Build Odoo Visualizations in Tableau Desktop

About Odoo Data Integration

Accessing and integrating live data from Odoo has never been easier with CData. Customers rely on CData connectivity to:

Access live data from both Odoo API 8.0+ and Odoo.sh Cloud ERP.

Extend the native Odoo features with intelligent handling of many-to-one, one-to-many, and many-to-many data properties. CData's connectivity solutions also intelligently handle complex data properties within Odoo. In addition to columns with simple values like text and dates, there are also columns that contain multiple values on each row. The driver decodes these kinds of values differently, depending upon the type of column the value comes from:

Many-to-one columns are references to a single row within another model. Within CData solutions, many-to-one columns are represented as integers, whose value is the ID to which they refer in the other model.
Many-to-many columns are references to many rows within another model. Within CData solutions, many-to-many columns are represented as text containing a comma-separated list of integers. Each value in that list is the ID of a row that is being referenced.
One-to-many columns are references to many rows within another model - they are similar to many-to-many columns (comma-separated lists of integers), except that each row in the referenced model must belong to only one in the main model.

Use SQL stored procedures to call server-side RFCs within Odoo.

Users frequently integrate Odoo with analytics tools such as Power BI and Qlik Sense, and leverage our tools to replicate Odoo data to databases or data warehouses.

Getting Started

CData Connect Cloud provides a pure SQL Server, cloud-to-cloud interface for Odoo, allowing you to easily build visualizations from live Odoo data in Tableau without installing connectors. As you build visualizations, Tableau generates SQL queries to gather data. Using optimized data processing out of the box, CData Connect Cloud pushes all supported SQL operations (filters, JOINs, etc) directly to Odoo, leveraging server-side processing to quickly return Odoo data.

Configure Odoo Connectivity for Tableau

Connectivity to Odoo from Tableau is made possible through CData Connect Cloud. To work with Odoo data from Tableau, we start by creating and configuring a Odoo connection.

Log into Connect Cloud, click Connections and click Add Connection

Select "Odoo" from the Add Connection panel

Enter the necessary authentication properties to connect to Odoo.

To connect, set the Url to a valid Odoo site, User and Password to the connection details of the user you are connecting with, and Database to the Odoo database.

Configuring a connection (Salesforce is shown)

Click Create & Test

Navigate to the Permissions tab in the Add Odoo Connection page and update the User-based permissions.

Add a Personal Access Token

If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.

Click on your username at the top right of the Connect Cloud app and click User Profile.

On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.

Give your PAT a name and click Create.

The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured, you are ready to connect to Odoo data from Tableau.

Visualize Live Odoo Data in Tableau

To establish a connection from Tableau Desktop to the CData Connect Cloud Virtual SQL Server API, follow these steps.

In Tableau Desktop, open a new book. Under To a Server, select More, then Microsoft SQL Server.

Selecting Microsoft SQL Server as the connection type.

Enter your credentials:

Server: enter the Virtual SQL Server endpoint and port separated by a comma: tds.cdata.com,14333
Database: enter the Connection Name of the CData Connect Cloud data source you want to connect to (for example, Odoo1).
Authentication: select Use a specific username and password.
Username: enter your CData Connect Cloud username. This is displayed in the top-right corner of the CData Connect Cloud interface. For example, [email protected].
Password: enter the PAT you previously generated.
Require SSL: leave this selected.

Configuring the connection to the Virtual SQL Server API.

Click Sign In.

Select the Database (Connect Cloud connection) you wish to work with and opt for a Live or Extract Connection type.

Select the table(s) you wish to visualize. If you select multiple tables, define the relationship between the tables using the appropriate columns.

Selecting tables to visualize (Salesforce is shown)

Select the fields to visualize.

Visualizing live data (Salesforce is shown).

Real-Time Access to Odoo Data from Data Applications

At this point, you have a direct, cloud-to-cloud connection to live Odoo data from your Tableau workbook. You can create new visualizations, build dashboards, and more. For more information on gaining live access to data from more than 100 SaaS, Big Data, and NoSQL sources from applications like Tableau, refer to our Connect Cloud page.