Explain Tableau hyper API

The Hyper API provides a collection of functions that you can use to simplify your interactions with Tableau extract files (hyper). To build new extract files, or to open existing files, you can use the API to upload, remove, edit, or read data from those files. Using Hyper API , developers and administrators may do as follows.

  • Creates extract files which are currently not provided by Tableau for data sources.
  • Automate custom processes for extracting, transforming and loading ETL for example, implement rolling window updates, or custom incremental updates.
  • Retrieve data from file with an extract.

Features of Tableau Hyper API

The Hyper API is the evolution of Extract API. The Hyper API allows developers and administrators to create.hyper files from those files and upload, remove, update, and read data. New features Hyper API comes with the following.

  • Full CRUD:

Reading, downloading, removing and inserting data into.hyper files;

  • Full speed:

Use full Hyper speed to create Tableau hyper files.

  • Direct loading of CSV:

Loading files directly from CSV instead of writing code to do so.

  • SQL-based API:

It unleashes SQL’s ability to communicate with .hyper files.

  • Multi-table:

Build extracts of multi-table data that suit your pattern.

The Hyper API provides access to new features, in addition to supporting the features of the previous Extract API 2.0 to create and update extract files.

  • Within .hyper files also known as CRUD operations, you can create, read, edit, and delete data.
  • You can use Hyper maximum speed for extract file development and updating.
  • You can load data from CSV files directly, much quicker and without having to write complex code to do so.
  • In.hyper files, you can use the SQL power to communicate with the data. The Hyper API provides methods for executing Tableau hyper SQL on files running on .hyper. For more info Tableau Training

Tableau Hyper API includes the means to communicate with files from the local.hyper sample.

Supported languages in Tableau Hyper API

The Hyper API supports exclusively 64-bit platforms. The Hyper API libraries are available for the programming languages as follows:

  • Python (3.6, or higher)
  • C++ (or newer: C++11)
  • Java (Java 8, or higher)
  • C#/.NET (.NET default 2.0)

Although the  Hyper API is intended to operate on newer versions of these languages, it may not be tested. In this article let us discuss about Tableau Hyper API in Python 3.6.

Tableau Hyper API to fulfill Python needs

 The Hyper API supports only 64-bit interpreters. For example, a 64-bit version of Python is required.

The Python 3.6 and 3.7 features with the Hyper API.

While it is believed that the Hyper API also operates with newer versions, this was not checked through testing.

  • Use https:/python.org/downloads to download Python 3.6 or 3.7.
  • Download a 64-bit version, the update is classified as Windows x86-64 for example for Window.
  • On Windows, we suggest that you pick the Add Python 3.x option to PATH when installing.

Setup with Python hyper API                                                                        

1. The following instructions assume you have set up a Python virtual environment. See venv-Creation of virtual environments in Python Standard Library for more information on creating virtual environments.

2. Open a terminal and navigate to the directory at venv.

3. Using pip install the Tableau Hyper API module.

4. Pip have tableau Hyper API enabled

If you have previously installed Tableau Hyper API you can use the command below to upgrade to the latest version.

Pip Download Tableau Hyper API—upgrade

Installations running Linux require pip version 19.3 or newer. Note that pip versions 20.0 and 20.1 do not work due to pip problems.

Alternatively, the Python Hyper API package (.whl file) can be downloaded for your operating system. See Hyper API-Download and Release of Products.

  • Install the.whl file you downloaded using pip.
  • Install [path to whl file] on Windows: Scripts\pip
  • [Path to whl file] Install bin or pip on Linux or Mac OS.

5. Download examples, and try them:

  • Download the Python.zip file and unzip it for your operating system.
  • Open a terminal, and navigate to the directory of examples.
  • Run Python Examples (try insert data into single table.py, for example).
  • [Insert data into single table.py [venv directory]\Scripts\python.
  • On Linux or Mac OS: insert data into single table.py [venv directory]/bin / python

Web hooks in Tableau Hyper API

A web hook is an API term that is becoming increasingly popular. As events could explain more and more of what we do on the web, web hooks are becoming ever more important. They are extremely useful for executing event reactions, in a resource-light way.

You can download the Postman collection directly from Github and create your own Web hooks to get started on this function. IFTTT is my favorite website for integration with other services. I use IFTTT for example to send me a Slack message to update my favorite Tableau workbook. Personally, it is the happiness formula.

Tokens for personal access in Tableau Hyper API

Now, let us talk about Tableau REST API and Hyper API authentication. Today, when you use our REST API to sign in to your server or Tableau Online, you need to submit your username and password in a file. In this YouTube video, learn how to sign in, what a REST API is, how it applies to the provisioning, permissions, and publishing, and more.

There is no need to type your password using Personal Access Tokens. This new token can be used to login to your server. There is no need to expose your account credentials in automation. But if your company uses SAML or some other form of Tableau authentication, you can also use the REST API.

The other benefits of the upcoming Personal Access Token tableau are as follows.

  • Better security: Reduces the risks of revealing your credentials.
  • Better tracking: Administrators can track where and for what reason a token is being used.
  • Better governance: You may revoke the access to this token at any moment.
  • Better management and handling: Every script or application may generate a token. If the password or email address is changed, the use of the API token won’t affect it.

The Launching of the Hyper API, Web hooks and Personal Access Token are in beta format and will be ready for release in 2019.

Use Case of Tableau Hyper API

 Link with the Hyper API to the data sources and write the data into extract files (in Tableau 10.5 and later in the.hyper file format. Write custom scripts which update or read data from existing extract files.

Benefits of Tableau Hyper API

You can use the Hyper API to build data extracts that enhance performance and provide offline access if you are able to link to your data. You can use the Hyper API to get the data into Tableau if you have data sources that are not currently supported. You can use the Hyper API to update the extract if you want to update data inside extract files. If you need to access data from an extract, you can now write a script which will read the extract data.

Conclusion

I hope you reach to a conclusion about Tableau Hyper API. You can learn more concepts of Tableau through Tableau online training.

Azure Active Directory single sign-on (SSO) integration with Workday

To get started, you need the following items:

  • An Azure AD subscription. If you don’t have a subscription, you can get a free account.
  • Workday single sign-on (SSO) enabled subscription.

Scenario description

In this tutorial, you configure and test Azure AD SSO in a test environment.

  • Workday supports SP initiated SSO.
  • Once you configure Workday you can enforce Session Control, which protect exfiltration and infiltration of your organization’s sensitive data in real-time. Session Control extend from Conditional Access.

To configure the integration of Workday into Azure AD, you need to add Workday from the gallery to your list of managed SaaS apps.

