OKRs for Tableau Metrics

Profit.co enables users to integrate tableau with their accounts and automate their key results progress. Tableau is a visual analytics platform transforming the way we use the data to solve problems – empowering people and organizations to make the most of their data.

We can integrate Profit.co with Tableau in two ways. They are,

• Integrate Profit.co with Tableau using username and password.
• Integrate Profit.co with Tableau via an Access token.

Integrate Profit.co with Tableau using username and password:

You can integrate your Profit.co account with Tableau and create key results via the below steps

Note: Only the superusers can integrate Profit.co account with Tableau and create key results.

Step 1

Login to your Tableau Online account using your Email and id password.

Step 2

You will be directed to the home page, now copy the URL of the home page.

Step 3

Now navigate to Settings → Integrations→ Connectors from the left navigation panel.

Step 4

On the Integrations page, click on the Manage button of the Tableau connector.

Step 5

Now click on the Connect to Tableau button.

Step 6

In the connect to Tableau page, provide information for Connection Name, under Tableau site URL copy and paste the home page URL of your tableau account.

Now select Connection type → Username & Password.

Give your Username & Password the same as that of your Tableau login username and password.

Step 7

Now the Profit.co account is successfully integrated with the Tableau account.

Step 8

Now click on Create Key result → Using a step-by-step guide.

Note: While creating key results using an integrated connector, you can use only Increase, Decrease and Control KPI.

Now create the key result in the usual way, here Increase KPI is selected.

In the third step, enable the Auto Update toggle, choose connections and Tableau, and give a value.

Once you click on the Tableau integration, you will be directed to the Connect to Tableau page, where the Connection Name will be automatically populated, under Workbook select Superstore, and then provide information for other sections based on your need.

Once you choose your Aggregate type, the current value of your KPI will be automatically updated. Now click Update.

Step 9

Now the value of your increase KPI will be updated here.

As the value of the Increase KPI is 70,491, give the to value as 100,000, click on the Next button.

Step 10

Now the key result will be created.

Now click on the check-in toggle, the value will be mentioned, click on the Check-in button.

Step 11

Check-in the key result and click Update.

Step 12

The key result will be updated. If you want you can change the status of the key result.

Integrate Profit.co with Tableau via Access token:

Step 1

Login to your Tableau Online account using your Email and id password.

You will be directed to the home page, now copy the URL of the home page.

Step 2

Now click on the Profile icon→ My Account Settings.

Step 3

In the Personal Access Tokens section, provide a token name and click on the “Create new token” button and copy the token to the clipboard by clicking on Copy to Clipboard.

Step 4

Now navigate to Settings → Integrations→ Connectors from the left navigation panel.

Step 5

In the Integrations page, click on the Manage button of the Tableau connector.

Now click on the Connect to Tableau button.

Step 6

In the connect to Tableau page, provide information for Connection Name, under Tableau site URL copy and paste the home page URL of your tableau account.

Now select Connection type → Personal Access Token.

Give Token Name & paste the Access Token from the clipboard.

Step 7

Now the Profit.co account is successfully integrated with the Tableau account.

Step 8

Now click on Create Key result → Using a step-by-step guide.

Step 9

Note: While creating key results using an integrated connector, you can use only Increase, Decrease and Control KPI.

Now create the key result in the usual way, here Increase KPI is selected.

In the third step, enable the Auto Update toggle, choose connections and Tableau and give a value.

Once you click on the Tableau integration, you will be directed to the Connect to Tableau page, where the Connection Name will be automatically populated, under Workbook select Superstore, and then provide information for other sections based on your need.

Once you choose your Aggregate type, the current value of your KPI will be automatically updated. Now click Add.

Step 10

Now the value of your increase KPI will be updated here. As the value of the Increase KPI is 4253, give the to value as 10000, click on the Next button.

Now the key result will be created.

Step 11

Now click on the check-in toggle, the value will be mentioned, click on the check-in button. Once you check-in click Update.

The key result will be updated. If you want you can change the status of the key result it can also be done.