Do everything in one place
Customize your Iress XPLAN and Tableau integration with the following
triggers and actions.
Triggers
When this happens…
Actions
Do this…
Iress XPLAN
- Custom actionCustom action in XPLAN (Custom)
- Create recordCreate record in XPLAN
- Delete recordDelete record in XPLAN
- Get record details by IDGet record details by ID in XPLAN
- List recordsList records in XPLAN
- Search recordsSearch records in XPLAN
- Update recordUpdate record in XPLAN
Any other action you can think up
Tableau
- Custom actionCustom action in Tableau (Custom)
- Download viewDownload view in Tableau
- List extract refresh tasksList extract refresh tasks in Tableau
- Refresh workbookRefresh specified workbook in Tableau
- Run extract refresh taskRun an extract refresh task in Tableau
- Search viewsSearch views in Tableau
- Search workbooksSearch workbooks in Tableau
Any other action you can think up
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