- Getting started with Airtable
- Introduction to Airtable basics
- Contacting Airtable Support Updated
- Airtable home screen
- Glossary of Airtable terminology
- Airtable technical requirements
- Feature differences between Airtable on desktop and mobile
- Airtable keyboard shortcuts
- Using Markdown in Airtable
- Adding descriptions in Airtable
- Finding Airtable IDs
- Airtable Automations
- Automations Overview
- Automation feature walkthroughs
- Integrated automation walkthroughs
- Airtable automation walkthroughs
- 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
- Automation Triggers
- Airtable Triggers
- Airtable automation trigger: When record matches conditions
- Airtable automation trigger: When a form is submitted
- Airtable automation trigger: When record created
- Airtable automation trigger: When record updated
- Airtable automation trigger: When record enters view
- Airtable automation trigger: At scheduled time
- Airtable automation trigger: When webhook received
- Airtable automation trigger: When a button is clicked
- Airtable automation trigger: When email received Updated
- Integrated Triggers
- Airtable Triggers
- Automation Actions
- Airtable Actions
- Airtable automation action: Send email Updated
- Airtable automation action: Create record
- Airtable automation action: Update record
- Airtable automation action: Find records
- Airtable automation action: Sort list
- Airtable automation action: Run a script Updated
- Airtable automation action: Generate with AI
- Integrated Actions
- 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
- Airtable Actions
- Airtable Bases
- Using Airtable Cobuilder
- Airtable bases overview
- Creating and managing Airtable bases
- Structuring bases in Airtable
- Moving bases between workspaces in Airtable
- Creating and managing tables in Airtable
- Creating Airtable base share links
- Importing third-party data into Airtable
- Using insights in Airtable
- Troubleshooting Airtable base performance
- Airtable Betas
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- General Enterprise information
- External badging in Airtable
- Using app library and components in Airtable Updated
- Ask an Expert beta overview
- European data residency at Airtable
- Airtable user groups overview
- Airtable Enterprise API
- Creating and managing data retention policies in Airtable
- eDiscovery APIs in Airtable
- Airtable and data loss prevention
- Accessing Enterprise audit logs in Airtable
- Set up Jira Server / Data Center to connect with Airtable
- Admin panel pages
- Airtable admin panel overview
- Users - Airtable enterprise admin panel
- Airtable admin panel user details
- Groups - Airtable admin panel
- Workspaces - Airtable Enterprise Admin Panel
- Bases - Airtable admin panel
- Interfaces - Airtable admin panel
- Data sets - Airtable admin panel
- Managed apps - Airtable admin panel
- Components - Airtable admin panel
- Reports - Airtable admin panel
- Settings - Airtable admin panel Updated
- Managing Enterprise organizations
- Managing Enterprise admins in admin panel
- Using Organizations
- Organization branding for apps in Airtable
- Enterprise Hub in Airtable
- Enterprise Hub: Org unit assignment with user groups Updated
- Deactivating, removing access, and reactivating users in the admin panel
- Managing user access to workspaces and bases
- Airtable Enterprise Key Management Updated
- Custom terms of use New
- Enterprise SSO
- General Enterprise information
- Airtable Extensions
- Airtable Fields
- Fields Overview
- Attachment
- Date-based fields
- Formula
- Getting Started with Formulas
- Formula Foundations
- The essentials of Airtable formulas
- Formula writing tips for beginners
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- Basic calculations
- Conditional statements
- Logical arguments
- Working with dates
- Displaying DATETIME_FORMAT using the date field in Airtable
- Working with date functions in Airtable
- Calculating the difference between dates in Airtable
- Supported DATETIME_DIFF unit specifiers in Airtable
- Supported DATETIME_FORMAT format specifiers in Airtable
- Using the DATETIME_PARSE() formula in Airtable
- Working with timezones
- Record functions
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- Common Solutions: Beginner
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- Long Text Field
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- Linking records in Airtable
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- Dynamic filtering in linked record fields
- Linking to one, many, or a subset of Airtable records
- Converting existing fields to Airtable linked records
- Reordering record links in Airtable
- Understanding linked record relationships in Airtable
- Number-Based Fields
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- Select and user fields
- Integrating with Airtable
- API
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- URL length limitations for web API requests
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- 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
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- Airtable Interface Designer
- Interface Designer overview articles
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Visualizing records from Airtable in Tableau
- Updated on 20 Oct 2023
- 5 Minutes to read
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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.