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Integrations/Data & Analytics/Tableau
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Tableau integration for Kroolo.

Bring Tableau dashboards into projects and reports. Your data stays in sync, and your team gains AI, automation and reporting on top.

Free on all plansGuided setupAutomatic updates
Synced just now8 data types imported
What you get

Tableau plus Kroolo, better together.

AI-Powered Insights
Summaries of your Tableau dashboards surfaced inside Kroolo.
Pipeline
$1.42M
+18%
Win rate
31%
+4 pts
Embedded Dashboards
Show live Tableau views on project and portfolio pages.
Open tasks by ownerThis year
Ann
Clive
Kate
Ravi
Reporting
Combine Tableau metrics with delivery data.
NameValue
Quote #1042$8,400Sent
Quote #1043$21,900Approved
Quote #1044$5,150Draft
Search
Find workbooks and views from one search box.
Summarise open risks this week
Kroolo AI
2 risks are high: vendor delay and budget.
Seamless Collaboration
Share views and comments across Tableau and Kroolo.
AH
Ann Ho 2m
Updated the plan, can you review?
CB
Clive Baker 2m
Looks good. Shipping Friday.
What gets imported
SitesProjectsWorkbooksDashboardsViewsData sourcesMetadataPermissions
See it in action

Manage the connection in one panel.

See what has been imported, when it last synced, and sync, edit or disconnect with a click. Data shown is sample data.

Connected App
Tableau
Connect Tableau to your Kroolo Workspace.
Connected using demo@kroolo.comDisconnect
Connected sources3
Search sources
WorkspaceSourceLast syncActions
Demo SpaceSales workbookOct 24
Demo SpaceFinance workbookOct 24
CSOperations viewsJun 23
Synced just nowCancelImport new source
Set up

Connected in six steps.

1Open IntegrationsIn Kroolo, go to Settings, then the Integrations tab.
2Select TableauPick Tableau from the list of available integrations.
3Authorize TableauSign in to Tableau and approve the permissions Kroolo asks for.
4Choose what to importChoose the data you want to connect.
5Choose what to sharePick the projects and events to connect.
6Finish and syncComplete setup and get real-time updates from Tableau.

Questions about Tableau

How do I connect Tableau to Kroolo?
An Owner or Org Admin opens Settings, then Integrations, selects Tableau and authorizes access. You then choose what to import. Only admins can set this up, so imported data stays under your organization's access controls.
Does the integration cost extra?
No. Integrations are free on all Kroolo plans.
What can I import from Tableau?
Kroolo can bring in sites, projects, workbooks, dashboards, views, data sources, metadata and permissions.
Does data stay in sync?
Yes. After setup, changes in Tableau are reflected in Kroolo in near real time, and you can trigger a manual sync from the Connected App panel.
Can I disconnect later?
Yes. Open the Connected App panel and choose Disconnect at any time.

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