How to use the Stripe Tableau Template | Scribe

    How to use the Stripe Tableau Template

    • Victor Andrei Lupaescu |
    • 0 step |
    • 2 minutes
    Navigate to [https://onboard.windsor.ai/](https://onboard.windsor.ai/)
    Click "REGISTER"
    Enter your details and click on "Register / Start Free Trial"
    Choose "Stripe" from the Data sources panel.
    Enter your Stripe API key. You can create such a key in your Stripe Account.
    Click "ADD"
    Click "2. PREVIEW AND DESTINATION"
    You can add your desired fields from the right-side panel.
    Choose Tableau as a Data Destination
    Click "COPY". This will copy your API URL to clipboard and you'll use it later in Tableau Desktop.
    Open the template available on Tableau Public: [https://public.tableau.com/app/profile/victor.lupaescu/viz/WindsorMarketing-StripeDashboard/StripeDashboard](https://public.tableau.com/app/profile/victor.lupaescu/viz/WindsorMarketing-StripeDashboard/StripeDashboard)
    Click on the "Download" button
    Choose "Tableau Workbook" as a file format
    Choose the Tableau Desktop version that you're using and click "Download"
    Open the downloaded workbook in Tableau Desktop. Connect to your Stripe data by clicking on Data -> New Data Source. Choose Web Data Connector -> enter [https://tableau.windsor.ai](https://tableau.windsor.ai) -> enter the URL you’ve copied at step 10. Note: If you want exactly the same fields as in the template, you can use this URL (replacing <API key> with your key from step 10): [https://connectors.windsor.ai/stripe?api_key=](https://connectors.windsor.ai/stripe?api_key=)<your_API_key>&date_preset=last_365d&fields=transaction__currency,net,transactionid,date,transaction__amount,fee,refund__id,refund__amount,refund__description,refund__reason,transaction__net,transaction__status,transaction__type
    Once your data has been added, replace the existing data source with the newly created one (from Data – Replace Data Source).
    That’s it. Now you have your own Stripe data in Tableau, through a dedicated Web Data Connector and a dashboard that is ready to publish wherever you want. If you like this Tableau Stripe Dashboard Template, you can check out our collection of Tableau templates: [https://windsor.ai/templates/tableau/](https://windsor.ai/templates/tableau/)

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