Tableau Connector


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/

Accessing Tableau Integration



NOTE

To access connectors, please see Introduction to ZenConnect.

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

Create a New API Key and 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 within the text on the Settings | Tableau page.



    OR access the ZenGRC Developers page directly by clicking Settings | Developers.



  2. Follow the instructions at ZenGRC Cloud API under Generate the Key ID and Key Secret. Then continue with the next section.

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.

    This is an example only. Your URL will subtly differ from the one shown.

  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.



  1. Click Sign in.
  2. 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 following table shows the objects available in Tableau, along with any bridge tables and other considerations: 

Available ObjectsCustom AttributesBridge TablesSpecial Considerations
AssessmentsSupportedAssessments to AuditsNo
AuditsSupportedAssessments 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
IssuesSupportedIssues to Audits,
Requests to Issues
No
ProgramsSupportedRequests to Programs,

Program ID in Audits table = ID in Programs table
ProjectsSupportedNoNo
RequestsSupportedRequests to IssuesAudit ID in the Requests table = ID in the Audits table
RisksSupportedNoRisk scores not yet supported
SystemsSupportedNoNo
TasksSupportedNoNo
VendorsSupportedNoNo

Bridge Tables

A bridge table in Tableau allows you to join two tables to more easily pull information most relevant to your organization. The following screenshot displays a bridge table in Tableau. It is an example of how the "Assessments to Audits" bridge table connects the Audits and Assessments tables: