Integration with Tableau | Data visualization in Fluix

Speaking about the data collected by the field teams on devices, you can stop at its storage in the cloud, or start processing it manually in Excel. But there is always a step for automation – to start analyzing the collected data and bring intelligence to your business through data-driven decisions.

Here is when Tableau comes into play. Tableau is a leading visual analytics platform that helps you create any kind of charts, diagrams, and filters based on your requirements.

Use case examples

Besides saved time and eliminated manual effort, automatically aggregated data can benefit in many processes, such as:   

– Ability to check what is going on on-site

– Ability for local sites to immediately identify and fix issues

– Access to granular data, for analyzing and comparing multiple sites in the field

– Ability to identify trends to optimize efficiency

– Resource planning

– Revealing hidden bottlenecks, defects, and missing information

– Reporting for compliance with regulations (e.g. OSHA).

Before you start

The first step would be extracting data from forms into the Fluix datasets, here you can check how to configure them in Fluix. Please note that the feature is available starting from the Core plan. Another point to mention is the Tableau license you will need to acquire. 

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How it works

Once you connect your Tableau account to Fluix, the data will be automatically pulled from Fluix datasets into Tableau in real-time,  empowering you with insightful visualizations, filters, and processing data based on your requirements with the powerful features of Tableau.

How to connect Fluix to Tableau and start pulling data

1. Select a dataset or subset in Fluix, click on the Export button (in case you selected subset, click ‘Export’ button and link to Tableau) and copy authorization link, username, and password.

2. Open Tableau desktop version -> More -> OData

3. Paste there a link, username, and password and click ‘Sign in’. 

Was it helpful? Feel free to contact us at support@fluix.io if you have any questions or comments.

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