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.

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. 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. 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. 8. FileMaker Konferenz | Salzburg | 12.-14. Oktober 2017
FileMaker and Tableau und Vincenzo Menanno

5. 8. FileMaker Konferenz | Salzburg | 12.-14. Oktober 2017
FileMaker and Tableau und Vincenzo Menanno

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. 8. FileMaker Konferenz | Salzburg | 12.-14. Oktober 2017
FileMaker and Tableau und Vincenzo Menanno

8. 8. FileMaker Konferenz | Salzburg | 12.-14. Oktober 2017
FileMaker and Tableau und Vincenzo Menanno
Explore | Learn | R&D

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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 8. FileMaker Konferenz | Salzburg | 12.-14. Oktober 2017
FileMaker and Tableau und Vincenzo Menanno
Now we are ready…
To connect Tableau to FileMaker

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. 8. FileMaker Konferenz | Salzburg | 12.-14. Oktober 2017
FileMaker and Tableau und Vincenzo Menanno
Tableau Web Data Connector

23. 8. FileMaker Konferenz | Salzburg | 12.-14. Oktober 2017
FileMaker and Tableau und Vincenzo Menanno
Now your Tableau Journey Begins

24. 8. FileMaker Konferenz | Salzburg | 12.-14. Oktober 2017
FileMaker and Tableau und Vincenzo Menanno
Demo

25. 8. FileMaker Konferenz | Salzburg | 12.-14. Oktober 2017
FileMaker and Tableau und Vincenzo Menanno
Why

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. 8. FileMaker Konferenz | Salzburg | 12.-14. Oktober 2017
FileMaker and Tableau und Vincenzo Menanno
Vielen Dank unseren Sponsoren
fmp://fm12.standpunkte.li/feedback.fmp12