Tableau is a data visualization platform for building interactive dashboards and reports. Connect Cognito Forms to Tableau to load entry data directly into datasets and refresh on your schedule.

Replace CSV exports with a direct feed—see fresh submissions in Tableau and share up-to-date dashboards with your team.

Stop manual exports and merges
Dashboards refresh on a schedule
Blend entries with warehouse data

Use this integration to:

Move form data to where it’s needed
Filter to specific entry views
Refresh extracts automatically
Join form data with other sources

Use this integration when you

Use Tableau to explore entries with filters and drill-downs, build calculated metrics, and publish interactive stories for stakeholders.

Commonly used on:

How It Works

Log in to Cognito Forms
1. Open the form and go to entries
2. Select or create an Entry View
3. Click Sync View To > Tableau and generate secure URL
Prepare the data endpoint
1. Copy the generated OData feed URL (include access token)
Connect Tableau to Cognito Forms
1. In Tableau, select the Data tab > New Data Source > To a Server > More
2. Paste the OData URL and select Anonymous for authentication
3. Create username and password
4. In Cognito Forms, enter the password in Sync View to Tableau
Verify and import data
1. Tableau will display your form fields for verification.
2. Confirm data accuracy before finalizing the connection
Create your dashboard
1. Use Tableau’s drag-and-drop tools to build charts, graphs, and visual reports from Cognito Forms data
Set up automatic refresh
1. Configure periodic data refreshes in Tableau to maintain up-to-date visualizations

Still need help? Check out our Cognito Forms API Integration Guide.

Your form. Your dashboard. Forever synced.

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Analytics & Reporting