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For our data-loving friends, we've integrated with Tableau so you can create more in-depth dashboards to visualize your data.

Integrate with your existing Tableau account to pull in data from your ClickUp Workspace and start creating your ideal snapshot.

Tableau Web Connector is accessible by Workspaces on the Enterprise Plan. Learn more about our plans here.

Enabling Tableau for your Workspace

Note: You need to have Tableau Desktop enabled to use the ClickUp for Tableau integration. You can apply for a free trial of Tableau here.

1. Visit your Workspace settings (you must be an admin or owner)

2. Select Integrations

3. Click Tableau

4. Generate your unique URL

5. Copy the URL

6. Open Tableau

7. Select Web Data Connector under the Connect tab

8. Paste the URL copied from ClickUp and press enter

9. Login to your ClickUp account

10. Select your Workspace

11. Wait for the request to process

12. Start manipulating data to your heart's content!

Learn all about what you can do inside Tableau here.

Data that can be pulled from ClickUp

You can bring the following information from ClickUp into Tableau using the web connector:

• Assignee
• Checklists
• Comment Count
• Created By
• Any Custom Field except for Formula and Rollup Custom Fields.
• Custom Id
• Date Closed
• Date Created
• Description
• Due Date
• Folder
• Id
• Latest Comment
• List
• Name
• Priority
• Space
• Start Date
• Status
• Subtask Ids
• Subtask Urls
• Tags
• Time Estimate
• Time Tracked

Tableau FAQs

Q: What are known limitations with this initial release?

A: You can only connect 1 ClickUp Workspace at a time.

A limitation on the Tableau side is that it's not a live, two-way sync. When you prepare the data source in Tableau, it takes a snapshot of the current data at that time. To update the data, you need to use Tableau Bridge and re-authenticate the connection.

The current implementation does not show historical data.

Q: Is the integration on or off by default?

A: The Tableau Web Connector is off by default.

Q: Can the Tableau Web Data Connector write data into ClickUp?

A: No, it cannot. It can only pull information into Tableau for visualization and analysis.

Q: Who can access the data in Tableau via the Web Data Connector?

A: An admin needs to turn on the connection for the Workspace. Then, any member can use the server URL to access ClickUp data in Tableau!

Because members will be logging into the Tableau Web Data Connector, the system will know what permissions they have and will respect permissions defined within ClickUp.

Q: Which version should I use?

A: We recommend using the latest version of Tableau. This is compatible with Tableau starting with version 2020.3.1 (20203.20.0918.1727) 64-bit

Actualización 5 de junio de 2023 04:08