This session is for RPA and BI/Analytics users interested in learning more about how UiPath RPA and Tableau can be used together to address a variety of data, analytics, and visualization use cases. We’ll focus on how the combination of UiPath and Tableau can be used to help consolidate, structure, and visualize data from a variety of sources into a ‘360 degree’ view of critical information. We’ll also discuss how UiPath RPA can be used to automate execution of business processes based on events in Tableau.
📕 During the meetup we will cover:
Typical use cases for RPA and Tableau
How the native integration for UiPath and Tableau works
How to build an automation using the UiPath / Tableau integration, including a live example and demo
How to use additional Tableau APIs in tandem with UiPath
👨💻 Speakers:
Mo Roy, Senior Partner Engineer, Technology Alliances @UiPath
Establish a 360-view of your data with UiPath and Tableau
1. Establish a 360-view of your data
with UiPath and Tableau
Tech Integrations Series
2. Rohit Radhakrishnan
Regional Community Manager
APJ
@UiPath
Meet today’s team:
Diana Gray
Community Marketing Manager
AMER
@UiPath
Cristina Vidu
Global Manager
Marketing Community
@UiPath
3. Meet today’s speakers:
Mo Roy
Senior Partner Engineer
Product Technology Alliances
@UiPath
Lynette York
Director,
Product Technology Alliances
@UiPath
Aneesh Natarajan
Senior Sales Engineer
Presales
@UiPath
4. 4
1. Meetup Introduction with our Community Manager
2. High Level Overview of UiPath + Tableau partnership
3. Overview of UiPath + Tableau technical integration and use cases
4. Live Walkthrough:
1. Configuring pre-requisites in Tableau
2. Setting up Studio Activities
3. Workflow scenario
5. Live demo!
6. Q&A
Agenda
5. 5
UiPath + Tableau
High-level partnership overview
“Incorporating enterprise data into an automated
workflow can truly transform the way people work with
data.The new integrations with UiPath unlock the power
of data by automating and simplifying repetitive tasks,
enabling organizations to make faster, data-driven
decisions.”
Francois Ajenstat,
Chief Product Officer at Tableau
• UiPath is a Tableau partner and collaborated with Tableau to build a two-way
integration between the UiPath Platform and Tableau which helps companies
seamlessly automate work involving any Tableau report or dashboard.
How do we work together?
• Out-of-the-box UiPath activities for Tableau that follow functional,
interoperability and security guidelines of Tableau to extract data.
Available in UiPath Studio & UiPath Marketplace
• Tableau Extension for UiPath that allows you to trigger robots directly from
Tableau reports and dashboards.
Available in Tableau Extension Gallery
Key Integrations
6. 6
Geography:
Department:
Industry:
Products:
Business Intelligence
Global
Customer Highlight – Avison Young
Comm Real Estate
Enterprise Automation
Challenge
Solution
Product Preview for Enterprise Automation Platform
Avison Young’s Business Intelligence team wanted a way to create an
advanced, 360-view of each client. To do so meant a team of data scientists
working tirelessly to routinely sort through data sets for “cleanup” before they
could import them into the analytics dashboard. More than half of the data
scientist’s time was spent on this “janitorial” duty.
With the automation and low-code available on UiPath Enterprise
Automation Platform, Avison Young reduced the amount of manual “fixing” of
data sets to an automated process. More data could import more often,
leaving the team to explore new data sources, analyze clients deeper, and
find new ways to correlate to new platforms and product client-specific
output.
Processes Automated
Reducing manual data tasks and menial work frees their talent to
do what they do best. The scalability of the UiPath capabilities
means they can continue to level up their tech stack.
“I wanted a way to make sure our data scientists are spending
their time doing data exploration, thinking about algorithms,
about correlations into other products we use.”
Dave Sawdey
Global Leader of Portfolio Analytics and Business Intelligence
Avison Young
7. WHITEPAPER
The modern data pipeline:
Fast, frictionless,
and automated
In collaboration with: AWS, Tableau and Snowflake
Get it here: https://www.uipath.com/resources/automation-
whitepapers/modern-data-pipeline
8. 8
UiPath Unlocks the Full Potential of Tableau
Beyond data extraction and
preparation, automation can
play an equally important role
in improving underlying data
quality by avoiding errors
introduced by manual data
entry.
