Getting started with Lilt Insights is an easy three step process.

1. Download Tableau
2. Download the Lilt Insight template reports
3. Add your API key to Tableau

Download Tableau

To get started you will need  to download Tableau Desktop which is available for Windows and Mac. If you require a Tableau license, please reach out to your services manager and a complimentary license will be provided to you.

Download Lilt Insights

Lilt provides three Tableau reports out of the box: Productivity, Project Status, and TM Leverage. These reports can be downloaded here.

Adding your API Key

Once you have downloaded the reports  the last step is hooking up your API key in Tableau. Lilt’s Business plan includes API access. Contact us via the support chat to request your API key.

After you open one of the reports in Tableau, head over to the Data Source worksheet. You can find the worksheet in the lower left hand corner of the screen.

The Data Source worksheet is where you can add your API key to link the report with your organization's Lilt data. Select the url next to ‘Connected to OData’ in the header.

A modal will appear where you can define the source server for the report. The server address follows the following format:

https://lilt.com/2/bi/<endpoint_name>?key=<your_api_key>

Each of the three reports relies on a different endpoint, it is important that you use the proper endpoint with the associated workbook.

Enter your API key to the right of the equal sign and click ‘Sign In’. Tableau will populate the associated worksheets with your organization’s Lilt data. Be sure to save the workbook after adding your API key.

Feel free to contact Lilt via the support chat if you require additional assistance or technical support.