  1. Sign in to the Azure portal using either a work or school account, or a personal Microsoft account.
  2. On the left navigation pane, select the Azure Active Directory service.
  3. Navigate to Enterprise Applications and then select All Applications.
  4. To add new application, select New application.
  5. In the Add from the gallery section, type Workday in the search box.
  6. Select Workday from results panel and then add the app. Wait a few seconds while the app is added to your tenant. For more info Workday Training

Configure and test Azure AD single sign-on for Workday

Configure and test Azure AD SSO with Workday using a test user called B.Simon. For SSO to work, you need to establish a link relationship between an Azure AD user and the related user in Workday.

To configure and test Azure AD SSO with Workday, complete the following building blocks:

  1. Configure Azure AD SSO to enable your users to use this feature.
    1. Create an Azure AD test user to test Azure AD single sign-on with B.Simon.
    2. Assign the Azure AD test user to enable B.Simon to use Azure AD single sign-on.
  2. Configure Workday to configure the SSO settings on application side.
    1. Create Workday test user to have a counterpart of B.Simon in Workday that is linked to the Azure AD representation of user.
  3. Test SSO to verify whether the configuration works.

Configure Azure AD SSO

Follow these steps to enable Azure AD SSO in the Azure portal.

  1. In the Azure portal, on the Workday application integration page, find the Manage section and select Single sign-on.
  2. On the Select a Single sign-on method page, select SAML.
  3. On the Set up Single Sign-On with SAML page, click the edit/pen icon for Basic SAML Configuration to edit the settings.Edit Basic SAML Configuration
  4. On the Basic SAML Configuration page, enter the values for the following fields:a. In the Sign-on URL text box, type a URL using the following pattern: https://impl.workday.com/<tenant>/login-saml2.flexb. In the Identifier text box, type a URL using the following pattern: http://www.workday.comc. In the Reply URL text box, type a URL using the following pattern: https://impl.workday.com/<tenant>/login-saml.htmld NoteThese values are not the real. Update these values with the actual Sign-on URL and Reply URL. Your reply URL must have a subdomain for example: www, wd2, wd3, wd3-impl, wd5, wd5-impl). Using something like http://www.myworkday.com works but http://myworkday.com does not. Contact Workday Client support team to get these values. You can also refer to the patterns shown in the Basic SAML Configuration section in the Azure portal.
  5. Your Workday application expects the SAML assertions in a specific format, which requires you to add custom attribute mappings to your SAML token attributes configuration. The following screenshot shows the list of default attributes, where as nameidentifier is mapped with user.userprincipalname. Workday application expects nameidentifier to be mapped with user.mailUPN, etc., so you need to edit the attribute mapping by clicking on Edit icon and change the attribute mapping.image NoteHere we have mapped the Name ID with UPN (user.userprincipalname) as default. You need to map the Name ID with actual User ID in your Workday account (your email, UPN, etc.) for successful working of SSO.
  6. On the Set up Single Sign-On with SAML page, in the SAML Signing Certificate section, find Certificate (Base64) and select Download to download the certificate and save it on your computer.The Certificate download link
  7. To modify the Signing options as per your requirement, click Edit button to open SAML Signing Certificate dialog.imageimagea. Select Sign SAML response and assertion for Signing Option.b. Click Save
  8. On the Set up Workday section, copy the appropriate URL(s) based on your requirement. Get more skills from Workday Integration TrainingCopy configuration URLs

Create an Azure AD test user

In this section, you’ll create a test user in the Azure portal called B.Simon.

  1. From the left pane in the Azure portal, select Azure Active Directory, select Users, and then select All users.
  2. Select New user at the top of the screen.
  3. In the User properties, follow these steps:
    1. In the Name field, enter B.Simon.
    2. In the User name field, enter the username@companydomain.extension. For example, B.Simon@contoso.com.
    3. Select the Show password check box, and then write down the value that’s displayed in the Password box.
    4. Click Create.

Assign the Azure AD test user

In this section, you’ll enable B.Simon to use Azure single sign-on by granting access to Workday.

  1. In the Azure portal, select Enterprise Applications, and then select All applications.
  2. In the applications list, select Workday.
  3. In the app’s overview page, find the Manage section and select Users and groups.The "Users and groups" link
  4. Select Add user, then select Users and groups in the Add Assignment dialog.The Add User link
  5. In the Users and groups dialog, select B.Simon from the Users list, then click the Select button at the bottom of the screen.
  6. If you’re expecting any role value in the SAML assertion, in the Select Role dialog, select the appropriate role for the user from the list and then click the Select button at the bottom of the screen.
  7. In the Add Assignment dialog, click the Assign button.

Configure Workday

  1. In a different web browser window, sign in to your Workday company site as an administrator.
  2. In the Search box search with the name Edit Tenant Setup – Security on the top left side of the home page.Edit Tenant Security
  3. In the Redirection URLs section, perform the following steps:Redirection URLsa. Click Add Row.b. In the Login Redirect URLTimeout Redirect URL and Mobile Redirect URL textbox, paste the Login URL which you have copied from the Set up Workday section of Azure portal.c. In the Logout Redirect URL textbox, paste the Logout URL which you have copied from the Set up Workday section of Azure portal.d. In Used for Environments textbox, select the environment name.
  4. To get in-depth knowledge, enroll for a live free demo on Workday Online Training

Tableau Architecture – 8 Major Components of Tableau Server Architecture

In our effort to learn the new BI tool, it is crucial to learn about Tableau architecture. By knowing what’s under the hood, you will be able to have a good technical understanding of the tool. In this tutorial, we will discuss the Tableau architecture and understand its functioning in detail. Followed by the general understanding of Tableau’s working. Along with this, we will learn the Components and Architecture of Tableau Server.

So, are you ready to explore Tableau Architecture?

Tableau Architecture - Tableau Server Architecture - Intellipaat

Tableau Architecture

So, let us first get the bigger picture clear in our heads; let’s talk about the entire architectural framework that Tableau operates in. It can be categorized into three main segments. The segments are –

  1. Data Sources
  2. Tableau Server
  3. Tableau Desktop and the clients.

1. Data Source

The first section of Tableau architecture is where a user can extract data from a gamut of data source options available like SAP, Oracle, Salesforce, Excel file, MySQL, Teradata etc. A user can establish data connection in two ways; a live data connection which sends instant queries to the data source and gets results instantly. Another way is to extract data from the data source and have a local copy of it as a temporary database. Data can be fetched through a live connection or extraction into both Tableau Desktop and Tableau Server Training.

2. Tableau Server and Desktop

Before getting to Tableau Server, let us first discuss the Tableau Desktop as it is the platform through which a user gets the ball rolling for further actions to take place. Because depending on the user’s request the actions for all the other architectural components are assigned. Tableau Desktop acts as an authoring tool where users create visualizations, workbooks, and dashboards using the data from the data source in Tableau. These workbooks or visualizations can be shared to users in many ways. It can be shared to static users (just to view), to a web or mobile clients, workbook packages can be shared to the Tableau Reader where users can view as well as edit the visualizations. Also, the visualization can be published or loaded into the Tableau Server.

