How to Connect ClickUp to Tableau

Many business owners find it difficult to connect Clickup to Tableau and get valuable insights from their data. ClickUp is majorly used by project managers to ensure efficient project management, helping them stay organized and track progress on tasks and initiatives. However, you don’t find rich in-built reporting capabilities within ClickUp.

Reporting becomes a real struggle as the number of projects, folders and tasks grows. This is where you can take the decision to connect ClickUp to Tableau. Tableau is an advanced data visualization and business intelligence tool. It will help you with creating compelling reports out of the data you have.

ClickUp currently doesn’t currently offer a native Tableau connector. However, there are alternative solutions that allow you to extract data from ClickUp. Then you can import such into Tableau for analysis.

In this article, we’ll explore a custom approach on how to connect clickup to Tableau.

The Value of Connecting ClickUp to Tableau

ClickUp is an excellent project management tool. Once you combine it with the data visualization capabilities of Tableau, you can experience outstanding benefits. Here are some of the key benefits that your organization can experience.

1. Better Project Visibility

Project managers can build informative dashboards on Tableau. It can help them to get a comprehensive view of project status. It can also help them visualize project milestones, risks, and team performance metrics. All this data will be available in a visually compelling format.

2. Data-Driven Decision Making

You can link ClickUp data with information from other systems such as finance and CRM. Then business leaders can gain a holistic view of operations. It will help them to make more informed decisions.

3. Time Savings

Automating the data extraction process eliminates the need for manual exports. It can save valuable time for analysts and project managers.

4. Customizable Reporting

The flexibility of Tableau allows teams to create tailored reports. These reports can meet specific business requirements. They don’t have to rely on the out of the box reporting options that ClickUp offers.

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The Custom ClickUp to Tableau Connector Approach

It is true that having a native ClickUp to Tableau connector would be ideal. But you don’t find one out there. That’s where a custom solution can bridge the gap effectively. This approach involves leveraging the ClickUp API to retrieve data and transform it into a format compatible with Tableau.

To make life easy, we wrote a code to send requests to ClickUp and extract data from there. Our solution can then transform all data into a tabular format. You can easily use it within Tableau. The custom connector we developed can extract data into databases as well. If you want to get data into Big Query or Azure SQL Server, we got the right solution for you. Here’s how you can integrate our solution for your organization.

1. First, we will gain access to your ClickUp account. We will also need to access the account hosting your database.
2. One of our data engineers will install the connector script for you. Then we will schedule a data refresh from the database, based on your preferences.
3. We will pass the database credentials to you. You can use them for connecting with Tableau.

While this approach requires some upfront work, it offers several advantages:

• Flexibility: You can customize the connector to extract the data you need. It includes custom fields or specific subsets of information.
• Scalability: As your ClickUp usage grows, you can adjust the connector to handle large volumes of data.
• Maintenance: If ClickUp updates their API or data structure, you can easily update the connector as well.

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How to Connect ClickUp to Tableau

Vidi Corp offers an easy and reliable method to connect ClickUp to Tableau. This solution uses the ClickUp API to establish an automatic data connection. APIs  return data when specific requests are sent.

Vidi Corp has developed code to send these requests to ClickUp, extract the data, and format it into a table structure that is very easy to use in Tableau.

The connector extracts data into a database like BigQuery or Azure SQL Server. You can then connect this database to Tableau, Power BI, Excel or any other reporting tool of your choice.

If you choose this connector for your company, the process gonna be as follows:

Step 1 – Create API Token

Log in to ClickUp, click on your user icon, and  go to “Settings.”

Scroll down the left sidebar to find the “Apps” section. When you open this menu, you will see a button to generate an API token. Click this button to create your token. The token will start with “pk_”. Copy it for later use.

Step 2 – Pass This API Token to Vidi

With your API token ready, you can start a free 10 days trial of our ClickUp Tableau connector. Contact us with your API token, and a Vidi Corp data engineer will install the connector script for you. They will also schedule database refreshes according to your needs. As part of the trial, we will install a free Tableau ClickUp template to help you get started.

Step 3 – Review Your Data

Our team will send you the database credentials that you can use to connect Tableau to your ClickUp data.

How We Can Help Afterwards

Once your data extraction is complete, we offer several additional services:

1. Maintenance of the Data Pipeline: If your data format or the ClickUp API changes, we can adjust our code to ensure a smooth reporting process.
2. Consulting on Data Format: If you need help identifying which tables contain the data you need, then our team can assist.
3. Tableau Dashboard Services: If you need assistance creating Tableau dashboards, Tableau desktop specialists from Vidi Corp can design customized dashboards for you.

Using ClickUp Data Inside Tableau

You can view the full list of tables and columns available in the Vidi Corp ClickUp Tableau connector on our website.

Once your ClickUp data is connected to Tableau, you can explore the tables for your reports. This section highlights the main tables available. If you need additional data that’s not included, you can request customization.

Our ClickUp Tableau connector organises data in the following hierarchy: Spaces, Folders, Lists, Tasks. Spaces are the highest level, while tasks are the most granular.

• Folder_List Table: Acts as a lookup dimension table, grouping tasks by lists, folders, and spaces. This table includes useful columns like task_count (number of tasks in each folder) folder priority, and status ( red / amber / green ).
• Tasks Table: Contains task names, time taken, budgeted time, open and close dates, statuses, priorities, etc. This table is essential for project management reporting.
• Time_Entries Table: Returns all time entries (manual or automatic) by each user for every task. This table helps report team time investments and monitor time logging accuracy.
• Task_Status_History Table: Enables reporting on task status durations and tracking how long tasks remain in each status.

If you need additional data for reporting, ClickUp Tableau connector code can be customised to meet your specific requirements.

The ClickUp Data Model in Tableau

Once your ClickUp data is imported into Tableau, you’ll have access to a range of tables and fields. You can use them for analysis and visualization. Here’s a high-level overview of the typical data model:

1. Spaces: This table represents the top-level organizational units in ClickUp.
2. Folders: Within each space, folders are used to group related lists and tasks.
3. Lists: Each folder can contain multiple lists, which are essentially collections of tasks.
4. Tasks: This central table contains detailed information about individual tasks. It includes name, status, priority, due dates, assignees, and more.
5. Time Entries: This table will contain records of time logged against specific tasks by team members. However, you should enable time tracking to access it.
6. Task Status History: This table tracks changes in task status over time. It allows you to analyze cycle times and identify bottlenecks.

By leveraging these tables and their relationships, you can build a wide range of visualizations and dashboards in Tableau. Here are some of the dashboards you can build.

• Burndown charts and project timeline views
• Task status distributions and aging reports
• Resource utilization and capacity planning analyses
• Team productivity and time tracking reports

Conclusion

ClickUp doesn’t currently offer a native Tableau connector. However, there are custom solutions that enable teams to extract ClickUp data and import it into Tableau. Then you can proceed with advanced analysis and visualization. All you have to do is to leverage the ClickUp API and build a tailored data pipeline.  Doing this can help your organization to unlock deeper insights into project performance. You may also keep track of team productivity and overall operations.

Feel free to go ahead and contact us to learn more about the ClickUp to Tableau connector. It will be a game-changer for project management teams and business leaders. That’s because you will get powerful visualizations and data-driven insights at your fingertips.

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