DataSelf for Tableau

The DataSelf Difference for Tableau

By optimizing and organizing your data before it reachesTableau, DataSelf unlocks faster, more reliable insights without the usual headaches. Our automated data modeling, simplified deployment, and built-in Business Glossary empower both technical and non-technical users to build better reports—faster.

All of these capabilities integrate with Tableau data sources and workbooks, further simplifying deployment and usage. This approach addresses common Tableau pain points:

• Slow refresh times and refresh failures
• Inconsistent KPIs across reports (no “single version of the truth”)
• Difficulty aligning with BI governance policies (such as GDPR and HIPAA)
• Frustration connecting to and blending data from multiple silos

With DataSelf, Tableau becomes faster, smarter, and dramatically easier to use. Here’s how.

The Benefit of ETL+

ETL+ supercharges Tableau by optimizing the data within the applications (and other datasets). ETL+ does this by (e)xtracting your source data, (t)ransforming it, and (l)oading it into a secure SQL Server data warehouse.

In order to optimize data for Tableau, ETL+ automates the data modeling process using our Dimension, Fact, and Time (DFT) module. This enables Tableau users to improve performance, simplicity, scalability and compatibility within their business systems.

• Dimension refers to a constant data element and/or descriptive attribute, including customer names, product categories, branch, or dates of sale.
• Fact refers to a measurable value – such as order total, sales invoice amounts, purchase orders or gross profit.
• And Time refers to the amount of time over which the “facts” are presented.

The DFT module enables measurements like:

• Average Sales Per Item this Year
• Gross Profit
• Sales this Year
• Sales Growth
• Items Sold Last Year
• Customer Growth
• Average Sales Per Customer This Year
• PO Order Quantity

The Result > A Unified Tableau Model

Thanks to cleaner, reorganized data and thousands of pre-built KPIs, even non-technical users can easily create and customize reports in Tableau — eliminating the need to rely on data analysts for every request.

This is made possible by a unified Tableau model that simplifies deployment without requiring programming knowledge, SQL installation, or technical expertise. After the initial ETL process pulls in all source data, subsequent updates are quick and efficient – capturing only new or modified records to keep everything running smoothly.

Whether you’re new to Tableau or already a pro, this model helps everyone quickly get on the same page.

Multi-Tiered Security in Tableau

By combining Tableau with ETL+, you can take advantage of a multi-tiered security approach:

1. Row-Level Security (RLS): This restricts data access at the record (or “row”) level based on user roles. This is customizable to fit customer-specific needs.
2. Project Security: This allows users to define user roles (i.e., Admin, Creator, Explorer, Viewer) within Tableau to control access and collaboration.
3. Data Source Security: This allows users to secure the connections to underlying data sources.

Export Tableau Views to Excel

Using DataSelf’s Tableau Extract API, users can easily and securely extract Tableau view data directly into MS Excel with the push of a Refresh button. Beta version.