- Cómo empezar a usar Airtable
- Introducción a los aspectos básicos de Airtable
- Cómo comunicarse con el equipo de soporte de Airtable
- Pantalla de inicio de Airtable
- Glosario de terminología de Airtable
- Airtable technical requirements
- Diferencias entre las funciones de Airtable para escritorio y para móvil
- Atajos de teclado de Airtable
- Cómo usar Markdown en Airtable
- Adding descriptions in Airtable
- Finding Airtable IDs
- Automatizaciones de Airtable
- Descripción general de automatizaciones
- Guías de automatizaciones
- Guías de automatizaciones integradas
- Guías de automatizaciones en Airtable
- Linking existing records using automations
- Conditional groups of automation actions
- Repeating groups of Airtable automation actions
- Creating recurring records using automations
- How to delay Airtable automation runs
- Prevent automations from triggering by mistake
- Use automations to timestamp status updates
- Desencadenantes de automatizaciones
- Desencadenantes de Airtable
- Airtable automation trigger: When record matches conditions
- Airtable automation trigger: When a form is submitted
- Airtable automation trigger: When record created
- Desencadenante de automatización de Airtable: cuando se actualiza un registro
- Airtable automation trigger: When record enters view
- Desencadenante de automatización de Airtable: a una hora programada
- Airtable automation trigger: When webhook received
- Airtable automation trigger: When a button is clicked
- Airtable automation trigger: When email received
- Desencadenantes integrados
- Desencadenantes de Airtable
- Acciones de automatización
- Acciones en Airtable
- Acción de automatización de Airtable: enviar correo electrónico
- Airtable automation action: Create record
- Airtable automation action: Update record
- Airtable automation action: Find records
- Airtable automation action: Sort list
- Acción de automatización de Airtable: ejecutar un script
- Airtable automation action: Generate with AI
- Acciones integradas
- Airtable automation actions: Slack
- Airtable automation actions: Google Workspace
- Airtable automation action: Send MS Teams message
- Airtable automation actions: Outlook
- Airtable automation actions: Jira Cloud
- Airtable automation actions: Jira Server / Data Center
- Airtable automation actions: Salesforce
- Airtable automation action: Create post in Facebook Pages
- Airtable automation actions: GitHub Issues
- Airtable automation action: Hootsuite post
- Airtable automation action: Send Twilio SMS
- Acciones en Airtable
- Bases de Airtable
- Using Airtable Cobuilder
- Descripción general de las bases de Airtable
- Creating and duplicating bases in Airtable
- Structuring your Airtable bases effectively
- Moving Airtable bases between workspaces
- Tables in Airtable
- Crear enlaces para compartir bases de Airtable
- Importing third-party data into Airtable
- Uso de las perspectivas
- Troubleshooting Airtable base performance
- Versiones beta de Airtable
- Colaboración en Airtable
- Asistencia de Airtable Enterprise
- Información general
- External badging in Airtable
- Creating and using Airtable components
- Ask an Expert beta overview
- Data residency at Airtable
- Descripción general de los grupos de usuarios en Airtable
- API de Enterprise de Airtable
- Creating and managing data retention policies in Airtable
- eDiscovery APIs in Airtable
- Airtable and data loss prevention
- Acceder a los registros de auditoría de Enterprise en Airtable
- Configuración de Jira Server/Data Center para conectarse con Airtable
- Panel de Administración de Enterprise
- Descripción general del panel de administración de Enterprise
- Usuarios: panel de administración de Enterprise en Airtable
- Detalles del usuario en el panel de administración de Airtable
- Grupos: panel de administración de Airtable
- Espacios de trabajos: panel de administración de Enterprise de Airtable
- Bases: panel de administración de Enterprise en Airtable
- Interfaces: Panel de administración de Enterprise en Airtable
- Data sets - Airtable admin panel
- Managed apps - Airtable admin panel
- Components - Airtable admin panel
- Informes: panel de administración de Enterprise en Airtable
- Airtable admin panel settings
- Guía práctica de Enterprise
- Gestionar a los admins de Enterprise en el panel de administración
- Uso de organizaciones
- Organizational branding for apps in Airtable
- Enterprise Hub in Airtable
- Enterprise Hub : Org unit assignment with user groups