The Tableau Server has many components working together as it manages a bunch of important processes. It has components taking care of the user and data security, a repository which stores all the visualizations published to the Server, a cache for performance improvement, a manager/automation to manage data loads and schedule updates, a presentation layer which is responsible for all the visualization/presentation related activities. The Tableau Server primarily serves the dynamic user base of the web and mobile customers interacting with the data on Tableau platforms.

3. Clients

The clients are the end users using Tableau through a web, mobile devices, on-cloud, on-premise, or on a command-line interface for development. These end-users interact mainly with Tableau Server for accessing workbooks or visualizations. The server components then work as per the client’s request and return the outcome.

Tableau Server Components

As we discussed in the section earlier, Tableau Server is an important component in the Tableau architecture as it is thoughtfully designed to manage and execute crucial processes. It is important for us to understand what’s under the hood of Tableau Server as it is a core component and helps to understand Tableau better.
Let us go through the components of Tableau Server and learn how they work.

1. Gateway

Gateway is a kind of web-server that helps clients communicate to the server via HTTP or https. The server receives incoming client requests and directs them to the appropriate server for action.

A gateway handles processes such as load balancing, traffic routing, URL rewriting, serving static files to clients, serving multi-thread processes etc. The gateway server used by Tableau is Apache Tomcat. Get more info From Tableau Training

2. Application Server

Gateway interacts primarily with the application server, also known as a workgroup server. The application server deals with login processes, domain authentication, data authorization, user or group permission management, content searches, etc. It works in close association with the server’s repository and handles the data access operations. Also, it renders processes related to the user interface other than the visualizations which are the work of the VizQL server. The user interface is the page that gives the users an overview of the workbooks and projects they have access to.

3. Repository

The repository in Tableau Server stores server metadata related to users, permissions, assignments, groups, and projects. Along with the metadata, it stores visualizations in flat files (TWS, TDS), and performance data for auditing. Whenever a server service or component demands for metadata, it is provided from the repository. Also, it cooperates with the active directory to provide useful information to the app server for login verification processes.

4. VizQL Server

It is an important component of Tableau Server as it is responsible for loading all the visualizations that you see and work with on Tableau. It has an in-built caching for performance improvement and editing tasks. Whenever a user requests a visualization or wishes to update an existing one, the request received by VizQL is first converted into an SQL statement and sent down to the data sources via respective data source drivers. The requested data sent back from the data source comes to the VizQL server again, where it is processed with some final touches of additional calculations and sent to the user. Any new visualization coming from the data source is cached in the VizQL for further use.

5. Data engine

The data engine is another efficient component which handles processes related to Tableau data extract (TDE). It is invoked only when a query is shot, which involves data from TDE. The data engine stores multiple TDEs and can run on multiple servers maximum 2). It also attends multiple requests parallelly at a given point of time. The data engine hosts the piece of data in-memory extracted from the TDE upon getting a request from the user.

6. Backgrounder

Backgrounder is an essential multi-process, a multi-process element that manages schedules for information refreshing and ensures proper functioning of the Tableau Server and Data Engine.

7. Data Server

The data server helps in centralizing metadata management, driver deployment, and extract management. It also contributes to access control and serves as a proxy to the data sources. It hosts user queries and requests to prevent users from directly accessing the data source.

8. Search and License

Two other important components are search and license. The search component manages the search indexing for the data in the repository. Whereas, the license component is responsible for the licensing and configuration of the Tableau server. Both these services run on the primary server of the Tableau’s server cluster.

Tableau Server Architecture

Tableau Server is essentially a communication tool which shares data connections and visualizations with the end-users or clients. So, now that we have learned about the functioning of each component in a Tableau server. Let us understand how all these components work in tandem. For this, we will club the server components into layers or tiers. So, we have five layers or sections in the Tableau Server; customer data, data connectors, main components, gateway, and clients.

  1. The customer data layer contains all sorts of data sources available for a Tableau user like data warehouses, data marts, flat files, and multi-dimensional cubes, relational databases.
  2. Next lies the data connectors layers which consist of a data engine, repository, SQL Connector, and MDX Connector. These components interact directly with the data sources. The Data engine processes the data requested by the user and assigns the data type, decides whether it is a measure or a dimension, and creates TDEs (data extracts). At the background of the data, engine runs an SQL Connector which creates an SQL query for all the user requests and interacts to the data sources. The SQL Connector primarily deals with data marts and flat files. Similarly, the MDX Connector deals with the multi-dimensional cubes.
  3. The next layer comprises of all the main components, essentially the data server which regulates and monitors the functioning of the components of the data connector layer. Along with this, it includes a VizQL Server and Application Server. The application server takes all the user requests coming from Tableau Desktop, mobile or browser for accessing the visualization. It processes the requests and detects the type of request, checks user authorization and grants access accordingly. The VizQL Server is a patented component of Tableau, where VizQL stands of Visualization Query language. It works behind the logic of Tableau visualization and creates the visualization as per your instructions on the dashboard.
  4. As we have already learned about the gateway, it acts as a gatekeeper of the Tableau Server and any request or query sent by the client first hits the gateway or load balancer. A gateway is nothing but a primary server which receives the queries and redirects it to an appropriate and available secondary server, known as worker server.

To get in-depth knowledge, enroll for a live free demo on Tableau Online Training

ServiceNow Extensions for Visual Studio Code

Edit your ServiceNow applications in Visual Studio Code with the help of the ServiceNow Extensions for VS Code.

The ServiceNow Extensions for the VS Code editor enables you to edit applications within your ServiceNow instance.

ServiceNow application editing in Visual Studio Code

Advantages of using Visual Studio Code

Edit your applications offlineUse Visual Studio Code to download and edit a local copy of your application. You can edit the application offline, and then synchronize again when your instance is available.Use Visual Studio Code JavaScript features to reduce development time and improve code qualityVisual Studio Code IntelliSense includes editing features such as code completion, code suggestions, and quick information. Use these tools to complete your coding tasks quickly and reduce errors. For more details on using IntelliSense in your applications, see IntelliSense in VS Code. The extension also supports Linting using ESLint. The same standard ESLint rules used in the ServiceNow instance are available. For more info Servicenow Training

Functions of ServiceNow Extensions for VS Code

The ServiceNow Extensions for VS Code include tools for developing on the Now Platform.

The extension adds several functions to your Visual Studio Code (VS Code) implementation. You access these functions through the command palette.

