as part of our M&E activities, we need to pull Kobo survey data into a Tableau dashboard, ideally live via an API. Despite quite some searching online, we have not been able to make this work.
Any pointers would be very welcome!
Thanks so much fo this. This is indeed a pretty neat way of solving it!
Having spent another afternoon trying to figure out what to do if the data is more sensitive, I now also found a (Tableau specific) solution, using a Kobo Web Data Connector (https://kwdc.herokuapp.com/).
Yes, took me a while as well to figure this stuff out (not really my field of expertise either).
Youtube tutorial: that’s a actually a neat idea - will try and do that when I some free time on my hands. In the meantime, let me know if you have any specific issues that I might have figured out already - happy to help if I can (you can connect through LinkedIn https://www.linkedin.com/in/jvonengelhardt/)
you can decide to let users embed passwords (which are encrypted) in the workbooks and data sources that they publish to the server. In that case, when others use those workbooks or data sources, they can see the data without having to provide credentials.
To enable or disable embedded credentials, sign in to Tableau Server.
In the site menu, click Manage All Sites, and then click Settings, and then click the General tab.
Select or clear the Allow publishers to embed credentials in a workbook or data source option.
Publishing data sources to Tableau Server lets people on your team provide centralized access to data. It enables data sharing among users, including those who don’t use Tableau Desktop but have permission to edit workbooks in the web editing environment. Users working with Tableau Desktop can publish data sources that contain extract or live connections. learn Tableau easily by partciptat tableu relevant communities and impliment by using trail and error method.
As the administrator, you determine which users have the right to publish data sources. These users must have a site role of at least Publisher for the site. In addition, non-administrator users must have View and Save permissions for the project that they want to publish to. (For a review of user permissions
Thanks @Kal_Lam, i was trying to use the KoboToolbox Api option, since mine is a researches account, but it wasn’t working, so I change to Custom Installation, providing the URL in the format suggested and it work.
So it was definitely something wrong on my end.
I have tried to use Kobo Web Data Connector (https://kwdc.herokuapp.com/) but am stuck in the stage to get data. After providing the token and selecting the form, I have clicked on get data but did not get response. Can you explain What do I need to do next, please?
If your token key is correct, you should first click on ‘Get Form List’, then select the appropriate Kobo form in the list, and then click on ‘Get Data’ . Is that what you already tried?