With RPA, you can extend the
data reach of BI and analytical
tools into legacy systems,
virtualized environments,
challenging documents, and
systems that don’t have APIs.
Get insight and take action
with integrations that let you
trigger automations from within
a Tableau dashboard or report.
Automating BI data extraction,
and then utilizing that data in
your complex business
processes helps your
organization make faster and
better decisions.
Improve data quality
Analyze data from any
system
Use BI data in complex
business and IT process
automations
Take action when and
where you make decisions
With RPA, your company can
have daily reporting while
saving time, improving
productivity, and increasing
accuracy:
• Automating data export
• Assembling BI dashboards
or reports into consumable
formats like PDFs and
Microsoft PowerPoint
• Distributing via channels
such as email, Slack, or
Microsoft Teams
Democratize BI through
automated reports
1 2 3 4 5
9. 9
Acting on Tableau insights just got easier with UiPath’s
bidirectional integration for Tableau.
Incorporating enterprise data from Tableau seamlessly into an automated
workflow is easy using the UiPath integrations for Tableau. Making Tableau
data more actionable allows people to create even greater impact from within
their dashboards.
Maximize the impact of
Tableau data
Accelerate business
decisions
Combining the power of insights and automation from within Tableau increase
enterprise connectivity seamlessly and empowers companies to extend the
scale and efficiency of automation across their business while reducing the
impact of human error.
Improve time-to-value
The integrations function as a drag-and-drop experience that do not require
writing complex code, meaning any user can now implement automation as
part of data analysis to simplify decision-making and improve time-to-value.
11. 11
Dynamic integration enables Tableau users to seamlessly
add UiPath RPA to Tableau reports
• UiPath is a Select Tableau partner and
collaborated with Tableau to build a two-way
integration between the UiPath Platform and
Tableau which helps companies seamlessly
automate work involving any Tableau report or
dashboard.
How do we work together?
• Out-of-the-box UiPath activities for Tableau
that follow functional, interoperability and
security guidelines of Tableau to extract data.
Available in UiPath Studio & UiPath
Marketplace
• Tableau Extension for UiPath that allows you
to trigger robots directly from Tableau reports
and dashboards.
Available in Tableau Extension Gallery
Key Integrations
Connectors for modern applications
UI automation and other methods for
legacy ones
Query, gather, structure, and consolidate
data
Additional methods like Tableau Javascript
API for embedded dashboards
Data sources not
connected to
Tableau
12. 12
Use cases by Industry Use cases by Department
Use cases are nearly limitless
Manufacturing
• Monitor production processes and act on problems when they
occur.
• Automated delivery delay escalation.
• Supply and demand planning.
Retail
• Automate localised restocks based on sales and demand
insights.
• Automate queries on Sales Order insights.
• Automate the synchronisation of marketing, merchandising
and supply chain data.
Financial Services
• Monitor client activity and act on identified outreach
opportunities.
• Track the accuracy of transactions and act on errors in loan
applications.
• Automate relationship management reporting and
communications based on Tableau insights
Sales
• Monitor and follow up on real time pipeline analytics.
• Follow up on uncovered sales leads.
• Aggregate and email sales information to sales teams
IT
• Identify and trigger critical server patching updates.
• Increase or decrease IT resources based on real-time demand
analytics.
Finance
• Monitor and act on invoice payments reaching their max payment
terms.
• Monitor and query travel and expense data
13. 13
Integration pattern – create Salesforce records from a legacy
data source, generate Tableau Dashboard export
Robot processes
all items in
legacy data
source(s)
Report exported
in desired
format(s) (image,
PDF, excel, ppt)
Data added to
Salesforce
Tableau
dashboard
synchronized
Downstream
actions in
LoB systems
Robots can assist in gathering and structuring challenging data, and incorporate it into data sources connected to
Tableau (in this case Salesforce)
Reports can be generated in different formats, combined with other materials (for example in a PowerPoint slide),
and incorporated into downstream business processes (review/approval, distribution, etc.)
