Fitness club: share data with Tableau using Google Sheets

Overview

A chain fitness company needs to load the financial information from the Sage300 software into the Tableau dashboard.

Requirements

• 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.

Solution

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:

• URL: https://id.sage300cloud.com/EQWebService/EQWebService.asmx/endpoint_JSON
• Headers: Content-Type=application/xml;charset=utf-8
• 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.