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Question

Connect Tableau to Laserfiche data for real-time tracking

asked on May 14, 2022 Show version history

Hi!

I've seen some similar answers to mine but didn't agreed with my requirement. Can we use and integrate Tableau software to track, in this case, workorders and order requests with it's metadata that are saved in Laserfiche using Forms? Is it possible? The customer wants to see this data in real time storaging and engage it with the reporting tool.

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Replies

replied on May 16, 2022

Yes, this should be possible because all the data from the repository like document names, paths, and metadata (everything but the actual files), and everything in Forms, is just data in an MSSQL database, it’s just a matter of connecting Tableau to those databases and determining the queries you want it to run to get the data (which is the hard part).

We do similar with Microsoft Power BI, which is a similar tool to Tableau.

I would recommend, rather than queries directly to the Forms and/or Repository databases, that you setup your own database, with tables of all the data you want to report on, and have Forms call a workflow to insert/update records in that database as it moves through the process and/or just before/after it archives the form to the repository.  That way there isn’t any confusion about which data to use, you have control of the structure, and don’t have to worry about any of the structure changing in future upgrades.

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replied on May 23, 2022

Thanks! Is this possible or available in LF Cloud?

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replied on May 24, 2022

Unfortunately, since we're on prem, I don't know what limitations/restrictions are placed on cloud regarding access to the databases and/or ability to maintain data in a custom database.

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replied on May 24, 2022

The back-end tables of Laserfiche Cloud are not available for connection from external reporting software.

What type of reports are you looking for?

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