Connect Marketing Cloud Intelligence with Tableau

Connect Marketing Cloud Intelligence with Tableau to easily query your data. With the Marketing Cloud Intelligence Tableau integration, you get harmonization capabilities with Intelligence’s ETL solution and Tableau’s advanced visualization tools.

You can connect your data from Marketing Cloud Intelligence to Tableau in two ways:

• Marketing Cloud Intelligence integration with Tableau (push method)
• Marketing Cloud Intelligence connector in Tableau (pull method)

Here’s a comparison of the two methods looking at which features are available:

Features	Marketing Cloud Intelligence Integration with Tableau	Marketing Cloud Intelligence Connector in Tableau
Supported Tableau versions	Tableau Server 2019.2 and later Tableau Online fully supported Tableau Desktop 10.5 and later	Tableau Server 2020.3 and later Tableau Online fully supported Tableau Desktop 2020.3 and later
Managing exposure of Tableau views	Inside Marketing Cloud Intelligence, and you can define which views are sent to each location.	You can’t manage views because the token is at the workspace level. All views are available to all users in the workspace.
Configuration	Inside Marketing Cloud Intelligence you can define where and what to send to Tableau, which server you want to use, frequency, and so on.	All configuration is inside Tableau, except for view refresh configuration.
Field setup	Inside Marketing Cloud Intelligence by an admin.	Inside Tableau by a Tableau creator.

Known Issues:

• To prevent data source failures, all Tableau reports have unique names.
• You can add or remove dimensions and measurements in reports that are part of an existing Tableau data source. However, changing names of dimensions and measurements that are part of a data source can cause processing failures.
• If your Tableau Server instance is protected for external applications, ask your team to allow the following IPs according to your Marketing Cloud Intelligence environment.

Here’s a video about connecting Marketing Cloud Intelligence with Tableau:

• Push Reports from Marketing Cloud Intelligence to Tableau
  Use the push method to integrate your marketing data to create Tableau views, group them together, and then download them to Tableau Desktop. With the push method, you work in Marketing Cloud Intelligence. You can control where to send your data, which server to use, and which views you want to make available to your users. You can push a single view or multiple views.
• Use a Connector in Tableau to Pull Reports from Marketing Cloud Intelligence
  Connect to Marketing Cloud Intelligence from Tableau Desktop, Tableau Server, Tableau Online, or Tableau Prep using the Marketing Cloud Intelligence connector.