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Get the Report →Visualize Money Forward Expense Data in Tableau Desktop (through CData Connect)
Create a virtual SQL Server database for Money Forward Expense data in CData Connect (or Connect Server) and build visualizations from live Money Forward Expense data in Tableau Desktop.
Tableau is a visual analytics platform transforming the way businesses use data to solve problems. When paired with CData Connect (or Connect Server), you can easily get access to live Money Forward Expense data within Tableau.
CData Connect Server provides a pure SQL Server interface for Money Forward Expense, allowing you to easily build reports from live Money Forward Expense data in Tableau Desktop — without replicating the data to a natively supported database. As you build visualizations, Tableau Desktop generates SQL queries to gather data. Using optimized data processing out of the box, CData Connect Server pushes all supported SQL operations (filters, JOINs, etc) directly to Money Forward Expense, leveraging server-side processing to quickly return the requested Money Forward Expense data.
This article shows how to create a virtual SQL Server database for Money Forward Expense, connect to the virtual database in Tableau, and build a simple chart.
Create a Virtual SQL Server Database for Money Forward Expense Data
CData Connect Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.
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Login to Connect Server and click Connections.
- Select "Money Forward Expense" from Available Data Sources.
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Enter the necessary authentication properties to connect to Money Forward Expense.
In order to authenticate, specify the following:
- OAuth Client Id: the OAuth Client Id generated from MoneyForward Expense.
- OAuth Client Secret: the OAuth Client Secret generated from MoneyForward Expense.
- Office Id: The Id of the MoneyForward Expense office. This is required for most queries.
For more information on obtaining the OAuth properties, refer to the Help documentation
. - Click Save Changes
- Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.
With the virtual database created, you are ready to connect to Money Forward Expense data from Tableau Desktop.
Visualize Live Money Forward Expense Data in Tableau Desktop
The steps below outline connecting to the virtual Money Forward Expense database in CData Connect and building a simple visualization from the data.
- Open Tableau and click "Microsoft SQL Server" under Connect -> To a Server.
- In the connection wizard, enter the values for your CData Connect instance and click "Sign In"
- Server: the address of your Connect instance and port of the TDS endpoint, separated by a comma (default port is: 1433)
- Database: the virtual database you configured for the Money Forward Expense data
- Username & Password: the credentials for a CData Connect user
- Select your newly created database and the table(s) you wish to visualize (defining relationships for JOINed tables as needed).
- Select Dimensions and Measures and configure your visualization.
![Choosing a Database and Tables (a connection to CSV documents is shown)](../articles/connect-tableau-desktop-2.png)
![Visualizing Money Forward Expense data in Tableau Desktop](../articles/connect-tableau-desktop-3.png)
SQL Access to Money Forward Expense Data from On-Premise Applications
At this point, you have a direct connection to live Money Forward Expense data from your Tableau Desktop workbook. You can create new visualizations, build dashboards, and more. For more information on gaining SQL access to data from more than 200 SaaS, Big Data, and NoSQL sources (including Money Forward Expense) from desktop applications like Tableau refer to our CData Connect page or download a free trial.