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Procore

Do I need to add Procore as a data source in Tableau every time I want to view a visualization?

Answer

No. Once you add Procore as a data source in Tableau (see Add Procore as a Data Source in Tableau), the Tableau software has a ‘Refresh’ button that you can click to take the latest Procore data and push it to your Tableau visualization. This is assuming that you do NOT you change the structure of the the Procore report being used as the data source. (e.g., add or remove new columns).