Tableau

Overview

Scoop imports Tableau worksheets and dashboards, preserving your carefully crafted logic while adding AI-powered analysis and data blending capabilities. Export from Tableau as HTML or CSV, and Scoop handles the rest.

Why Tableau + Scoop?

• Preserve Tableau investment - Keep using dashboards you've built
• Add AI analysis - Ask questions about Tableau data in natural language
• Blend with other sources - Combine Tableau data with CRM, ERP, spreadsheets
• Extend beyond visualization - Get insights Tableau alone can't provide

Connection Methods

Method 1: HTML Export (Recommended)

Tableau exports worksheets as HTML with table structure preserved:

1. Open your Tableau worksheet
2. Worksheet > Export > HTML
3. Upload the HTML file to Scoop

Scoop automatically:

• Extracts all tables from the HTML
• Preserves column types and formatting
• Handles complex layouts

See Importing HTML Reports for detailed steps.

Method 2: CSV Export

For clean tabular data:

1. Open your Tableau worksheet
2. Worksheet > Export > Data
3. Choose CSV format
4. Upload to Scoop

Method 3: Tableau Server/Cloud Export

From Tableau Server or Cloud:

1. Navigate to your view
2. Click Download > Data or Crosstab
3. Choose CSV or Excel
4. Upload to Scoop

Method 4: Email Automation

Automate recurring Tableau exports:

1. Set up Tableau Server subscriptions
2. Configure to email as attachment
3. Forward to your Scoop ingest address
4. Scoop processes automatically

See Email Automated Imports for setup.

What You Can Analyze

Best Practices

1. Export underlying data - Gets the full dataset, not just visible rows
2. Use HTML for complex layouts - Preserves table structure
3. Use CSV for simple data - Fastest processing
4. Include headers - Column names help Scoop
5. Export from worksheets - Not screenshots or images

Common Use Cases

Cross-Platform Analysis

Blend Tableau sales data with HubSpot marketing data in Scoop.

Historical Snapshots

Import weekly Tableau exports to track changes over time.

Executive Reporting

Combine Tableau visuals with AI-generated insights.

Data Quality Checks

Use Scoop's AI to validate Tableau calculations against source data.

Comparison: Tableau vs Scoop

Best Together: Use Tableau for visualization, Scoop for AI analysis and investigation.

Troubleshooting

Empty Export

Problem: HTML or CSV export is empty.

Solution: Ensure filters aren't excluding all data. Try removing filters before export.

Missing Columns

Problem: Some columns not appearing in export.

Solution: Make sure columns are visible in the view. Hidden columns may not export.

Calculated Field Issues

Problem: Calculated values missing or incorrect.

Solution: Calculated fields export as values, not formulas. Verify the source data.

Related Resources

• Importing HTML Reports
• Email Automated Imports
• Best Practices for Source Reports