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.
2. Open Sheet Integrations
Start by logging in to your Orca Scan account, select the sheet that you want to connect to Tableau and open the Integrations settings.
3. Get Live Data URL
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.
As an additional confirmation check, you must save 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.
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!
- If you run into issues, check out the full integration guide for Google Sheets.
- If successful let’s head over to Tableau…
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.
Then, find the Google Sheet to use as a source
Once authorized, all your Google Sheets will surface. Pick the one that you have connected Orca Scan to and click “Connect”.
Once connected, the columns from Orca Scan surface as Dimensions and Measures in the left-side data pane.
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 the Tableau training videos.
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:
||Including audit trail|
||Changing time zone|
||Changing date format|
||Including deltas for numeric columns|
||Sort output by column|