Connect Tableau to Power BI

Here's a step-by-step explanation of how you can connect Tableau to Power BI:

Step 1: Collect data
To begin with, connect your Tableau account. In a new window, specify the Personal access token name and the Personal access token secret. After that, paste the View URL leading to the dashboard from where you'd like to load data.



Once you've provided the View URL, click Finish and proceed. Then, press Transformations to go to the next step.

Step 2: Organize and transform
Check your data for accuracy before importing it from Tableau to Power BI. Optionally, you can make the following transformations:

• Edit, rearrange, hide, or add columns.
• Apply filters and sort data in the desired order.
• Create new columns with custom formulas.
• Merge data from multiple accounts or apps.

This way, you prepare the data for reporting by adjusting it to your specific needs.



When you're sure the data is ready for import, click on Destinations.

Step 3: Load and automate
In this step, you'll finally export Tableau to Power BI. Follow the in-app instructions for generating the integration URL and pasting it into the Power BI desktop application to finalize data import.



Return to Coupler.io and click Set a schedule to activate Automatic data refresh. Select the desired interval for auto-updates in the corresponding field. Lastly, click Save and run importer.

To ensure your Power BI report is self-updating, turn on Coupler.io's automated data refreshes. Adjust the frequency of auto-updates according to your needs: monthly, daily, hourly, or even every 30 or 15 minutes. Furthermore, you may want to specify the preferred days of the week, time slots, and the time zone.



Using this feature, you'll access fresh data whenever needed for your analytics purposes. Your report will constantly remain relevant and accurate, updated in sync with the source.

With Coupler.io, you have different import modes for loading data from multiple sources.

To use them, simply click on the Connect one more source button in the Data sources step to complete the setup, which is similar to configuring the initial data source. You can seamlessly integrate various source applications, even different accounts of the same one.

Moreover, Coupler.io provides a cross-platform data blending feature. So, you can merge Tableau data with information from other sources

After connecting the desired data sources and moving to the Transformations step, you have two options for data blending:

• Append allows you to merge data elements from one source into another, provided the columns share identical names.
• Join enables the side-by-side combination of two datasets, requiring at least one column in each data set to be the same.

This way, you can enrich your analytics by integrating diverse data sources like marketing platforms, CRM apps, analytics tools, etc.

Apart from the capability to connect Tableau to Power BI, Coupler.io enables you to replicate importers to import data into a multitude of alternative destinations:

• Spreadsheet apps: Google Sheets and Microsoft Excel – to perform simple and quick reporting.
• Data warehouses: BigQuery, PostgreSQL, and Redshift – to store, query, and conduct a complex analysis of Tableau data.
• Other business intelligence (BI) tools: Data Studio and Qlik Sense – to visualize data by creating dynamic and interactive dashboards.

You can load Tableau data into these applications as easily as we've explained in the example of Power BI.