Integrating with Tableau

Anonymous · ‎10-06-2014

We have selected Tableau for our reporting needs. I am curious if anyone is using Tableau internally and if so, how are you moving the Marketo data over to Tableau. We want to have raw data, not data that has passed through a 3rd party app (like SFDC). Our goal is to be able to slice and dice within Tableau.

Any suggestions are appreciated!

Drew_Loika · ‎06-08-2018

For anyone interested in Tableau and Marketo, I'd like to share that our new version of the connector is available for feedback. We'd love to hear if it works for you and how we can improve it. The new version supports all data it is possible to retrieve from Marketo that customers have told us they'd like to visualize in Tableau.

Best,

Drew Loika
Senior Product Manager
Tableau

Anonymous · ‎10-06-2016

Hi,

We have bumped into the same issue as you had before when building analytic reports, so we decided to extract Marketo data to SQL Server database, then connected database and Tableau.

We have tried several data extraction tools including CDATA but they didn't resolve our data integration problems. Therefore, we have developed our own data retrieving tool called Data Loader for Marketo(DLM) which allows you to sync Marketo data to the database without any coding. We invite you to visit our website to have a free trial of DLM and see if this could solve your problem.

Data Loader for Marketo: https://dlm.trend.org

Feel free to contact us for further information or any feedback are very welcome!

Sincerely,

Vivian

Anonymous · ‎11-01-2016

Hi Vivian,

I'm downloading Lead data right now using DLM, but it doesn't look like I'll be able to use this to download activities. Is there any plan to include activity tables in the future?

Thanks!

-Joe

Anonymous · ‎11-08-2016

Hi Joe,

Thank you very much for using DLM. And we are working on activity data extraction now. It will be available on DLM in early Q1, 2017. Thank you!

Vivian

Anonymous · ‎04-28-2017

Hi Vlvian. How's progress on the ability to extract activity data?

Anonymous · ‎04-28-2017

Hi Gabriel Baird,

Activity data extraction has been released.

Here are some relevant articles:

Get Marketo Activity Data via DLM now!

Automate Activity Data Extraction!

Vivian

Nicholas_Manojl · ‎06-02-2016

I am an advocate of Klipfolio.

They've recently written a guide of how to go about building this:

Anonymous · ‎07-31-2017

Hi Nicholas,

Would you be able to provide some of the logic behind this dashboard? We are interested in recreating this in our klipfolio instance.

Kyle

Nicholas_Manojl · ‎08-07-2017

Hi Kyle,

I don't currently have a Klipfolio license.. what do you need help with?

Don_Castro · ‎05-26-2016

Has anyone looked into using CDATA ODBC for Marketo?

Drivers for Marketo (ODBC, JDBC, ADO, CLOUD, SSIS, BIZTALK, MOBILE, EXCEL)

Anonymous · ‎06-01-2016

I've tried out the CDATA ODBC for Marketo, but found it to be very limited. I was looking to just export lead details, but it would typically error out whenever I connected. Since then I've developed my own Python script using the SOAP API to collect Marketo data and push it into a SQL database.

Hopefully you had better luck than I did if you've tried it out.

Don_Castro · ‎06-02-2016

I have the same experience with CDATA. Although it connects to Marketo, data retrieval is slow. Tableau will be releasing their own connector to Marketo in their newest beta version 10. Here is the link. Coming Soon

Dory_Viscoglio · ‎10-10-2016

This has now been released, and you can directly connect Marketo to Tableau through API calls.

Anonymous · ‎04-16-2015

Thanks Brendon! I will have to check it out. We looking at doing a custom integration with a freelance Marketo developer, was in the range of 10-15k.

Alok_Ramsisaria · ‎06-05-2015

You may want to explore using Alteryx. They have a connector with Marketo and another one with Tableau. Should cost you about 4K per year.

Anonymous · ‎04-16-2015

-- Update from Marketo Summit --

It seems that Informatica has the capability to quasi-automate this process. Their 'Cloud' product can turn the Marketo reports into TDE files, which Tableau reads as an extract. In theory, refreshing all extracts would refresh the reports quite simply.

I have yet to engage them on pricing, but I imagine a reasonable cost is worth it to eliminate the headache of manually refreshing reports every week.

Anonymous · ‎06-29-2015

Interesting. Our business also has informatica cloud. Have you seen it work?

Anonymous · ‎07-16-2015

@Kenn - I have not seen it work. Their reps were extremely unhelpful and I decided to give up on them. I actually fixed most of my problem by using a VBA script in Outlook to move all the attached files into a Dropbox folder, then had an engineer write a Bash script to trim the file names, save as CSV, and move them to my Workbooks folder. I just have to run the script in Terminal and refresh my extracts.

Anonymous · ‎07-21-2015

@Brendon thats a good steer. I'll save myself some time - and follow your solution.

So if i understand you right, the first step was setting up analytics report subscriptions with attachments, then pick the steps you describe?

Nice.

Anonymous · ‎07-21-2015

Exactly right. When you're dealing with 40 some-odd reports, it will save a ton of time.