Sync Tableau metrics directly to your
OKR progress — automatically
Your Tableau dashboards already hold the answer. Connect them to Profit.co and let your business data check in your key results — no manual updates, no data gaps.
Rated 4.7/5 by 500+ Strategy Leaders on
Why integrate
What you can do with Tableau + Profit.co
Auto-update Key Results from live data
Tableau views check in your OKR progress the moment data changes. No spreadsheets, no manual entry, no chasing anyone for a number.
Real-time metric visibility
Pull current KPI values from any Tableau workbook directly into your strategy dashboards. See the metric and the goal side by side, in one view.
One source of truth for data and strategy
Link Tableau views to specific key results and see exactly which metric is driving which goal. No gap between your analytics and your OKRs.
Already using Tableau?
Connect it to Profit.co in under 10 minutes — no developer required.
Data sync
What data syncs
Workbooks & Views
Published workbooks and their views from your Tableau site — scoped to the specific data your team tracks. Values are pulled using your selected aggregate type.
Aggregate Measures
Sum, average, count, and other aggregate values from any Tableau view — mapped to Increase KPI, Decrease KPI, and Control KPI key result types in Profit.co.
Site & Connection
Multiple connections can be added at the Business Level by a Super User — each with its own visibility setting. Set a connection to Public so any user can link key results, or restrict it to an Access List of named individuals.
Why combine Tableau with OKRs?
Tableau shows you the numbers. OKRs give those numbers a goal to move toward. Connect the two and every Tableau metric becomes a live automated check-in — your data drives your strategy without anyone having to move it manually.
Getting started
Set up in 3 steps
No developer required. You’re live in under 10 minutes.
1
Enable in Settings
Go to Settings → Integrations → Connectors, select the Business Level tab, and click the Tableau Manage button. Only Super Users can configure integrations — check with your Profit.co admin if you don’t see this option.
2
Connect your Tableau account
Click Connect to Tableau, paste your Tableau site URL, choose your connection type (username and password or personal access token), and save. Your account is now securely linked.
3
Map it to a Key Result
When creating a Key Result, enable Auto Update, choose Tableau, select your workbook and view, set your aggregate type, and the current value populates automatically. You’re done.
Enterprise grade security
Keep your company’s data secure and compliant with industry-leading security standards and certifications.
Have questions?
We got answers.
Yes. The Profit.co and Tableau integration is built directly into the Profit.co platform. You connect via your Tableau site URL and credentials — no third-party middleware is required.
Yes. Once connected, enable Auto Update on any Key Result and point it to a Tableau workbook and view. Profit.co pulls the latest aggregated value every time you trigger a check-in, keeping your OKR progress current without manual input.
Profit.co reads published workbooks and views from your Tableau site, applying your chosen aggregate type (sum, average, count, and others) to return a single numeric KPI value for each key result.
The Tableau integration supports three key result types: Increase KPI, Decrease KPI, and Control KPI. These cover the most common OKR tracking scenarios, including revenue growth, cost reduction, and metrics that must stay within a target range.
The Tableau integration is included in all Profit.co paid plans. You can explore the integration during your free 30-day trial — no credit card is required to get started.
No. Setup takes under 10 minutes with no code required. You’ll need your Tableau site URL, your login credentials or a personal access token, and Super User access in Profit.co.
Yes. Tableau is configured at the Business Level by a Super User. Multiple connections can be added, each with its own visibility setting — Public (accessible to all users) or Access List (restricted to named individuals only).
Yes. Profit.co is SOC 2 Type II certified and GDPR compliant. All data transferred between Tableau and Profit.co is encrypted in transit and at rest. Review the full security overview at profit.co/data-security.
Can’t find your answers?
Get in touch with us we are happy to assist you!
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Learn more →Make Tableau data work
for your strategy
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