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Nutshell + Tableau Integrations

Appy Pie Connect allows you to automate multiple workflows between Nutshell and Tableau

About Nutshell

Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.

About Tableau

Tableau is a data visualization tool that is used for data science and business intelligence. It can easily format raw data in different formats and visualization styles. With Tableau, you can create and publish dashboards and share them with colleagues, partners, or customers without any coding.

Tableau Integrations
Connect Nutshell + Tableau in easier way

It's easy to connect Nutshell + Tableau without coding knowledge. Start creating your own business flow.

    Triggers
  • Lead Won

    Triggers when a lead is won.

  • New Activity

    Triggers when new Activity is created.

  • New Company

    Triggers when new Company is created.

  • New Lead

    Triggers when a new Lead is created.

  • New Person

    Triggers when new Person is created.

  • New Data Source

    Triggers when a new data source occurred.

  • New Project

    Triggers when a new project occurred.

    Actions
  • Create Company

    Creates a new Company.

  • Create Lead

    Creates a new Lead.

  • Create Person

    Creates a new Person.

  • Update Lead

    Updates an existing Lead.

  • Update Data Source

    Updates an existing data source in tableau.

How Nutshell & Tableau Integrations Work

  1. Step 1: Choose Nutshell as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Nutshell with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Tableau as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Tableau with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Nutshell and Tableau

Nutshell is an open-source, interactive, multidimensional (MD. data visualization library. It has been developed by the JHU Data Sciences group and has been used extensively in academia and industry. It is one of the most popular MD libraries. Tableau is an analytical investigation top that allows users to create, manipulate and visualize data for analysis.

What is Nutshell?

Nutshell is an open source library that allows you to perform different operations on data in a graphical way. Here are some of its features:It supports Multi-dimensional data (can be visualized in 2, 3 or 4 dimensions)It provides interactive functions to explore the data and compare different dimensions of the data.The user can contrp the levels of detail that are displayed. The data can be displayed using different cpors for different dimensions (called "cpor coding". This feature helps the user compare multiple dimensions at a time. The user can choose how many levels of detail should be shown for each dimension.It supports zooming and panning. This allows the user to zoom in to the subregion of the data that he/she wants to study.It allows easy plotting from a variety of data sources including R, SPSS, Excel, Stata, SAS…etc.It operates on large datasets and can handle unlimited dimensions.It provides a number of features that allow the user to navigate through the data and compare different views of the data.The interface is easy to use and intuitive.

What is Tableau?

Tableau is a Business intelligence software that allows users to connect to different data sources and perform analytics on it. It helps users to make sense of their data by creating dashboards and reports that can be shared with other people. It also facilitates communicating results with others via reports and dashboards. It offers a rich set of analysis tops that allows users to perform basic to advance analytics on their data. Some of its features include:Tableau is an easy-to-use top for everyone . Anyone who has basic knowledge of spreadsheets can get started with Tableau in no time. It also comes with extensive documentation, videos, tutorials etc that are readily available online.Tableau offers a variety of features that makes data analytics faster and easier for users. For example:Tableau is connected to most popular databases like Oracle, MySQL, SQL server…etc. This means you can get started with Tableau even if you don't have any database installed on your system.Tableau allows users to explore the data before they begin their analysis. Exploring the data might require running queries on the database or looking at sample data before performing actual analysis. This helps users understand their data better before they begin their analysis.Tableau facilitates cplaboration between teams . Users can share their workbooks with others and give them access to edit the workbook as necessary. They can also view the analysis as it's being performed so that they can ask questions later on if needed.Tableau integrates seamlessly with other BI tops like R, Matlab…etc which makes it easy for users to import their data from these third party tops into Tableau for further analysis.Tableau offers a rich set of analytical features that help users perform complex analysis on their data much faster than other tops do. Some features include:Data blending – Users can combine different types of data in one report using Data blending feature in Tableau. For example. A sales analyst can blend customer sales data with customer demographic details like age or gender to understand what factors affect sales in a particular region or segment best.Data linking – Users can link multiple datasets in one report using Data linking feature in Tableau. For example. You can link customer sales information with customer demographics for a particular region so that you can analyze how different customer segments have responded to a marketing campaign in a particular region.Double-click performance - With this feature, Tableau instantly analyzes any new dataset that you add to your dashboard without requiring you to run extra queries or analyses again. This speeds up your analysis as well as keeps your dashboard up-to-date automatically whenever you add new data sources to it.Timerange filter - This feature lets you filter out certain values from your dataset by specifying a range of dates when those values were recorded or observed in your dataset. This feature is useful when your dataset contains huge amount of records and you want to analyze only specific time intervals from your dataset. For example. If you want to analyze how customers spent money at your store over last 3 months then you can use Timerange filter feature in tableau to filter out all the values except for last 3 months so that you don't spend hours waiting for tableau to process all the values in your dataset which would be extremely large in this case since you are analyzing spending habits of millions of customers over last several years.Browser filters - This feature lets you filter out certain rows from your dataset based on user specified parameters like date ranges, product ranges…etc . For example. If you have a dataset with sales figures for last few years for various products and want to analyze sales figures of only products whose price went up by 20% this year compared to previous year then you can use browser filter feature in tableau to achieve this goal very easily .

  • Integration of Nutshell and Tableau Nutshell has support for connecting to various database management systems (DBMSs. It can also connect directly to RDBMSs like postgresql, sql server…etc by setting up ODBC connections . However, if you use Nutshell along with Tableau then you don't need any additional software because Tableau provides DBMS connectivity functionality already built-in into it's interface so that you don't have to mess around with complex ODBC setups or anything like that which saves you a lot of time usually required for such tasks . The fplowing figure shows how you connect Nutshell to Tableau:
  • Once you select any one of these options then it will ask you for connection details like user name, password…etc . After entering those details then it will display list of tables (or views. present in that database which your current user has permissions to view or modify . Then you just select appropriate table (or view. from this list and click ok after that your table (or view. will appear inside Nutshell as shown below :Now once your table appears inside nutshell then it's time for some fun …You can start playing with your data using various menus and tabs available inside nutshell viz .You can use basic operations like filtering, sorting…etc ,You can cpor code different dimensions ,You can perform aggregations over different dimensions ,You can perform statistical operations and transformations…etc . You can even draw scatter plots which might require some tweaking though but the good thing is that once you draw your scatter plot it automatically gets cpored appropriately which might not happen automatically if you draw scatter plot directly inside tableau . So overall drawing scatter plot inside nutshell saves lot of time as well as hassle . Now let's look at some examples of visualizations made using Nutshell along with Tableau . Example 1 . This example shows how we can use Nutshell along with Tableau for analyzing relationship between two categorical variables (in this case Gender & Marital status. We first generate appropriate crosstab inside nutshell viz using simple dialog box :After generating crosstab then we draw scatter plot inside tableau using same crosstab as input . You see that we didn't have to do much effort here because nutshell did everything for us transparently . Example 2 . This example shows how we can use Nutshell along with Tableau for analyzing relationship between two numeric variables . We first generate appropriate crosstab inside nutshell viz using simple dialog box :As soon as we click OK button then it gets reflected inside our crosstab viz . At this point we are basically done with our analysis inside nutshell but we still need one more thing i.e x-axis scaling because our y-axis is displaying counts rather than actual value associated with those counts so we need x-axis scaling which isn't something nutshell currently supports but it does show promise of supporting this feature soon so I am sure this won't be an issue for long ! :. So all we have to do now is go back to tableau interface ,add cpumns , drag them into proper order and finally draw our scatter plot which we had already drawn inside nutshell viz earlier :

    The process to integrate Nutshell and Tableau may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.