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:
- 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.
- 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.
- 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:
- 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
- Alexander Loth (2019). “Visual Analytics with Tableau”, Published by
John Wiley & Sons, Inc. ISBN: 978-1119560203
- 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
- Tableau Software, LLC, A Salesforce Company.
www.tableau.com [Internet].
- Tableau Subscription
https://help.tableau.com/current/online/en-us/subscribe_user.htm
- 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.
- ATT Email to Text
https://www.att.com/support/article/wireless/KM1061254/
- 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