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- Tableau: Pull SafetyCulture data via the web data connector
Tableau: Pull SafetyCulture data via the web data connector
Learn how to pull SafetyCulture data into Tableau via the web data connector (WDC).
As one of the industry-leading platforms for business intelligence, Tableau has transformed the way organizations use data to solve problems and empowered people to make the most of their data. Using the web data connector, you can pull the SafetyCulture data captured by your frontline teams and analyze it with Tableau's diverse set of visualization tools.
If your organization uses Tableau Server, you will need to create the data source in Tableau Desktop first.
The data that gets pulled is based on the data which the account that generated the API token has access to. If you're an administrator, learn how to assign yourself the "Data access" permission to have visibility over all your organization's templates and inspections.
If your Tableau is already connected to SafetyCulture via the WDC, you can retrieve the new data sets by connecting to SafetyCulture again. Please note that the new data sets do not include the previous version's "ScAudits: Audit Data" table. You can retrieve the "Audit Data" table by using this WDC URL when connecting: "https://tableau.safetyculture.com?showLegacyScAuditsTable=true".
The SafetyCulture connector for Tableau is capable of retrieving the following sets of data:
Users (requires the "user management" permission)
Groups (requires the "group management" permission)
Group users (requires the "group management" permission)
Action timeline items
Issues (requires the "Issues access" permission)
Issue timeline items (requires the "Issues access" permission)
If you run into any errors or have any questions regarding the integration, please check out Tableau's web data connector support article or contact our customer support team for assistance.
Pull data from SafetyCulture
Open the "Tableau Desktop" app.
In the "Connect" sidebar, click Web Data Connector under "To a Server".
In the pop-up window, enter the SafetyCulture web data connector URL: "
https://tableau.safetyculture.com/". You may need to press enter or return on your keyboard to load the WDC.
Configure the following fields:
API Access Token: Input your API token.
Date Format: Select between the date formats of yyyy-MM-dd HH:mm:ss and ISO-8601. Please note that this applies to all the data that's pulled via the WDC.
From Date (optional): Filter the data to only retrieve inspections modified after a specified date.
To Date (optional): Filter the data to only retrieve inspections modified before a specified date.
Template IDs (optional): Filter the data to retrieve inspections from specified templates by supplying a list of template IDs, separated by commas.
Inspection concurrency: This determines the number of inspections that are fetched at once. By default, the field is set to "100", but it can be adjusted to any value between "1" and "1000".
Completed (optional): Click the field and select false if you only want to retrieve incomplete inspections, or select both for complete and incomplete inspections.
Archived (optional): Click the field and select true if you only want to retrieve archived inspections, or select both for active and archived inspections.
Include Inactive Items (optional): Specify whether to retrieve inactive inspection items or not, such as untriggered logic fields and repeat sections.
Click Get Data to import the SafetyCulture data sets into Tableau as extracts.
This should open your workbook with the SafetyCulture data in table format. Select the data you want to retrieve and click Update Now to start loading the data. Please note that the time required to load the data depends on several factors, including the network speed. If a failure occurs during fetching, try reducing the inspection concurrency.
You can refer to the following chart for guidance on modeling your SafetyCulture data sets:
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