Visualize Clio Data from Tableau

With CData Drivers for Clio, you can use data access standards to unlock connectivity to business intelligence tools like Tableau. The CData API Driver for JDBC allows you to connect from Tableau on Windows and macOS. This article covers how to discover schemas and query Clio data data in real-time.

NOTE: If you wish to connect to Clio data in Tableau Cloud, you will need to use CData Connect.

Connect to Clio in Tableau

Before starting Tableau, make sure you've placed the .jar file in the correct folder:

• Windows: C:\Program Files\Tableau\Drivers
• MacOS: ~/Library/Tableau/Drivers

Once your .jar file is in place, establishing a connection is straightforward.

1. Start Tableau.
2. Under To a Server, select More.
3. Select Other Databases (JDBC)
4. Enter the JDBC connection string in the URL field.

Start by setting the Profile connection property to the location of the Clio Profile on disk (e.g. C:\profiles\Clio.apip). Next, set the ProfileSettings connection property to the connection string for Clio (see below).

Clio API Profile Settings

Clio uses OAuth-based authentication.

First, register an OAuth application with Clio. You can do so by logging to your Developer Account and clicking the Add button. Enter details and select the scope of your application here - these details will be shown to Clio users when they're asked to authorize your application. Your Oauth application will be assigned a client id (key) and a client secret (secret). Additionally you will need to set the Region in ProfileSettings connection property.

After setting the following connection properties, you are ready to connect:

• AuthScheme: Set this to OAuth.
• InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to manage the process to obtain the OAuthAccessToken.
• OAuthClientId: Set this to the client_id that is specified in you app settings.
• OAuthClientSecret: Set this to the client_secret that is specified in you app settings.
• CallbackURL: Set this to the Redirect URI that is specified in your app settings.
• Region: Set this in ProfileSettings to your Clio geographic region. Defaults to app.clio.com.

Built-in Connection String Designer

For assistance in constructing the JDBC URL, use the connection string designer built into the Clio JDBC Driver. Either double-click the .jar file or execute the .jar file from the command-line.

From Windows:

java -jar 'C:\Program Files\CData[product_name]\lib\cdata.jdbc.api.jar'

From MacOS:

java -jar cdata.jdbc.api.jar

Fill in the connection properties and copy the connection string to the clipboard.

When you configure the JDBC URL, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

The following is a sample URL created in the designer:

jdbc:api:Profile=C:\profiles\Clio.apip;ProfileSettings='Region=your_region';Authscheme=OAuth;OAuthClientId=your_client_id;OAuthClientSecret=your_client_secret;CallbackUrl=your_callback_url;
5. Select Sign in.

Discover Schemas and Query Data

1. Select CData from the Database pull-down menu.
2. Select CData from the Schema pull-down menu.
3. Drag the table 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. In the Connection menu, select the Live option, so that you skip loading a copy of the data into Tableau and instead work on real-time data.
6. Click the tab for your worksheet. Columns are listed as Dimensions and Measures, depending on the data type. The CData Driver discovers data types automatically, allowing you to leverage the powerful data processing and visualization features of Tableau.
7. Click and drag a field from the Dimensions or Measures area to Rows or Columns. Tableau creates column or row headers.
8. Select one of the chart types from the Show Me tab. Tableau displays the chart type that you selected.

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