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Export Data from Tableau and Connect in Bold BI

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In order to replicate the dashboard in Bold BI, which was created in Tableau, export the data as a CSV file from Tableau BI and subsequently establish a connection with the exported data in Bold BI. Please adhere to the instructions below to export data from Tableau and establish the connection in Bold BI.

  1. Open the required worksheet from the Tableau application and navigate to Data Source tab              tableau_datasourcetab.png
  2. Click on below highlighted Data option and select Export Data to CSV followed by the table name that you want to export and save the csv file in required location of a local machine.        export-csv-data.png          save_csv.png
  3. Now, start the Bold BI application and navigate to the Data Sources tab and click on create a new data source with below highlighted option            boldbi_datasource.png           datasource_tab.png
  4. From Add Data Source tab, choose Files from the below highlighted dropdown and select CSV connector.            choose-files-connector.pngselect-csv-connector.png
  5. Enter the data source name, browse and connect the exported csv file in Bold BI. If you can be able to export the data as an Excel file, refer to this section to connect excel file in Bold BI application.     connect-csv-file.png
Refer the link for available data connectors in Bold BI application.


Additional References

            
             
      



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Written by Sammanasu Mary Jesuraj
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