Workfront and Tableau

@Carol-Lyn Jardine -- did you see this question? :) -skye

Hi Supriya Out of interest what reports are you trying to do in Workfront that you aren't able to? I am always getting new report requests and interested in the kinds of reports others are using. Thanks Vicky Fitzgerald Telegraph Media Group Limited

We are trying to solve this as well - do you have time for a call to brainstorm and share ideas? Get "https://aka.ms/o0ukef">Outlook for iOS

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It is a summary of project status reports - some visuals, we are still gathering specifications. Workfront gives reports and dashboards but that is not always what appeases executive level/ I think it will be a good idea for us to start a thread to see what are the reports and dashboards that others are using. Supriya Pandey PMP New York University

For instance - we are trying to create a report in Tableau with Workfront data that shows a list of projects as rows and tasks as columns similar to the milestone report. What would be in each cell of the report grid would be who is assigned to that task on that project. Get "https://aka.ms/o0ukef">Outlook for iOS

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I have been tinkering with Tableau reporting designs for Workfront. I have found that the data needs to be exported and then reloaded to a data source that connects with Tableau. It is not that hard, but does take some extensive design for how and what you want to see. There is no master schema for Tableau per se, resulting in having to build it in Workfront to get the data out and in Tableau to link all the tables correctly. Once the data source and structures are there in Tableau, the playground is ready. However, data refreshes are a different story, requiring a strategy for one time use on the data or an update tracking for data over time. This is all I have encountered in my exploring time so far. Maybe I will get back to the tinkering in Spring. I have a license for Tableau for school and wanted to see what it can do for data analysis. Doug Williams

I am using Tableau for several visualizations of Workfront data that are not achievable within Workfront. As Doug mentioned there is not a direct connector from Tableau to Workfront, you need to retrieve the data from Workfront via the API and write it to a local data source that Tableau can access. Tableau can read from a large variety of sources, in my case I am simply using delimited text files. The API work - defining the data required, designing the "database", and writing the code to download and format the files - has been where the heavy lifting has been. Like Doug said, once the data is there, Tableau can do pretty much anything with it. Good luck! Bruce Starrett MXM

Hi Bruce, For those looking to dabble with Tableau while avoiding the heavy lifting you mentioned, I invite them to consider our "http://store.atappstore.com/product/workfront-snapshot/">Workfront Snapshot solution, which exports to a Microsoft Access database format, and then connects easily to Tableau, as per this "https://www.youtube.com/watch?v=U3KUJJdpYFE">instructional video (and many others). Regards, Doug Doug Den Hoed - AtAppStore Got Skills? Lend a hand! https://community.workfront.com/participate/unanswered-threads

Thank you Doug and Bruce and everyone. We have a tableau team and they will be looking into it. I wanted to understand what workfront capabilities are in terms of connector and sounds like API is the best way to go. Where can I get data dictionary on all the API? and also some information on API calls. Supriya Pandey PMP New York University

Here some API information.