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How do I connect Tableau to Funnel? (Tableau Connector v1)
How do I connect Tableau to Funnel? (Tableau Connector v1)

With our Tableau connector v1 you can quickly connect Tableau directly to Funnel.

Fahad Sarqume avatar
Written by Fahad Sarqume
Updated over a week ago

The Tableau Connector v1 enables you to access your Funnel data directly in Tableau. This connector is deprecated and will be replaced by our new Tableau Connector v2.

1. Create a Data Share

Before you connect Tableau you need to create a Data Share in Funnel. A Data Share is a set of fields, a currency, and an optional filter, and defines the data that will be available in Tableau.

Note: The Tableau connector does not support formula calculated fields.

2. Configure the Funnel Connector in Tableau Desktop

To configure the Funnel Connector in Tableau, go to "Start page -> Connect -> To a Server" and select Web Data Connector. The example below is using Tableau Desktop version 10.5.

Copy the web data connector URL from the Tableau page in Funnel and paste into Tableau. Tip: Use the 'copy to clipboard' button found on the right of the URL.

Copy your Token from the Tableau page in Funnel and paste into the Token field in the Tableau connector and choose 'Authenticate'.

After successful authentication you can select the Data Share and how many months of data you want to use in Tableau.

After clicking "Connect" the connector form will be closed and Tableau will create an empty table based on the Data Share you created in Funnel.

Click "Update now" to fill the table with data from your Funnel Workspace.

Congrats! You're now ready to start building beautiful dashboards in Tableau with your Funnel data! More information regarding Tableau Web Data Connectors can be found on the Tableau support site.

Refresh extract

The extract that the connector creates can be refreshed in Tableau Desktop. To be able to refresh it on Tableau Server after publishing a data source or workbook, you need to add the web data connector URL to the safe list on Tableau Server. More information can be found on the Tableau support site.

Tableau Server 2023.1.2 and above is unable to refresh WDC 2.0 extracts, meaning refreshes in Tableau Server for Funnel's connector will fail for this version and above. Read more about possible solutions and workaround in Salesforce KB article.

Supported Tableau products

The Tableau connector is tested with Tableau Desktop version 2022.4 and older. Other versions and products may work but at your own risk.


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