Configure Automatic Refresh of Wrike Data
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Availability: Legacy Enterprise.; Unavailability: Legacy Free, Legacy Professional, Legacy Business.; |
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Availability: Enterprise, Pinnacle. ; Unavailability: Free, Team, Business; |
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.
Step 1: Obtain the OAuth Token
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Log in to your Wrike account.
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Click your profile picture 1 in the sidebar.
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Select Apps & Integrations. 2
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Switch to the API tab. 3
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Enter an app’s name 4 (suggested name: Tableau Connector).
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Click Create new 5.
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(Optional) Add an app description. 6
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Scroll to the bottom of the page and click Create token 7 under the Permanent access token section.
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A window will open. Enter your password and click Obtain token. 8
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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.
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Click Save. 10
Step 2: Configure automatic refresh in Tableau Bridge
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Install Tableau Bridge version 2019.1 or later.
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Configure the data source to be refreshed via Tableau Bridge.
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When prompted for credentials:
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Username: Enter the email address that you use to log in to Wrike.
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To set up automatic data refresh schedules, please refer to Tableau's help articles on configuring refresh schedules.