Visualize EnterpriseDB Data in Tableau

The CData ODBC Driver for EnterpriseDB enables you to access live EnterpriseDB data in business intelligence tools like Tableau. In this article, you will integrate EnterpriseDB data into a dashboard that reflects changes to EnterpriseDB data in real time.

The CData ODBC drivers offer unmatched performance for interacting with live EnterpriseDB data in Tableau due to optimized data processing built into the driver. When you issue complex SQL queries from Tableau to EnterpriseDB, the driver pushes supported SQL operations, like filters and aggregations, directly to EnterpriseDB and utilizes the embedded SQL engine to process unsupported operations (often SQL functions and JOIN operations) client-side. With built-in dynamic metadata querying, you can visualize and analyze EnterpriseDB data using native Tableau data types.

Connect to EnterpriseDB as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

The following connection properties are required in order to connect to data.

• Server: The host name or IP of the server hosting the EnterpriseDB database.
• Port: The port of the server hosting the EnterpriseDB database.

You can also optionally set the following:

• Database: The default database to connect to when connecting to the EnterpriseDB Server. If this is not set, the user's default database will be used.

Connect Using Standard Authentication

To authenticate using standard authentication, set the following:

• User: The user which will be used to authenticate with the EnterpriseDB server.
• Password: The password which will be used to authenticate with the EnterpriseDB server.

Connect Using SSL Authentication

You can leverage SSL authentication to connect to EnterpriseDB data via a secure session. Configure the following connection properties to connect to data:

• SSLClientCert: Set this to the name of the certificate store for the client certificate. Used in the case of 2-way SSL, where truststore and keystore are kept on both the client and server machines.
• SSLClientCertPassword: If a client certificate store is password-protected, set this value to the store's password.
• SSLClientCertSubject: The subject of the TLS/SSL client certificate. Used to locate the certificate in the store.
• SSLClientCertType: The certificate type of the client store.
• SSLServerCert: The certificate to be accepted from the server.

When you configure the DSN, 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.

Add EnterpriseDB Data to a Dashboard

1. Click Connect to Data -> More Servers -> Other Databases (ODBC).
   Select the CData Data Source Name (for example: CData EnterpriseDB Source).
2. In the Database menu, select CData.
3. In the Table box, enter a table name or click New Custom SQL to enter an SQL query. This article retrieves the Orders table.
4. Drag the table onto the join area. At this point, you can include multiple tables, leveraging the built-in SQL engine to process complex data requests.
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. The optimized data processing native to CData ODBC drivers enables unmatched performance in live connectivity.
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. Drop the ShipName column in the Dimensions pane onto the dashboard. When you select dimensions, Tableau builds a query to the driver. The results are grouped based on that dimension. In Tableau, the raw query is automatically modified as you select dimensions and measures.

8. Drag the ShipCity column in the Measures field onto the Detail and Color buttons. Tableau executes the following query:

   SELECT ShipName, SUM(ShipCity) FROM Orders GROUP BY ShipName

   When you select a measure, Tableau executes a command to the driver to calculate a summary function, such as SUM, AVG, etc., on the grouped values. The SQL engine (embedded within the driver) is leveraged to process the aggregation of the data, where needed, providing a seamless experience in Tableau, regardless of the data source.

   To change the summary function, open the ShipCity menu and select the summary you want in the Measure command.

9. You can create other charts using dimensions and measures to build SQL queries visually:

With the CData ODBC Driver for EnterpriseDB, you get live connectivity to your EnterpriseDB data, allowing you to build real-time charts, graphs, and more.