User Guide

Before you start

 

To be able to import data from Shopify into Tableau Software, you should have the relevant Shopify account permissions.

Check Shopify Help Center for more information.

The table of contents

 

Create a data source

 

Step 1. Open Tableau Connector app in your selected shop.

 

Step 2. On the next page that opens, click the New Data Source button.

Step 3. Follow the steps below on the Data Source section to create a data source based on your parameters. Start from the Details section on the right:

  1. Enter a new data source name in the Name field.

  2. Enter the data source description.

Then if you need to set up automatic data update move to the Scheduler section:

  1. Scroll and select one of the 4 possible options in a Scheduler section:

  • Disabled - in this case, you will be able to update this data source manually when needed;

  • Continuous - in this case, the data sources with this schedule type will be updated constantly. The data preparation process will start after the previous one is completed.

Continuous data source runs only in the background. As a user, you can see the result after the data preparation is finished, but not during the process of data preparation.

  • Every day - in this case, the data source will be updated every day at the selected time.

  • Weekly - in this case, the data source will be updated only once a week on the selected day and time.

2. Set up a start time depending on one of the options you’ve chosen.

The Scheduler menu depends on your pricing plan.

 

Step 4. In the main Export options section of the data source form you’ll see all fields available for export.

On the left, you can see tabs with all fields and tables available for export. These tabs help you navigate easily among numerous tables and data types.

  1. Select the page you need (for example, Orders - as shown on the screenshot). Tables related to a specific data type are located under a specific tab.

  2. Select the checkboxes next to the fields you’d like to export data from. Each exported table is represented by a separate group of checkboxes.

Please, learn the Entity-Relationship Diagram to understand all the connections and correlations between tables.

 

Check information about the data types supported by the Tableau Connector here.

 

You can also use built-in filters to select the fields you need.

Filters allow you to limit data based on several criteria, so your BI app does not need to get a complete list of results and then parse through it on its own.

Press Add filter to see the available field selection options in a drop-down menu.

In case you want to combine multiple filters for data, repeat the step above.

When you’re done, click Save to apply changes.

 

Prepare Data

 

After you’ve successfully created a Data source, go back to the Data sources page. You will see a list of created data sources and their statuses.

The newly created data source will have a “Not Ready” status.

Step 1. You can proceed with data preparation by clicking the start button under the Actions menu, as shown in the screenshot

 

 

 

 

You can see the current result of data preparation immediately displayed in the Status column, it will be changed to “Pending” and then to “In Progress”.

Shopify backend allows to prepare only one data source at a time. Therefore, if several sources are being prepared, they queue up one after the other.

 

 

 

 

After completion, the green status “Ready” will be displayed. That means that the data is ready for export.

The speed of data preparation depends on the amount of data you’ve selected. Most data sources preparation takes a few minutes. But sometimes this can take even hours, for example, if there are thousands of rows to be prepared.

To speed up data preparing process:

  • Apply filters to reduce queried data.

  • Try removing some fields from your query so that preparing can run faster.

  • Break up the data source into smaller parts.

If you need assistance with it, please, contact our Support team.

Import Data to Tableau Software

 

To work with Tableau Software, the application generates the Data Source URL. Use this URL to import data to your Tableau tool.

 

Step 1. Copy the URL of your connector, generated by the application. Click the copy button in the Actions menu.

Step 2. Launch your Tableau Desktop.

Click Web Data Connector and enter Source URL in web data connector field.

Click Enter button.

Step 3. The authorization in Tableau will be required.

Copy them from the Settings page in the Tableau Connector interface.

Click Log in and Export.

 

Step 4. The data source fields will be displayed on the next screen.

Select the table and drag to the main screen.

After that click Update now and all the information you’ve selected will be displayed.

After this step, the selected data will be loaded into your Tableau Software.

If there is a big amount of data, it can take some time.

After the data is loaded, you can start building graphs and dashboards based on the Shopify data.

To do this, choose the visualization type and select the data you want to see on the graph or dashboard.

Manage the Data Sources

 

On the Data sources page, you can also manage the existing data sources.

You can edit your data source fields information any time by clicking the link on it. 

Please note. After saving the changes your data source will change the status to “NOT READY”.

 

  

 

 

 

 

If you don't need some of the data sources anymore, click Delete.

You will not be able to undo this action. Be careful when deleting the data sources.

Subscription Page

 

Tableau Connector has Subscription page where you can find the overview of the available pricing plans as well as their description.

If you want to change the existing plan, this can be done through the Subscription page.

 

 

There are 4 pricing plans available at the moment:

  • Free plan allows to create 1 data source with max of 500 export rows for export and includes Weekly auto-update.

  • Basic plan allows to create 2 data sources with max 5000 rows per table and in addition to Weekly updates, Daily updates are also available. Data filtering is in this plan as well.

  • Professional plan allows to create 5 data sources with an unlimited number of export rows and setting the Continuous, Every day, or Weekly auto-update. Data filtering option is available in this plan.

  • Unlimited plan allows to create an unlimited number of data sources and export rows and includes the ability to select Continuous, Every day, or Weekly auto-update. Data filtering option is available in this plan.

 

Settings Page

 

In this section, you can find your Tableau credentials (Login and access token) for future data export with the help of Tableau Connector.

 

 

Help Page

 

You can find a short version on this user guide in the Help page of Tableau Connector for your convenience.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

The Entity-Relationship Diagram for the tables can also be found here. Please, learn it carefully to be sure that you understand all the connections and correlations correctly.