Tableau Integration

Installing the Tableau Connector
Migrating Existing Workbooks to Tableau WDC 3.0
Setting Up an Extract
Applying Filters to an Extract
Troubleshooting

Get the integration! The Tableau integration is available as an Enterprise add-on. The integration setup is only available in English. Contact sales »

SurveyMonkey's Tableau integration lets you set up an extract to export survey responses and quiz results to Tableau Desktop using a Web Data Connector. You need Tableau Desktop version 10.1.6 or greater to use this integration.

EXISTING INTEGRATION USERS: Tableau is deprecating the existing Tableau WDC 2.0 connector. You'll need to install our Tableau WDC 3.0 connector and change the data source in your existing workbooks.

Installing the Tableau Connector

To connect your data to Tableau, you'll need to install the WDC 3.0 connector.

To install the connector:

Open your survey, then go to the Connect Apps section.
Search for the Tableau integration, then select Details.
Select Install to download the connector (the "taco" file). The file will end with a .taco extension.
Place the .taco file in the following directory:
- Windows - C:\Users\[Windows User]\Documents\My Tableau Repository\Connectors
- macOS - /Users/[user]/Documents/My Tableau Repository/Connectors
Restart Tableau Desktop.

Migrating Existing Workbooks to Tableau WDC 3.0

If you're connecting SurveyMonkey to Tableau for the first time, skip this step.

If you have workbook that uses the existing Tableau WDC 2.0 connector, you'll need to change your data source to the new Tableau WDC 3.0 connector. If you connected your workbook to SurveyMonkey before September 30, 2025, you're likely using the Tableau WDC 2.0 connector. Learn how to change data sources in Tableau.

Setting Up an Extract

Launch Tableau Desktop.
Under Connect, find the To a Server section, then select SurveyMonkey by SurveyMonkey. You may need to select More under To a Server to find it.
Sign in to your SurveyMonkey account and authorize Tableau to extract the data.
Find the survey you want to connect, then select Import Survey.
Choose the questions and data you want to analyze in Tableau. You can also use Filters to find and select specific data.
Select Import to bring your data into Tableau.

Applying Filters to an Extract

While creating a new extract or reviewing an existing one, you can filter the extract if you want to include only certain kinds of responses.

You can filter extracts by collector, status, or metadata.

Collector: Choose the collectors you want to include in your extract.
Status: Choose the response statuses to include in your extract.
Metadata: Enter or define the respondent metadata associated with responses to include in your extract, like responses that took longer than a minute or from a particular IP Address.

How you sent your survey (the collector type) and the collector settings determine the metadata that's recorded with responses. For example, we don't record most fields if you've turned on Anonymous Responses.

Troubleshooting

If you're using Windows, you may encounter a pop-up asking for your Tableau Server credentials after installing and launching the Tableau WDC 3.0 connector.

If you are asked for your credentials again, follow the workaround below to prevent this pop-up from displaying in the future. You can complete these steps before or after installing the connector.

To disable the credentials pop-up:

If you’re using a Windows device, install WMIC.
On your keyboard, press Win + R.
1. Type in gpedit.msc.
2. Select Enter.
Go to User Configuration.
1. Select Administrative Templates.
2. Select System.
Double-click Prevent access to registry editing tools.
1. Select Disabled.
2. Select Apply.
3. Select OK.

Once done, relaunch the Tableau WDC 3.0 connector.

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