Downstream actions can be executed to close out the process in a LoB system
14. Live Walkthrough
and Demo
• Configuring pre-requisites in
Tableau
• Setting up Studio Activities
• Workflow scenario
• Demo!
16. 16
Inventory Reordering from within a Tableau Dashboard
The user identifies
stock items that are
running low on the
inventory
dashboard
The user triggers a
purchase request
robot
The robot reads the
dashboard, logs
into the ERP and
submits the
purchase request
The robot sends an
email to the
purchasing
manager with the
order information
The robot sends a
Slack message to
the purchasing
manager to confirm
the order request is
complete
1 2 3 5 6
The robot updates
the dashboard’s
Excel data source
with the order
information
4
Business Benefits
• 95% of effort automated
• Reordering time reduced from
20 mins to 1 min
• ROI in 4 months
Implementation Time
• One week to develop the
unattended robot
• Tableau Extension is
configured in minutes
Technologies
• Tableau for BI
• SAP BAPI for ERP
• Excel inventory data source
• Outlook and Slack for notifications
17. 17
Dashboard is created with
data for pre-sales and with
filters for each pre-sales
member
A bot iterates through a list
of all the pre-sales users,
then filters a Tableau Server
dashboard on the user.
The robot exports a PDF
report for each pre-sales
rep.
The robot sends the PDF
report via an email to the
user so they can track their
MBO attainment.
Custom MBO achievement reporting based on a pre-sales
Tableau Report
1 2 3 4
Business Benefits
• Effort is significantly reduced
• Time to create individual reports
per pre sales rep is reduced
from 1+ hour to a few minutes
Implementation Time
• One week to develop the
unattended robot
Technologies
• Tableau for BI
• PDF for report creation
• Outlook for notifications
19. 19
Resources and Helpful Links
Tableau Activity Pack on UiPath Marketplace:
https://marketplace.uipath.com/listings/tableau
Tableau Activity Documentation:
https://docs.uipath.com/activities/docs/tableau-about
20. 20
Vibrant ecosystem of more than 1,7 million professionals and citizen developers
learning, getting support, and succeeding together in their automation careers.
• Start with the free Community Edition to get trained and certified
• Then upgrade to the Enterprise version of the product
Academy
• Get crowdsourced support and share product feedback on UiPath Forum
• Check the product documentation
• Join the Insider Preview for early testing
Forum
Community Events
• Access the latest articles and video tutorial content created by community members and
UiPath engineers in our Community Blog
• Contribute as an author.
UiPath Community MVPs • Get recognized as a Most Valuable Professional (MVP), Automation Champion or one of
the Forum Leaders, based on the contribution to others’ growth
Join the UiPath Community
• Connect with like-minded people and share best practices with the UiPath Community
• Solve challenges in engaging hackathon competitions
• Join meetups and conferences
Blog and Tutorials
Automation Cloud
• Learn the skills of the future on UiPath Academy or through our Academic Alliance
• Earn globally recognized credentials with UiPath Certifications
21. 21
Date/Time Topic Status
Oct 13th,
16PM GMT
Intelligently automate core business apps with
UiPath and OutSystems
Recording available
Oct 27th,
16PM GMT
Innovate with the data you have with UiPath and
Snowflake
Recording available
Nov 3rd,
16PM GMT
Establish a 360-view of your data with UiPath
and Tableau
Happening Now
Nov 17th,
16PM GMT
Operationalize AI and ML with the combined
power of UiPath and Amazon SageMaker
Register now
Dec 1st,
16PM GMT
Extend the HR and Finance experience with
UiPath and Workday
Register now
Dec 15th,
16PM GMT
Modernize and transform user experience with
UiPath and AWS in Public Sector
Register now
23. 23
UiPath Community and UiPath Academic Alliance invite you to immerse yourself in this
first-time virtual event, where you’ll have the opportunity to engage with and be inspired by
a passionate community of certified educators and learning professionals.
Automation Education Summit
Register and join us in shaping the
future of education with automation:
https://bit.ly/UiPathEduSummit
