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Connect Type for Tableau

Hi - I am looking to start using Tableau to build dashboards. Can you let me know how you setup the Data Connection? I tried MySQL with our orionmonitor web location as the server but no luck. Thanks!

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elee

Greetings, mformica!
The type of Tableau connection depends on the database that you're using for Web Help Desk.

For example, we are running MS SQL Server...so I chose Microsoft SQL Server in the "To a Server" connection type.

I hope this helps!

Very Respectfully,

Eric Lee

mformica

Thanks! I realized I had to connect to the Orion DB which is MS SQL. Now I need to figure out this table structure. Any clues on popular tables to start with!

elee

mformica,

Glad you got it! I find SQL to be more robust, so I go the Custom SQL Query route to specifically define the requirements of the report.

That being said, some of the bread and butter tables will still be:

JOB_TICKET
STATUS_TYPE
TECH
LOCATION
PRIORITY_TYPE
CLIENT
PROBLEM_TYPE

If you use a lot of custom fields, you'll also find TICKET_CUSTOM_FIELD invaluable!
Good luck!