Is live connection supported?

Currently we support extract-based connections. Live connection support is planned for a future release.

What data is available?

All Grove FP data is available — budgets, actuals, forecasts, scenarios, dimensions, and calculated KPIs.

How do I refresh data?

Set up scheduled extract refreshes in Tableau Cloud, or manually refresh in Tableau Desktop at any time.

Can I use Tableau Prep with Grove FP data?

Yes. You can use Tableau Prep to transform and combine Grove FP data with other sources before loading into Tableau.

IntegrationData & BI

Tableau Integration

Tableau is a leading data visualisation and analytics platform used by finance and analytics teams worldwide. The Grove FP integration lets you connect Tableau directly to your planning data for rich financial visualisations.

Setup time

10 minutes

Sync frequency

Scheduled extract refresh

Data flow

Grove FP → Tableau: Budgets, forecasts, actuals, scenarios, dimensions

Overview

What it does

Connect Tableau Desktop or Tableau Cloud to Grove FP via a Web Data Connector or REST API. Query budgets, forecasts, actuals, and scenario data to build interactive financial dashboards.

Benefits

Why connect Tableau

Leverage Tableau's best-in-class visualisation engine with your Grove FP data

Build interactive financial dashboards with drill-down capabilities

Combine planning data with other Tableau data sources for cross-functional analysis

Scheduled extracts keep your Tableau dashboards up to date automatically

Setup

How to connect Tableau

Configure the data connection

In Tableau Desktop, add a Web Data Connector or REST API connection pointing to your Grove FP instance.

Authenticate

Enter your Grove FP API key to authenticate the connection.

Select data tables

Choose which Grove FP datasets to import — budgets, actuals, forecasts, dimensions, or KPIs.

Build visualisations

Use Tableau's drag-and-drop canvas to create financial charts, dashboards, and stories.

Publish to Tableau Cloud

Publish your workbooks to Tableau Cloud for sharing. Set up extract refresh schedules to keep data current.

Use cases

How finance teams use this integration

Financial storytelling

Use Tableau's story feature to walk your board through financial performance, combining narrative with interactive visualisations.

Variance deep-dives

Build drill-down dashboards that let users explore budget vs actual variances by department, entity, and time period.

Blended analytics

Combine Grove FP financial data with CRM, marketing, and operations data in Tableau for organisation-wide insights.

Works well with

Related integrations

Data & BI

Power BI

Microsoft Power BI is the industry-leading business intelligence platform. The Grove FP integration lets you push your planning data into Power BI for advanced visualisations, dashboards, and embedded analytics.

View integration

Data & BI

Looker

Google Looker is an enterprise analytics platform that emphasises governed, modelled data exploration. The Grove FP integration lets you explore your planning data through LookML models for consistent, trustworthy financial analytics.

View integration

Spreadsheets

Excel

Microsoft Excel is the universal language of finance. Grove FP is built to work seamlessly with Excel — import your existing spreadsheets, paste data directly, and export to XLSX format at any time.

View integration

FAQ

Frequently asked questions

Yes. Both Tableau Desktop and Tableau Cloud are supported. Publish workbooks from Desktop to Cloud for sharing.

Connect Tableau to Grove FP today

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