Summary

This article has instructions for how to create an Excel to Tableau Hyper Workflow. 

Before you can create an Excel to Tableau Hyper Workflow, you must first have a SharePoint platform configured (by InfoBurst admins) for non-enterprise reports and documents available in the corresponding SharePoint Document Library. Please submit a Data, Analytics, and Reporting Support ticket for assistance.

How-To

Instructions

Step 1 - Log in to InfoBurst

Step 2 - Navigate to the folder where the workflow will be stored

Step 3 - Click on the New button and select Workflow

Step 4 - Choose Excel to Tableau Hyper from the available options (you can use the blue Excel filter to limit the workflow list)*

*This option requires that you have a preconfigured SharePoint Site established for non-enterprise reports. Please submit a Data, Analytics, and Reporting Support ticket for this request.

Step 5 - Select the pre-configured SharePoint platform from the dropdown list and select Continue.

Step 6 - Navigate to the appropriate folder and select a document then Continue.

Step 7 - Choose a Tableau Project that you want your Excel file sent to (select the folder icon to see a list of available projects). Use / to separate parent and child folders.

Step 8 - Either type your file name or select the M icon to use a macro. [$DOCNAME] uses the document file name from infoburst.

Step 9 - Select Replace if you want to overwrite an existing file on a schedule.

Step 10 - Select First Row Headers if your file has headers.

Step 11 - Select a specific sheet if your workbook contains more than one.

Step 12 - Select Continue.

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.