A chain fitness company needs to load the financial information from the Sage300 software into the Tableau dashboard.
- The Flow must be able to access the information in the Sage300 software using the REST API endpoint.
- The Flow must be able to load the information into the place, and in the Format the Tableau can use to access it.
- The Flow will be running every hour, extracting and loading ~ 10K records.
Since the Tableau can access the Google worksheet, it was decided to create a Flow that extracts the data from Sage300 API and loads it into the shared Google worksheet.
Step 1. Create an HTTP Connection to the Sage300 API:
- Correct authentication parameters.
Step 2. Create a Connection to the shared Google worksheet.
Step 3. Create the JSON Format with all default settings.
Step 4. Create a new Flow by selecting the Flow type
Web Service to the well-known API in the gallery.
Step 5. Add a new transformation and select or enter the following parameters:
Connection (from): Connection created in Step 1.
Format (from): Format created in Step 3.
From: the name of the API endpoint.
Connection (to): Connection created in Step 2.
To: the name of the worksheet in the Google Sheet.
Step 6. Save the Flow and schedule it to run every hour.