DatriseAI-first ETL

SurveyCTO to Tableau Integration

AI-first ETL from SurveyCTO into Tableau. Governed entities, incremental sync, typed landing tables.

How Datrise loads SurveyCTO into Tableau

Datrise syncs SurveyCTO's form submissions, forms, fields, answers, enumerators, and submission timestamps into Tableau as warehouse tables or a refreshed .hyper extract. Flexible or custom fields land in flattened columns for Tableau fields, and timestamps such as created, updated, and status changes are typed as date/datetime fields.

Sync is incremental: Datrise uses incremental refresh of the tables behind a live connection or extract, so re-runs update only what changed. Date-partitioned facts to keep extract refresh quick. Tableau .hyper extracts snapshot data, so Datrise keeps the source tables incremental and lets you choose live vs extract.

Ideal for visual analytics and dashboards in Tableau.

Endpoints

SurveyCTO: Offline-capable field survey data collection.

Tableau: Salesforce analytics platform for interactive dashboards and visual exploration.

How SurveyCTO entities map to Tableau

SurveyCTO entityTableau objectNotes
form submissionssurveycto_form_submissionsid PK · custom fields → flattened columns for Tableau fields
formssurveycto_formsid PK · linked to surveycto_form_submissions
fieldssurveycto_fieldsid PK · linked to surveycto_form_submissions
answerssurveycto_answersid PK · linked to surveycto_form_submissions

FAQ

How does Datrise handle SurveyCTO's custom fields in Tableau?

Flexible values are stored as flattened columns for Tableau fields, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Tableau types.

How does the SurveyCTO to Tableau sync stay up to date?

It runs incrementally — Datrise uses incremental refresh of the tables behind a live connection or extract.

Related pipelines

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