Sage Intacct to Tableau

This page provides you with instructions on how to extract data from Sage Intacct and analyze it in Tableau. (If the mechanics of extracting data from Sage Intacct seem too complex or difficult to maintain, check out Stitch, which can do all the heavy lifting for you in just a few clicks.)

What is Sage Intacct?

Sage Intacct provides accounting and financial management software with automation and controls around billing, accounting, and reporting. Components include accounts payable, accounts receivable, cash management, general ledger, order management, and purchasing.

What is Tableau?

Tableau is one of the world's most popular analysis platforms. The software helps companies model, explore, and visualize their data. It also offers cloud capabilities that allow analyses to be shared via the web or company intranets, and its offerings are available as both installed software and as a SaaS platform. Tableau is widely known for its robust and flexible visualization capabilities, which include dozens of specialized chart types.

In addition to its business software, Tableau also offers a free product called Tableau Public for analyzing open data sets. If you're new to Tableau, this offering is a great way to experience Tableau's capabilities at no cost and share your work publicly.

Getting data out of Sage Intacct

Sage Intacct provides an API that lets developers retrieve data stored in the platform. Intacct also has a Data Delivery Service (DDS) that enables companies to extract data from the platform and send it to a cloud storage location.

Loading data into Tableau

Analyzing data in Tableau requires putting it into a format that Tableau can read. Depending on the data source, you may have options for achieving this goal, but the best practice among most businesses is to build a data warehouse that contains the data, and then connect that data warehouse to Tableau.

Tableau provides an easy-to-use Connect menu that allows you to connect data from flat files, direct data sources, and data warehouses. In most cases, connecting these sources is simply a matter of creating and providing credentials to the relevant services.

Once the data is connected, Tableau offers an option for locally caching your data to speed up queries. This can make a big difference when working with slower database platforms or flat files, but is typically not necessary when using a scalable data warehouse platform. Tableau's flexibility and speed in these areas are among its major differentiators in the industry.

Analyzing data in Tableau

Tableau's report-building interface may seem intimidating at first, but it's one of the most powerful and intuitive analytics UIs on the market. Once you understand its workflow, it offers fast and nearly limitless options for building reports and dashboards.

If you're familiar with Pivot Tables in Excel, the Tableau report building experience may feel somewhat familiar. The process involves selecting the rows and columns desired in the resulting data set, along with the aggregate functions used to populate the data cells. Users can also specify filters to be applied to the data and choose a visualization type to use for the report.

You can learn how to build a report from scratch for free (although a sign-in is required) from the Tableau documentation.

Keeping Sage Intacct data up to date

You can code up a script or written a program to get the data you want and successfully moved it into your data warehouse. But how will you load new or updated data? It's not a good idea to replicate all of your data each time you have updated records. That process would be painfully slow and resource-intensive.

The key is to build your script in such a way that it can identify incremental updates to your data. Once you've taken new data into account, you can set your script up as a cron job or continuous loop to keep pulling down new data as it appears.

From Sage Intacct to your data warehouse: An easier solution

As mentioned earlier, the best practice for analyzing Sage Intacct data in Tableau is to store that data inside a data warehousing platform alongside data from your other databases and third-party sources. You can find instructions for doing these extractions for leading warehouses on our sister sites Sage Intacct to Redshift, Sage Intacct to BigQuery, Sage Intacct to Azure SQL Data Warehouse, Sage Intacct to PostgreSQL, Sage Intacct to Panoply, and Sage Intacct to Snowflake.

Easier yet, however, is using a solution that does all that work for you. Products like Stitch were built to move data from Sage Intacct to Tableau automatically. With just a few clicks, Stitch starts extracting your Sage Intacct data via the API, structuring it in a way that's optimized for analysis, and inserting that data into a data warehouse that can be easily accessed and analyzed by Tableau.