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FMK2017 - Tableau and FileMaker by Vince Menanno

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With the introduction of FileMaker 16 and the Data API, we now have a direct, native way to integrate Tableau, an enterprise level business intelligence application. Once you set up the Web Data Connector from Tableau to FileMaker Server, a range of possibilities opens up — publish from FileMaker and allow Tableau to pull data into visualizations and dashboards. You can even make this interactive, via Tableau Actions and FileMaker 16.

We’ll cover the steps it takes to set up this type of connection, and how to build and publish your dashboards. And we’ll take a look at what gives FileMaker an exclusive advantage when it comes to embedded dashboards. Finally, we'll look at how adding Tableau Actions can enable self-service interactivity with FileMaker data, revealing underlying data trends.

Come discover how Tableau integration can provide innovative opportunities for your FileMaker applications.

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FMK2017 - Tableau and FileMaker by Vince Menanno

  1. 1. 8. FileMaker Konferenz | Salzburg | 12.-14. Oktober 2017 www.filemaker-konferenz.com A Match Made in Data Heaven Vincenzo Menanno Tableau and FileMaker
  2. 2. 8. FileMaker Konferenz | Salzburg | 12.-14. Oktober 2017 FileMaker and Tableau und Vincenzo Menanno Vincenzo P. Menanno Beezwax - Director of FileMaker Development Author of InspectorPro Oaklan Our HQ
  3. 3. 8. FileMaker Konferenz | Salzburg | 12.-14. Oktober 2017 FileMaker and Tableau und Vincenzo Menanno Vincenzo P. Menanno Data Visualizations Sharp Knives Parking Backwards Precision Engineering Measuring Things Architecture Hiking
  4. 4. 8. FileMaker Konferenz | Salzburg | 12.-14. Oktober 2017 FileMaker and Tableau und Vincenzo Menanno
  5. 5. 8. FileMaker Konferenz | Salzburg | 12.-14. Oktober 2017 FileMaker and Tableau und Vincenzo Menanno
  6. 6. 8. FileMaker Konferenz | Salzburg | 12.-14. Oktober 2017 FileMaker and Tableau und Vincenzo Menanno The Bart Station The boarding platform in the bart station Please allow people to disembark before embarking the bart train. Allow them a passage through the middle. Wait on the side. Now imagine all the languages it needs to be translated into. Then where do you place the text(s).
  7. 7. 8. FileMaker Konferenz | Salzburg | 12.-14. Oktober 2017 FileMaker and Tableau und Vincenzo Menanno
  8. 8. 8. FileMaker Konferenz | Salzburg | 12.-14. Oktober 2017 FileMaker and Tableau und Vincenzo Menanno Explore | Learn | R&D
  9. 9. 8. FileMaker Konferenz | Salzburg | 12.-14. Oktober 2017 FileMaker and Tableau und Vincenzo Menanno Problems Iterate Creative FileMaker We love to slove problems. FileMaker provides us tools to help us iterate and discover the ways to create the User experience - And the scripting environment helps us mange the data that is part of the workflow. We come from various backgrounds - often times not computer science related. Humanities, psychology, or the arts… we tend to be creative and driven.
  10. 10. 8. FileMaker Konferenz | Salzburg | 12.-14. Oktober 2017 FileMaker and Tableau und Vincenzo Menanno Understand Iterate Creative FileMaker Tableau people like to understand the data so it and help drive insights and hopefully improve business - so in a sense they are solving problems. By discovering stories that are in the data. It’s a platform like FileMaker that provides the tools to help them rapidly iterate and explore the data. And many of the people in that community are creative people.
  11. 11. 8. FileMaker Konferenz | Salzburg | 12.-14. Oktober 2017 FileMaker and Tableau und Vincenzo Menanno FileMaker and Tableau Make a great team Tableau people like to understand the data so it and help drive insights and hopefully improve business - so in a sense they are solving problems. By discovering stories that are in the data. It’s a platform like FileMaker that provides the tools to help them rapidly iterate and explore the data. And many of the people in that community are creative people.
