Barchart Tableau Data Connector Start Guide
This document provides a high level overview of using Barchart Tableau Data Connector to pull data into Tableau and create dashboards.
Data Discovery
Explore the data you are interested in from our data catalogs for example, Fundamental Data
Export the data into csv
Select the interested data symbols to use in Tableau using the meta data fields
Importing Data in BI Software
Using Tableau as an example, go to tableau Connect -> Web Data Connector
Click Get Historical Data and enter the details of the data
Import the metadata file and join it with the data table
Creating Dashboards
Once you import the data into BI tool, simply drag and drop data to create charts
Combine multiple charts to create an interactive dashboard