Three types of connectors are available for accessing your Replicon data using Tableau, where you can view and build charts based on that data:
Refer to Gaining business intelligence using your Replicon data for more information on these connection options, and about other methods of analyzing your data.
All of these options are supported for use with the desktop version of Tableau. They should also work with other editions of Tableau, though their use with other editions hasn’t yet been tested.
When you use a connector, users only see data they have permission to view in the rest of the Replicon application.
Refer to https://www.tableau.com/learn for more information on using Tableau.
To help you get started with analyzing your data, we’ve set up a demo dashboard in Tableau you can use. It can give you an idea of what you can do with Replicon data using Tableau.
Currently, we offer a dashboard for project analytics, called the ProjectTime dashboard. It shows sample time tracking, utilization, productivity, project, and time off charts, and can be used with any Replicon instance with project functionality.
Each sample dashboard is designed for certain products and product combinations. If you aren’t licensed for the products a dashboard is designed for, you may see errors.
To view a demo dashboard:
Tableau will launch, with the demo workbook open.
Use template dashboards to see sample charts from the demo dashboard populated with your organization’s Replicon data. You can use these charts as they are, or use them as a starting point for your own custom graphs.
To view your Replicon data in sample charts:
After a moment, a Processing Request dialog displays.
You will have to wait a moment, or longer, depending on the size of your database, as the connector loads your data.
You may see this message when you authenticate:
Dashboard Unavailable: There was a problem connecting to the “Time Entry” data source.
You can ignore this message. It displays before you are prompted to authenticate; Once you’ve authenticated, this message is no longer valid.
You need to authenticate twice because your data is divided into two data sets, TimeEntry and TimeAllocation, and you must grant access to each.
When your Replicon data has loaded, the demo charts will display, using your data.
When you open this copy or the original template file, the charts will use the data available when you last saved the file.
If you’ve made changes to data in Replicon that you’d like reflected in the charts, you can refresh the data in Tableau. You’ll be prompted to authenticate.
The sample data charts are optimized for the demo dashboards. Therefore, when you switch to using your own data, some of the charts may not look quite right. Common causes for this include:
If you want to see changes you’ve made to your data reflected in the charts:
If you see an error in place of a chart (for example, Error: Unknown table ‘CostItem’), this means you don’t have access to the data needed to populate that chart.
Using Tableau’s Web Data Connector, you’ll access your Replicon data directly via our Replicon API for BI Services. This connection is certified by Tableau, and is available from within their interface.
Once connected, you’ll be able to access most Replicon data tables, and create visual representations of that data from scratch using Tableau.
To connect to your data:
A Web Data Connector dialog displays.
A dialog showing Replicon’s login fields displays.
You may have to wait a moment as the connector loads your data.
A Tableau workbook will open, with the available Replicon data tables displayed on the left-hand side of the page.
There are a couple of ways to share dashboards: