--- title: "Connecting Tableau to Tugger" slug: "connecting-tableau-to-tugger" updated: 2026-03-01T21:47:05Z published: 2026-03-01T21:47:05Z canonical: "docs.tuggerapp.com/connecting-tableau-to-tugger" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.tuggerapp.com/llms.txt > Use this file to discover all available pages before exploring further. # Connecting Tableau to Tugger This guide shows you how to load your Tugger data into Tableau using OData. The process is the same regardless of which connector you're using (Xero, HubSpot, Simpro, etc.). ## Before you start Make sure you have the following: - **Your first sync must be complete** - you'll have received an email from Tugger confirming your data is ready. The reporting tab will only appear in Tugger once this is done. - **Tableau Desktop installed** - you'll need Tableau Desktop or Tableau Public to connect to OData. ## Step 1: Find your connection details in Tugger You'll need your **OData URL**, **Username**, and **Password** from Tugger. 1. Log in to Tugger at [tuggerapp.com](https://tuggerapp.com) 2. Navigate to your connector 3. Click **Report Credentials** ![Screenshot: Report Credentials page showing OData URL, Username, and Password with copy buttons](https://cdn.document360.io/915cfc9e-45d4-4924-af8d-4cea920ef985/Images/Documentation/Regenerate%20Credentials.jpg) You'll see your **OData URL**, **Username**, and **Password**, each with a copy button. Keep this page open for the next steps. > **Tip:** You can also find these details by going to **Report Setup** and selecting **Tableau**, which will walk you through the process step by step. ## Step 2: Connect to OData in Tableau 1. Open **Tableau Desktop** 2. On the start screen, under **Connect** > **To a Server**, click **OData** ![Screenshot: Tableau start screen with OData option highlighted under To a Server](https://cdn.document360.io/915cfc9e-45d4-4924-af8d-4cea920ef985/Images/Documentation/tableau-connect-to-odata.png) If OData isn't shown in the list, click **More...** under "To a Server", then select **OData** from the full list. 1. In the OData dialogue, paste your **OData URL** from Tugger into the **Server** field 2. Under **Authentication**, select **Username and Password** 3. Enter the **Username** and **Password** from Tugger's Report Credentials page (use the copy buttons to make sure they're exact) ![Screenshot: Tableau OData connection dialogue with Server field, Username and Password filled in](https://cdn.document360.io/915cfc9e-45d4-4924-af8d-4cea920ef985/Images/Documentation/tableau-odata-setup-dialog.png) 1. Click **Sign In** Tableau will connect to Tugger. After a few seconds, you'll see all your available data tables listed. ![Screenshot: Tableau showing available data tables after connecting](https://cdn.document360.io/915cfc9e-45d4-4924-af8d-4cea920ef985/Images/Documentation/tableau-available-tables.png) ## Step 3: Add tables and start building 1. Drag the tables you want to use into the **Data Source** tab 2. If you're combining multiple tables, link them using the relationship fields (Tugger tables include key ID fields for this purpose) ![Screenshot: Tableau Data Source tab showing tables dragged in with relationships](https://cdn.document360.io/915cfc9e-45d4-4924-af8d-4cea920ef985/Images/Documentation/tableau-linking-tables.png) 1. Click on a **Sheet** tab at the bottom to start building your visualisations ![Screenshot: Tableau Sheet tab showing fields available from connected Tugger data](https://cdn.document360.io/915cfc9e-45d4-4924-af8d-4cea920ef985/Images/Documentation/tableau-available-fields.png) Your Tugger data is now in Tableau and ready to use. ## What's next? - **Save your workbook** - save as a .twbx file so you can reopen it without re-entering credentials - **Refresh your data** - to pull the latest data from Tugger, right-click the data source and select **Refresh** - **Publish to Tableau Server or Tableau Cloud** - share your workbooks with your team ## Troubleshooting **OData option not showing in Tableau** - Click **More...** under "To a Server" on the start screen to see the full list of connectors. **"Sign In failed" or authentication error** - Make sure you selected **Username and Password** as the authentication type (not OAuth or other options). - Check that the Username and Password match exactly what's shown in Tugger's Report Credentials page. Use the copy buttons to avoid errors. **No tables showing after connecting** - Check that your first sync has completed in Tugger (Summary page). - Make sure the OData URL is correct and complete. **Data seems incomplete or missing** - Check your data start date in Tugger - data before this date won't be included. --- **Related articles:** - [Connecting Power BI Desktop to Tugger](/docs/connecting-power-bi-desktop-to-tugger) - [Connecting Excel to Tugger](/docs/connecting-excel-to-tugger) - [Regenerating Report Credentials](/docs/regenerating-report-credentials)