Using Tableau with Donorfy

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This is a Professional Plan only feature - to upgrade see https://donorfy.com/pricing

 

Tableau will retrieve data via the Donorfy Data Service, to use the data service you will need to find your System API key - see this article for help with that.

To use this feature your Donorfy sign-in needs access to the Donorfy Data Service - see this article for help managing user permissions.

 

Tableau allows you to create visualisations based on your data. You can download a trial version of Tableau to evaluate it before you decide whether to buy it - or you can use the public version which is free.

Your base link to the Donorfy Data Service will be https://data.donorfy.com/odata/<your api key> e.g. if your api key was abcdefgh your link would be https://data.donorfy.com/odata/abcdefgh - however, Tableau will need additional information added to the base link above to create the connection:

You will need to add the name of the table that you want to view to the end of your data service link. A full list of the tables can be found in this article.

For example, if you want to work with Constituent data, you will need to add Constituents to the end of the link e.g. https://data.donorfy.com/odata/abcdefgh/Constituents

Note that Tableau is case sensitive so make sure you have a capital C on Constituents

When you start Tableau choose OData from the left-hand menu and set up your OData connection by entering your data source link into the server field, your user name and password and then press OK

 

There are many videos and articles available at the Tableau web site to help you learn how to use Tableau.

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