Tableau Connector

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Overview

This connector allows you to analyze your ZenGRC data using Tableau. The connector uses the ZenGRC API and pulls fields based on that. For additional information on those fields, please see our documentation at https://docs.api.zengrc.com/

On this page


 

Accessing Tableau Integration

  1. Go to Settings | ZenConnect

  2. Choose Tableau

  3. Click Connect

After accessing the connector, complete the steps in the next sections to set up the connection.

 

 

Create a New API Key and API Key Secret

To set up the initial connection, you must first generate an API key, which can be done within ZenGRC.

To create a new API key and secret, complete the following steps:

  1. Click Developer settings under “Crete a new API Key”

  2. Follow the instructions at ZenGRC Cloud API under Generate the Key ID and Key Secret.

  3. Once you have Generated the Key ID and Key Secret, continue the Tableau ZenConnect set up with the next section.

Alternative click pathway

by clicking Settings | Developers

 

 

 

Add New Web Data Connector in Tableau

After generating the key and key secret, complete the following steps:

  1. On the Settings | Tableau page, copy the URL from the box as shown in the screenshot below.

  2. Open Tableau Desktop on your computer.

  3. Click Web Data Connector and paste the URL you copied above.

  4. Paste the key ID and key secret in the applicable text boxes.

  5. Click Sign in.

  6. Once signed into Tableau, the connection displays ZenGRC tables.
    Through drag and drop, the view allows joins and data analysis.
    Please see the Tableau website for more information.



 

ZenGRC Objects and Relationships

The table below shows the objects available in Tableau, along with any bridge tables and other considerations.

→ Bridge Tables

A bridge table in Tableau allows you to join two tables to more easily pull information most relevant to your organization. 

ABOVE: Example of how the "Assessments to Audits" bridge table connects the Audits and Assessments tables

 

Available Objects

Custom Attributes

Bridge Tables

Special Considerations

Available Objects

Custom Attributes

Bridge Tables

Special Considerations

Assessments

Supported

Assessments to Audits

No

Audits

Supported

Assessments to Audits,
Issues to Audits,

Program ID in Audits table = ID in Programs table,
Audit ID in the Requests table = ID in the Audits table

Issues

Supported

Issues to Audits,
Requests to Issues

No

Programs

Supported

Requests to Programs,

Program ID in Audits table = ID in Programs table

Projects

Supported

No

No

Requests

Supported

Requests to Issues

Audit ID in the Requests table = ID in the Audits table

Risks

Supported

No

Risk scores not yet supported

Systems

Supported

No

No

Tasks

Supported

No

No

Vendors

Supported

No

No


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