Publish Greenhouse-Connected Dashboards in Tableau Server

You can substitute Java 8 with a later Java release as needed.

Installation on a Windows Machine:

1. Run the setup.exe installer. The driver JAR file will be automatically placed in the drivers directory, C:\Program Files\Tableau\Drivers.
2. Navigate to the lib folder under the installation directory. By default the installation directory is a folder in C:\Program Files\CData.
3. Copy cdata.tableau.greenhouse.lic into the drivers directory.
4. Copy cdata.tableau.greenhouse.taco into the connectors directory, MyTableauServerRootDir/data/tabsvc/vizqlserver/Connectors. In most cases MyTableauServerRootDir is located under C:\ProgramData.
5. Restart Tableau Server.

Connect to Greenhouse in Tableau Desktop

Once the connectors are installed on the Server machine, we can configure a connection to Greenhouse in Tableau Desktop and publish a Greenhouse-based Data Source to Tableau Server.

1. Open Tableau Desktop.
2. Click More under Connect -> To a Server.
3. Select "Greenhouse by CData".
4. Configure the connection to the data.

   You need an API key to connect to Greenhouse. To create an API key, follow the steps below:

   1. Click the Configure icon in the navigation bar and locate Dev Center on the left.
   2. Select API Credential Management.
   3. Click Create New API Key.
   • Set "API Type" to Harvest.
   • Set "Partner" to custom.
   • Optionally, provide a description.
   4. Proceed to Manage permissions and select the appropriate permissions based on the resources you want to access through the driver.
   5. Copy the created key and set APIKey to that value.
5. Click "Sign In".

Discover Schemas and Query Data

Once you establish the connection to Greenhouse data, you can configure which entities to visualize.

1. Select CData from the Database pull-down menu.
2. Select Greenhouse 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 auto-loads the changes in the preview area.

Publish Data to Tableau Server

After you configure the data you wish to visualize, you can publish the Data Source to a Tableau Server instance. In Tableau Desktop:

1. Click Server -> Sign In.
2. Enter the URL for your Tableau Server.
3. Authenticate with Tableau Server credentials.
4. Click Server -> Publish Data Source and select your data source.
5. Click Publish.
6. Select the Project, name the Data Source, and optionally add a description.
7. Click Publish.

This creates a new entry under the server's data source list, from which you an change the data source's permissions, view its history, and perform other management tasks.

Note that workstation connected to the same server will be able to use the same source in Tableau Desktop, even if the connector isn't installed there. Also, workbooks created directly on Tableau Server (via the web interface) can use this source.

Visualize Greenhouse Data in Tableau Server

With the Data Source published to Tableau Server, you are ready to visualize Greenhouse data.

1. Login to your Tableau Server instance.
2. Connect to the remote source using the Search for Data -> Tableau Server in the Connect sidebar.
3. Click the published Data Source.
4. Click New Workbook.
5. In the workbook, Greenhouse fields 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 Greenhouse with Tableau Server, you can easily create robust visualizations and reports on Greenhouse data. Download a free, 30-day trial and get started today.