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:

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.

Tabelu-signin

Step 2

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

Welcome-tableau

Step 3

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

Left Navigation

Step 4

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

Manage Profit Accounts

Step 5

Now click on the Connect to Tableau button.

Connect to Tableau

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.

Connection Name

Step 7

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

Manage Connection

Step 8

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

Create Key Results

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.

Choose Tableau

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.

Update Tableau

Step 9

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

Choose KPI lower Value

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

Choose KPI Upper Value

Step 10

Now the key result will be created.

Key Result Creation

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

Check-ins

Step 11

Check-in the key result and click Update.

Check-in update

Step 12

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

Key Result Progress

 

Integrate Profit.co with Tableau via Access token:

Step 1

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

Tableau Login Using Email

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

Home Screen

Step 2

Now click on the Profile icon→ My Account Settings.

Clicking My Accounts

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.

Create New Token

Step 4

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

Left Navigation Menu

Step 5

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

Manage Tableau connector

Now click on the Connect to Tableau button.

Connect to Tableau using email

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.

Click Personal access account

Step 7

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

Enter Access Token

Step 8

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

Create KR step-by-step

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.

Step-by-Step KR

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.

Add workbook

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.

Key Result Upper Limit

Now the key result will be created.

Tableau Key Result

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.

Tableau KR Check-ins

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

Tableau KR Progress

 

How to add multiple users to Tableau integration?

You can now add multiple user connections while integrating your Tableau account with Profit.co account. With this option, the added connections can be selected by the users to establish tableau integration, to create and assign OKRs to the other users.

Step 1

Navigate to Settings → Integrations → Connectors.

Select connectors

Step 2

Note: Only Super users can access Settings and only super users can add users and connect them to tableau.

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

Integrations

To add users and connect them to Tableau click on the Plus icon.

Manage-Tableau-Connectors

Step 3

Fill in the necessary details in the connect to Tableau form.

To know how to set up Tableau integration using Username & Password, click here.

To know how to set up Tableau integration using Access Token, click here.

Connect-to-tableau

Step 4

Here three connections are established.

tableau-connectors-view

Step 5

Once the connection is set up, while creating key results the user who has been given the access to view all the two connections, i.e Public view , can switch between the established connection and create key results.

Note : Tableau integration is possible only with Increase and decrease KPI.

tableau-connectors-view

 

How to access public and private visibility options in Tableau?

You can now access and manage visibility of Tableau via Public view and Access list. These options help you to restrict users from accessing connections while creating keyresults by integrating with tableau.

To know how to set up Tableau integration using Username & Password, click here.

To know how to set up Tableau integration using Access Token, click here.

In Profit.co you can establish visibility for Tableau connection via Two ways

Step 1

Let’s see how to manage visibility options for multiple connections.

Let’s say that you have managed to establish two connections

tableau-connectors-view-screen

 

Public visibility

Step 2

When your connection is in Public view, any user can integrate tableau with key results.

Visibility

In the Add a new key result → Using Form page, enable the integration toggle and click on the pencil icon.

Visibility

Step 3

Now select the Connection Name from the list and establish the connection,
Now assign values to the remaining fields from the drop down and click Add button

Progress Tableau

Step 4

Now the key result is created and check-in has been made and you can see the value generated automatically.

Increase Active User

 

Access List visibility

Increase Active User

Step 1

When your connection is restricted to Access list view, only the selected user can integrate tableau with key results. Let’s say that the super user has given access to only the employees Addison Putra and Adlina Aufrani.

Connect to tableau screen

Step 2

In the Add a new key result → Using Form page, enable the integration toggle and click on the pencil icon.

For instance Let’s say that Addison putra wants to establish tableau integration under the Connection Name Revenue. Since she is given visibility access, only she and Adlina can establish the connection for Revenue.

Using form add KR

Once the details are updated in the fields, click Add.

Click Add

Step 3

She can check-in the key result as usual.

Check-in Screen

Step 4

If any other users other than the selected users try to establish tableau connection under the name Revenue, they will not be able to do it. Here the user Angga Fauzan tries to integrate a key result with tableau, the Revenue connection will not be visible for him, he can find only the connection name progress as the visibility of it is s set as Public.

Connect name