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Tableau Actions

Actions are the operations (or API operations) that you can perform on the selected database by a simple drag and drop and data mapping of elements and values from an input trigger, derived values using formulas, or a desired constant that you may wish to map.

All of the actions that you see below automate what you can do manually on Tableau.

As shown below in Figure 1, you can Create, Update, Delete, and Upsert record from a database table based in response to a trigger event.

Actions for Tableau Application on Connect iPaaS

Figure 1. Actions for Tableau Application on Connect iPaaS

Create Record

Create a record in response to the event trigger into the selected table.

Select the table from the database in which you want to create a record. After the table selection, all the Not Null columns of your tables will be shown as required fields.

You can add optional fields of the table using + button. You can map fields data using trigger data or you can use excel functions. You can also use the evaluate functionality functionality to map values for enum type columns.

For example, in the below Figure, the values of multiple columns of the table are mapped to attributes from ServiceNow.

Tableau Create record

Figure 2. Tableau Create Record Action

Delete Record

Delete one or multiple database records in response to the event trigger. You can filter records based on the selection criteria.

Select the table in your database from which you want to delete the records. You can use the Choose where condition to add the conditions for selecting the records to be deleted. You can construct complex logic of AND and OR conditions to select the records.

For example, in Figure 3 below, from the table Incident, all the records which have incident name same as category of ServiceNow incident and incident_state equal to closed will be deleted when an incident is created in ServiceNow.

Tableau Delete record

Figure 3. Tableau Delete Record Action

Update Record

Update one or multiple database records in response to the event trigger. You can update the record from the table based on different conditions.

Select the table in your database in which you want to update the records. Now you can add the conditions to select the records that will be updated. You can construct the conditions using complex conditional OR and AND logic.

You can select the updates that you want to perform on the selected records. You can use Data Mapping and Transformation and excel functions. You can also use the evaluate functionality functionality to map values for enum type columns.

In the figure below, whenever an Incident is created on ServiceNow, a record is updated in MySQL database which is connected via Tableau. In the database table Incident, Incident Description and Incident Name columns are mapped to attributes from ServiceNow.

In the incident_state column, the current date and time can be added using the excel function Now().

The column incident_state is an enum data type column in table selected. You can either type in the value of the the incident_state or you can map the value of this field using the evaluate functionality to the Incident State attribute from ServiceNow as shown in the figure.

Tableau Update record

Figure 4. Tableau Update Record Action

Upsert Record

Upsert operation is the combination of Update and Create (insert) operations. Connect iPaaS will find if a record with the matching Primary Key is present in the table. If a record is found, the record will be updated with the data provided. If a record is not found, Connect iPaaS will create a new record with the data provided. The Primary key can either be a single column or a combination of columns.

In the figure below, whenever an Incident is created on ServiceNow, a record is updated or added in MySQL database which is connected via Tableau. The database table Incident Name column is mapped to attributes from ServiceNow.

Incident Description is also mapped to attributes from ServiceNow and the excel function.

The column incident_state is an enum data type column in MySQL database. You can either type in the value of the the incident_state or you can map the value of this field using the evaluate functionality by enabling the Evaluate checkbox.

Tableau Upsert record

Figure 5. Tableau Upsert Record Action