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UiPath automation for Tableau®

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Automate data workflows with UiPath and Tableau®

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It’s a match made in heaven. Tableau analyzes your enterprise data and extracts key data-driven insights. UiPath robots act on them to trigger downstream workflows and accelerate decision-making directly from your Tableau dashboard. Native bi-directional integration makes it seamless, secure, and oh-so-easy.

Move from data insights to business actions…seamlessly

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Quickly connect robots with the data they need

Access all the UiPath Studio power, functionality, and drag-and-drop simplicity to build powerful automations leveraging Tableau data. UiPath Activity for Tableau makes it easy, seamless, and secure.

Get UiPath Activity for Tableau ->

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Transform Tableau into an automation action center

Get insight, take action. It’s that simple, with integrations that let you trigger automations from within a Tableau dashboard or report.

Learn about the integrations ->

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Turn Tableau users into automators

Let any user with a mouse turn their Tableau analyses into automated actions. It’s easy with the no-code, drag-and-drop workflows available in UiPath Studio or UiPath StudioX.

Watch a demo ->

Among global executives:

86%

say extracting new value and insights from enterprise data is ‘very important’​

75%

say it’s ‘essential’ to deliver actionable intelligence to employees enterprise-wide​

77%

seek better insight into customer needs and expectations

Put UiPath robots to work based on Tableau intelligence

Here are some popular use cases:

  • Manufacturing industry

    • Automate delivery delay escalations

    • Automate purchase requests

    • Monitor production processes and act on problems when they occur

    • Accelerate supply and demand forecasting

    Read the blog
  • Retail industry

    • Use sales and demand insights to automate store restocks

    • Automate queries on sales order insights

    • Synchronize marketing, merchandising, and supply chain data

    Get the white paper
  • Financial services industry

    • Monitor client activity and act quickly on outreach opportunities

    • Automatically find and act on errors in customer submissions

    • Automate relationship management reporting and communications based on Tableau insights

    Go to the Banking & Financial Services page
  • Sales departments

    • Monitor and act on on real-time pipeline analytics

    • Follow up on unaddressed sales leads

    • Aggregate and email information to sales teams

  • IT departments

    • Identify and trigger critical server patching updates

    • Increase or decrease IT resources based on real-time demand analytics

    Go to the IT Automation page
  • Finance departments

    • Act on invoice payments reaching their max payment terms

    • Monitor and query travel and expense data

    Learn how to accelerate F&A processes with RPA
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Speed up supply chain and planning processes

  • Automate delivery delay escalations

  • Automate purchase requests

  • Monitor production processes and act on problems when they occur

  • Accelerate supply and demand forecasting

Read the blog
Put your migration to SAP S/4HANA on the fast track
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Related asset

Five ways automation fuels the data-driven organization

Check out our free eBook to learn how UiPath robots—combined with Tableau’s data analytics and visualization platform—fuels a complete automated process from insights to action.

Expand Tableau impact quickly with native bi-directional integration

Run UiPath robots right from Tableau

Trigger UiPath robots from Tableau dashboards and reports

Get inbound automation from Tableau to UiPath with the UiPath Connector for Tableau. This inbound automation support gives you the ability to create jobs in Orchestrator and/or add Queue items from Tableau reports and dashboards.

The UiPath Connector for Tableau is available in the Tableau Extension Gallery.

Build and run robots to automate workflows in and around Tableau

Build and run robots to automate workflows in and around Tableau

The Tableau Activities Package lets you build automations that move data from UiPath to Tableau and connect end-to-end workflows in which Tableau data plays a key role.

It’s all done through Tableau publicly supported APIs.

Trust us, we’re secure

One platform, thousands of automations. Built with trust.

Security, compliance, and governance are at the core of automation with UiPath. Manage and control RPA while preserving the freedom to revolutionize our business.

Discover Trust and Security at UiPath, including our privacy and data policies, our service status and 99.9% uptime guarantee, and latest security attestations.

Explore UiPath Trust and Security
Tableau partnership and certification

Tableau partnership and certification

UiPath is a Select Tableau partner and the first RPA vendor to have an extension certified and available on the Tableau Extension Gallery.

More to explore about UiPath and Tableau

Turn great insights into business outcomes with bi-directional integration from UiPath and Tableau