Access Live Tableau CRM Analytics Data in Google Sheets

Google Sheets is a web-based spreadsheet program provided by Google. When integrated with CData Connect Cloud, you can effortlessly gain access to Tableau CRM Analytics data directly within Google Sheets for tasks such as data analysis, collaboration, calculations, and more. This article offers a comprehensive guide on connecting to Tableau CRM Analytics within your Connect Cloud instance and accessing live Tableau CRM Analytics data seamlessly within Google Sheets.

CData Connect Cloud offers a seamless cloud-to-cloud interface designed for Tableau CRM Analytics, enabling effortless access to live Tableau CRM Analytics data directly within Google Sheets. Use the dedicated Connect Cloud Google Sheets Plug-In to connect with live Tableau CRM Analytics data. With built-in optimized data processing, CData Connect Cloud efficiently channels all supported query operations, including filters, JOINs, and more, directly to Tableau CRM Analytics. This leverages server-side processing to promptly retrieve the desired Tableau CRM Analytics data.

Configure Tableau CRM Analytics Connectivity for Google Sheets

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

1. Log into Connect Cloud, click Connections and click Add Connection
2. Select "Tableau CRM Analytics" from the Add Connection panel
3. Enter the necessary authentication properties to connect to Tableau CRM Analytics.

   Tableau CRM Analytics uses the OAuth 2 authentication standard. You will need to obtain the OAuthClientId and OAuthClientSecret by registering an app with Tableau CRM Analytics.

   See the Getting Started section of the Help documentation for an authentication guide.

4. Click Create & Test
5. Navigate to the Permissions tab in the Add Tableau CRM Analytics Connection page and update the User-based permissions.

With the connection configured, you are ready to connect to Tableau CRM Analytics data from Google Sheets.

Access Live Tableau CRM Analytics Data from Google Sheets

The steps below outline connecting to CData Connect Cloud from Google Sheets to access live Tableau CRM Analytics data.

1. Log into Google Sheets, create a new sheet (or open an existing one).
2. Click Add-ons and click Get Add-ons (if you have already installed the Add-on, jump to step 5).
3. Search for CData Connect Cloud Add-On and install the Add-on.
4. Authorize the Add-On.
5. Back in Google Sheets, click Add-ons and open the CData Connect Cloud Add-On.
6. In the Add-On panel, click Authorize to authenticate with your CData Connect Cloud instance
7. In the CData Connect Cloud panel in Google Sheets, click Import
8. Choose a Connection (e.g. TableauCRM1), Table (e.g. Dataset_Opportunity, and Columns to import
9. Optionally add Filters, Sorting, and a Limit
10. Click Execute to import the data

Live Access to Tableau CRM Analytics Data from Cloud Applications

New, you have a direct, cloud-to-cloud connection to live Tableau CRM Analytics data from your Google Sheets workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.

Try CData Connect Cloud and get real-time data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications.