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Configure Automatic Refresh of Wrike Data

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Wrike Documentation Team

Wrike Documentation Team

TL;DR

Connect Wrike to Tableau by creating a permanent API access token in Wrike (Profile → Apps & Integrations → API), then configure automatic data refresh in Tableau Bridge (v2019.1+) using your Wrike email and the token as credentials.

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Overview

Tableau is a Business Intelligence solution that allows you to analyze and visualize your data. With Tableau connector, you can automatically pull data from your Wrike account into Tableau.

How to Configure Automatic Refresh of Data to Tableau Online

Step 1: Obtain the OAuth Token

  1. Log in to your Wrike account.

  2. Click your profile picture 1 in the sidebar.

    open_apps_integrations_gimp_markers.png
  3. Select Apps & Integrations. 2

  4. Switch to the API tab. 3

    apps_and_integration_overview_gimp_marker.png
  5. Enter an app’s name 4 (suggested name: Tableau Connector).

  6. Click Create new 5.

    api_create_new_gimp_marker.png

  7. (Optional) Add an app description. 6

    Tableau_Connector_configuration_gimp_marker.png

  8. Scroll to the bottom of the page and click Create token 7 under the Permanent access token section.

    Permanent_access_token_gimp_marker.png

  9. A window will open. Enter your password and click Obtain token. 8

    obtain_token_gimp_marker.png

  10. You will then see the token under the Permanent access token section. Click Copy token 9 and save it somewhere secure. You’ll need to enter this token in Tableau Bridge as explained below.

    save_token_gimp_marker.png
  11. Click Save. 10

Step 2: Configure automatic refresh in Tableau Bridge

  1. Install Tableau Bridge version 2019.1 or later.
  2. Configure the data source to be refreshed via Tableau Bridge.

  3. When prompted for credentials:

    • Username: Enter the email address that you use to log in to Wrike.

Configure automatic refresh of data to Tableau Server

To set up automatic data refresh schedules, please refer to Tableau's help articles on configuring refresh schedules.

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