Visualize SAS Data Sets Data in Tableau

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

The CData ODBC drivers offer unmatched performance for interacting with live SAS Data Sets data in Tableau due to optimized data processing built into the driver. When you issue complex SQL queries from Tableau to SAS Data Sets, the driver pushes supported SQL operations, like filters and aggregations, directly to SAS Data Sets 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 SAS Data Sets data using native Tableau data types.

Connect to SAS Data Sets 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.

Set the following connection properties to connect to your SAS DataSet files:

Connecting to Local Files

• Set the Connection Type to "Local." Local files support SELECT, INSERT, and DELETE commands.
• Set the URI to a folder containing SAS files, e.g. C:\PATH\TO\FOLDER\.

Connecting to Cloud-Hosted SAS DataSet Files

While the driver is capable of pulling data from SAS DataSet files hosted on a variety of cloud data stores, INSERT, UPDATE, and DELETE are not supported outside of local files in this driver.

Set the Connection Type to the service hosting your SAS DataSet files. A unique prefix at the beginning of the URI connection property is used to identify the cloud data store and the remainder of the path is a relative path to the desired folder (one table per file) or single file (a single table). For more information, refer to the Getting Started section of the Help documentation.

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 SAS Data Sets Data to a Dashboard

1. Click Connect to Data -> More Servers -> Other Databases (ODBC).
   Select the CData Data Source Name (for example: CData SASDataSets 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 restaurants 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 name 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 borough column in the Measures field onto the Detail and Color buttons. Tableau executes the following query:

   SELECT name, SUM(borough) FROM restaurants GROUP BY name

   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 borough 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 SAS Data Sets, you get live connectivity to your SAS Data Sets data, allowing you to build real-time charts, graphs, and more.