Tableau Accelerators are pre-built dashboards designed to help you get a jumpstart on data analysis. Tailored to specific industries and enterprise applications, Accelerators are built with sample data that you can swap out for your own data, allowing you to discover insights with minimal setup.

An example of an accelerator
Salesforce Sales Cloud Pipeline Accelerator

Where to find Accelerators

You can access the complete set of Accelerators on the Tableau Exchange and in Tableau Desktop. Additionally, select Accelerators are available to use when you create a workbook in Tableau Online.

On the Tableau Exchange website

  1. Visit the Accelerators page on the Tableau Exchange website. You can filter to find Accelerators based on the industry they are applicable to and the type of data they connect to.

  2. Sign in to the Tableau Exchange website. If you don't have an account, create one.

  3. When you find an Accelerator you want to use, click Download to get the TWBX file.

    Because Accelerators are simply packaged workbooks, you can open the downloaded file in Tableau Desktop or upload it to your site on Tableau Online or Tableau Server. For information about uploading workbooks, see Upload Workbooks to a Tableau Site.

In Tableau Desktop

  1. On the Start Page in Tableau Desktop, click More Accelerators.

    Accelerators on start page

  2. The Accelerators in this list are the same as those shown on the Tableau Exchange website, with the added convenience that you can open the Accelerators without leaving Tableau Desktop.

  3. When you find an Accelerator you want to use, click Open to start working with it.

In Tableau Online

Select Accelerators are available for you to use when you create a workbook Tableau Online. These Accelerators connect to cloud-based data like Salesforce, ServiceNow ITSM, LinkedIn Sales Navigator, Marketo, and Oracle Eloqua.

  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 to browse the selection of Accelerators available to connect to on Tableau Online.

You can upload Accelerators from the Tableau Exchange to Tableau Online and use them as you would in Tableau Desktop. However, you will need to follow the Tableau Exchange instructions to get your data into the Accelerator instead of the Tableau Online instructions.

Use an accelerator from the Tableau Exchange

Follow the instructions in this section to use an Accelerator that you have downloaded from the Tableau Exchange website or opened from within Tableau Desktop. For instructions on using Accelerators when you create a workbook in Tableau Online, see Use an Accelerator directly in Tableau Online.

Add your data to the Accelerator

Accelerators come with sample data that you can use to explore the concepts illustrated in the dashboard. To get the most value from an Accelerator, replace the sample data with your own data. There are two methods by which you can add your data to the Accelerator: replace the data source with a new data source (method 1) or add a new connection to the existing data source (method 2).

Method 1 Method 2
Works with data sources that have more than one table. Data sources must have only one physical table.
Allows you to change field names in Tableau Desktop to match the Accelerator. Doesn’t allow you to change field names in Tableau Desktop, which means that the field names in your data source must match the fields in the Accelerator.
Doesn't preserve the folder structure in the Accelerator. Preserves the folder structure defined in the Accelerator.

Method 1: Replace the data source

  1. With the Accelerator open in Tableau Desktop, click Data > New Data Source.

    Data menu

  2. Connect to the data you want to use. For more information, see Connect to Your Data. If you are using a Salesforce Accelerator, make sure your account has API access to your Salesforce instance.

  3. On the Data Source tab, drag tables onto the canvas to build your new data source. For more information, see Use Relationships for Multi-table Data Analysis.

  4. Open any worksheet in the Accelerator, then click Data > Replace Data Source. This option is not available on dashboard or story tabs. For more information, see Replace Data Sources.

    Data menu

  5. Under Replacement, select the data source you added, then click OK.

  6. In the Data pane, right-click the original data source, then click Close. For more information, see Close Data Sources.

    Data source menu

Fix broken references

If the new data source doesn’t have the same field names as the original, parts of the Accelerator will be blank. Replace the broken references on the affected worksheets so that they use the correct fields from your new data source. For more information, see Replace Field References.

Method 2: Edit the data source

  1. With the Accelerator open in Tableau Desktop, click the Data Source tab.

    Data source tab

  2. Next to Connections, click Add. Connect to the data you want to use. For more information, see Connect to Your Data.

    Add connection

  3. On the data source canvas, double-click the logical table to open the physical table. For information about logical and physical tables, see Layers of the data model.

    Data source logical table

  4. Drag the table from the data source you added and drop it onto the existing physical table to replace the sample data. Your data source must be only one physical table.

    Dragging new table to replace physical table

  5. Under connections, right-click the connection for the sample data, then select Remove.

    Remove connection

Use an Accelerator directly in Tableau Online

A limited number of Accelerators are available for you to use when you create a workbook in Tableau Online. These Accelerators prompt you to connect directly to a cloud-based data source, rather than requiring you to add data manually.

  1. On Tableau Online, create a new workbook.

  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.

Note: If you download an Accelerator from the Tableau Exchange with the intention of uploading it to Tableau Online, you will need to replace the data by following the instructions under Use an accelerator from the Tableau Exchange.

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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