Connect with Tableau

Updated 

1 year ago

You can add Sprinklr as a data source in Tableau to create data visualization reports. Sprinklr's built-in data connector will allow you to access out-of-the-box dashboards powered by Sprinklr to gain insights from across your brand’s social accounts to understand the full impact of your global campaigns, including reach, top content, and sentiment. The selected Sprinklr reporting dimensions and metrics are available. These reports can be securely shared with others in your organization or publicly.

This article describes how to connect Tableau to Sprinklr reporting data and set up a data source.


To learn more about getting this capability enabled in your environment, please work with your Success Manager.

Tableau Walkthrough

How is Tableau different from other BI tools out there?

  • You can organize your data systems by file formats, relational and non-relational data systems, and cloud systems. 

  • It simplifies combining all your data sources to create a visual representation of your data, also known as data blending. 

  • While this data visualization tool offers numerous formats, including desktop, online, and server, this data visualization tool is meant to be used on a desktop computer. 

  • It is also difficult to share your data with external clients. Tableau makes it easy to share your data within your company, but it is challenging to share it with your clients. 

  • Tableau is a better choice for midsize to large enterprises and agencies that desire a greater degree of customization in their reporting, which tends to be more complex. 

Sprinklr --> BI Tools (architecture diagram) - Tableau.png

To Export Dashboard Mapping in Sprinklr

  1. Click the New Tab icon Space Add New Tab Icon. Under the Sprinklr Social tab, click Reporting within Analyze.

  2. Either select the desired dashboard from the Dashboards Home window or click the Dashboard Menu icon Space_Icon_Dashboard_Menu.png in the top left corner and select the dashboard that you would like to export.

  3. Click the Options icon Space_Icon_Options (Horizontal).png in the top right corner of the Reporting Dashboard, and select Export Dashboard Mapping.

  4. Clicking on the Export Dashboard Mapping option generates an excel export which gives a widget-wise list of filters, dimensions, measurements, and their corresponding Sprinklr Report-Engine mapping.Integrations_MappingExport.png

    Note

    Each tab in excel export corresponds to Sprinklr Dashboard Tab if configured.

To Connect Sprinklr as a Data Source in Tableau

  1. Download Tableau Desktop.


    Tip 

    You need to install Tableau Desktop on your computer. All computers where you're deploying Tableau Desktop must meet the minimum hardware requirements. For information about which versions of Windows or Mac are supported, or about memory or disk space requirements, see the Technical Specifications window for Tableau Desktop.

    If you don’t have an account then use the 14-day trial version using your email. 

  2. Once the package is download, double-click the downloaded file, to open and install it on your machine. 

  3. In the Tableau Desktop window and under Connect, select Spark SQL. For a complete list of data connections,select More under To a Server. PlatformSettings_Tableau_SparkSQL.png

  4. In the Spark SQL pop-up window, click Download and install the drives in the bottom. Install the drivers (one-time): PlatformSettings_Tableau_SparkSQL_Download.png

    1. Download and Install all the drivers from the window popup. PlatformSettings_Tableau_SparkSQL_TableauDrives.png

    2. Restart Tableau Desktop again and connect to Spark SQL.

  5. In the Spark SQL pop-up window, enter the following details to log in from the Sprinklr environment. For more information, see Spark SQL — Field Descriptions.

    image.png

  6. Click Sign In in the bottom right corner of the Spark SQL pop-up window.

Spark SQL — Field Descriptions

Term
Description
Server

Enter the Server based on your Sprinklr Environment. You are required to fill server info in this format: 

<env>-data-connector.sprinklr.com

Here the <env>  could be prod, prod2, prod3, prod4. Additionally, a key generated for one environment, cannot be used in another environment. URL conventions are different for each environment. 

Port

Enter the Server Port Number. You can use the following port number: 443

Type

Select the SparkThriftServer from the drop-down menu.

Transport

Select the HTTP from the drop-down menu.

Username

Enter your Sprinklr username in this format (WorkSpace Name:Email Address) e.g Privacy Cloud:abc@xyz.com

Password

Enter the apiKey for the partner.

HTTP Path

Enter the HTTP Path as cliservice.

Require SSL

Check the box for Require SSL.


For Server, Port and Password, you are required to drop an email at support@sprinklr.com.

To Create a Report

  1. In the Tableau Desktop window, select the desired Schema from the drop-down menu. 
    Tableau_ODBC_Schema.png

  2. Next, select the desired Table from the drop-down menu.Tableau_ODBC_Table.png

  3. The table will be generated in the right pane. Select the sheet tab to start your analysis.

    • Pick any measurement and put it in Rows bar at the top. 

    • Pick any dimension and put it in the Column bar at the top. 

      Note

      In case if you are not able to see some data in your widget, e.g. missing accounts, then it could be possibly caused as a result of the order in which you applied the dimensions and filters on the widget. For more information, see Tableau's Order of Operations.


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