Altru/Tableau Visualization Project - Files And Instructions (Repost)

Luke Hedgren

June 2018 in Blackbaud Altru® Blog

Hello all,

A few years ago, we launched a project to allow all Altru users to use the power of Tableau to visualize some of their own data. It had been a while, so I decided to refresh and repost this information, as I think it is an amazing resource. Below is the original information, refreshed for your use. Please check it out, and let us know if you put it to good use!

Today we are re-launching the Tableau/Altru Visualization Project. Using the power of a well regarded third-party application in the field of analytics, and OData feeds from Altru queries, we can create some great reports. If you would like to try this out for your organization, follow these steps:


1. Install Tableau

If your organization has an annual operation budget of under $5million you can receive a 2-year license of Tableau for just a one-time admin fee of $58.  For more information, please go here: https://www.tableau.com/foundation/license-donations.  You need a full desktop version of Tableau installed in order to set up and refresh the Altru/Tableau visualizations. Any user who wants to view the resulting reports needs just the free Tableau Reader application: http://www.tableau.com/products/reader


2. Import Your Queries

Using the XML file and the attached instructions, import the necessary queries into Altru.


3. Link the Queries to the Sample Workbook

Using the attached instructions, and the zipped Tableau workbook, change the data used for the reports from sample data, to your data. (There have been a few changes to our login procedure since this was originally posted, so make sure you use the proper Odata credentials. https://kb.blackbaud.com/articles/Article/114317 )


That's it! You can then send the workbook file to your colleagues, and you can refresh the data periodically using the attached instructions. 


As this is a side project we are trying out, our Altru Support team will not be the ones to assist you with any issues or questions. Please direct any questions to the following forum post, and I will monitor it as much as possible

Got questions or issues?  Join the Altru/Tableau Visualization Project forum here:  https://community.blackbaud.com/forums/viewtopic/407/26980


And finally, if you need any customization or expansion of these types of visualizations, please contact our Services team for any follow up. In particulate, reach out to Ray Clark for any possible reporting packages you might be interested in.


(For the attached files below, if you are having trouble downloading them, use Right-click, Save As...)

 

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