In this Article
- Introduction to Tableau
- Set up connection to L3 Workbench dataset with the Tableau Web Data Connector
- Publish an L3 Workbench Dataset or Tableau Workbook to a Tableau Server
Introduction to Tableau
Tableau is one of the world's most popular analysis platforms. The software helps companies model, explore, and visualize their data. It also offers cloud capabilities that allow analyses to be shared via the web or company intranets, and its offerings are available as both installed software and as a SaaS platform. Tableau is widely known for its robust and flexible visualization capabilities, which include dozens of specialized chart types.
Note: Your bank needs to be both a PrecisonLender and L3 Workbench client to connect the Tableau Web Data Connector to the L3 Workbench API.
You can use the Tableau Web Data Connector to automatically refresh and populate Tableau Dashboards and visualizations on a scheduled basis for internal reporting and analytics derived from the L3 Workbench API. The Tableau Web Data Connector can be used to automatically pull datasets from your L3 Workbench instance into an internal Tableau Server.
Set up connection to L3 Workbench dataset with the Tableau Web Data Connector
API credentials to L3 Workbench are managed by administrators at your bank. Administrators have control of the provisioning and disabling of API credentials.
API credentials to L3 Workbench only enable access to your bank’s L3 Workbench data, which is isolated to its own storage.
Set up will begin in PrecisionLender first and require the user to have the ability to manage Service User account access for the PrecisionLender API.
- In PrecisionLender go to Administration > Integrations > Service Users (please see Service User account access for more detail)
- Select New next to Service Users to begin setup.
- Name your connection and make sure that L3 Workbench is checked underneath Service Users Role Assignment. You will need the "Name", "Key", and "ClientId" for subsequent steps. Select Save in the top left corner upon completion.
Next, open Tableau, navigate to Connect, and then To a Server. Select Web Data Connector.
A pop-up box will appear on the screen, paste this URL into it:
You will be redirected to a new pop-up window.
- Fill in the PrecisionLender Client Id, Service User Name, and Service User Key fields with the information from the Service User you created earlier in PrecisionLender.
- Fill in the File System field with datamart.
- Fill in the File Path field with the dataset of interest within your bank’s L3 Workbench instance. You can use ListPath in the L3 Workbench API to determine the File Path of the dataset of interest.
Once all fields are filled in, select Get PrecisionLender L3 Data. It may take up to a minute to load the data. If Tableau remains in this step longer than 1 minute, then it is likely that one or more of the fields are filled incorrectly. When complete, the L3 Workbench dataset will show as PrecisionLender L3 in Tableau.
Publish an L3 Workbench Dataset or Tableau Workbook to a Tableau Server
After a connection to an L3 Workbench dataset has been established in a Tableau Workbook, complete the following steps to export the dataset to an internal Tableau Server.
Open a Tableau Workbook with an existing connection, navigate to Server at the top of the Tableau Workbook, and select Sign In.
Enter the name of the Tableau Server you wish to sign into.
Enter the credentials for the Tableau Server and select Sign In, which will sign you into the Tableau Server.
Publish Data Source to the Tableau Server
To publish the L3 Workbench dataset to the Tableau Server, navigate to Server at the top of the Workbook, and then select Publish Data Source.
Publish Workbook to the Tableau Server
To publish the Tableau Workbook with the L3 Workbench dataset to the Tableau Server, navigate to Server at the top of the Workbook, and then select Publish Workbook.