Integration guide
Tableau
Scope a product-review data source for Tableau.
Configuration assets are present; a live Tableau connection or dashboard refresh is not established here. Confirm the owner, permissions and a real acceptance test before relying on a connection.
Start with a retail decision
Choose the review
Plan a weekly trends data source with agreed measures and a review owner.
Make the evidence comparable
Validate the generated configuration, permitted resource and a small sample refresh.
Data scope to agree
These are planning fields, not a guarantee that every field is exposed or connected. Begin with the smallest useful sample.
Output scope to review: Connector configuration for an agreed BI resource
| Proposed fields | Operation | Access boundary |
|---|---|---|
| Tenant · agreed BI resource · API base URL · connector config · access owner | Deliver an agreed output | Confirm permissions and field availability before setup |
Before you begin
- Name the business owner and the person who can approve source access.
- Choose one market, a small sample and a concrete review question.
- Agree record IDs, date range, currency, privacy boundaries and retention.
From scope to a reviewed connection
01
Plan
Agree the fields, direction, delivery method and success criteria.
02
Authorise
Confirm the owner and permissions through the agreed secure setup process.
03
Validate
Compare a small sample with the source; check missing rows, duplicates and timestamps.
04
Review health
Agree a freshness threshold, failure contact and how to pause or revoke access.
Limits & support
Configuration assets are present; a live Tableau connection or dashboard refresh is not established here.
Do not send passwords, API keys or customer records through the contact form.