Tableau is a data visualization platform for building interactive dashboards and reports. Connect Cognito Forms to Tableau so entry data loads directly into datasets and refreshes 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. Navigate to Settings > Integrations
2. Select API Keys and create a new key with Read permissions
Prepare the data endpoint
1. Identify your form’s ID from Cognito Forms
2. Construct the API endpoint URL:
3. https://www.cognitoforms.com/api/forms/{FormID}/entries?access_token={APIKey}
Connect Tableau to Cognito Forms
1. Open Tableau and choose Web Data Connector
2. Paste your Cognito Forms API endpoint URL into Tableau’s connector
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.

Analytics & Reporting