Tableau integration

Oracle Unity allows you to set up a data connection and export data to Tableau , which includes the following products:

Before you begin

Make sure you have the following parameters before setting up the data connection.

  • SFTP server name: The hostname for the SFTP server, formatted as username@sftpserverhostname.com.

  • Authentication key: Prepare a text file that has the authentication key to access the SFTP server.

  • Folder name: The path name to the folder on the SFTP server that has the files to export.

  • Encryption key: If the exported file has a PGP compression format, prepare a file with the key to encrypt the file.

Step 1: Create the Secure FTP destination

After collecting the information above, follow the steps for creating an Secure FTP destination. The destination provides all the details for exporting the data.

Step 2: Create the campaign job or export job

Once the destination is created and published, you can set up the job to export the data. You have the option of exporting data objects and segments from Oracle Unity.

Step 3: Run the campaign job or export job

Monitor the status of the export job or campaign job from the Jobs dashboard.

Step 4: Import data into Tableau

After the data is successfully exported, you can then upload the data into Tableau. Learn more from the Tableau documentation.

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