You can connect Tability to Tableau to automatically pull data for your check-ins without having to switch context.
Once you add Tableau as a data source for an outcome/Key Result, Tability can:
Pull the most recent value of the metric when you open the check-in form.
Automatically sync your metric while the plan is active (Premium subscription only).
How to enable the integration
Step 1. Upgrade to the Plus or Premium subscription
You'll need to have a Plus subscription to use Tableau as a data source and automatically pull the metric value in the UI for your check-ins.
You'll need to have a Premium subscription to enable the sync.
Step 2. Connect your Tableau account to Tability
Go to Workspace Settings > Integrations
Click on the button Connect to Tableau
Follow the steps to connect your Tableau account to Tability
You will need the following:
Tableau site URL: copy the URL of the homepage of your Tableau workspace
How to add a data source to an outcome/key result
Once Tableau is connected, you will be able to use it as a data source for your outcomes/KRs.
Step 1. Open up your edit panel of your outcome/KR
Click on "Edit" to open up the Edit panel of any outcome/KR in your workspace.
Step 2. Select Tableau as a data source
Go to the Data source tab and select Tableau.
Use the Tableau selector to get the right data from Tableau.
Step 4. Save your connection
Click on "Save & preview" to complete the connection.
You can now toggle the option to Enable auto-sync of your metric if you're on a Premium subscription.
Tability will retrieve the value of your metric from Tableau every other day, and will create a check-in on behalf of the owner of the outcome/KR.
The first data sync should happen within 1h of enabling this option.
How to use the data source in your check-ins
It's all automatic! Once an outcome/KR is connected to a data source, Tability will automatically pull the current value whenever you open up the check-in modal.
