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Publish Wrike Data to the Tableau Server or Tableau Online

Table 7. Availability - Legacy plans


Availability: Legacy Enterprise.; Unavailability: Legacy Free, Legacy Professional, Legacy Business.;

Table 8. Availability


Availability: Enterprise, Pinnacle. ; Unavailability: Free, Team, Business;

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.

Publish Wrike Data to Tableau

  1. In Tableau Desktop, open the workbook you want to publish.

  2. Click on Server 1 and select Publish Workbook 2.

    publish_workbook_marker.png
  3. In the Publish Workbook dialog box: Select the project, enter a name for the workbook, add search tags.

  4. For Permissions, accept the default project settings.

  5. If you're publishing to a Tableau Server, ensure the credentials are embedded: Click Edit in the Data Sources section. Select Embedded password under Authentication.

  6. Click Publish.

For more information on publishing workbooks, please refer to Tableau's help article on configuring refresh schedules.

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