Enterprise account owners and admins with the right to “Export account data” can connect Tableau and Wrike.
- Important Information
- Connect Tableau Desktop to Wrike
- Whitelist Wrike Connector on Tableau Server
- Publish Wrike Data to the Tableau Server or Tableau Online
- Configure Automatic Refresh of Wrike Data
Tableau is a Business Intelligence solution which lets you analyze and visualize your data. With Tableau connector, you can automatically pull data from your Wrike account to Tableau.
You can use this data to build custom reports and merge it with data pulled from other tools and applications.
Data which can be pulled to Tableau includes, but is not limited to:
- User Groups
- Timelog entries
- Audit Log
- Custom Field History
- Status changes
- Task Effort (on Wrike for Professional Services accounts or accounts with Wrike Resource add-on)
The data is stored in tables, which are connected using foreign key identifiers (like in a relational database). Documentation for Data schema and tables can be found here.
- Wrike Tableau Connector is a Web Data Connector. For more details on Web Data Connectors, refer to Tableau’s help page.
- Tableau Connector automatically requests new data every time you refresh extracts in the Tableau Desktop or when the automatic refresh is run on Tableau Server or Tableau Online. The time it might take depends on the account size. Note that you cannot refresh data more often than once per hour.
- If you need a sample report of what you can build in Tableau, download them from the Tableau card on the Apps and Integrations page in Wrike. The available samples are: Project Portfolio Status Dashboard, Project Status Dashboard, User Activity Dashboard.
- Open the Start page of Tableau Desktop.
- Click “More” in the “To a Server” section of the “Connect” panel.
- Select “Web Data Connector”.
- Enter the following URL in the pop-up that opens and press “Enter”: https://www.wrike.com/frontend/tableauconn/index.html .
- Click “Login to Wrike”.
- Enter your Wrike credentials and click “Sign up”. If you are a member of multiple accounts you are asked to select an account to which you want to connect.
- Click “Accept” to grant the Tableau Connector permissions to access Wrike data.
Tableau starts processing your data. Once it’s completed, data source containing your Wrike data is loaded and you can build custom reports and dashboards based on it.
If you are using Tableau Server, you need to whitelist Wrike’s Web Data Connector.
To do it, you need to import the reference configuration file:
- Download the wrike_tableau.json file.
- Execute the following command on the Tableau Server:
> tsm settings import -f wrike_tableau.json
- Open the Tableau Desktop.
- Click “Server” and select “Publish Workbook”.
- Enter the URL of a server where you want to publish Wrike data and click “Connect”.
- Log in to Tableau Server or Online if necessary and specify publishing details.
- If you are publishing to a Tableau Server, make sure the credentials are embedded: click “Edit” in the “Data Sources” section and select “Embedded password” under “Authentication”.
- Click “Publish”.
For Tableau Server
Refer to Tableau Help articles on configuring refresh schedules.
For Tableau Online
Step 1: Obtain the OAuth Token
- Log in to your Wrike account.
- Click your profile picture in the upper right-hand corner of your Workspace.
- Select “Apps & Integrations”.
- Switch to the “API” tab.
- Enter an app’s name (suggested name: “Tableau Connector”).
- Click “Create new”.
- (Optional) Add an app description.
- Scroll to the bottom of the page and click “Obtain token”.
- Copy the token and save it somewhere - you’ll need for entering in Tableau Bridge at the relevant step below.
Step 2: Configure automatic refresh in Tableau Bridge
- Install Tableau Bridge version 2019.1 or later.
- Configure data source to be refreshed via Tableau Bridge.
- When prompted for credentials:
- Username: enter the email address that you use to log in to Wrike.
- Password: enter the token obtained in Step 1.