  12. 12. 8. FileMaker Konferenz | Salzburg | 12.-14. Oktober 2017 FileMaker and Tableau und Vincenzo Menanno Extract Transform Load ETL Sourcing The Data If it acts as the source then there is no external place to go extract it from… If validation is enforced then with clean data there is no need to transform the data Now with the Data API Tableau has a direct way to load the data
  13. 13. 8. FileMaker Konferenz | Salzburg | 12.-14. Oktober 2017 FileMaker and Tableau und Vincenzo Menanno Using FileMaker as a Source Extract | FileMaker is a curator of data If it acts as the source then there is no external place to go extract it from… Transform Load
  14. 14. 8. FileMaker Konferenz | Salzburg | 12.-14. Oktober 2017 FileMaker and Tableau und Vincenzo Menanno Ingredients | Server Must be using FileMaker 16 Sever Must have the Data API turned on Must have a valid certificate installed not the one that comes with FileMaker
  15. 15. 8. FileMaker Konferenz | Salzburg | 12.-14. Oktober 2017 FileMaker and Tableau und Vincenzo Menanno Record Level Access The table that contains the data should have view access
  16. 16. 8. FileMaker Konferenz | Salzburg | 12.-14. Oktober 2017 FileMaker and Tableau und Vincenzo Menanno Layout Access The web data connector also needs to know what layout to target. The layout needs to be set to view only | records access is not required
  17. 17. 8. FileMaker Konferenz | Salzburg | 12.-14. Oktober 2017 FileMaker and Tableau und Vincenzo Menanno Extended Privileges The fmrest extended privilege must be enabled for Web Data Connector If you plan to use fmp url… then enable fmurlscript extended privilege
  18. 18. 8. FileMaker Konferenz | Salzburg | 12.-14. Oktober 2017 FileMaker and Tableau und Vincenzo Menanno Fields on Layout | Data Types Fields you have on your layout are the fields that get transferred to Tableau Text Number Date Time Timestamp Containers * Calculation ( store/unstored ) Summary All the field types are supported - however good to point out that extracting data with fields on your layout that are unsorted calculations could slow down the process to extract the data and haven’t tested extracting data where the unsorted calculation lives in another file. If the container is stored then it can build a link to show the file. Again not much further testing with other data types but was surprised to see support for containers.
  19. 19. 8. FileMaker Konferenz | Salzburg | 12.-14. Oktober 2017 FileMaker and Tableau und Vincenzo Menanno FMP URL | Trusted Sources You have to use the tabadmin commands on windows to changes these settings… FMP url Full Extract
  20. 20. 8. FileMaker Konferenz | Salzburg | 12.-14. Oktober 2017 FileMaker and Tableau und Vincenzo Menanno Now we are ready… To connect Tableau to FileMaker
  21. 21. 8. FileMaker Konferenz | Salzburg | 12.-14. Oktober 2017 FileMaker and Tableau und Vincenzo Menanno Tableau Web Data Connector In Tableau | Choose Connect To a Server | Choose Web Data Connector https://address/fmi/rest/tableau/fm_connector.html
  22. 22. 8. FileMaker Konferenz | Salzburg | 12.-14. Oktober 2017 FileMaker and Tableau und Vincenzo Menanno Tableau Web Data Connector
  23. 23. 8. FileMaker Konferenz | Salzburg | 12.-14. Oktober 2017 FileMaker and Tableau und Vincenzo Menanno Now your Tableau Journey Begins
  24. 24. 8. FileMaker Konferenz | Salzburg | 12.-14. Oktober 2017 FileMaker and Tableau und Vincenzo Menanno Demo
  25. 25. 8. FileMaker Konferenz | Salzburg | 12.-14. Oktober 2017 FileMaker and Tableau und Vincenzo Menanno Why
  26. 26. 8. FileMaker Konferenz | Salzburg | 12.-14. Oktober 2017 FileMaker and Tableau und Vincenzo Menanno Innovation Interactive Dashboards Maintain Investment Unique Place Innovation not only helps your customer but it also brings you new skills that you can offer other customers Interactive dashboards help you provide ways that your customer can explore their data By adding more value to their solution you can also maintaining their investment - meaning they get more and don’t have to go elsewhere to get it. FileMaker is in a unique place with the ability to deeply integrate Tableau into FileMaker
  27. 27. 8. FileMaker Konferenz | Salzburg | 12.-14. Oktober 2017 FileMaker and Tableau und Vincenzo Menanno Vielen Dank unseren Sponsoren fmp://fm12.standpunkte.li/feedback.fmp12

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