HIPAA to Tableau

This page provides you with instructions on how to extract data from HIPAA and analyze it in Tableau. (If the mechanics of extracting data from HIPAA seem too complex or difficult to maintain, check out Stitch, which can do all the heavy lifting for you in just a few clicks.)

What is HIPAA?

The Health Insurance Portability and Accountability Act (HIPAA) defines rules that American organizations must follow to securely handle and maintain Protected Health Information (PHI). To remain in compliance, organizations are required to have a signed Business Associate Agreement (BAA) from any partner organization that creates, receives, maintains, or transmits PHI. The partner must ensure that it will safeguard the PHI that passes through its systems. Businesses also have to meet a long checklist of compliance rules and practices.

What is Tableau?

Tableau is one of the world's most popular analysis platforms. The software helps companies model, explore, and visualize their data. It also offers cloud capabilities that allow analyses to be shared via the web or company intranets, and its offerings are available as both installed software and as a SaaS platform. Tableau is widely known for its robust and flexible visualization capabilities, which include dozens of specialized chart types.

In addition to its business software, Tableau also offers a free product called Tableau Public for analyzing open data sets. If you're new to Tableau, this offering is a great way to experience Tableau's capabilities at no cost and share your work publicly.

Getting HIPAA data

You migrate PHI just as you would any other data, but you must stay cognizant of HIPAA regulations. No one but you and the data source can handle the data unless you have a BAA in place with them.

You can use any methods your data provider offers to extract data from their service. Many cloud-based data sources provide APIs that expose data to programmatic retrieval. Others allow you to set up webhooks to push event data to requesters. For data that lives in a database, you can use SELECT statements or a utility that does a mass dump of the data you specify.

Loading Data into Tableau

Analyzing data in Tableau requires putting it into a format that Tableau can read. Depending on the data source, you may have options for achieving this goal, but the best practice among most businesses is to build a data warehouse that contains the data, and then connect that data warehouse to Tableau.

Tableau provides an easy-to-use Connect menu that allows you to connect data from flat files, direct data sources, and data warehouses. In most cases, connecting these sources is simply a matter of creating and providing credentials to the relevant services.

Once the data is connected, Tableau offers an option for locally caching your data to speed up queries. This can make a big difference when working with slower database platforms or flat files, but is typically not necessary when using a scalable data warehouse platform. Tableau's flexibility and speed in these areas are among its major differentiators in the industry.

Analyzing Data in Tableau

Tableau's report-building interface may seem intimidating at first, but it's one of the most powerful and intuitive analytics UIs on the market. Once you understand its workflow, it offers fast and nearly limitless options for building reports and dashboards.

If you're familiar with Pivot Tables in Excel, the Tableau report building experience may feel somewhat familiar. The process involves selecting the rows and columns desired in the resulting data set, along with the aggregate functions used to populate the data cells. Users can also specify filters to be applied to the data and choose a visualization type to use for the report.

You can learn how to build a report from scratch for free (although a sign-in is required) from the Tableau documentation.

Keeping HIPAA data up to date

Once you've set up your data pipeline to your HIPAA data source, you can relax – as long as nothing changes. You have to keep an eye on any modifications that your sources make to the data they deliver. You should also watch out for cases where your script doesn't recognize a new data type. And since you'll be responsible for maintaining your script, every time your users want slightly different information, you'll have to modify the script. Keep in mind that HIPAA is all about rules and compliance, so you'll also have to know what HIPAA permits and proscribes, as will anyone else who works on the script.

From HIPAA to your data warehouse: An easier solution

As mentioned earlier, the best practice for analyzing HIPAA data in Tableau is to store that data inside a data warehousing platform alongside data from your other databases and 3rd party sources. You can find instructions for doing these extractions for leading warehouses on our sister sites HIPAA to Redshift, HIPAA to BigQuery, and HIPAA to Snowflake.

Easier yet, however, is using a solution that does all that work for you. Products like Stitch were built to solve this problem automatically. With just a few clicks, Stitch starts extracting your HIPAA data via the API, structuring it in a way that is optimized for analysis, and inserting that data into a data warehouse that can be easily accessed and analyzed by Tableau.