1. Accessing the Connector
To access the connector, open Tableau desktop.
On the left-hand side under Connect to a Server, click 'Web Data Connector.'
In the URL box, type http://tableau.cognetik.com and hit Enter.
2. Creating a Cognetik Account
Click the 'Sign Up' button
Fill in the fields, check the marketing consent box and click 'Create my account.' Your account is created on the spot.
3. Linking Your Accounts
In order to bring in data from your cloud source platforms, you need to link your accounts.
Click the 'Link a New Credential' button. A list of the available connections is displayed.
Click the logo of the platform you want to link. We chose to link our Google Analytics account for this article.
Insert your Google credentials.
Click 'Allow' to finalize the process.
To link other accounts, just click on the other logos and the process is fairly similar (except for Kochava which requires you to create an API key).
You can even add multiple users to the same platform, by repeating the process.
4. Building & Submitting a Query
After you choose your provider, you need to select a credential in the drop-down menu. Since you can link multiple accounts for the same platform, this gives you the option to select which credential you want to use.
Under 'Account,' choose one of the Google Analytics profiles your credential has access to (if there are more than one), and choose the property and profile you need to extract data from.
You can choose a combination of metrics and dimensions from the ones provided in the drop-down menu.
Keep in mind that these are provided by the Google API (in this specific case), and Cognetik has no control over the selection of metrics and dimensions that are displayed. The connector acts like a pipeline that transfers data from your platform in Tableau without processing it.
Not all combinations of metrics and dimensions work. Each dimension and metric has a scope, so it only makes sense to combine dimensions and metrics that share the same scope.
You also have the option to select a segment you created in Google Analytics.
In terms of granularity, you can choose between:
There are three types of calendars:
You can also select a Timezone for your data and choose between a Preset or a custom date range using the 'Start Date' and 'End Date.'
Our connector also includes the option to use Date Expressions for all connectors, which is frequently used for Adobe Analytics data. Here's more information on Date expressions.
The row limit is 50,000 rows.
Top limit is only applicable to Adobe Analytics (filters out and returns the first 'n' rows ordered by the first metric chosen).
You can Name your extract and Preview your request before creating a data extract in Tableau. This option helps confirm you have the correct data.
The preview section offers a few features to make data exploration easier:
After the data is displayed, click 'Submit'
Click 'Update Now' to display the data.
After the data is displayed, go to 'Sheet 1' to start working with the data.
You have a lot of options for your dashboard to choose from.
Select the dimension and metric to create your dashboard.
Here's what we went for!