Overview
Tableau is a platform that let you analyze your business information, specialized in the visual representation of your data. It provides insight into how your company is working, helping you in the decision-making process. Tableau can interact with your data stored in Bizagi using a Web data Connector. This article explains how to connect Tableau to your Bizagi Projects.
Bizagi Configuration
This Web Data connector interacts with Bizagi using the OData layer. The access to this layer is linked to a user, letting you control which information is available for your reports. The selected user must have permissions to see the information you want to use in Tableau. Before launching the connector, you need to create an OAuth Application in Bizagi. Follow these steps to generate it.
1.Go to your Work Portal and in the Administration menu, Go to Secuirty and click OAuth2 Applications.
2.Click the plus sign at the bottom of the module to create a new OAuth2 Application.
3.Give the Application a name and select Client Credentials as its Grant type.
4.Select the API and ODATA QUERY checkboxes.
5.Select the user associated with the token and a lifetime. You can give your token a description (Optional).
6.Click Save
7. You now can see this token's Client Secret and Client ID from the OAuth2 Applications module.
With this, you have finished the needed set up process in Bizagi, and you can go to Tableau and configure the Web Data Connector.
Using the Web Data Connector
Follow these steps to configure your Tableau Web Data Connector
1.Find the Web Data Connector option. Usually located in the Connect To a Server module.
2.In the explorer write [your Work Portal URL.]/tableau.html and press enter.
3.The wizard will now ask for a user and a password. Use the newly created application Client Secret as your password and the Client Id as your user.
4.A tree structure appears showing all the master entities you can use in Tableau.
If you click on the plus button, you can see the attributes of the object, including Parametric entities, System entities, and Stakeholders.
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For performance reasons, Bizagi only displays only up to two levels of the tree. |
If you check a Process entity, you can select some particular attributes related to the process execution.
•@ProcessId: Unique ID of the process.
•@CaseNumber: Number of the case.
•@CreationDate: Creation date of the case.
•@EstimatedSolutionDate: Estimated solution date of the case.
•@SolutionDate: Actual solution date of the case.
•@Closed: Whether the case is closed.
5.Select only the needed attributes or entities to optimize the performance of your reports. Click Next.
6.In the next window, you can select the process associated with an entity. You can only pick one for each item.
7.Click Next.
8.A new panel appears showing a code snippet. We recommend that you copy and save this code in a .txt file. This file can be imported to copy this configuration in a future Web Data Connectors. Afterward, click Finish.
9.Tableau takes some time to load your data. You can see all your entities in the right panel.
Importing Web Data connector Configuration
When your Bizagi Project has several entities, selecting the appropriate attributes for Tableau can become a repetitive and arduous task. Usually, you want to change only a small number of attributes and re-selecting all the fields of every iteration of your report is not a feasible option. Here is where the .txt file you saved in the previous section comes in handy. You can import that file to copy the configuration of an existing Web Data Connection.
In the window that shows the entities' tree, click the Import configuration button.
Find your .txt file and click Open. This procedure loads your previously selected attributes.
Change the specific elements of your report, and proceed with the standard configuration set up.
Considerations
•You can only access up to two layers of XPaths.
•You can't retrieve information of your collections.