Asana for Tableau integration

Requirements for installation

Both you and the team you're getting data for must have access to either Asana Enterprise, Enterprise+, or legacy tier Business or Legacy Enterprise. You also need access in Asana to the data that you wish to sync to Tableau.

You need to have Tableau Desktop enabled to use the Asana for Tableau integration. Apply for a free trial of Tableau here.

Use cases

  • Make sure teams are hitting their SLAs
  • Report on cross-functional work by customer
  • See internal engagement with Asana

Using the Asana Web Data Connector

To use the Asana Web Data Connector, open Tableau on your Desktop. From the Connect menu on the sidebar, select Web Data Connector.

web data connector 1

 

Paste Asana's Web Data Connector link: https://tableau-wdc.integrations.asana.plus:443/.

web data connector 2

 

Login using your Asana credentials.

web data connector 3

 

Next, authorize the Asana for Tableau integration to access your Asana account.

Screenshot 2023-12-20 at 3.27.15 PM.png

After successful authorization, paste the URL for a team or portfolio in the space provided. Before clicking Connect, you can choose to Exclude task data in the response by checking the box to enable this feature. Check this box if you wish to extract project data only without including task data. 

If task data is not important for your reports, we highly recommend excluding task data in the response to speed up the data extraction process. If you do not check the Exclude task data in the response box, the data extraction queries data from each task in all nested projects and portfolios.

Finally, click Connect and start the data extraction process.

Screenshot 2023-12-20 at 3.27.05 PM.png

Syncing your data can take a few seconds but may take up to a few minutes, depending on the size of the team or portfolio, and whether there are nested portfolios within the portfolio.

Refresh extract

If you would like to automatically refresh extract from the Web Data Connector data source, you will need to follow the instructions listed in the Tableau Knowledge Base   

Asana WDS

Secondary URLs:

Limitations

The Asana for Tableau integration supports:

  • Pulling summary project and task data from teams and portfolios
  • Associated custom fields and tags on tasks
  • Project descriptions and dates
  • Milestones and sections
  • Projects with less than 10k tasks

Projects with 0 tasks will not be included.

The Asana for Tableau integration does not support:

  • Subtasks
  • Custom field value history (e.g. how long did it spend in "awaiting review")
  • Full organization exports

Sample dashboards

Task overview

task overview

 

Team health dashboard

team healthLooking for a better way to manage your work? Get started with a free Asana trial. Try for free

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