Visualize Live Basecamp Data in Tableau

Tableau is a visual analytics platform transforming the way businesses use data to solve problems. When paired with the CData Tableau Connector for Basecamp, you can easily get access to live Basecamp data within Tableau. This article shows how to connect to Basecamp in Tableau and build a simple chart.

The CData Tableau Connectors enable high-speed access to live Basecamp data in Tableau. Once you install the connector, you simply authenticate with Basecamp and you can immediately start building responsive, dynamic visualizations and dashboards. By surfacing Basecamp data using native Tableau data types and handling complex filters, aggregations, & other operations automatically, CData Tableau Connectors grant seamless access to Basecamp data.

NOTE: The CData Tableau Connectors require Tableau 2020.3 or higher. If you are using an older version of Tableau, you will need to use the CData Tableau Connector for Basecamp. If you wish to connect to Basecamp data in Tableau Cloud, you will need to use CData Connect.

Connect to Basecamp in Tableau

Open Tableau and click More under Connect -> To a Server. Select "Basecamp by CData," then configure the connection and click "Sign In."

Basecamp uses basic or OAuth 2.0 authentication. To use basic authentication you will need the user and password that you use for logging in to Basecamp. To authenticate to Basecamp via OAuth 2.0, you will need to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties by registering an app with Basecamp.

See the Getting Started section in the help documentation for a connection guide.

Additionally, you will need to specify the AccountId connection property. This can be copied from the URL after you log in.

Discover Schemas and Query Data

1. Select CData from the Database pull-down menu.
2. Select Basecamp from the Schema pull-down menu.
3. Drag the tables and views you wish to visualize onto the join area. You can include multiple tables.
4. Select Update Now or Automatically Update. Update Now lets you preview the first 10,000 rows of the data source (or enter the number of rows you want to see in the Rows text box). Automatically Update automatically reflects the changes in the preview area.
5. Click the tab for your worksheet. Columns are listed as Dimensions and Measures, depending on the data type. The CData Tableau Connector discovers data types automatically, allowing you to leverage the powerful data processing and visualization features of Tableau.
6. Drag a field from the Dimensions or Measures area to Rows or Columns. Tableau creates column or row headers.
7. Select one of the chart types from the Show Me tab. Tableau displays the chart type that you selected.

Using the CData Tableau Connector for Basecamp with Tableau, you can easily create robust visualizations and reports on Basecamp data. Download a free, 30-day trial and get started today.