Magento Tableau Connector

Tableau Magento Connector streamlines data sync between Magento and Tableau, delivering actionable insights for eCommerce 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 Tableau Magento Connector

• Connect Magento to Tableau.
• Supports Product Attribute Mapping for datasource columns.
• Supports Customer Attribute Mapping for datasource columns.
• Supports Order Attribute Mapping for datasource columns.
• Supports manual export of datasources from Magento for Products.
•  Supports manual export of datasources from Magento for Customers.
• Supports manual export of datasources from Magento for Orders.
• Supports cron-based export of datasources from Magento for Products.
• Supports cron-based export of datasources from Magento for Customers.
• Supports cron-based export of datasources from Magento for Orders.
• Configure the cron job to export data at a specific interval.
• Supports export of Product data based on created/updated date filters.
• Supports export of Customer’s data based on created/updated date filters.
• Supports export of Order data based on created/updated date filters.
• Tableau Workbook Dashboards can be embedded into the Magento Admin Panel.

How Tableau’s Visualization Enhances Business Insights

By integrating Magento data into Tableau, businesses can unlock new insights and make data-driven decisions. Here’s how Tableau’s analytics and visualization features enhance your operations:

1. Sales Performance Dashboards
   • Monitor daily, weekly, and monthly sales trends in real time.
   • Identify top-selling products and underperformers.
   • Analyze seasonal patterns to forecast future demand accurately.
2. Customer Analytics
   • Segment customers based on purchase 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 inventory levels and prevent stockouts or overstocks.
   • Analyze inventory turnover rates to optimize supply chain operations.
4. Order Fulfillment Analysis
   • Visualize order statuses to identify bottlenecks in fulfillment.
   • Evaluate shipping times and delivery success rates to improve customer satisfaction.
5. Profitability Insights
   • Integrate cost data to analyze profit margins across product categories.
   • Detect areas of revenue leakage and take corrective actions.

Benefits of Using the Tableau Magento Connector

• Simplifying complex data: Data visualization can make large and complicated datasets easier to understand and interpret. 
• Revealing patterns and trends: Visual formats like charts and graphs can help identify patterns and trends that might not be as obvious in raw data. 
• Aiding in decision-making: Data visualization can help highlight key insights, which can lead to faster and more effective decision-making. 
• Improving retention and engagement: Visualization can make learning more engaging and less strenuous by transforming complex content into vivid, memorable images.
• Increasing accessibility: Data visualization can make data accessible to the general public or 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 upto Magento v2.4.7
• Tested for PHP v8.x.x

How to Configure the Tableau Magento Connector

Follow these steps to configure the connector:

Step 1: Set Up Magento Connector Module

1. Log in to your Magento Admin Panel.

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

3. Run the below commands in your terminal

php bin/magento setup:db-schema:upgrade

php bin/magento setup:upgrade

php bin/magento cache:clean

Step 3: Configure Connector in Magento

• In the Magento Admin Panel, enter the Tableau credentials under the Tableau Connector configurations.

• Save the configuration.

Workbook Embed Code – To embed the tableau’s workbook, you need a unique code.

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

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

• Click on the share button.

• Copy the embed code from the popup screen.

• Paste it into the Tableau dashboard.

• To view the embedded workbook dashboard, Go to the Dashboard Page of the Tableau Connector.

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

Step 4: Mapping

• Initiate a mapping to ensure the connection is active.
• Mapping the Products, Customer, and Order attributes correctly between Magento and Tableau.

• You have to follow the same steps for Customer Attributes Mapping and Order Attributes Mapping.

Step 5 : Synchronization

• Let’s demonstrate how the synchronization works:

• You have to pick any data source for synchronization.
• For example – In this blog, we will synchronize with the Product Data Source.

• You have to choose the option for data source synchronization like Sync All Products and Sync 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!
Reach Us:- support@webkul.com

Explore more ways to boost your Magento store’s functionality with our Magento Plugins Collection.