ec
Introduction
As the pharmaceutical and healthcare industries continue to evolve at a rapid pace, the adoption of innovative solutions becomes imperative for organizations aiming to maintain a competitive edge. In this dynamic landscape of healthcare and pharma sales, the ability to engage with healthcare professionals (HCPs) in a targeted and timely manner is crucial for driving business success.
Traditionally, sales representatives in these industries have grappled with the challenge of identifying and prioritizing the most relevant HCPs within their territories. This task has often involved navigating through cumbersome dashboards and conducting extensive data analysis. The sheer volume and complexity of data, encompassing prescription patterns, historical interactions, and individual HCP preferences, have made it increasingly difficult to efficiently allocate sales resources and target the right professionals effectively. Consequently, delays, missed opportunities, and suboptimal resource allocation have been common pitfalls in the traditional sales approach.
However, a paradigm shift is underway, propelled by advancements in technology and analytics. Emerging solutions leverage the power of Tableau subscriptions in conjunction with advanced analytics to provide sales teams with personalized, real-time insights directly to their preferred communication channels, such as email or text messages.
Today’s technological processes, including advanced analytics engines and AI-driven models, operate behind the scenes, analyzing diverse data sources such as historical data, prescription trends, engagement history, upcoming product launches, expiring patents, and recent medical publications. These processes generate a comprehensive view of the sales landscape, identifying which HCPs are most urgent for a given sales representative to engage with at any given time. The solution presented in this article aims to showcase an innovative approach by seamlessly integrating these insights into Tableau subscriptions through Tableau Rest API systems. By doing so, sales representatives can receive timely and actionable insights directly through their preferred communication channels. This proactive approach empowers sales teams to stay ahead of the competition by eliminating the need to navigate complex dashboards to decipher data, allowing them to focus their time and efforts on engaging with the right HCPs at the right time.
Tableau
Tableau stands out in the realm of reporting and analytics due to its user-friendly interface and its ability to generate high-quality visualizations efficiently, making it a top choice for individuals and organizations alike [3]. This robust tool streamlines the process of data analysis and interpretation, allowing users to swiftly identify insights and discern key trends [1]. Developed by Tableau Software, the platform provides an intuitive and interactive environment for visually exploring, analyzing, and presenting data [2].
In our exploration of Tableau technologies, we focus on three key components: Tableau Server, Tableau Subscriptions, and Tableau REST API. Each of these components plays a crucial role in harnessing the full potential of Tableau for real-time insights delivery and integration with external applications.
Tableau Server serves as the foundation for collaboration and sharing within organizations. It enables users to publish Tableau workbooks and data sources to a centralized server, ensuring accessibility and security for all authorized users.
Tableau Subscriptions feature empowers users to stay updated on critical insights by automatically delivering reports and dashboards via email or other communication channels. By setting up subscriptions, users can receive relevant information directly to their preferred devices, ensuring timely decision-making.
Tableau REST API provides a powerful interface for integrating Tableau with external applications and systems. Leveraging the REST API, developers can programmatically interact with Tableau Server to perform tasks such as extracting data, managing users and permissions, and triggering events like subscriptions.
In the subsequent sections, we provide detailed guidance on leveraging Tableau subscriptions and the Tableau REST API to seamlessly integrate Tableau with an external application. We use GoAnywhere as an illustrative example, demonstrating how to trigger a pre-set subscription and facilitate the delivery of real-time insights to end-users.
Methods
Set Up Tableau Server:
In order to fully utilize the capabilities of Tableau subscriptions and Tableau REST API, the initial step involves setting up and ensuring accessibility to the Tableau Server. Acting as the centralized host for Tableau workbooks, data extracts, and subscriptions, the Tableau Server plays a pivotal role in facilitating seamless integration with external applications such as GoAnywhere. Establishing the Tableau Server environment serves as a foundational step in enabling the integration of Tableau subscriptions with GoAnywhere. This process requires the installation and configuration of the Tableau Server within your designated server environment. Follow the detailed steps outlined below to establish the Tableau Server environment:
System Requirements:
It is necessary to ensure that the server meets the minimum system requirements for Tableau Server. This would include considerations for hardware specifications, operating system compatibility, and other prerequisites. Visit the Tableau website by using the following link [4] https://www.tableau.com and download the appropriate version of Tableau Server for the operating system. Follow the installation instructions provided by Tableau, generally, this procedure entails executing an installer and configuring server settings to establish a functional Tableau Server environment.
Configuration:
During the installation process, configure Tableau Server with the necessary settings such as server name, administrator credentials, and port configurations. These settings are crucial for accessing and managing Tableau Server.
Activation, Licensing & Security set:
Once the configuration is complete, activate your Tableau Server license using the provided license key or activation code. Follow the prompts to complete the licensing process and validate your Tableau Server deployment. Security Setup: Implement security measures to safeguard access to Tableau Server and its resources. Configure user permissions, groups, and authentication methods to ensure secure access control and data protection.
Initialize Tableau Server:
After installation, initialize Tableau Server by starting the Tableau Server service. This will bring the server online and make it accessible. To access Tableau Server Web Interface: Open a web browser and navigate to the Tableau Server web interface. This interface, typically accessed through a URL like http://<servername>/, provides the administrative console for managing Tableau Server.Create Tableau Server Admin Account:Log in to the Tableau Server web interface using the administrator credentials set during the installation. Once logged in, create additional Tableau Server user accounts as needed, ensuring appropriate permissions for accessing workbooks and subscriptions.Publish Tableau Workbooks:Publish the Tableau workbooks containing the sales insights and visualizations to Tableau Server. This involves connecting Tableau Desktop to Tableau Server and selecting the appropriate project and permissions for the published workbooks.Verify Accessibility:Ensure that the published workbooks are accessible through the Tableau Server web interface. Test the URLs of the published workbooks to confirm their availability and correctness.SSL Configuration (Optional):For enhanced security, consider configuring SSL for Tableau Server. This involves obtaining SSL certificates and configuring Tableau Server to use HTTPS. SSL is especially important when integrating with external applications like GoAnywhere to ensure secure communication.Backup and Recovery:Implement a regular backup strategy for Tableau Server to safeguard critical data. Establish a recovery plan to quickly restore Tableau Server in case of unexpected issues. By diligently following these steps to set up Tableau Server, you create a robust foundation for the integration process. This foundation is crucial for hosting and managing Tableau workbooks, enabling seamless interaction with the Tableau REST API, and facilitating the integration with external applications such as GoAnywhere for triggering pre-set subscriptions.
Obtain Tableau REST API Credentials:
Generate Tableau Server REST API credentials by creating a Tableau Server account with the necessary permissions. These credentials will be used to authenticate and authorize API requests. Goto My Account Settings