- Desactivar, retirar el acceso y reactivar usuarios desde el panel de administración
- Gestionar el acceso de usuario a espacios de trabajo y bases
- Airtable Enterprise Key Management
- Custom terms of use
- SSO en Enterprise
- Información general
- Extensiones de Airtable
- Descripción general de las extensiones
- Extensiones por Airtable
- Extensiones integradas
- Campos de Airtable
- Descripción general de los campos
- Archivo adjunto
- Campos basados en fecha
- Fórmula
- Empezar a usar fórmulas
- Fundamentos de fórmulas
- Soluciones frecuentes: principiante
- Soluciones habituales: intermedias
- Soluciones habituales: avanzado
- Campo de texto largo
- Campos de registros vinculados
- Campos con números
- Otros campos
- Campos de compilación, búsqueda y recuento
- Campos de selección y colaborador
- Integración con Airtable
- API
- Getting started with Airtable's Web API
- Crear tokens de acceso personal
- Airtable Webhooks API Overview
- Service accounts overview
- API web de Airtable: usar filterByFormula o parámetros para ordenar
- Airtable API Deprecation Guidelines
- Airtable API: Common troubleshooting
- Managing API call limits in Airtable
- Enforcement of URL length limit for Web API requests
- Servicios de integración
- Third-party integrations via OAuth overview
- Troubleshooting disconnected OAuth integrations in Airtable
- Options for integrating with Airtable
- Third-party integrations - Common troubleshooting
- Low-code integrations - Common troubleshooting
- Integrating Airtable with external calendar applications
- Visualizing records from Airtable in Tableau
- Visualizing Airtable records in Microsoft Power BI & Power Query
- Integrating HubSpot with Airtable
- Using Zapier to integrate Airtable with other services
- Using Zapier's Multi-Step Zaps to find and update records
- Using IFTTT to integrate Airtable with other services
- Integrating with AWS Lambda & DynamoDB
- Herramientas para desarrolladores
- API
- Diseñador de Interfaces de Airtable
- Descripción general
- Diseños de página
- Elementos
- Adding and removing elements in interfaces
- Adding layouts to interfaces
- Formatting elements in interfaces
- Interface element: Button
- Interface element: Calendar
- Interface element: Chart
- Interface element: Filter
- Interface element: Gallery
- Interface element: Grid
- Interface element: Kanban
- Interface element: Number
- Interface element: Record picker
- Interface element: Text
- Interface element: Timeline
- Aprendizaje y recursos
- Gestión de Airtable
- Política de Airtable
- Registros de Airtable
- Sincronización de Airtable
- Vistas de Airtable
- Espacios de trabajo de Airtable
- Impresión
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Visualizing records from Airtable in Tableau
- Actualizado en 20 Oct 2023
- 5 Minutos para leer
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- Tableau is deprecating the Web Data Connector (WDC) 2.0 in favor of a 3.0 version. The following documentation on the WDC is based on a 2.0 connection and is subject to deprecation. If you are unable to use this, please explore Options 1 and 2 described in this article. Alternatively, you can contact Tableau support in order to explore creating your own WDC 3.0 connection.
- While these articles are meant to serve as helpful guides for our customers, 1:1 support for integrations with 3rd party tools is limited in Airtable support interactions
- If you are experiencing setup issues or need help troubleshooting this integration, we recommend you search threads in the Community first
- If your question doesn't appear to be asked in the Community, then post a new message on the Development & APIs board (Requires signing into the community)
This article outlines a solution to automatically bring information from your Airtable base into Tableau utilizing a Tableau feature called Web Data Connectors. For information on how to bring data from Tableau into Airtable, please refer to this support article instead.
How can I use Tableau to visualize my Airtable records?
There are several ways you can use Tableau to visualize your Airtable records:
Option 1: Export CSVs from Airtable’s web interface and import them into Tableau |
Option 2: Set up a periodic or near-real-time sync between your Airtable base and a data source that Tableau natively supports, such as a relational database or data warehouse. |
Option 3: Use a Tableau Web Data Connector to pull records from Airtable into Tableau on demand |
This integration guide will focus on option 3: using a Tableau Web Data Connector.
