Link data to Tableau

In this walkthrough you will learn how to link the respondents data to the web version of the Tableau tool.

🌐 Link data to Tableau web version

For the web version of Tableau we will use the CSV file with respondents data. To do this you need to generate the CSV data file and then to upload it from your device to the online tool.

1. Generate the CSV File from ngSurvey:

• Go to the Data export at the left vertical toolbar.

• Press CSV to generate data export for download.

1. Log into Tableau Online:

• Go to the Tableau Online website and log in to your account.

1. Create a New Workbook:

• In Tableau Online, navigate to your Personal Space or Project.

• Click on the Create Workbook.

1. Connect the CSV File to Tableau:

• In the Connect to data window, choose the Files option.

• Drag and drop or Upload the CSV file you generated from ngSurvey.

1. Publish the Workbook:

• After connecting the data, you can create your visualizations.

• Once your workbook is ready, click on the 'Publish' button to save it to Tableau Online.

1. Upload the Workbook:

• If you have an existing workbook, you can go to the Home 🏠 page of Tableau Online.

• Use the New button or directly Upload Workbook option to upload your workbook.