Tableau Shopify Integration: Connect Shopify to Tableau in 4 Steps

With the rise of e-commerce, businesses face the challenge of efficiently managing and leveraging the data generated by their online operations. Business intelligence (BI) tools like Tableau are indispensable for savvy business owners. However, integrating essential data sources like Shopify often requires additional tools like the Tableau Shopify Connector to perform advanced Shopify data analysis. This article provides a step-by-step guide on how to perform Shopify Tableau integration seamlessly.

Shopify is a widely used sales platform serving numerous high-profile customers. Despite its popularity, Shopify has limitations in data analysis capabilities. It needs flexible options for data export, making it challenging for businesses dealing with large datasets. Integrating advanced applications for Shopify data export, such as Shopify Tableau integration, can be a practical solution to overcome this.

The benefits of Shopify data analysis brought about Tableau are substantial for businesses operating in the e-commerce domain:

• Streamline operations such as inventory management and order fulfillment and empower your business to stay competitive in the ever-evolving online marketplace.

• Enhance overall customer experiences by optimizing business operations and gaining deeper insights into customer behavior.

• Improve cost optimization by identifying inefficiencies and reducing unnecessary expenditures, increasing profitability and financial sustainability.

Tableau Connector for Shopify, developed by Alpha Serve, offers an efficient solution to extract and operate Shopify store data in Tableau. After installation, users can export Shopify store data to Tableau, such as products, orders, customers, and inventory, ensuring access to crucial e-commerce insights, ensuring data security. You can schedule automated data exports, combine data from various sources, create customized Tableau dashboards, and be in control of your data.

Step 1: Install Tableau Connector for Shopify

Before installation, ensure you have the necessary Shopify account rights. Go to the Shopify App Store, find the Alpha Serve Tableau Connector, and select "Add app."

Review and accept the terms and conditions on the Confirmation page. Then click Install app and it will be automatically installed on your Shopify store.

Select the pricing plan that best suits your specific business needs: Basic, Professional, or Unlimited. Each plan includes a 14-day free trial with access to all features.

Step 2: Create A Data Source in Tableau Connector

To create a new data source, open the Tableau Connector for the Shopify app and click the "New Data Source" button.?

Specify a data source name and description. Choose your preferred connection method: OData 4.0 or the deprecated Web Data Connector 2.0.

Choose a data export schedule (Disabled, Continuous, Every day, or Weekly).

Select the relevant page (e.g., Orders) in the Export options section to access related tables. Choose checkboxes next to the fields you want to export.?

Press "Add filter" to use built-in filters for further selection.

Click "Save" to apply changes.

Step 3: Prepare Shopify Data for Export into Tableau

To start preparing the data, click the Start icon next to the data source you set up earlier.

The status column will indicate the processing stage. Data processing speed depends on the data volume. When data is ready for export, it will show a green "Ready" status. Now, you can copy the data source URL by clicking the Copy icon.

Step 4: Import Shopify Data To Tableau

Open Tableau Desktop and select OData. In the subsequent window, paste the URL copied in the previous step.

Authorize in Tableau using credentials from the Tableau Connector Setting page.

On the next screen, you'll see all data source fields. Choose the desired tables and drag them to the main screen. Click "Update now," and the selected data will be loaded into Tableau.?

You can then analyze and visualize the data in Tableau. Analyze Shopify data with Tableau to increase profits and allocate resources more efficiently.

For additional guidance on utilizing the Tableau Connector for Shopify,?book a demo with us for a hands-on walkthrough and expert guidance, or explore these valuable resources:

• Tableau Connector for Shopify Documentation
• Tableau Shopify Integration Guide
• Tableau Connector for Shopify Demo