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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!

  • 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.

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    I hope this helps!

    Very Respectfully,

    Eric Lee

  • 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!

  • 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!