector" button:
- Under destination connectors, select Tableau.
- The default name of the connector is "Tableau", but you can name this anything you want. Click save when finished.
- You will be redirected to the following screen, with a confirmation message that your OData feed connection was successfully created.
- Click to open the newly created Tableau connector, and from this detail screen, under OData feed, click on 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.
- Open a new Tableau workbook.
- On the Connect screen, under "to a server" select "more..." and search for OData. Select the OData option.
- Paste the copied URL from Step 7 into the box titled "Server."
- Navigate back to the Tableau Connector details screen in Step 7. This time we are going to click the "Copy to clipboard" link under OData username. Return to Tableau, and in the User Name box, paste the value. Do the same for the OData Password field.
- Click Sign In. Tableau will then connect to Crisp.
- From the list of reports, select the one you want to work with and click on the Load button.
- From there, drag and drop your data into Tableau's columns and rows fields to begin creating your own visualizations.