Tableau Web Data Connector

Tableau Web Data Connectors enable OAuth connections over HTTP to your Medallia Experience Cloud instance.

Tableau Web Data Connectors (WDC) are part of the Tableau developer platform and enable OAuth connections over HTTP to your Medallia Experience Cloud instance.

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.

Setting up the Web Data Connector

Tableau is primarily used to view the survey feedback and add visualizations to the data retrieved from Experience Cloud. Below are the steps to fetch the Tableau export URL from Experience Cloud, and use it on Tableau Desktop to retrieve the data.

In your Experience Cloud instance:

  1. From the Feedback tab, click Download icon. export in the upper-right part of the screen and select Tableau.

    Export menu showing Tableau option

    This provides a URL for the specific Web Data Connector that refers to the data to import to Tableau:

    Export URL for a specific Web Data Connector

In the Tableau developer platform:

  1. Select Connect > To a Server > Web Data Connector:

    Screen capture showing new data connector option in Tableau developer platform

  2. For the web data connector URL, enter the URL that was previously provided to call on your Experience Cloud instance.

    You will be redirected to your Experience Cloud instance.

  3. Sign in to your Experience Cloud instance.

    The connector establishes the connection to Experience Cloud via Login to retrieve the data for Tableau.
  4. After a successful authentication, click Get data to Tableau to automatically take the required data to Tableau Desktop.

    This action takes the column names and types back to Tableau.

    Web data connector showing Medallia feed column names and types

  5. Click Update Now to retrieve the table's data.

    Web data connector displaying Medallia feed data