Summary

If you plan to deliver to a Hyper file to Tableau, it is best practice to create a workflow for this delivery method. This makes it easier to update different elements of the workflow when needed.
 

How-To

Instructions

Step 1 - Log in to InfoBurst

Step 2 - Navigate to your “My Home” folder

Step 3 - Click on the New button and select Workflow.

Step 4 - Choose WebI to Tableau Hyper

Step 5 - Select Continue to display a dropdown menu of available WebI report folders

Step 6 - Browse to and select the correct Webi Report then click Continue.

Step 7 - Enter any required Webi Prompts (Select LOV for a list of field values) and select Continue.

• Note: the prompts will vary for each report

Step 8 - Fill in fields:

• Select a project for your Tableau Delivery by clicking on the folder icon.
• Enter a File name if you want the data source to be named something other than the report name.
• Select Replace if you want your file to overwrite each time it runs.
• Select the desired Report Tab.
• When ready, click Continue.

Step 9 - Choose a schedule from the drop down menu and fill in the frequency prompts.

Step 10 - Select Run Now then Save the workflow.

Outcome

You should be able to see and use the Hyper file in Tableau. 

Further Readings 

InfoSol Help Desk (Vendor site)  

Need additional help?

If you need additional InfoBurst support, please submit a Data, Analytics, and Reporting ticket.