Magento Tableau Connector – Webkul Blog

The Tableau Magento Connector streamlines data synchronization between Magento and Tableau, providing actionable insights for e-commerce success.

With this tool, you can sync products, orders, and customer data seamlessly, reducing manual efforts and enabling smarter decisions.

This blog explores its features, benefits, and configuration steps to optimize your business operations.

Features of the Tableau Magento connector

• Connect Magento to Tableau.
• Supports product attribute mapping for data source columns.
• Supports client attribute mapping for data source columns.
• Supports order attribute mapping for data source columns.
• Supports manual export of data sources from Magento for products.
• Supports manual export of data sources from Magento for clients.
• Supports manual export of data sources from Magento for orders.
• Supports cron-based export of Magento data sources for products.
• Supports cron-based export of Magento data sources for clients.
• Supports cron-based export of Magento data sources for orders.
• Configure the cron job to export data at a specific interval.
• Supports exporting product data based on created/updated date filters.
• Supports exporting customer data based on created/updated date filters.
• Supports exporting order data based on created/updated date filters.
• Tableau Workbook dashboards can be integrated into the Magento admin panel.

How Tableau Visualization Improves Business Insights

By integrating Magento data into Tableau, businesses can access new insights and make data-driven decisions. Here’s how Tableau’s analysis and visualization capabilities improve your operations:

1. Business Performance Dashboards
   • Monitor daily, weekly and monthly sales trends in real time.
   • Identify the best-selling and worst-performing products.
   • Analyze seasonal trends to accurately forecast future demand.
2. Customer analysis
   • Segment customers based on their purchasing behavior and preferences.
   • Visualize customer lifetime value (CLV) to focus on high-value segments.
   • Track customer acquisition and retention rates to improve marketing strategies.
3. Inventory management
   • Create dashboards to track stock levels and avoid out-of-stocks or overstocks.
   • Analyze inventory turnover rates to optimize supply chain operations.
4. Order fulfillment analysis
   • View order statuses to identify fulfillment bottlenecks.
   • Evaluate shipping times and delivery success rates to improve customer satisfaction.
5. Profitability information
   • Integrate cost data to analyze profit margins across product categories.
   • Detect areas of revenue leakage and take corrective action.

Benefits of using the Tableau Magento connector

• Simplify complex data: Data visualization can make it easier to understand and interpret large and complex data sets.
• Revealing patterns and trends: Visual formats such as tables and graphs can help identify patterns and trends that might not be as obvious in raw data.
• Help with decision making: Data visualization can help highlight key insights, which can lead to faster and more effective decision-making.
• Improve retention and engagement: Visualization can make learning more engaging and less painful by transforming complex content into vivid, memorable images.
• Increase accessibility: Data visualization can make data accessible to the general public or to specific audiences without technical knowledge.
• Real-time monitoring: Data visualization can be used for real-time monitoring.

Requirements

Current version: 1.0.0
Required version

• Tested up to Magento v2.4.7
• Tested for PHP v8.xx

How to configure the Tableau Magento connector

Follow these steps to configure the connector:

Step 1: Configure Magento connector module

1. Log in to your Magento admin panel.

2. Make sure the Tableau Connector folder is in the expected path from which App/Code/Webkul/Tableau Connector is extracted.

3. Run the commands below in your terminal.

• `php bin/magento setup:db-schema:upgrade`
• `php bin/magento configuration: upgrade`
• `php bin/magento cache: clean`

Step 3: configure the connector in Magento

• In the Magento admin panel, enter Tableau credentials under Tableau Connector configurations.

Workbook embed code – To embed the board workbook, you need a unique code.

When you click the share button in Tableau, it provides code to embed the workbook in third-party systems, like Magento.

• Select the project you want to import into your Tableau dashboard.

• Click the Share button.

• Copy the embed code from the pop-up screen.

• Paste it into the Tableau dashboard.

• To view the embedded workbook dashboard, go to the Tableau Connector Dashboard page.

Cron job—A cron job is a scheduled task that runs automatically at specified intervals to synchronize your Magento and Tableau data.

Step 4: Mapping

• Run a mapping to ensure the connection is active.
• Correct mapping of Products, Customer and Order attributes between Magento and Tableau.

• You must follow the same steps for customer attribute mapping and order attribute mapping.

Step 5: Synchronization

• Let’s show how synchronization works:

• You must choose any data source for synchronization.
• For example – In this blog we will sync with product data source.

• You need to choose the option to sync data sources like Sync all products And Synchronize selective products.

Dashboard –

Start leveraging the Tableau Magento connector today to streamline your ecommerce operations!

Support

Need help with the Magento Tableau connector?

Have questions or need customizations? Create a support ticket NOW!

Discover more ways to improve the functionality of your Magento store with our Magento plugin collection.