Automated customer master data sync from SAP ERP to Tableau - daily extract refresh workflow

kenneth_942
Sun, 24 Aug 2025 20:29:19 +0000

Sharing our implementation of automated customer master data sync from SAP ERP to Tableau Server 2023.2. We needed reliable daily updates of customer records for sales reporting dashboards used by 150+ sales managers.

Previously, the BI team manually exported customer data from SAP weekly, causing reports to show outdated customer attributes (address changes, credit limits, sales territories). This resulted in inaccurate territory assignments and missed sales opportunities.

We built an automated ETL pipeline using SAP Data Services that extracts customer master records nightly, validates data quality, and refreshes Tableau extracts on schedule. The solution handles incremental updates, data validation rules, and automatic error notifications. Sales reporting accuracy improved significantly, and BI team saved 8 hours per week of manual data export work.