This page provides you with instructions on how to extract data from Zapier and analyze it in Tableau. (If the mechanics of extracting data from Zapier seem too complex or difficult to maintain, check out Stitch, which can do all the heavy lifting for you in just a few clicks.)
What is Zapier?
Zapier lets non-programmers integrate multiple applications and services to automate repetitive tasks. It uses a graphical web interface – no coding involved.
What is Tableau?
Tableau is one of the world's most popular analysis platforms. The software helps companies model, explore, and visualize their data. It also offers cloud capabilities that allow analyses to be shared via the web or company intranets, and its offerings are available as both installed software and as a SaaS platform. Tableau is widely known for its robust and flexible visualization capabilities, which include dozens of specialized chart types.
In addition to its business software, Tableau also offers a free product called Tableau Public for analyzing open data sets. If you're new to Tableau, this offering is a great way to experience Tableau's capabilities at no cost and share your work publicly.
Getting data out of Zapier
Zapier exposes data through webhooks. You can use Zapier webhooks to push data to a defined HTTP endpoint as events happen. Zapier supports form-encoded, XML, and JSON webhooks.
It's up to you to parse the objects you catch via your webhooks and decide how to load them into your data warehouse.
Loading data into Tableau
Analyzing data in Tableau requires putting it into a format that Tableau can read. Depending on the data source, you may have options for achieving this goal, but the best practice among most businesses is to build a data warehouse that contains the data, and then connect that data warehouse to Tableau.
Tableau provides an easy-to-use Connect menu that allows you to connect data from flat files, direct data sources, and data warehouses. In most cases, connecting these sources is simply a matter of creating and providing credentials to the relevant services.
Once the data is connected, Tableau offers an option for locally caching your data to speed up queries. This can make a big difference when working with slower database platforms or flat files, but is typically not necessary when using a scalable data warehouse platform. Tableau's flexibility and speed in these areas are among its major differentiators in the industry.
Analyzing data in Tableau
Tableau's report-building interface may seem intimidating at first, but it's one of the most powerful and intuitive analytics UIs on the market. Once you understand its workflow, it offers fast and nearly limitless options for building reports and dashboards.
If you're familiar with Pivot Tables in Excel, the Tableau report building experience may feel somewhat familiar. The process involves selecting the rows and columns desired in the resulting data set, along with the aggregate functions used to populate the data cells. Users can also specify filters to be applied to the data and choose a visualization type to use for the report.
You can learn how to build a report from scratch for free (although a sign-in is required) from the Tableau documentation.
Keeping Zapier data up to date
Once you've set up the webhooks you want and have begun collecting data, you can relax – as long as everything continues to work correctly. You'll have to keep an eye out for any changes to Zapier’s webhooks implementation.
From Zapier to your data warehouse: An easier solution
As mentioned earlier, the best practice for analyzing Zapier data in Tableau is to store that data inside a data warehousing platform alongside data from your other databases and third-party sources. You can find instructions for doing these extractions for leading warehouses on our sister sites Zapier to Redshift, Zapier to BigQuery, Zapier to Azure Synapse Analytics, Zapier to PostgreSQL, Zapier to Panoply, and Zapier to Snowflake.
Easier yet, however, is using a solution that does all that work for you. Products like Stitch were built to move data automatically, making it easy to integrate Zapier with Tableau. With just a few clicks, Stitch starts extracting your Zapier data, structuring it in a way that's optimized for analysis, and inserting that data into a data warehouse that can be easily accessed and analyzed by Tableau.