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Description and instruction text updates
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Module description and instruction text updated in prep for release
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lsgs committed Jan 9, 2018
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23 changes: 12 additions & 11 deletions README.md
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********************************************************************************
# Tableau Web Data Connector for REDCap

Luke Stevens, Murdoch Childrens Research Institute https://www.mcri.edu.au

Luke Stevens, Murdoch Children's Research Institute https://www.mcri.edu.au

********************************************************************************
## Summary
Expand All @@ -23,22 +22,23 @@ is enabled for discovery by project users, then enabling within a project causes
a link to the Instructions page to be shown within the project page menu.

*The connector may be utilised by project API users irrespective of whether the
module is explicitly enabled for that project.*
module is explicitly enabled for that project.* All that enabling the module in
a project does is add a link to the instructions page in the project page menu.

********************************************************************************
## Instructions

1. Enabling the module in your instance of REDCap.
1. Enable the module in your instance of REDCap (and optionally in projects).
2. Follow the Control Center (or project page) link to the Instructions page.
3. Find and copy the URL displayed on the Instructions page.
4. In Tableau, search for \"Web Data Connector\" under
Connect -> To a Server -> More
3. Copy the URL displayed prominently on the Instructions page.
4. In Tableau, go to Connect -> To a Server -> More and find
\"Web Data Connector\"
5. Paste the URL as the \"web data connector URL\".
6. Enter your project API token into the text box.
7. Click Submit

The connector will be created and enable your project data to be downloaded
into Tableau.
The connector will be created and your project data will be downloaded into
Tableau.

********************************************************************************
## TODO
Expand All @@ -52,6 +52,7 @@ The following additional capabilities are envisaged for future versions:
dictionary.

2. Have the getSchema function perform a data dictionary download to enable
configuration of field properties such as data type and format.
configuration of field properties such as data type and format. Currently all
project fields are loaded into Tableau as string fields.

********************************************************************************
********************************************************************************
4 changes: 2 additions & 2 deletions TableauConnector.php
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* https://blog.clairvoyantsoft.com/setting-up-a-tableau-web-data-connector-62147e4bc4bf
* TODO:
* - Do additional data dictionary API call in myConnector.getSchema() to get
* data type information for fields(currently all fields treated as string
* data type information for fields (currently all fields treated as string)
* - Use rich text editor for instruction-panel-text setting
* - Options for different export types: metadata, report, field/record filters
*/
Expand All @@ -25,7 +25,7 @@ class TableauConnector extends AbstractExternalModule
* Print the page of instructions
*/
public function printInstructionsPageContent() {
$pid=PROJECT_ID;
$pid=PROJECT_ID;
$panelTitle = (defined('PROJECT_ID')) ? $this->getProjectSetting('instruction-panel-title') : $this->getSystemSetting('instruction-panel-title');
$instructionText = (defined('PROJECT_ID')) ? $this->getProjectSetting('instruction-panel-text') : $this->getSystemSetting('instruction-panel-text');
$url = $this->getUrl('wdc.php', false, true);
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4 changes: 2 additions & 2 deletions config.json
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Expand Up @@ -14,7 +14,7 @@
"permissions": [
],

"description": "Enable Tableau users to connect Tableau to a REDCap project for which they have an API token. Project data will be exported on demand and be available for use within Tableau to produce summaries and visualisations.",
"description": "Enable Tableau users to connect Tableau to a REDCap project for which they have an API token. Project data will be exported on demand and be available for use within Tableau to produce summaries and visualisations. (Note: The connector can be utilised without enabling this module for a particular project. Enabling this module for a project just makes the Instructions page available in the project page menu.)",

"links": {
"web-data-connector": [
Expand Down Expand Up @@ -55,7 +55,7 @@
"required": true,
"allow-project-overrides": true,
"type": "text",
"default": "<ol><li>In Tableau, search for \"Web Data Connector\" under Connect -> To a Server -> More</li><li>Enter the url displayed above as the \"web data connector URL\" in the dialog and press Enter</li><li>Enter your project API token</li><li>Click Submit - your project data will be downloaded into Tableau</li></ol>"
"default": "<ol><li>In Tableau, go to Connect -> To a Server -> More and find \"Web Data Connector\" </li><li>Enter the url displayed above as the \"web data connector URL\" in the dialog and press Enter</li><li>Enter your project API token</li><li>Click \"Submit\", and your project data will be downloaded into Tableau</li></ol>"
},
{
"key": "connector-page-title",
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