Ally's Tableau integration allows automated real-time tracking of OKR progress. Say, for example, you have Tableau workbooks with dashboard views used to visualize the Sales teams' close rate - QTD vs Goal. By configuring a Tableau integration and setting up a data-link within Ally, you can save the hassle of connecting to any other source sales systems and re-inventing the wheel (as you have already implemented all the KPI visualizations within Tableau). Ally will sync the values for you, thus saving time while keeping your OKRs progress up-to-date.
Enabling the Tableau Integration
An Ally Admin can enable the Tableau Integration on Ally. To do so:
- Navigate to Ally’s integrations page through Admin > Integrations.
- Enable the Tableau Integration under the Data Integrations category.
- The Integration can also be disabled at any time from the same section.
Configuring the Tableau Connection
In the Connections section, Click on the 'New Connection' and in the popup that appears, follow the prompt to configure the Tableau connection either using a Personal Access Token (or) the Username & Password method.
*Personal Access Token should be available from the Tableau 2019.4 release.
Click on the (i) info icon to know more about each field in the popup. Links to help articles are provided as required.
A connection can be Shared or made Private based on the user's preference.
Editing a saved Tableau connection is also allowed from the same section at any time.
*Note: In case your organization uses an on-premise Tableau Server (Example - https://tableau.<org-name>.com) and it has restrictions on what external connections can access the server, please let you Ally CSM know, so we can share the IPs that need to be whitelisted for establishing the connection successfully.
Setting up the Tableau Data Link
Once the connection configuration is done, users can 'Edit' their OKRs to set-up a Data Link integration to directly track progress in Ally from their Tableau workbooks.
Note: Tableau Integration is available only for 'KPI (success metric)' method of measuring OKR success and not available for '% completion' method.
- While creating/editing an Objective or Key Result, click on ‘Add an integration’. Select 'Tableau' from the list of integrations.
- If a Tableau Connection is not configured, Ally allows the user to configure a connection first. If already configured, Ally allows the users to proceed with setting up the data link.
In the popup that appears, follow the prompts to set-up the Tableau data link integration.
This involves, choosing the 'Workbook', 'View' (Dashboards or Standalone Worksheets), your actual KPI from the list of measures/dimensions available on the selected View.
If there are multiple instances for the KPI value, say you have the Sales Goal for all your sales team members as part of the Tableau View, you can choose to apply a simple sum/average/count on the set of values (or) filter out by a particular person or any available filter field.
Ally displays the selected value for your reference before you save the data link set-up.
It’s as easy as that! Now you know how to work smarter by integrating Ally and Tableau.
We are building more awesome use cases that will help you achieve amazing results.
*Based on the Tableau REST API limitations, Ally currently has visibility of only the published Workbooks & Views. If any worksheets already part of a workbook are hidden, then they will not show up on the Views. Please ensure to un-hide all the worksheets from where your team would like to integrate KPIs before publishing the Tableau dashboards.
Learn more about Ally’s other integrations here.