Build PCA Sales Visualizations in Tableau Cloud

Tableau Cloud is an analytics platform fully hosted in the cloud. When paired with CData Connect Server, you get instant, cloud-to-cloud access to PCA Sales data for visualizations, dashboards, and more. This article shows how to create a virtual database for PCA Sales and build visualizations from PCA Sales data in Tableau Cloud.

CData Connect Server provides a pure SQL Server interface for PCA Sales, allowing you to easily build visualizations from live PCA Sales data in Tableau Cloud without installing connectors or publishing worksheets and data sources from Tableau Desktop. As you build visualizations, Tableau Cloud 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 PCA Sales, leveraging server-side processing to quickly return PCA Sales data.

Create a Virtual SQL Server Database for PCA Sales Data

CData Connect Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

1. Login to Connect Server and click Connections.
2. Select "PCA Sales" from Available Data Sources.
3. Enter the necessary authentication properties to connect to PCA Sales.

   In order to authenticate using the OAuth, specify the following:

   • AuthScheme: Set to OAuth.

   In order to authenticate using the OAuth Password, specify the following:

   • AuthScheme: Set to OAuthPassword.
   • User: Enter the PCA Sales username.
   • Password: Enter the PCA Sales password.
   • ServiceId: Enter the Service ID used to connect tot he PCA API server.
   • ServicePassword: Enter the Service Password for the above Service ID.

   For both authentication methods, specify the following:

   • Data Center: Enter the name for the PCA API Server.
   • Default Data Area: Enter the data area to which you want to connect.
   • Product Code: Enter "Kon20" or "Acc20."

   For more information, refer to the Help documentation.

4. Click Save Changes
5. 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 build visualizations in Tableau Cloud.

Visualize Live PCA Sales Data in Tableau Cloud

The steps below outline creating a new data source in Tableau Cloud based on the virtual PCA Sales database in Connect Server and building a simple visualization from the data.

1. Log into Tableau Cloud, select a project, and create a new workbook.
2. In the new workbook, choose the Microsoft SQL Server Connector from the data wizard and fill in the values for your Connect Server instance.
   NOTE: Be sure to check the "Require SSL" checkbox.
3. Select your newly created database and the table(s) you wish to visualize (defining relationships for JOINed tables as needed).
4. Select Dimensions and Measures and configure your visualization.

SQL Access to PCA Sales Data from Applications

At this point, you have a direct connection to live PCA Sales data from your Tableau Cloud workbook. You can create new visualizations, build dashboards, and more, with no need to publish data sources and workbooks from Tableau Desktop. For more information on gaining SQL access to data from more than 100 SaaS, Big Data, and NoSQL sources from cloud applications like Tableau Cloud, refer to our Connect Server page.