Tableau Web Data Connector - Tutorial

In this Article

 

Introduction to Tableau

What is 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.

What is Tableau’s Web Data Connector?
Tableau offers many native connectors to Data Sources, such as Oracle, SQL Server, and Google Analytics. Tableau also enables developers to build custom connectors for APIs like the PrecisionLender L3 Workbench API.
Why use the Tableau Web Data Connector?
The Web Data Connector enables Tableau users to schedule and automate the import of data from external sources into Tableau. This unlocks the ability to automatically refresh Tableau reporting and analytics as new data is created.
How can the Tableau Web Data Connector be used with PrecisionLender L3 Workbench?

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

Security Notes

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.

Shows the creation of the tableau service user.

 

Next, open Tableau,  navigate to Connect, and then To a Server. Select Web Data Connector.

Shows where to select Web Data Connector.

 

A pop-up box will appear on the screen, paste this URL into it:

https://tableau-wdc.precisionlender.com:443

 

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.

Shows the fields to complete in the pop-up window in Tableau.

 

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.

Shows the L3 workbench dataset.

 

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.

Security Notes

The Tableau Web Data Connnector will not execute for users of the L3 Workbench datasets or Tableau Workbooks who are not PrecisionLender administrators. The steps below install the Tableau Web Data Connector on an internal Tableau Server where it pulls and refreshes data from L3 Workbench.

Open a Tableau Workbook with an existing connection, navigate to Server at the top of the Tableau Workbook, and select Sign In.

Shows where to select sign to the Tableau server within a workbook.

 

Enter the name of the Tableau Server you wish to sign into.

Shows where to enter the name of the server.

 

Enter the credentials for the Tableau Server and select Sign In, which will sign you into the Tableau Server.

Shows the credential screen for Tableau.

 

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.

Shows where to 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.

Shows where to select publish workbook.