Visualize Typeform Data in Tableau

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

The CData ODBC drivers offer unmatched performance for interacting with live Typeform data in Tableau due to optimized data processing built into the driver. When you issue complex SQL queries from Tableau 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. Click Connect to Data -> More Servers -> 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. 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 Id 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 Title column in the Measures field onto the Detail and Color buttons. Tableau executes the following query:

   SELECT Id, SUM(Title) FROM Tags GROUP BY Id

   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 Title 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 Typeform, you get live connectivity to your Typeform data, allowing you to build real-time charts, graphs, and more.