LinkedIn Sales Navigator
This topic describes how to connect Tableau to a LinkedIn Sales Navigator database and set up the data source.
Before you begin, get the email address or phone number, and password for the LinkedIn Sales Navigator account.
You need a Sales Navigator Enterprise plan and Sales Navigator administrator or reporting permissions. Note that a reporting user doesn't take up a Sales Navigator seat on the contract.
Start Tableau and under Connect, select LinkedIn Sales Navigator. For a complete list of data connections, select More under To a Server. Then do the following:
- Select Sign In to authenticate to LinkedIn in your default browser.
- Enter your email or phone number and your password for the LinkedIn Sales Navigator account.
- Select Sign in.
- Close the browser window when notified to do so.
- In the LinkedIn Sales Navigator Connection dialog box, select the following:
- Contracts : Custom or all
- Date Range: Relative or fixed
If Tableau can't make the connection, verify that your credentials are correct. If you still can't connect, your computer is having trouble accessing LinkedIn. Contact your network or database administrator.
On the data source page, do the following:
(Optional) Select the default data source name at the top of the page, and then enter a unique data source name for use in Tableau. For example, use a data source naming convention that helps other users of the data source figure out which data source to connect to.
- Select a standard connection or create your own custom connection.
Under Standard Connection, you can select from a list of predefined selections of tables and joins that represent common scenarios and use cases. Or under Table, you can select a table or search for a table by name.
- Drag the standard connection or table to the canvas, and then select the sheet tab to start your analysis.
You can use a Dashboard Starter to quickly build informative dashboard designs made specifically for key business metrics on Tableau Desktop and Tableau Online. For more information, see Dashboard Starters for Cloud-based Data.
Date range selections can impact performance
It’s tempting to gather as much data as possible when you run an analysis. Tableau doesn’t know how much data there is in a particular date range until it retrieves the data. For this reason, you should restrict your date range at first, and then expand after you evaluate performance.
Refresh LinkedIn Sales Navigator data
After you click the sheet tab, Tableau imports the data by creating an extract. Tableau Desktop supports only extracts for LinkedIn Sales Navigator. Note that the initial extract may take some time.
To refresh, select Data> [data source name] > Extract> Refresh.