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How to Connect Datorama & Tableau

September 14, 2022

In this article, we’ll examine the benefits of integrating two powerful data exploring tools: Marketing Cloud Intelligence (formerly Datorama) and Tableau. Also, we’ll layout the steps needed to integrate these tools.

With Datorama, marketers can centralize and unify their marketing data. With the integration with Tableau, they can scale analytics capabilities across their enterprise. This powerful mixture brings together marketing data integration and harmonization capabilities with deep exploration and analysis. Marketers get the most value from ever-changing and expanding data sets.

Let us first talk about the primary functions of Datorama and Tableau.

Dataroma, now known as Marketing Cloud Intelligence, is a marketing intelligence and analytics tool that brings data from different marketing tools using connectors. It connects any data — no matter where it comes from — any tool, channel, or internal systems. With Datorama, you can get a single source view all your data in one place without opening multiple tabs.

With Tableau, you can create visualizations with the help built-in features. Moreover, you will be able to achieve great context, several ways of drilling the data and exploring the data within minutes.

By simply dragging and dropping, users can quickly and easily add different dimensions and measures, filter out or group values, and drill into outliers to extract meaningful insights from the visualizations. Integration of Datorama and Tableau

Steps to Connect Marketing Cloud Intelligence with Tableau

You can connect data from Marketing Cloud Intelligence (Datorama) to tableau in two ways: the Push Method: Marketing Cloud Intelligence Integration, and the Pull Method: Marketing Cloud Intelligence Connector

1. Push Reports from Marketing Cloud Intelligence to Tableau

[User Permission Required: Admin or Power User]

Step 1: Creating Views in Datorama and publishing it to the Tableau online/server A. Go to Analyze and Act > Select Tableau Data Connection:

Tableau Datorama Connection

B. In the Tableau Views section, click the blue plus icon and create a new view by entering the specific details:

Tableau Views

C. Create a new Tableau feed by selecting the views that’s been created and click on Create and Run.

Tableau Data Connection

Step 2: Download the Hyper file created and publish the data source to the server A. Download the Tableau Hyper file and set up the tables by dragging them into the canvas:

Tableau Book

B. On the Server tab, select Publish Data Source. After the file is uploaded, authenticate with your Tableau credentials, and name your data source:

Tableau Server

C. Once the publishing is done go back to the Marketing Cloud Intelligence (Datorama). Step 3: Define the Delivery Setup and schedule the refresh in Marketing Cloud Intelligence. In the Tableau feed select Send to Tableau Server/Online:

Tableau Server Online

A. Use private access token or enter the Tableau sever username and password. Enter the server URL and site name. Once entered, the Tableau Project Name will be generated. Select the published data source:

Tableau Server Online

B. Schedule the frequency of the data needs to be refreshed:

Tableau Feed

2. Use a Tableau Connector to pull reports from Marketing Cloud Intelligence Step 1: Creating Views in Marketing Cloud Intelligence

A. Go to Analyze and Act and select Tableau Data Connection:

Tableau Data Connection

B. In the Tableau Views section, click the blue plus icon and create a new view by entering the specific details:

Tableau Views

C. In the Tableau connector click Run now to get the new report under tables:

Prerequisites To complete a successful connection, users must install Datorama JDBC Driver and Connector file (.taco) into the system. The below URL gives further details on the setup. IT dependency for these is not there.

https://exchange.tableau.com/products/181:download

Step 2: Pulling the data from Datorama to Tableau through connector A. In Tableau, click Connect and select Datorama Connector and enter the environment, workspace ID, and access token copied from the Datorama/Tableau data connection page:

Datorama Connector

B. All reports appear under Tables. Drag the needed report to start visualizing your data:

Tableau Table

Datorama-Tableau, A Powerful Integration Connecting Marketing Cloud Intelligence with Tableau integration gives you the harmonization ETL capabilities and advanced visualization options. As members of the Salesforce family, Marketing Cloud Intelligence (Datorama) and Tableau natively connect to each other so users can easily integrate and harmonize their marketing data. With Datorama and Tableau working together, users will discover deeper, cross-organizational understandings that drive smart business decisions, budget efficiency, and growth.

About Decision Foundry

Decision Foundry is a top-tier Salesforce integration partner supporting Datorama, CDP, Tableau, Tableau CRM, and Marketing Cloud, proper. Our global team includes some of the industry’s leading practitioners in data analytics and visual communication. As Salesforce consultants, we help make sense of your data by connecting scattered data points while blending and visualizing performance marketing data. We organize marketing data across our clients’ entire tech stack — from delivery to IO management to billing and reconciliation to automated insights and sales lift.

Contact us today to see what we can do for your Marketing Cloud Intelligence investment.

CATEGORIES

Datorama Tableau