Loading Search Results into Tableau

Heureka provides Tableau Workbooks for additional reporting and visualizations based on Heureka search results. Follow these steps to load search results into a Heureka provided workbook.

Run your search and download the search results CSV

1. Create the search in Heureka for which you want to generate the reports and visualizations
2. Once the search completes, go to the search results page and click the “Export to CSV” button on the top right section of the page.
   
3. Once the CSV is ready for download, the Search Results tile on the same page will show a link labeled “Download CSV”. Click the link to download and save your CSV.

Load the CSV into the Tableau workbook by editing the data source

1. Open the Heureka workbook using your version of Tableau.
2. Navigate to the Data Source Tab and  then right click on the data source name at the top and select "Remove".
   
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3. Select "Edit the connection" in the left pane and point to your Heureka-generated CSV file. To increase performance, remember to use the "Extract" vs "Live" connection.