DatriseAI-first ETL

Vantage to Tableau Integration

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

How Datrise loads Vantage into Tableau

Datrise syncs Vantage's costs, resources, providers, cost reports, tags, and budget alerts 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

Vantage: Cloud cost visibility and spend allocation.

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

How Vantage entities map to Tableau

Vantage entityTableau objectNotes
costsvantage_costsid PK · custom fields → flattened columns for Tableau fields
resourcesvantage_resourcesid PK · linked to vantage_costs
providersvantage_providersid PK · linked to vantage_costs
cost reportsvantage_cost_reportsid PK · linked to vantage_costs

FAQ

How does Datrise handle Vantage'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 Vantage 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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