The command palette
FunctionalityDescription
Setup Now workspaceCreate the project folder to work with ServiceNow applications.
Activate Now ExtensionActivates the ServiceNow extension.
Create Now ProjectImport existing ServiceNow applications to a Visual Studio Code project.
Sync Current ProjectDuring development, synchronize all files between VS Code and the instance. Press CMD + OPT + S for MacOs and CTRL + ALT + S​ on Windows.
Sync Current FileSynchronize the current file you are working on. Press CMD + OPT + SHIFT +S for MacOS and CTRL + ALT + SHIFT +S​​ on Windows.
Clear CredentialsDeletes the entered credentials in the Settings page.
Reset ProjectSets project to its original state.
Configure File TypesModify the options selected in the metadata. Metadata determines which elements of your application you want to synchronize with VS Code.
Add Custom File TypesAdd file types to your project using the Custom File Types wizard.
Select ApplicationSwitch between application within the workspace in VS code. Press CMD + OPT + A for MacOs and CTRL + ALT + A​​ on Windows.
Select Update SetSelect an update set. Changes synchronized to your instance are applied to the selected update set. Press CMD + OPT + U for MacOs and CTRL + ALT + U​ on Windows.
Create New FileCreate records in your application.
Global File SearchFind files within the instance. Press CMD + OPT + F for MacOs and CTRL + ALT + F on Windows.
Run Background ScriptsRun a background script on your instance.
IntelliSenseAn IntelliSense code-completion aid available for Glide APIs.

To get in-depth knowledge, enroll for a live free demo on Servicenow Online Training

How to Set up a ServiceNow Jira Integration: the Comprehensive 2020 Guide

servicenow jira integration

As companies grow, the need to integrate data between different platforms becomes more inevitable. For instance if you’re working in ServiceNow and you have a partner or a client who uses Jira, then a ServiceNow Jira integration seems to be the best solution for seamless collaboration.

So in this guide, we will discuss the need to integrate ServiceNow Incidents with Jira Issues. (Although this process can also be applied to other entities, like Problems, Cases, Change Requests, etc.)

We will cover why admins set up the ServiceNow Jira integration in the first place. How to choose the right technology to configure the integration. And we will cover the step-by-step process on how to set it up. For more info Servicenow Training

Why Integrate ServiceNow with Jira

Thinking of IT Service Management, ServiceNow has become a mainstream choice for CIO’s & the head of IT departments to consider.

Started as an innovative niche cloud platform to manage ITSM processes based on ITIL best practice, ServiceNow has gained enormous traction in recent years. They currently have more than 20.000 customers world-wide & are growing rapidly.

On the other hand, when thinking of Agile Software development, Jira sprints in mind immediately.

As part of the Atlassian product offering, Jira manages issues & projects for Software teams. And it integrates nicely with other Software development tools of Atlassian. In short, for many Software teams, Jira is the natural choice for Issue/Project management. This is especially true when other Atlassian products are used for Software Development too.

With the above positioning of ServiceNow & Jira in the IT Service Management & Software development space in mind, the need for integration becomes obvious.

Here I’ve summed up two examples of possible scenarios:

  1. A company’s IT department uses ServiceNow to provide users a One-Stop-Shop portal for all IT services. This includes reporting issues on Software. In-house Software teams use Jira to manage Issues/Projects. They generally prefer the Atlassian suite because it is used for Coding/Collaboration.
    • Incidents reported by a user on ServiceNow need to be forwarded to Jira as an issue to be solved by the Software team
    • When the Software team encounters infrastructure issues, they need to be forwarded to ServiceNow as an Incident
  2. A company uses ServiceNow for ITSM and one or several Software packages are provided by an external software vendor. The software vendor tracks issues on the Software from all customers with Jira. Then the incident in ServiceNow needs to create an Issue on Jira and get status updates.

How to Choose the Right Technology for Setting up your Integration

When designing an integration between two ticketing tools, three aspects always need to be considered:

  • Autonomy: The ticketing tools at each end of the integration has the means to control what information is sent to the other side and how incoming information is interpreted. Changes in the ticketing tools shouldn’t break the integration. Rather they should be easily reflected in the integration.
  • Reliability: A reliable integration is one that always works for the user – even when the other side is not available for whatever reason (such as maintenance). Operational maintenance capability is important to ensure always-on integration.
  • Flexibility in the configuration: The integration is able to bridge the differences in the two systems. To be able to effectively attribute mapping is a first mandatory step. Having the flexibility to align the process differences between the teams/organizations – a second.

How to Set up a ServiceNow Jira Integration (a Step-by-Step Process)

Step 1: Install the Exalate app on your ServiceNow Instance

To install Exalate on your ServiceNow instance, you’ll have to use an “update set”.

You can find the step-by-step instructions of the Exalate agent installation for ServiceNow on the following Exalate documentation page:

Installing the Exalate app on your ServiceNow instance

Step 2: Install the Exalate app on your Jira Instance

In order for Exalate to work, it needs to be installed on both sides of the integration.

This means you’ll also have to install Exalate on Jira. This will be the straight forward process as installing a Jira app.

Step 3: Have a Quick Look at the Exalate Console

The Exalate console provides a user interface for system administrators to configure & maintain the Integration.

After installing, the Exalate console should be directly accessible as an Application on the ServiceNow instance:

console jira servicenow integration

At the Jira side, similar configuration options are provided as an Application as well:

integration Jira to Servicenow console

With the Exalate console you can, on the one hand, create/maintain your configuration. On the other hand, you can also view Sync Queues and check/resolve errors.

These capabilities will help to maintain the integration efficiently.

But, let’s move on to setting up a connection between your Jira and ServiceNow instance.

Step 4: Establish a Connection between Jira and ServiceNow

1. Send an invitation code

Once the Exalate agent is installed on both ServiceNow & Jira, you need to set up connections between the two Exalate agents.

Either side can initiate the Connection or else accept the Connection invitation from the other side.

But here’s a recap of what it boils down to.

You’ll first have to Initiate a connection in the Connections tab.

initiate integration

You’ll then have to choose the connection type. That’s either connecting with the other side that’s accessible or not accessible.

Connection type for integration

Then you’ll have to choose between the pre-existing sync rules templates. Don’t worry about configuring this or selecting the wrong one. You’ll be able to edit this later. We’ll get back to this in step 6. Learn more skills from Servicenow Developer Training

The only thing left to do here is to pick a connection name and “Initiate Connection”.

Connection integration

Quick note: you can toggle the Active option on and off, which means you can prepare a connection before you have a need for it.

This will generate an invitation code. You’ll have to copy this so the other side can accept the invitation.

Invitation Code for integration

2. Accept the invitation code

That code you’ve just generated is what you will use to accept the invitation on the other side. So, move over to the other side, go to Connections and Accept Invitation.

Go ahead and past the code there:

accept integration invitation

The code will validate automatically once you’ve clicked Next.

