Want to create unique visualizations beyond what is currently available on the Canvs platform? Would you like to share exactly what is available in Canvs with other stakeholders or non-Canvs users? This new feature is perfect for you!
Whether you would like to Create brand new, custom visualizations or use one of our available Templates, our Tableau Web Data Connector is now available to use with your Canvs Data.
Canvs’ Tableau Data Connector allows users to seamlessly analyze their Canvs MRX data in their Tableau accounts. The data connector simply prompts you to choose which dataset's data you’d like to ingest into Tableau, and with a few clicks, your data will be available in Tableau. Once ingested, you can recreate Canvs’ in-app visualization experience, or create brand new visualizations directly in Tableau.
Note:
Currently, this feature is available for Canvs MRX data.
Please make sure to use the Tableau Desktop version. These options are not available on the browser.
Templates are now available!
Create a Brand New Custom Visualization
Please note, this option is to create custom visualizations without a premade Canvs template. This gives the flexibility for power users to design their own, unique custom visualizations. If you would like to use a premade template, please read the section at the bottom of the article.
Web Data Connector link: http://54.144.132.170/webdataconnector/SurveyExport.html
Setup Process:
To start, please click on the Web Data Connector option in Tableau.
Next, copy + paste the link for the Web Data Connector and paste it at the top of the window.
The next step is to copy + paste your API Token in the API Token field and click on Submit Token.
* If you require your API Token, please contact your Canvs Account Manager.
After the information above is submitted, you will see an option to search for and select your Canvs dataset.
The dropdown will show details such as the Dataset Name, Uploader, and Date Uploaded to make your search easier.
Once you select your Canvs dataset, you will be able to see various details about the dataset. Once you confirm this is the data you want to analyze, click on "Get Survey Data!"
After the Canvs MRX data is loaded in, please click on "Sheet 1". You are almost ready to begin your analysis!
For initial setup and as a starting point, we recommend putting "Topic" in the Columns field and "Verbatim ID" in the Rows field. Please recalculate the Verbatim ID using "CNTD", which stands for Count Distinct.
Congrats! You are now all set up to create your custom visualizations with your Canvs MRX! Feel free to use the many variables and filter options that we have available to customize to your liking.
Create a Visualization in Tableau using a Canvs Template
Tableau Templates are now available with premade filters and variable options which our dedicated Analysts have designed for you to use. Watch the video or read below to learn how to bring snappy and powerful visualizations straight to a shareable Tableau dashboard.
Template #1: Codes Bar Chart with Stacked Emotions, Topics Word Cloud, Open Ends
Download the Tableau Template file below:
Template #2: Codes, Topics, and Emotions Treemaps with Open Ends
Download the Tableau Template file below:
Video Walkthrough
Setup Process:
Download and open the Tableau Template file.
Within Tableau, click on Data and then New Data Source.
After, click on the Web Data Connector option in Tableau.
Next, copy + paste the link for the Web Data Connector and paste it at the top of the window.
Web Data Connector link: http://54.144.132.170/webdataconnector/SurveyExport.html
The next step is to copy + paste your API Token in the API Token field and click on Submit Token.
* If you require your API Token, please contact your Canvs Account Manager.
After the information above is submitted, you will see an option to search for and select your Canvs dataset.
The dropdown will show details such as the Dataset Name, Uploader, and Date Uploaded to make your search easier.
Once you select your Canvs dataset, you will be able to see various details about the dataset. Once you confirm this is the data you want to analyze, click on "Get Survey Data!"
Apply the Template to a different Canvs MRX dataset:
Click on the "Codes Bar Chart" Tab at the bottom of the screen.
At the top, click on Data and "Replace Data Source".
Change the current dataset you are currently viewing with the Replacement Dataset, following the same setup steps.
Go back to your Dashboard. Your tabs should automatically refresh with the Template.
Publish Online/to the Web:
You can choose to publish the Tableau visualizations online/to the web so that other stakeholders and individuals can view and edit them.
To do this please:
Click on Connect Tableau (Share icon) on the top far right.
Rename your Visualization, add a Description, etc...
Click on Publish and you should be all set!
Note: Modifying the visualization within the shared Online/Web version, will not affect or change the original project/dashboard.
If you have any questions about the Tableau Web Data Connector for Canvs, or would like to learn more, please do not hesitate to reach out to your dedicated Canvs Account Manager!