Visualize Tableau CRM Analytics Data in Tableau Desktop (through CData Connect)

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 Tableau CRM Analytics data within Tableau.

CData Connect Server provides a pure SQL Server interface for Tableau CRM Analytics, allowing you to easily build reports from live Tableau CRM Analytics 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 Tableau CRM Analytics, leveraging server-side processing to quickly return the requested Tableau CRM Analytics data.

This article shows how to create a virtual SQL Server database for Tableau CRM Analytics, connect to the virtual database in Tableau, and build a simple chart.

Create a Virtual SQL Server Database for Tableau CRM Analytics 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 "Tableau CRM Analytics" from Available Data Sources.
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 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 connect to Tableau CRM Analytics data from Tableau Desktop.

Visualize Live Tableau CRM Analytics Data in Tableau Desktop

The steps below outline connecting to the virtual Tableau CRM Analytics database in CData Connect and building a simple visualization from the data.

1. Open Tableau and click "Microsoft SQL Server" under Connect -> To a Server.
2. 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 Tableau CRM Analytics data
   • Username & Password: the credentials for a CData Connect user
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 Tableau CRM Analytics Data from On-Premise Applications

At this point, you have a direct connection to live Tableau CRM Analytics 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 Tableau CRM Analytics) from desktop applications like Tableau refer to our CData Connect page or download a free trial.