Establish a Live Connection with Typeform Data using Tableau Bridge

The Tableau Bridge enables you to publish dashboards to Tableau Cloud while maintaining live connectivity with any data source. In this article, you will use the Tableau Bridge to maintain data freshness in a published workbook by listening for changes in the underlying Typeform data.

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

Connect to Typeform 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.

Start by setting the Profile connection property to the location of the TypeForm Profile on disk (e.g. C:\profiles\TypeForm.apip). Next, set the ProfileSettings connection property to the connection string for TypeForm (see below).

TypeForm API Profile Settings

Authentication to TypeForm uses the OAuth standard.

To authenticate to TypeForm, you must first register and configure an OAuth application with TypeForm here: https://admin.typeform.com/account#/section/tokens. Your app will be assigned a client ID and a client secret which can be set in the connection string. More information on setting up an OAuth application can be found at https://developer.typeform.com/get-started/.

Note that there are several different use scenarios which all require different redirect URIs:

• CData Desktop Applications: CData desktop applications (Sync, API Server, ArcESB) accept OAuth tokens at /src/oauthCallback.rst. The host and port is the same as the default port used by the application. For example, if you use http://localhost:8019/ to access CData Sync then the redirect URI will be http://localhost:8019/src/oauthCallback.rst.
• CData Cloud Applications: CData cloud applications are similar to their desktop counterparts. If you access Connect Cloud at https://1.2.3.4/ then you should use the redirect https://1.2.3.4/src/oauthCallback.rst.
• Desktop Application: When using a desktop application, the URI https://localhost:33333 is recommended.
• Web Application: When developing a web application using the driver, use your own URI here such as https://my-website.com/oauth.

After setting the following connection properties, you are ready to connect:

• AuthScheme: Set this to OAuth.
• InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to manage the process to obtain the OAuthAccessToken.
• OAuthClientId: Set this to the Client Id that is specified in your app settings.
• OAuthClientSecret: Set this to Client Secret that is specified in your app settings.
• CallbackURL: Set this to the Redirect URI you specified in your app settings.

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 Typeform Data to a Dashboard

1. From a new workbook, click Data -> New Data Source -> Other Databases (ODBC).
   Select the CData Data Source Name (for example: CData API 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 Tags 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. Click the tab for your worksheet. Columns are listed as Dimensions and Measures, which you can drag and drop onto the dashboard to create visualizations.

Set Up Tableau Bridge as a Service

1. In the Server menu, select Start Tableau Bridge Client.
2. Sign in to the Tableau Bridge using a site admin level account.
3. If prompted, select the Tableau Cloud site where you want to publish live data. The bridge client will open and is accessible from the system tray.
4. By default, the Tableau Bridge client is set to Application mode. Select 'Switch to service' to enable Tableau Bridge to handle live connections.
5. Log in to your Tableau Cloud site as an administrator.
6. From your site, click Settings, then Bridge.
7. In the Bridge settings, under Enable Clients to Maintain Live Connections, check the box labeled 'Enable Tableau Bridge clients to maintain live connections to on-premises data.'

Publish a Dashboard Containing the Live Data Source

Having configured both the Tableau Bridge and Tableau Cloud to enable live data connections, you can now publish your workbook to Tableau Cloud. From the Server menu, select Publish Workbook.

After choosing the workbook name and project that you wish to publish to, configure the deployment so that the CData ODBC driver for Typeform is embedded in your workbook as a separate, live data source.

1. Under Data Sources, select the option to Edit the embedded data sources in the workbook.
2. Change Publish Type to 'Published separately,' then select a desired means of authentication.
3. Last, select 'Maintain connection to a live data source' and click the green Publish Workbook button.

The published workbook now updates alongside the underlying Typeform data. From a published dashboard, simply click the Refresh button to reflect the most recent changes.