Check if the insights are ready to trigger the Tableau Subscription If ready, then enable the subscription schedule by setting a run time using “Update Server Schedule” rest api PUT /api/api-version/schedules/schedule-id Use the attributes “new-state” =Active and start-time=15 minutes from now and end-time is 30 minutes from now. At the start-time the subscription will run the report and send personalized alerts to the users that are set in the subscription and then at the end-time it will disable the schedule. Lastly, use the Tableau Signout API to disconnect from Tableau.
servername>/api/3.22/auth/signout
Schedule GoAnywhere Workflow:
Configure the GoAnywhere workflow to run on a scheduled basis aligned with the Tableau subscription schedule. This ensures that the external application triggers the Tableau subscription at the specified intervals.
Monitor and Troubleshoot:
Regularly monitor the execution of the GoAnywhere workflow and Tableau subscriptions. Implement logging and error handling within the workflow to facilitate troubleshooting in case of any issues.
Scale and Optimize:
By following the above steps, you can seamlessly integrate Tableau subscriptions with an external application like GoAnywhere, automating the delivery of personalized, real-time insights to sales teams, and streamlining the decision-making process in the pharmaceutical and healthcare sales landscape. As your sales operations evolve and your organization’s needs change, it’s essential to continuously evaluate and enhance the integration between Tableau subscriptions and external applications like GoAnywhere. Scaling and optimizing the integration ensures that it remains aligned with evolving business requirements and maximizes its efficiency and effectiveness. Consider the following strategies to scale and optimize the integration:
  1. Refine Tableau Workbooks: Regularly review and refine the Tableau workbooks used for generating insights. This may involve updating visualizations, incorporating new data sources, or optimizing data models to ensure that the insights provided remain relevant and actionable for the sales teams.
  2. Adjust Subscription Parameters: Evaluate the subscription parameters, including filters, frequency, and delivery formats, to ensure they align with the changing needs of the sales teams. Adjustments may be necessary based on shifting priorities, seasonality, or changes in market dynamics to ensure that sales representatives receive the most pertinent information in a timely manner.
  3. Enhance GoAnywhere Workflow: Continuously improve the GoAnywhere workflow to enhance its functionality and performance. This may involve optimizing data processing pipelines, refining error handling mechanisms, or incorporating new features to automate additional tasks related to sales operations.
Sending Personalized Insights as Text Message
In the United States, each mobile phone number is typically associated with an email address through which text messages can be sent using email-to-SMS gateways provided by mobile carriers. For example, for AT&T users, the email address follows the format: 10-digit-phone-number@txt.att.net. Similarly, T-Mobile users can receive text messages via email using the format: phonenumber@tmomail.net. Here’s how to send personalized insights as text messages using these email-to-SMS gateways:4.1. Identify Recipient’s Mobile Carrier: Determine the mobile carrier associated with each recipient’s phone number. This information is crucial for selecting the appropriate email-to-SMS gateway domain.4.2. Compose Email: Create a new email message using your preferred email client or platform.4.3. Enter Recipient’s Email Address: In the ”To” field of the email, enter the recipient’s 10-digit wireless number followed by the appropriate email-to-SMS gateway domain. For example: For AT&T: 5551234567@txt.att.net [7] For T-Mobile: 5551234567@tmomail.net4.4. Compose Message: Craft your message containing the personalized insights, recommendations, or alerts that you wish to send to the recipient.4.5. Send Email: Once you have composed your message, send the email. The recipient will receive the contents of the email as a text message on their mobile device. By utilizing the email-to-SMS gateways provided by mobile carriers, you can leverage existing infrastructure to deliver personalized insights directly to recipients’ mobile phones as text messages. This approach ensures that recipients receive important information in a timely manner, regardless of their access to email or other communication channels.
Conclusion
The integration of Tableau subscriptions with external applications such as GoAnywhere represents a significant advancement in the realm of sales analytics, particularly within the pharmaceutical and healthcare industries. By harnessing the power of Tableau’s dynamic reporting and visualization capabilities, coupled with the seamless connectivity offered by the Tableau REST API, organizations can automate the delivery of personalized, real-time insights directly to sales teams’ preferred communication channels.
Throughout this article, we have explored the step-by-step process of setting up Tableau Server, configuring Tableau workbooks with subscriptions, and establishing connections between Tableau Server and GoAnywhere. By following these guidelines, organizations can streamline their sales operations, enabling sales representatives to make informed decisions quickly and efficiently.
Moreover, the utilization of email-to-SMS gateways allows for the dissemination of insights as text messages, ensuring that critical information reaches sales teams regardless of their access to traditional communication channels. This approach not only enhances the agility and responsiveness of sales teams but also maximizes the utilization of existing infrastructure and resources. As sales operations continue to evolve in response to changing market dynamics and technological advancements, it is imperative for organizations to remain adaptable and innovative. The integration of Tableau subscriptions with external applications exemplifies a proactive approach to sales analytics, empowering organizations to stay ahead of the competition and drive business growth.
References:
  1. Nikhat A, Nazia T, Dr. Asif P and Dr. Yusuf P. (2020). Data analytics and visualization using Tableau utilitarian for COVID19 (Coronavirus). Global Journal of Engineering and Technology Advances, 2020, 10.30574/gjeta.2020.3.2.0029ff. Hal-03226643f
  2. Alexander Loth (2019). “Visual Analytics with Tableau”, Published by John Wiley & Sons, Inc. ISBN: 978-1119560203
  3. Suresh Martha” Interactive Visualization to understand COVID Risk Score at a Particular Location using Tableau.” Volume. Volume. 7 Issue. 6, June - 2022 , International Journal of Innovative Science and Research Technology (IJISRT), www.ijisrt.com. ISSN - 2456-2165, PP :- 84-93. https://doi.org/10.5281/zenodo.6692818
  4. Tableau Software, LLC, A Salesforce Company. www.tableau.com [Internet].
  5. Tableau Subscription https://help.tableau.com/current/online/en-us/subscribe_user.htm
  6. Tableau Rest API https://help.tableau.com/current/api/rest_api/en-us/REST/rest_api_concepts_auth.htm#:~:text=To%20get%20a%20credentials%20token,you%20are%20signing%20in%20to.
  7. ATT Email to Text https://www.att.com/support/article/wireless/KM1061254/
  8. Suresh Martha, Lucy Swain.”Databases Design - The Backbone of Data Driven Business Intelligence Systems”, Volume 12, Issue III, International Journal for Research in Applied Science and Engineering Technology (IJRASET) Page No: 748-755, ISSN : 2321-9653, www.ijraset.com