Most of the time, all of your data won’t live in one FileMaker table. Alternatively, you can freely rename layouts and fields in Tableau - their names in FileMaker won’t change. However, if the layout used in a Tableau report is renamed in FileMaker, the connection breaks. Renaming the field in FileMaker won’t break the visualization the Tableau chart will keep referencing the old name. Another thing to be cautious about is renaming objects. The upside is that by limiting the fields you expose, you can prevent Tableau from slowing down for larger tables. Note: the fields that are not on the layout won’t appear in Tableau. Keep in mind that Tableau is connecting to layouts, not tables, so it’s a good practice to create separate FileMaker layouts for Tableau and expose only those fields that you need for visualization. The most important thing to remember here is security - always create a new account for API connections and don’t forget to enable the fmrest extended privilege set. Luckily, it’s easy to set up and use using this Claris guide. To visualize your FileMaker data in Tableau, the first step is to get that data from FileMaker. With their new flexible pricing and Tableau Desktop 2021’s visualizing power, it’s easier to get the answers you need to help grow and improve your business. The best part? Unlike Microsoft Power BI, Tableau has a special FileMaker connector that can be used to easily get that data. How long does it take to ship an order? What is our most popular product? What categories are more profitable than others?Īll of these and more are important questions that can be answered in a matter of minutes in Tableau. And that data can provide a lot of important insights. An average FileMaker database contains a large amount of unused, valuable data.
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