How to integrate Profit.co with Tableau via Access token?

Category: General

You can integrate your Profit.co account with Tableau and create key results via the below Steps. You can also integrate your Profit.co account with Tableau via the username and password of your account.

Note: Only the superusers can integrate the Profit.co account with Tableau and create key results.

Step 1

Login to your Tableau Online account using your Email and ID password.

Step 2

You will be directed to the home page, now copy the URL of the home page.

Step 3

Now click on the Profile icon→ My Account Settings.

Step 4

In the Personal Access Tokens section, provide a token name click on the “Create new token” button, and copy the token to the clipboard by clicking on Copy to Clipboard.

Step 5

Copy the URL of the home page after Sign In 

Navigate to Settings → Integrations from the left navigation panel.

Click on the Manage button of the Tableau and click on the Connect to Tableau button.

 

Step 6

On the Connect to Tableau page, provide information for the Connection Name, and paste the Tableau site home page URL which is copied.

Step 7

Now click on Create Key result using Forms under the objective where you want to make a connection to Tableau and automate the progress.

Enable the Automate Check-ins and select Tableau to make a connection.

Note: while creating key results using an integrated connector, you can use only Increase, Decrease, and Control KPI.

Step 8

Once you select the Tableau integration, you will be directed to the Connect to Tableau page, where the Connection Name will be automatically populated, under Workbook select the workbook, and then provide information for other sections based on your need.

Once you choose your Aggregation type, the current value of your KPI will be automatically pulled in from Tableau.

Finally, click on Update.

Step 9

After creating a key result click on the check in slider bubble and select Check in to update the progress in the key result.

Step 10

The value will be updated in the key result and it will be updated automatically every day 9 PM local time.

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