Your connection type will be set automatically based on the invitation.

You’ll be able to configure the sync rules for this side separately, from the other side. This has been done on purpose, so each side will remain autonomous.

However, you do not have to configure this here yet. We’ll configure this later in Step 6.

After you’ve accepted the invitation and a connection has been established, we can move on to setting up a rule that will serve as a trigger for the synchronization.

Step 5: Configure your Synchronization Triggers to Determine when to Sync

Once a connection between ServiceNow and Jira is established, the main work of integration can start.

Have both sides agree on synchronization rules

At this stage, close cooperation between the Incident/Issue manager is needed to determine when an Incident at the ServiceNow side needs to create an Issue at the Jira side or vice versa.

The agreement can be defined on ServiceNow Exalate & Jira Exalate independently, allowing all possible scenarios. However, it’s also possible that you’re an admin on both sides.

Set up an automated synchronization trigger

If the process managers have determined that whenever an Incident is assigned to an Assignment group called Jira ServiceDesk, an Issue needs to be created at the Jira side.

The Trigger defined in Exalate ServiceNow looks like the following:

Servicenow Jira integration trigger

If, at the same time, they also agree that whenever an Issue at the Jira has IssueType ServiceNow, it will create an Incident at ServiceNow for teams on ServiceNow to solve.

The Trigger defined in Exalate Jira looks like the following:

Jira integration trigger for ServiceNow

Step 6: Configure your Connection to Determine the Information to Send

Once an Incident on ServiceNow fulfills the conditions defined by the Trigger, the ServiceNow Exalate will receive access to the Incident through the REST API.

Configure the outgoing sync

What information is sent to the Jira Exalate is defined in the Connection Sync Rules -> Outgoing sync.

Here’s a screenshot of what it looks like:

Edit Integration Servicenow and Jira
  • replica.<attributes> represents the message attributes. In our case, it represents Jira Exalate.
  • issue.<attribute> represents the local record attributes. In our case, it represents Servicenow Incidents.

The above example is an out-of-box, straightforward mapping. However, more complex mapping can be defined using groovy scripts in this section as well. Exalate provides a number of Script Helpers to reduce the effort to script yourself.

Configure the incoming sync

The incoming sync will determine how to interpret the information received.

The rules on how to interpret the incoming data are configured in the Connection Sync Rules as well.

On the ServiceNow Exalate, there is a distinction for when an Incident is created or updated.

In the example shown below, it is defined to store the Link to Jira Issue to the ServiceNow Incident correlation_id attribute. Incident correlation_name is set to Exalate.

Configure integration Jira ServiceNow incoming

Just like with outgoing sync rules, more complex mappings can be scripted.

Below is an example of mapping the ServiceNow Incident States with the Jira Issue Status. (Again Exalate Script Helpers can help reduce the scripting effort.)

Example Jira Servicenow Integration

Additional Information on Exalate as an Integration Solution

Since we used Exalate to set up the Jira ServiceNow integration, you might have some questions about this solution.

Here I’ll explain a bit more about Exalate’s architecture and security.

On Autonomy in Architecture

The basic architectural setup of Exalate as integration enabler between two systems is depicted below:

Architecture ServiceNow to Jira Integration

In our scenario Tracker (Blue) would be your ServiceNow instance, Tracker (Red) would be the Jira Server or Cloud instance.

Tracker(Blue) and Tracker(Red) have a separate Exalate Agent dedicated to your ServiceNow/Jira.

  • Letters A -F depicts the information flow between the systems. ServiceNow and Jira communicate with each other through the dedicated Exalate agent, keeping the autonomy of your system
  • Your (ServiceNow connected) Exalate Agent controls what information is sent and how incoming information is mapped.
  • Exalate agent is available for ServiceNow instance, Jira Cloud, Jira On-Premise, HP ALM/QC, Github, Zendesk and more to come

On Security

Exalate is an intelligent middleware that transports data between ServiceNow & Jira.

The Security consideration is described in great detail in the following whitepaper, free for download: “Exalate Security and Architecture Whitepaper”.

The below image explains the different deployment models Exalate is supporting.

Exalate for ServiceNow can be deployed either in the cloud or on-premise.

Integration deployment models Jira and ServiceNow

Comparison between Exalate and the IntegrationHub with the Jira Scope

ServiceNow itself has a capability called IntegrationHub that allows reusable integrations with third-party systems and call them from anywhere in the ServiceNow platform.

Using the IntegrationHub requires you to get a separate subscription.

The Standard package of IntegrationHub includes a Jira Spoke with a (limited) number of Actions that allows ServiceNow to manage issues, users, stories, and groups in Jira. And it retrieves Jira data to use in a flow.

Jira spoke V2.5 uses bi-directional webhooks and subscribes to Jira with a ServiceNow callback URL.

Jira ServiceNow Integration Hub

So, why use a third-party tool, like Exalate, to set up the integration?

Below I’ve added some considerations:

  1. Use Exalate when
    1. The integration is bi-directional. Then both sides will be able to trigger the integration and decide on the information to be exchanged.
    2. The integration is point-to-point between the two systems. 
  2. Use IntegrationHub when
    1. ServiceNow has the orchestration role to create an automated flow, involving several systems.
    2. ServiceNow controls the trigger of integration, remote system (in our case Jira) is the receiver of the commands

To get in-depth knowledge enroll for a live free demo on Servicenow Online Training

Explore your ServiceNow® Data with Power BI

ServiceNow provides service management for every department in your enterprise, including IT, human resources, facilities, field services, and more. We are excited to announce the availability of a Power BI content pack for ServiceNow that’s focused on incident management. The content pack gives you instant access to multiple reports and insights on your open, recently resolved, and recently closed incidents.

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This post will explain how the Power BI content pack can help you analyze your ServiceNow incidents data. For additional details on how to get started, please see the Power BI help page.

dashboard

To connect to the content pack, simply provide the URL to your ServiceNow instance, and sign in with your username and password. Once the connection has been made, Power BI will automatically create a dashboard, report, and dataset with data from your ServiceNow account. For more info Servicenow Training

The out-of-the-box dashboard offers an overview of insights included in the content pack, and you can select any of the tiles to drill down into the multiple pages of reports behind the dashboard. For example, selecting any of the tiles in the Open Incidents section will bring you to a report page dedicated to insights and metrics about your open incidents.

report1

You can hover over the visualizations to see additional details, and select a visual to cross filter the rest of the page. You can also switch to edit mode, where you can edit or add additional visuals to your reports. On the right, you’ll see a list of all the tables and fields you have access to in the content pack. In this case you have seven different tables from which you can pull information.

report2

From any of the reports, you can pin the visuals or tiles to the dashboard by hovering over them and selecting the pin icon. Pinning the visuals will prompt you to select a destination dashboard, allowing you to customize and combine data from multiple sources. For example, the dashboard below contains insights about website traffic, ServiceNow incidents, and product usage, all from different sources.

combodashboard

After the initial import, the dashboard and the reports will continue to update daily, and you can control the refresh schedule on the dataset. With the Power BI content pack for ServiceNow, you have an initial set of insights that you can use to explore your incidents data even further.

