Exporting reports to Tableau

Tableau is an external reporting platform. Medallia Experience Cloud survey data can be fed directly into Tableau Desktop — on-demand from Tableau — with no download or intermediary files.

Warning: As of the Summer 2023 release, Medallia has begun the End-of-Life (EOL) process for the Tableau Web Data Connector, which enables Exporting reports to Tableau. This is due to Tableau's recent announcement that the Web Data Connector is deprecated and will be sunset in 2024. For more information, see Tableau Connector End of Life Notice.

A user with permission may initiate the export from Responses reports and Invitation Ranker reports. The data that Tableau may access is determined by

  • the data access permissions of the the user who initiated the export
  • the fields/columns shown on the report
  • any report filters in effect are applied to the data fed to Tableau
Restriction: This feature requires Tableau version 2019.4 or later.

Setup

To setup a company environment for this feature:

  1. (skip unless not already set up) By default, every instance is created and configured with an OAuth client named tableau_connector to authenticate communications to the Tableau Report API and to the Medallia Experience Cloud Query API. The default configuration should be sufficient. Here are the client settings:

    • In Setup, there is an OAuth client (see Clients) named tableau_connector.

    • The client has these properties:

      Client IDtableau_connector
      Confidentialtrue
      Issue Refresh Tokentrue
      GrantsAuthorization code Grant (for WebApp and Mobile clients)
      Redirect URIs for clienthttps://integrate.medallia.com/tableau/redirect
      JWT Bearer Grant configuration
      Issuer tableau_connector
      KeyIdtableau_connector
      JWKS URI for client's public keyshttps://integrate.medallia.com/tableau/jwks

  2. Grant access permission to the roles that will be allowed to use the Tableau export.

    For each role add the View Data from QueryAPI permission.

    In Admin Suite, selecting the permission for a role looks like this:

    Role permission with View Data from Query API selected

  3. Enable the Tableau export button in the reporting for each role.

    In Admin Suite, go to Reports > Web Navigation

    1. In Admin Suite, go to Reports > Web Navigation. For each role, open the Feedback section and click the List > Feedback link.

      Feedback link highlighted

    2. Select Settings and turn on Enable Tableau Export.

      Response list settings panel

    3. Click Save and Publish the changes.

Fields included in the Tableau export

The Tableau export includes ALL fields from ALL the modules of the "Responses List" and "Responses Form" reports. Specify those fields in the Admin Suite > Reports > Web Navigation > Feedback tab > List & Details lists.

Creating an export to Tableau

  1. Initiate the export from a Responses or Invitations report. Choose Export > Tableau.

    The Tableau option on the reporting Export menu

  2. The export option opens a dialog with a URL that provides access to the report data. Copy the link and use it to create a new data connection in Tableau.

    A dialog provides the link that needs to be copied into Tableau

  3. Open the Tableau Desktop application, and create a new Web Data Connector. Paste the link you copied from the previous step.

    Tableau Desktop, Web Data Connector form has a field for the link

  4. Tableau will open Medallia Web reporting, which prompts you to sign-in. Sign in as the user/account that created the link.

  5. After authentication, click Get data to Tableau.

    The 'Get data to Tableau' link appears after authentication

  6. When the connection is complete, Tableau Desktop can retrieve report data any time by clicking Update Now or choosing Refresh from the toolbar. You can also publish the data and your visualizations to Tableau Server or Tableau Online to share with your colleagues; however, the data in those reports will update only when the Tableau Desktop connection updates.