Connect Smartsheet to Tableau for Unbiased Marketing Insights

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What is Smartsheet?

Smartsheet is a versatile work management platform that enables enterprises to streamline collaboration, automate workflows, and manage projects efficiently. With its intuitive interface and robust features, such as Gantt charts, Kanban boards, and automated alerts, Smartsheet helps large organizations improve productivity, reduce operational complexity, and make data-driven decisions. By centralizing information and ensuring real-time visibility, Smartsheet empowers teams to work together seamlessly and achieve better outcomes.

What is Tableau?

Tableau is a powerful business intelligence (BI) and data visualization tool that helps enterprises turn raw data into actionable insights. With its user-friendly interface, advanced analytics capabilities, and seamless integration with various data sources, Tableau enables decision-makers to make informed choices and drive business growth. By creating interactive, customizable dashboards and visualizations, Tableau allows large organizations to explore data, identify trends, and uncover hidden patterns, fostering a data-driven culture across the enterprise.

Connecting Smartsheet to Tableau

There are several ways to connect Smartsheet to Tableau and leverage the combined power of both platforms:

  • Export Smartsheet data to a CSV file and then import the file to Tableau for visualization.
  • Use the Tableau Web Data Connector to connect Smartsheet to Tableau directly. This connector allows you to access Smartsheet data within Tableau and create visualizations based on real-time information.
  • Integrate Smartsheet with Tableau using an ETL (Extract, Transform, Load) tool, which automates the process of extracting data from Smartsheet, transforming it into a suitable format, and loading it into Tableau for analysis.
  • Utilize APIs to establish a custom connection between Smartsheet and Tableau, allowing you to sync data and automate the data import process.
  • Employ Improvado, an advanced marketing analytics platform, to streamline the process of connecting Smartsheet to Tableau. With Improvado's comprehensive data pipeline, you can easily extract and load data from Smartsheet to Tableau without the need for manual intervention or complex coding.

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We now rely fully on Improvado for multiple dashboards that we use for day-to-day marketing operations and strategy, as well as for presentations to executive leadership.

Waleed Noury, Senior Media Analyst at Activision
Waleed Noury
Senior Media Analyst
Free onboarding
Free marketing stack analysis

Connecting Smartsheet to Tableau with Improvado

Improvado offers a superior solution for connecting Smartsheet to Tableau, providing numerous benefits for large enterprises:

  • Scalability: Improvado can handle large volumes of data, ensuring that your Smartsheet and Tableau integration remains efficient and reliable as your organization grows.
  • Customization: With Improvado, you have the flexibility to customize the data extraction process, selecting the specific metrics and dimensions you want to analyze in Tableau.
  • Centralized data: Improvado consolidates all your marketing and sales data in one place, making it easy to access and analyze the information you need for strategic decision-making.
  • High-quality customer support: Improvado offers dedicated customer support to guide you through the implementation process and help you overcome any challenges you may encounter while connecting Smartsheet to Tableau.

Summary of connection Smartsheet to Tableau

In conclusion, connecting Smartsheet and Tableau allows enterprises to harness the full potential of both platforms, improving collaboration, enhancing data visibility, and driving faster, more informed decisions. By choosing Improvado as your integration solution, you can simplify the process of connecting Smartsheet to Tableau and enjoy the benefits of scalability, customization, centralized data, and high-quality customer support. To learn more about how Improvado can help you streamline your Smartsheet and Tableau integration, book a call with one of our experts today.

Reliable insights with Improvado

Trusted by the leading data-driven companies, Improvado is an advanced marketing analytics providing businesses with fully automated no-code data pipelines: from data to insights.

  • Reliable data pipeline — automatically get analysis-ready data from hundreds of marketing platforms.
  • Any BI platform — clean and consistent dashboards in Looker Studio, Tableau, and PowerBI.
  • Compliance – HIPAA, GDPR, CCPA, and SOC2 certified, Improvado covers your data pipeline with Enterprise-grade SLA.
  • Best in class Customer Success – dedicated CSMs and Professional Services to build custom data connectors and modify dashboards.
Improvado helps ASUS streamline global marketing reporting.
Illy employs Improvado to unify marketing data from 140 regional branches.
Activision relies fully on Improvado for its marketing dashboard.

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