We’re always interested in hearing your feedback! Contact us at http://support.powerbi.com to let the team know about your experience, and if there’s anything we can do better. Any suggestions, including other content packs for ServiceNow, are appreciated.

To get in-depth knowledge, enroll for a live free demo on Servicenow Online Training

Getting Started with Tableau Web Data Connectors

Think about something that’s important to you. Maybe it’s related to your work, or your family, or a hobby. For example, perhaps you’re interested in sports.

Let’s face it

These days there’s data floating around for just about every hobby or interest under the sun. For example, I’m a big fan of football and love digging into the data and statistics behind the game.

Here’s the problem: that data is a real pain to work with.

But good news! Tableau figured out a super easy way to get that data into any dashboard you can imagine with no coding required.

In this step-by-step tutorial, I’ll show you the background info you need to understand how it all works PLUS a super smart shortcut that will save you time and tons of frustration. Learn more from Tableau online Training

Part 1 Tableau WDC SDK Installation

One of the great things that Tableau offers is an easy way to connect to your data. A new feature in Tableau 9.1 are web data connectors. Web data connectors are an easy way to import your data from an existing API directly into Tableau so that you can create dashboards very easily.

Tableau Web Data Connectors Screenshot

How Tableau Web Data Connectors work

  1. Find (or create) a web data connector that you need
  2. Connect to the data in Tableau 9.1
  3. Build your dashboard
Getting Started with Tableau Web Data Connectors

How to get started with Tableau Web Data Connectors

Warning: building a web data connector from scratch is not all that easy. You’ll need to know:

Part 2 Free hosting with GitHub

One of the more complicated pieces of web data connectors is finding a place to host your WDC files. You’ll likely have HTML, JavaScript, and CSS files that need to be stored online so that others can use them. Github is the best option to store your source code securely so that others can access your files.

Why use Github?

  • Automatically store all of your data with full backups
  • Used by millions of people to collaborate with others on coding projects
  • Most importantly … free hosting

How to create and host your Tableau Web Data connector on Github for free

  1. Create a free Github account
  2. Create a repository named username.github.io and clone it to your computer
  3. Add an index.html file (download my example copy here)
  4. Copy the MadMoneyScraper.html from the Tableau SDK to your new repository
  5. Sync the files from your computer back up to Github
  6. Visit username.github.io to view your index file and username.github.io/MadMoneyScraper.html to view the Tableau WDC SDK

Part 3 Import data from any website into Tableau

Okay, Part 1 and Part 2 really help you understand what Tableau Web Data Connectors are and why you’d want to use them.

Part 3 will show you how to bypass all of the technical challenges and just get the data you need without any coding at all using a tool called import.io

Why use Import.io?

  • You get a free account to collect data from pretty much any website.
  • Lots of options to automate your data collection as needed
  • Most importantly… there’s a Tableau Web Data Connector already built!

Here’s the thing

The hardest part now will be finding the data you want. But if the data is on a public website (not behind a firewall or login screen) then you can use import.io to collect that data.

How to use import.io to get data into Tableau with no coding

  1. Create a free import.io account
  2. Add the web address of the page you want to scrape (NFL stats for example)
  3. Configure each of the columns as needed (this could take some trial and error)
  4. Use the import.io Tableau Web Data Connector created by Robert Rouse at Interworks
  5. Build your dashboard in a fraction of the time.

To get in-depth knowledge, enroll for a live free demo on Tableau Training

What is the Workday Cloud Platform, what can be built on it and when is it available?

With the Workday Cloud Platform the SaaS company is entering the Platform as a Service (PaaS) game. By giving developers open APIs to plug into the Workday applications (Human Capital Management (HCM), Financials, Planning) and underlying data models, they can start to build custom apps and extensions from Workday.

Speaking at Workday Rising in Barcelona this week, chief technology architect Jon Ruggiero said the goal is to provide customers with “the tools to design, build and manage business applications on the Workday cloud”.

Developer Blog

All apps built on the platform come secure with Workday configurable security, no toolchain dependencies and all data used belongs to the customer, with no data usage fees. For more info Workday Training

Once opened up, developers will be able to get their hands on a set of open REST APIs, documentation and reference apps, all through the new developer site cloud.workday.com. This community site will also come with a developer console to manage resources and apps, as well as an API explorer tool.

Developers will also be able to get their hands on advanced capabilities, as Workday is exposing its machine learning algorithms and statistical models, as well as conversation service APIs like Workday Talk and Workday Bot later down the line to build these chat interfaces within Workday.

While the new open Workday platform is only available to design partners for now, developers can sign up for the Cloud Platform Community Group, or wait for general availability some time during 2018.

Use cases

As the Cloud Platform isn’t generally available until 2018 the current use cases are only examples being created by design partners, but they give you an idea of what can be built on top of the Workday platform.

Presented at Rising by VP of technology product management, Erin Yang, the four initial PaaS use cases are:

  • A ‘talent mobility’ app being created by a 48,000-employee company. This app intends to allow employees to visualise both existing global opportunities and filled field positions so they can network and ask questions about their career path and even apply for positions directly within Workday, increasing talent mobility across the organisation.
  • Next, a global airline has built an ID badging service to simplify the process of checks and paperwork involved with issuing new badges, intended to speed up approval rates and centralise reporting.
  • A ‘full-suite’ Workday customer has also been building an app where they can expose their supplier managed purchase requisition forms direct to the customer, allowing them to self-populate fields though the supplier portal, saving on tedious back and forth and spreadsheet use.
  • Lastly, this same customer has developed a ‘safety services app’ which incorporates data from an employee’s travel requests and calendar to show if they are out of the office, making it easier to account for their absence in the case of an emergency. It also allows for mobile alerts to be pushed out, cutting down on phone calls and emails. Learn more from Workday Integration Training

Workday fully expects its partner ecosystem to take up the baton in terms of building on the cloud platform. Barbry McGann, SVP product management at Workday told Computerworld UK: “Opening up the platform allows us to look at our core competencies and what partners can develop in terms of vertical-specific applications and unique extensions.”

McGann admitted that an app marketplace, like the Salesforce AppExchange, is certainly a possibility down the line, where apps developed by partners could be packaged and shared amongst the wider Workday community.

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Conclusion

This is a natural progression for the SaaS company to becoming a platform company, and although Workday has been accused of being slow to open up its platform, Bhusri has been adamant that the company would not take the leap until it was ready.

