Create Data Source from existing Reports
New from Report button is located on the Dashboard page and visible for ServiceNow Admin, Tableau Admin and Tableau Editor roles.
Click on a button will open Select Report dialog with the Reports list:
The reports list is taken from the ServiceNow Reporting application:
The list of selected fields in a data source is taken from the file configuration of Report edit page, and can be checked from ServiceNow Reporting application:
After Report is selected, the user will be navigated to a new Data Source page with pre-filled fields: Name, Description, Export config, Filter and selected only report fields:
Now the user only needs to save the data source and export it to Tableau Desktop.
Users can modify Data Source (add more tables, rows limit, change filters etc.), changes will not be applied on existing Reports.
In some cases, reports do not contain fields, so it will be necessary to select preferred fields in order to be able to save data source and export data:
Please NOTE: Before exporting user need to check if all necessary permissions for data export are assigned. In case if not - the user will be not able to create Data Source:
The Save button is inactive (during data source creation) if:
no *Name and Export config is entered
no *Name or Export config is entered
no fields are selected from at least one table
The Save button is inactive (during data source editing) if:
data source open but no edits have been made (it becomes active only when at least one change is made, such as changes in fields: add, remove referenced fields, check-uncheck use display value etc.)
The Save button is inactive (during data source creation from Report) if:
selected report doesn’t contain any fields
The Save button is inactive if a user doesn’t have permission for a table (yellow message indicates it).