Analyze your asset and inventory data in Tableau

Requires a Business subscription plan

In this guide, we'll walk you through integrating cloud sheets with Tableau's data analytics application to model and analyze your Orca Scan data in real-time.

1. Install Tableau

To get started install Tableau Desktop or sign up for Tableau Online.

Tableau Desktop vs Tableau Online

The main difference between the two is that Tableau Online is fully cloud-based and lets you publish and share dashboards with anyone, anywhere.

Screenshot of Tableau Dashboard

Start by logging in to your , select the sheet that you want to connect to Tableau and open the Integrations settings.

Opening the sheet integration menu

Now "Allow public URL access" and copy the Live Data URL to your clipboard. We'll use this URL to query Orca Scan data in real-time.

Copying the Orca Scan unique sheet URL

As an additional confirmation check, you must save the integration changes.

Saving the integration changes

Now, let's head over to Google Sheets...

4. Connect a Google Sheet

First, add the IMPORTDATA formula

Place the cursor in the A1 cell and add the =IMPORTDATA formula to the first cell of your sheet.

Typing in the IMPORTDATA formula in a Google Sheets cell

Then, paste the Live Data URL from Orca Scan

Now add the export link from Orca Scan within the brackets =IMPORTDATA("replace-with-your-orca-sheet-url-here.csv") - be sure to include the quotation marks!

Pasting Orca Scan export link into Google Sheets cell

5. Connect Sheet to Tableau

We can now add the Google Sheet as a connector in Tableau.

First, add Google Sheets as a Connector

If you're using Tableau Online, it will be called Google Drive.

Selecting Google Sheets as Connector in Tableau

Then, find the Google Sheet to use as source

Once authorized, all your Google Sheets will surface. Pick the one that you have connected Orca Scan to and click "Connect".

Selecting a Google Sheet to connect in Tableau

Using Tableau

Once connected, the columns from Orca Scan surface as Dimensions and Measures in the left-side data pane.

Showing the columns from Orca Scan inside of Tableau

One thing noticeably great about Tableau is the drag and drop interface that we can use for both analyzing and visualizing the data.

To learn more about what you can do with Tableau, check out their training videos.

Refreshing data

Google sheets will pull data from Orca Scan once every 60 minutes. Tableau will automatically update the data but you can also trigger it with the Refresh option yourself.

Data import configurations

You can configure the data that you sent to Google Sheets and that ends up in Tableau. You do this by appending parameters to the URL, for example:

Function URL parameter
Including audit trail transactions=true
Including deltas for numeric columns deltas=true
Changing date format datetimeformat=DD/MM/YYYY
Changing time zone timezone=-03:00