In his own words: “We had to ensure our technology core offered rock-solid reliability and scalability as well as the flexibility to continually evolve with a rapidly changing business landscape”.

Only this week he added: “The move to cloud platform is different to anything we have done before and we are going to learn a lot over the next twelve months.”

Now we will have to wait and see what the response of partners, independent software vendors (ISVs) and customers is like and what they decide to build in this new ecosystem.

To get in-depth knowledge, enroll for a live free demo on Workday Online Training

What Is ServiceNow? – A Cloud Solution For Your Enterprise

Why ServiceNow?

ServiceNow had its roots set in ITSM since 2012. However, with changing technology and the advent of cloud, it created its niche as a cross-departmental platform which functions as an enterprise cloud solution which is built on top of all other applications. Its ability to create workflows which automate the process of data extraction makes it a unique offering in today’s cloud space. 

ServiceNow has a raving customer base which returns to its platform each year. Let’s now look at the different cloud deployment models and where ServiceNow fits in.

cloud_deployment_models-What is Servicenow-edureka

IaaS(Infrastructure as a service)

  • In short, IaaS gives you a server in the cloud(virtual machine) that you have complete control over.
  • In Iaas, you are responsible for managing everything from the Operating System on up to the application you are running.

PaaS(Platform as a Service)

  • With PaaS, you have a combination of flexibility and simplicity.
  • Flexible because it can be tailored to the application’s needs.
  • Simple as no need of OS maintenance, versions, patches.

SaaS(Software as a Service)

  • A software distribution model in which a third-party provider hosts applications.
  • Instead of installing and maintaining software, you simply access it via the Internet.
  • Automatic updates reduce the burden on in-house IT staff. More Servicenow Training

Where does ServiceNow fit in?

ServiceNow which started off on a SaaS model catering to ITSM, has also ventured into PaaS cloud model, in which the entire organization’s business processes can be managed by a single system of record. ServiceNow provides the infrastructure needed to perform data collection, storage, as well as application development all on a single platform. Although ServiceNow does not provide an in-house Iaas deployment model it does support integration to Microsoft Azure which is an IaaS model.

It offers configuration management database (CMDB) along with service mapping which powers service-aware applications. Service mapping shows the dependencies amongst the organization’s assets. This leads to much-needed visibility into the business environment.

Great, now let us try to address the most essential question of this blog, what is ServiceNow?

What Is ServiceNow?

ServiceNow was founded in 2004 and stepped foot in the ITSM (Information Technology Service Management) field and provided competition to established players like IBM and HP. Today it is not just limited to ITSM, even though it still forms a major part of its revenue. Now, it is has diversified into 5 major services which include IT, Security, HR Service Delivery, Customer Service and Business Applications. ServiceNow is an integrated cloud solution which combines all these services in a single system of record.

ServiceNow’s Vice President Dominic Phillips, in one of his keynotes, pointed out that while we are witnessing so much “disruption” in the consumer sector, there is a lack of efficiency in internal business workflows inside organizations.

In today’s digital era, the ease of access that Uber and Airbnb provide while booking a cab or reserving a table is the kind of experience ServiceNow wants to provide to its customers within the enterprise.

Let us now move forward to understand how ServiceNow works by looking at its architecture. Get now with Servicenow Certification

ServiceNow Architecture

The majority of cloud service offerings today, run on the age-old Multi-tenant architecture like AWS, Azure, Salesforce, Oracle, etc. The Multi-tenant architecture creates a single instance which serves multiple customers. This usually deals with complex databases which demand frequent maintenance, often leading to unavailability of resources to customers. This is why ServiceNow has adopted a Multi-instance architecture.

Multi-instance architecture: A unique instance is created for each employee which maintains a separate resource stack. This gives us the freedom to deal with each user’s specific needs, enabling us to deal on a customer-customer basis. E.g. customer upgrades can be deployed with respect to compliance requirements as well as the enterprise’s current needs.

In our diagram shown below, 3 customers have unique instances each with an isolated pool of resources. What this means is, while the hardware is shared, the software: Application, Middleware and Database are all separately maintained. Data Isolation is a huge advantage. This is why the performance of one customer is not influenced by another customers instance. Neat, isn’t it?

MultiInstance Architecture- What Is ServiceNow- Edureka

 Figure:  What Is ServiceNow – Multi-Instance Architecture

ServiceNow Applications

In this what is ServiceNow blog, let’s get an overview of the ServiceNow Applications.

IT Service Desk 

A report found that 15 hrs out of 45 hrs in a work week are spent doing non-work related tasks. It was identified that this is due to the outdated ITSM software in use.

In ServiceNow, employees are provided with a self-service portal where they can avail IT Services by messaging the concerned department staff. ServiceNow was able to bring the ease of use of social media apps to the ITSM sector which was still lagging behind with legacy systems. Learn practical skills from Servicenow Course

With ConnectChat, the staff can reply in real time. This can be seen as an improvement over the traditional mailing system where messages had to be sent back and forth. This supports the sharing of files across departments. An employee can attach incident files as part of the conversation enabling technicians who can then directly look up the incident records and service the request. If a user is unsure which technician is on duty he can create a group with all technicians as members. Visual taskboards allow you to assign tasks to different departments with just a drag and drop gesture.

Resolving Security Threats

In spite of having a sophisticated security management mechanism in place for threat detection, when there is a security breach, most companies face an uphill task of resolving the problem.

ServiceNow uses structured workflows which helps prioritize risks based on their severity and their impact on the organization.

Threat research would normally take up to 45 minutes using spreadsheets and manual processing.

However, automated tools provide this information inside the platform which reduces the time involved to under 20 seconds.

HR Service Delivery

Ever wondered how HR spends most of its time doing repetitive tasks like employee onboarding when they should actually be focusing on strategic tasks instead?

ServiceNow wants to do away with all that manual processing. These tasks span across different departments like IT, Facilities, Legal and Finance. ServiceNow’s single platform can be used to connect HR workflows with all these departments. Decision making is made easy with its tracking and trending tools. HR is now powered with consumer-like customizable forms to deliver satisfactory service to employees.

Customer Service

The need of the hour is to provide uninterrupted quality service yet keeping the cost constraint in mind. ServiceNow is transforming Customer Service into a Team Sport. Unlike CRM(Customer Relationship Management) which is limited to customer engagement, ServiceNow Customer Service Management (CSM) operates by Connecting the right people, systems and workflows.

Customer Service is not limited to just resolving customer tickets. Whenever a customer is facing an issue, we need to find its root cause. This will reduce case(tickets) volume in the long run. ServiceNow comes with Service Mapping which provides cross-functional information to discover the initial point where the error was first noticed.

