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A
Anonymous
October 6, 2014
Question

Integrating with Tableau

  • October 6, 2014
  • 18 replies
  • 7901 views
We have selected Tableau for our reporting needs. I am curious if anyone is using Tableau internally and if so, how are you moving the Marketo data over to Tableau. We want to have raw data, not data that has passed through a 3rd party app (like SFDC). Our goal is to be able to slice and dice within Tableau.

Any suggestions are appreciated!
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18 replies

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A
Anonymous
February 26, 2015
We use Tableau internally here.  We are currently investigating a couple of products to help us navigate the Marketo API and its limitations.  We are investigating Informatica and Jitterbit.

An integration with Tableau would be wonderful.  I wonder why Marketo chose Microsoft Power BI to build an integration? 

Getting data out of Marketo has been a continual source of frustration where I am.  Its a shame that we are going to have to spend extra money to get our data out, but I will be happy if one of these tools works.  It is so frustrating that I have to export to excel and then manually add to Tableau.  

 
Diederik_Marte4
Diederik_Marte4
Level 4
February 27, 2015
I now use a method for all data we need to export.

1. I have set up a static list in Marketo
2. I have a batch campaign that removes everyone from that list everyday at 9pm.
3. I have a batch campaign that adds new people to the list everyday at 10pm.
4. We have a script in our data ware house with ReST API to get all leads from the static list and with that selecting the fields we need (http://developers.marketo.com/documentation/rest/get-multiple-leads-by-list-id/). This script runs daily at 11pm.

The batch campaign has a smartlist that is based on ANY. And every filter is "Data Value Changed in past 30 hours". This for every field we export. And there is a "lead was created in past 30 hours). This allows the ReST API script to only exstract the new records and updated records. Obviously we did a one-time export to get started.

This method works pretty well for us, as the reporting is high-level and a daily update is sufficient.
6x Marketo Champion | Marketo Certified Solutions Architect (MCSA) | Marketo User Group Leader | International Speaker on Marketing Technology
    A
    Anonymous
    April 16, 2015
    -- Update from Marketo Summit --

    It seems that Informatica has the capability to quasi-automate this process. Their 'Cloud' product can turn the Marketo reports into TDE files, which Tableau reads as an extract. In theory, refreshing all extracts would refresh the reports quite simply.

    I have yet to engage them on pricing, but I imagine a reasonable cost is worth it to eliminate the headache of manually refreshing reports every week.
    A
    Anonymous
    June 30, 2015

    Interesting.  Our business also has informatica cloud.  Have you seen it work?

    A
    Anonymous
    July 16, 2015

    @Kenn - I have not seen it work. Their reps were extremely unhelpful and I decided to give up on them. I actually fixed most of my problem by using a VBA script in Outlook to move all the attached files into a Dropbox folder, then had an engineer write a Bash script to trim the file names, save as CSV, and move them to my Workbooks folder. I just have to run the script in Terminal and refresh my extracts.

    A
    Anonymous
    April 16, 2015
    Thanks Brendon! I will have to check it out. We looking at doing a custom integration with a freelance Marketo developer, was in the range of 10-15k.
    A
    AlokRa4
    Level 10
    June 5, 2015

    You may want to explore using Alteryx. They have a connector with Marketo and another one with Tableau. Should cost you about 4K per year.

      Don_Castro
      Don_Castro
      Level 1
      May 26, 2016

      Has anyone looked into using CDATA ODBC for Marketo?

      Drivers for Marketo (ODBC, JDBC, ADO, CLOUD, SSIS, BIZTALK, MOBILE, EXCEL)

      A
      Anonymous
      June 1, 2016

      I've tried out the CDATA ODBC for Marketo, but found it to be very limited. I was looking to just export lead details, but it would typically error out whenever I connected. Since then I've developed my own Python script using the SOAP API to collect Marketo data and push it into a SQL database.

      Hopefully you had better luck than I did if you've tried it out.

      Don_Castro
      Don_Castro
      Level 1
      June 2, 2016

      I have the same experience with CDATA.  Although it connects to Marketo, data retrieval is slow.  Tableau will be releasing their own connector to Marketo in their newest beta version 10. Here is the link.  Coming Soon

      Nicholas_Manojl
      Nicholas_Manojl
      Level 8
      June 3, 2016

      I am an advocate of Klipfolio.

      They've recently written a guide of how to go about building this:

        A
        Anonymous
        August 1, 2017

        Hi Nicholas,

        Would you be able to provide some of the logic behind this dashboard?  We are interested in recreating this in our klipfolio instance.

        Kyle

        Nicholas_Manojl
        Nicholas_Manojl
        Level 8
        August 8, 2017

        Hi Kyle,

        I don't currently have a Klipfolio license.. what do you need help with?

        A
        Anonymous
        October 7, 2016

        Hi,

        We have bumped into the same issue as you had before when building analytic reports, so we decided to extract Marketo data to SQL Server database, then connected database and Tableau.

        We have tried several data extraction tools including CDATA but they didn't resolve our data integration problems. Therefore, we have developed our own data retrieving tool called Data Loader for Marketo(DLM) which allows you to sync Marketo data to the database without any coding. We invite you to visit our website to have a free trial of DLM and see if this could solve your problem.

        Data Loader for Marketo:  dlm.trend.org

        Feel free to contact us for further information or any feedback are very welcome!

        Sincerely,

        Vivian

        A
        Anonymous
        November 1, 2016

        Hi Vivian,

        I'm downloading Lead data right now using DLM, but it doesn't look like I'll be able to use this to download activities. Is there any plan to include activity tables in the future?

        Thanks!

        -Joe

        A
        Anonymous
        November 9, 2016

        Hi Joe,

        Thank you very much for using DLM. And we are working on activity data extraction now. It will be available on DLM in early Q1, 2017. Thank you!

        Vivian

        Drew_Loika
        Drew_Loika
        Level 2
        June 8, 2018

        For anyone interested in Tableau and Marketo, I'd like to share that our new version of the connector is available for feedback. We'd love to hear if it works for you and how we can improve it. The new version supports all data it is possible to retrieve from Marketo that customers have told us they'd like to visualize in Tableau.

        Best,

        Drew Loika
        Senior Product Manager
        Tableau

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