Use your IU REDCap project as a data source in Tableau

To use your IU REDCap project as a data source in Tableau:

  1. Request an IU REDCap API token.
  2. Send a request to the IU REDCap administrators to have the Tableau Web Data Connector external module enabled for the REDCap project you want to use as a data source in Tableau. Email IU REDCap support with your IU REDCap project name and project ID (the value for "pid" in your project's URL, which will be a number of up to five digits).
  3. Once the Tableau Web Data Connector external module is enabled for your IU REDCap project, find the web data connector (WDC) URL for your REDCap project. To do this, navigate to your IU REDCap project, and then, in the left navigation column, click Tableau Connector Instructions. You should see a page displaying a URL that you'll use (in the following steps) to set up a WDC in Tableau.
  4. In Tableau, under "To a Server", select More, and then select Web Data Connector.
  5. In the "Web Data Connector" dialog box, enter the WDC URL for your IU REDCap project, and then press Enter.
  6. In the "Tableau Web Data Connector for REDCap" dialog box, enter your IU REDCap API token, choose whether you want to receive data as raw variables or as labels, and then click Submit.
Important:

If the IU REDCap project data you are accessing contain protected health information (PHI), you must treat your Tableau workbook file as PHI, which means the file must be encrypted when it is stored (that is, at rest) and when it is transferred from one computer to another (that is, in transit). For more, see:

This is document arrl in the Knowledge Base.
Last modified on 2018-12-14 12:06:57.

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