ServiceNow makes it easy to dispatch across different departments like engineering, field services, legal, etc. Take the example of the coffee maker that’s not working. The field agent is notified of its possible problem even before he starts his conversation with the customer. The customer is notified proactively with real-time notifications ensuring customer satisfaction and resolving issues at lightspeed.

Business Applications

ServiceNow comes with a drag and drop approach which allows you to customize Business Apps without writing a single line of code. For the experienced developer, you will never have to start from scratch again as you can choose from reusable components, workflows and link barriers across departments using information from the cloud.

Let’s now move ahead in this what is ServiceNow blog and understand what is a PDI.

Personal Developer Instances (PDI)

PDIs are meant for a walkthrough of the ServiceNow features. It can be used by developers, customers or even partners. The motive behind this instance is, it does not interfere with the production instance. Application ideas can be tested on PDI’s however, it will not be added to the final application repository.

Instances may be kept as long as there is regular activity. To be considered as active you need to either create applications or write scripts within 14 days. Now that we are aware of PDI’s, let’s move ahead and explore the ServiceNow Platform.

Creating A Personal Developer Instance(PDI)

To request a personal developer instance, the ServiceNow developer program provides you with a fully-functional instance, sized for single developer use. Let’s explore the two options to request a personal developer instance.

Step1: Log into the developer site at https://developer.servicenow.com

Create an Instance- What Is ServiceNow - Edureka

Step2: Request a PDI by doing any of the following actions.

  • From the dashboard homepage, click Request Instance.

From any page on the developer site, navigate to Manage >> Instance and click Request Instance.

Manage An Instance- What Is ServiceNow - Edureka

On successful registration, you will get an instance copy as shown above. You can click on the URL and login with your credentials. 

To get in-depth knowledge, enroll for a live free demo on Servicenow Online Training

Qlik vs. Tableau: Comparison Of Key Differences

Businesses from all industries generate thousands of data points every day, but all of that data is meaningless without insight.

Business intelligence (BI) software systems help businesses create meaning from their data by analyzing large swaths of data and presenting it in bite-sized chunks. In this way, data becomes usable, and more and more organizations will adopt BI software to put their data to work. There are many BI vendors to choose from, but this article examines two of the most popular options: Qlik vs. Tableau.

If you’ve already narrowed your software search down to Qlik and Tableau, read on. Otherwise, browse other options using our Product Selection Tool, or click the banner below to get personalized recommendations. Our knowledgeable Technology Advisors will send you a free, no-hassle shortlist of the best BI software for your specific needs. Getting started is easy and takes less than five minutes.Which BI Software Is
Right For Your Business?

What are Qlik and Tableau?

Qlik and Tableau are two of the biggest players on the business intelligence software market. Both solutions are high-priced BI systems for enterprise sized businesses. They source data from multiple data connectors to provide businesses with meaningful and actionable insights. In this article, we’ll take a look at two products from Qlik and Tableau: Qlik Sense and Tableau Training Desktop.

Qlik Sense

Qlik Sense telecom dashboard.

Qlik Sense seeks to make data literacy more accessible to everyone in an organization. The software does this by leveraging artificial intelligence (AI) and a user interface that works using drag-and-drop functionality. For businesses that are serious about making data-driven choices, Qlik Sense is a powerful tool.

Tableau Desktop

power bi vs tableau

Tableau Desktop helps users tell stories with data by making it easier to find and share insights. Drag-and-drop dashboard tools let analysts generate graphs and reports for forecasting, spotting trends, and more. Use Tableau’s storytelling features to bring your data to life with slideshow-like capabilities.

Table comparison of Qlik vs. Tableau

While working within the two systems feels quite different, Qlik and Tableau offer many of the same features and support many of the same data connectors. For a more detailed analysis of the two systems, scroll down. Learn More from Tableau Server Training

Qlik vs. Tableau: biggest differences

In general, many users report that Qlik performs faster than Tableau but that Tableau offers a more intuitive user interface (UI). While these experiences vary by user and are subject to change based on the amount of data points being processed, it’s helpful to consider the following differences between Qlik and Tableau.

Data visualizations:

Both Qlik Sense and Tableau Desktop offer customizable reports. Qlik offers many different view options for visualizing data, which users can build using drag-and-drop features. These visualizations allow a surprising amount of granularity considering how well they summarize large groups of data.

While this is good for viewing the same data sources in different ways, some users might find the experience overwhelming.
Tableau Desktop prioritizes fast and easy-to-use data visualizations over more aesthetically-pleasing visualizations.

This means Tableau also offers a drag-and-drop builder for data visualizations, but these visualizations in Tableau are simpler than those found in Qlik. Tableau also lets users present data analysis as a story, using tools similar to Microsoft PowerPoint to help analysts create narratives and move through slides easily.

Data connectors

For organizations that use business intelligence, finding a tool that supports a large variety of data connectors is important. That being said, it’s also important to understand how a data visualization system sorts data after being imported. Qlik and Tableau support most of the same data connectors, but they differ the most in how they sort data.
Qlik uses an associative engine to help reveal insights that can be easily lost to human error, while Tableau takes a query-based approach to showing data. There’s nothing wrong with either approach, but they are very different. While Qlik focuses more on showing associations between data points to help people develop questions they may not have considered on their own, Tableau focuses on “empowering” the individual user to let them find answers to their own questions.

Deployment

Depending on your organization’s needs, Qlik and Tableau offer different deployment options. For Qlik Sense, businesses can choose from a selection of software as a service (SaaS), on-premise, or private cloud for software deployment. Similarly, Tableau comes as a desktop, on-premise, or cloud-based solution.
For the majority of business needs, Qlik’s SaaS option and Tableau’s desktop option should check most boxes. For larger organizations that require software to be hosted on their own servers, both Qlik and Tableau will work.

Security
Good cybersecurity practices will only continue to contribute more and more to a company’s long term success. Thankfully, Qlik and Tableau make it easy to practice good security practices.
Both solutions support multiple users with role-based permissions, so you don’t have to worry about the wrong people viewing data they shouldn’t be able to access. Organizations lacking the capacity to effectively train all employees on security best practices can rest assured knowing that users can access Qlik and Tableau with a single sign-on (SSO).
SSO reduces the risk of employees setting weak passwords, allowing users to access the system with one secure login. For maximum security, system administrators can also enable multi-factor authentication (MFA) as an extra safeguard against weaker passwords. For Qlik, you can set up MFA using Okta, and for Tableau, you can use Duo.
Choosing a BI system is time-consuming. We can help.
It’s important to compare Qlik vs. Tableau, but that doesn’t necessarily mean your search should end there. If you want to save hours on your search for the right business intelligence solution for you, contact us to request a shortlist of the best software for your needs.

To get in-depth knowledge, enroll for a live free demo on Tableau Online Training

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