What is a Tableau Web Data Connector?
Introduced in Tableau 9.1 in 2015, Tableau describes Web Data Connectors (WDCs) as a way to “bring the data that you care about into Tableau.” Learn more WDC's and watch a quick video from Tableau here.
WDCs allow developers to build connections to data beyond the existing traditional and Tableau-supported connectors using HTML and Javascript. End users can use WDCs without writing code, but it’s helpful to know that these connectors are built and (sometimes) supported by third-party developers, not Tableau.
Ultimately, the tables and rows you pull in from an external data source, such as Airtable, through the use of a Web Data Connector, can be visualized in Tableau in all of the same ways you already visualize your other data sources.
What will I need to get started?
Be sure to have the following ready in order to follow the steps in the next section
- Tableau Desktop or Server, version 2019.4+ This includes Tableau’s free Tableau Public version
- A Personal Access Token with the
data.records:read
scope enabled - An Airtable base that you want to visualize in Tableau. In this guide, we’ll use this Venture Capital Fund base from Airtable Universe as an example.
- The URL of a Web Data Connector
Step-by-Step Instructions
- Open Tableau and from the Connect pane, select More Servers… and then Web Data Connector
- Enter the URL of the Web Data Connector and press enter. The URL you will want to use is https://airtable-labs.github.io/airtable-tableau-wdc/. The URL should load and look like the screenshot below:
- In the Personal Access Token or API Key field, paste your personal access token. Once you click away from the field, the Base dropdown below it will populate. If you prefer, you can select Specify a Base ID manually and the dropdown will turn into a free text field where you can provide a base ID, which always starts with the string "app" as outlined here.
- Click Go. Tableau will use Airtable’s API to retrieve a list of tables that belong to the base:
- As you would with other Tableau data sources, click and drag the table(s) you are interested in visualizing to the middle of the Tableau window. We suggest you start by trying one table at a time to start. We’ll cover multiple tables in the next section.
2. Once a table is selected, you can click Update Now toward the bottom of the screen to retrieve the data. Notice how different Airtable field types are brought in as a similar Tableau column data type. The WDC will also attempt to set the proper Tableau column role: numeric fields will be brought in as measures and all others will be assigned the dimension column role.
3. Click on “Sheet 1” in the bottom right and build worksheets, dashboards, and stories as you normally would in Tableau
4. If your data changes in Airtable and you’d like the Web Data Connector to retrieve the latest records from Airtable, you can right-click the data source in the top left corner and select Refresh
Additional information
How does this connector handle linked records? Or, What are these “recXXXXX” values I see?
If you have linked record relationships in Airtable, those fields will show the Airtable record ID (“recXXXXX”) when brought into Tableau.
If it fits your use case, the easiest way to visualize the data from the linked Airtable tables is to add lookup, rollup, and/or count fields to your table (in Airtable) and refresh the data source in Tableau.
Alternatively, you can define relationships in Tableau’s Data Source pane. This is possible because the WDC brings in a special “_airtableRecordId” field for each table. Before proceeding, we highly recommend watching the first minute of this video from Tableau’s guide to relationships.
For example, the following screenshot shows a relationship between “Firm Name” (which in Tableau shows the “recXXXXX” value) mapped to the “_airtableRecordId” from the “Firms” table:
Once setup, we can now go back to our worksheet and pull in data from both tables (“Name” is from the “Firms” table while the other fields are from the “Funding Rounds” table):
What if I want to inspect the code or host the WDC on my own infrastructure?
No problem! The web data connector at https://airtable-labs.github.io/airtable-tableau-wdc/ is hosted on GitHub Pages and you can view the source code at https://github.com/Airtable-Labs/airtable-tableau-wdc.
If you’d prefer to host the code yourself, Tableau has recommendations on how to host a WDC here. Essentially, you just need a server/service that can host static files (HTML, CSS, and JS). HTTPS is strongly recommended.
If you’re hosting the WDC yourself, you may want to self-host the external Javascript dependencies (<script> elements in the index.html file) as well.