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Archer Integration with Tableau

Discussion created by Asha H B on Feb 19, 2020
Latest reply on Feb 24, 2020 by Asha H B

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Hi All,

We have successfully created Tableau dashboards using web connectors.

Looking for a way to add additional functionality to open Archer records directly from the Tableau dashboards.

Challenge here is, since Archer is a web based application URL is consistent throughout.

Please suggest if there is a way to achieve this.

Scott Hagemeyer

Thanks!

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2 Replies

Scott Hagemeyer Feb 19, 2020 1:03 PM
Asha H B,

That would be primarily Tableau functionality, and I am far from a Tableau expert, but I believe you can accomplish this by roughly following the below steps:
1. Ensure your applications contain a System Tracking ID field.
2. Build a calculated text field in each application, that builds the direct link to that record through the default.aspx authenticator. Tips for doing this can be found here: Working in Archer with Deep Links.
3. Include this new field in your reporting selections to Tableau.
4. Build the field onto the Tableau reports that are displayed.
Doing so, the effect should be that your Tableau reports contain a deep link with authentication directly to the Archer records.
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- Asha H B @ Scott Hagemeyer on Feb 24, 2020 5:24 AM
  Hi Scott,
  
  Thanks for immediate response.
  I have tried creating the same as you have mentioned. But the problem is the link is not working for me.
  
  Attaching screenshots below for the calculation which I have created in the application and Error message which is popping up. Kindly help on the issue.
  
  Calculated field formula: CONCATENATE("https://sandbox6.archer.rsa.com/default.aspx?requestUrl=../GenericContent/Record.aspx?id=",[Tracking ID],"&moduleId=167")
  
  Output Generated:
  
  But the same link is giving access error but I am a system admin.
  
  Thanks,
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