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            Explore Service Intelligence Data in Tableau

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            Explore Service Intelligence Data in Tableau

            The Service Intelligence dashboards contain rich data. But if you want a deeper dive into your data or to create your own visualizations, you can do so in Tableau.

            Required Editions

            View supported editions.

            Unlock Hidden Insights with Tableau

            With Service Intelligence and Tableau, you can:

            • Connect Tableau to Service Intelligence data model objects using the built-in Explore in Tableau option in your dashboards.
            • Analyze your data in near real-time with a live connection to Data 360.
            • Publish new analyses to Tableau Cloud to share with your colleagues.

            Data 360 Requirements and Considerations

            To use Tableau with Service Intelligence data, the following Data 360 requirements must be met:

            • You must have read permissions for the dataspace definition (Located in Object settings > DataSpaceDefinition): 
              entityPermission.DataSpaceDefinition.Read
            • You must have access to Data 360 (Located in Permission Set > System Permissions): 
              Allows user access Data 360

            Tableau Requirements and Considerations

            To use Tableau with Service Intelligence data, the following Tableau requirements must be met:

            • The Tableau user must have at least an Explorer license. If the user wants to publish to other Tableau users, they must also have an Explorer (can publish) site role.
            • To access the DMO, Tableau verifies that you have permissions to view the data.
            • The query must exclusively reference objects that come from the DMO.

            View Service Intelligence Data in Tableau

            To view Service Intelligence Data in Tableau, click Explore in Tableau from the dashboard component you want to explore in Tableau.

            Shows the Explore in Tableau button on a dashboard.

            When you click Explore in Tableau, you sign into the Tableau Cloud site and authenticate to the data source. Tableau Cloud opens the web authoring experience populated with your data source, which allows you to explore your Service Intelligence data.

            Shows the Explore in Tableau button on a dashboard.

            For details about how to explore data in Tableau, see Creators: Get Started with Web Authoring.

             
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