Accelerators are pre-built dashboards that help you get started quickly on your data analysis for uses across departments, industries, and even cloud-based systems like Salesforce, ServiceNow ITSM, LinkedIn Sales Navigator, Marketo, and Oracle Eloqua. You can use the Accelerator for inspiration and ideas, and even swap out sample data for your own.

Simply choose one of the beautiful, informative designs tailored to your industry or function in the Tableau Exchange. If you’re a Creator in Tableau Online, you can also create a new workbook and choose an Accelerator when you create a new workbook.

Use an Accelerator from Tableau Exchange

Download an Accelerator in Tableau Exchange that fits your industry, role, or enterprise application. Accelerators download as packaged workbooks.

Double click on the workbook to open it in Tableau Desktop.

To use the Accelerator in Tableau Online or Tableau Server:

  1. Navigate to the Home or Explore pages, then click New > Upload Workbook to upload the packaged workbook to your Tableau site.
  2. Specify a name and project for the workbook. Select Upload to publish the dashboard with sample data.

Get your data into the dashboards

Once you’ve opened the Accelerator in Tableau, you can edit the workbook and connect to the appropriate data source to view the Accelerator with your data.

  1. Select the Data Source tab. In the dialog that appears, enter your application credentials to sign in. For example, for a Salesforce Accelerator, enter your Salesforce name and password. If you are using the Salesforce Accelerator, make sure your account has API access to your Salesforce instance.
  2. Select the dashboard tab. While Tableau prepares an extract of your data, sample data appears so you can explore the layout. You might want to start with one or two weeks of data so that extract can be created quickly.
  3. If any worksheets appear blank, navigate to the worksheet. Replace reference fields by right-clicking on the fields with red exclamation marks as necessary.

Now you’re ready to explore your data and gain insights at the speed of thought.

 

Use an Accelerator in Tableau Online

It's easy to use an Accelerator within Tableau Online for cloud-based data like Salesforce, ServiceNow ITSM, LinkedIn Sales Navigator, Marketo, and Oracle Eloqua. When the process is complete, you can edit the resulting workbook(Link opens in a new window) just like any other, quickly customizing it for your needs.

  1. If you're a Creator in Tableau Online, navigate to the Home or Explore page, then click the New button and select Workbook.

    Create button options

    Note: Site administrators can also access Accelerators from the Home page, under Accelerators.

  2. At the top of the Connect to Data window, click Accelerator.

  3. From the list of pre-built designs, find an option that reflects the data source and business metrics you need, and click Use Dashboard.

  4. To quickly see how a workbook looks with sample data, click Continue without signing in. Or click Continue to create a workbook with your data.

  5. Specify a name and containing project for the workbook.

  6. If you chose to create a workbook with your data, connect to your data source. While Tableau prepares an extract of your data, sample data appears so you can explore the layout.

    That's it—you've created a rich, interactive dashboard in seconds!

Change permissions to share Accelerators with colleagues

To avoid exposure of confidential data, workbooks for Accelerators are visible only to authors and administrators by default. To share a Accelerator with your colleagues, follow these simple steps:

  1. In Tableau Online, navigate to the workbook(Link opens in a new window) for the Accelerator.

  2. Select the workbook, click Actions, and choose Permissions.

  3. Give View permissions to any user or group you want to see the dashboard. For more information, see Edit Permissions(Link opens in a new window) in Tableau Online Help.

Replace sample data with your data

If you chose to quickly load sample data in a dashboard, you can replace it with your data at any time.

  1. In Tableau Online, navigate to the workbook(Link opens in a new window) for the Accelerator.

  2. On the Data Sources tab, select the data source. From the Actions menu, choose Edit Connection.

  3. For authentication, select Embedded credentials in the connection, and either choose an existing user account or add a new one. Then click Save.

  4. On the Refresh Schedules tab, select the schedule. From the Actions menu, choose Run Now.

Fix grayed-out views by replacing field names

If your organization has customized the data structure for a cloud-based system, you may need to match those changes in Accelerators after your data loads in them. For example, if your organization has renamed the Salesforce “Account” field to “Customer”, you'll need to make a corresponding change in Accelerators to avoid grayed-out views like this:

Fortunately, the fix is pretty straightforward:

  1. Above the dashboard, click Edit.

  2. Navigate directly to the grayed-out sheet(Link opens in a new window).

  3. In the Data pane at left, look for red exclamation points (!) next to field names, which indicate that your organization uses different names.

  4. Right-click each of those fields, and choose Replace References. Then select the correct field name from the list.

Fix empty dashboards by changing default date ranges

If a dashboard looks completely empty, the likely cause is a default date range that doesn't correspond to the dates in your source data.

  1. Download the workbook(Link opens in a new window), and open it in Tableau Desktop.

  2. Click the Data Source tab.

  3. In the upper-left corner, click the arrow next to the data source name, and choose Edit Connection. Then sign in.

  4. Specify a date range that reflects the dates in your data, and click Connect.

  5. Choose Server > Publish Data Source to update extracts of the data on Tableau Online.

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