Tableau is an amazing and complex tool which is used for both operations and commercial use in my organization. The challenge I face as a Tableau Dashboard developer is making both operations (which want complexity) and customers (which want simplicity) happy. The server holds a high number of dashboards and from our understanding, the customer is reluctant to use it because it looks messy. I found a way to build a dashboard as a Landing Page and make it the start page for all users. It will contain links, be customer-focused (using their Favourites marks to display only the dashboards they use), have training material and essentially be more pleasing to the eye, encouraging our customers to use it.

I can extract the data myself from the Status tab on the server and use it as the source from the dashboard but I want to make it an automatic process. I talked to my organization's server admins to get access to the PostgreSQL which contains the data I need and connect it directly to my landing page but stated it would be risky to connect directly (as we have multiple customers on the server).

Our Operational Dashboards are mainly using Datamart (Oracle Database) as the source of the transactional data and was thinking to create a periodic extract of the server repository within a new table in Datamart. The problem is nobody knows what are the requirements to automate the bridge.

How would I need to go about in order to create this bridge?