Visualize Live Wave Financial Data in Tableau

Tableau is a visual analytics platform transforming the way businesses use data to solve problems. When paired with the CData Tableau Connector for Wave Financial, you can easily get access to live Wave Financial data within Tableau. This article shows how to connect to Wave Financial in Tableau and build a simple chart.

The CData Tableau Connectors enable high-speed access to live Wave Financial data in Tableau. Once you install the connector, you simply authenticate with Wave Financial and you can immediately start building responsive, dynamic visualizations and dashboards. By surfacing Wave Financial data using native Tableau data types and handling complex filters, aggregations, & other operations automatically, CData Tableau Connectors grant seamless access to Wave Financial data.

NOTE: The CData Tableau Connectors require Tableau 2020.3 or higher. If you are using an older version of Tableau, you will need to use the CData Tableau Connector for Wave Financial. If you wish to connect to Wave Financial data in Tableau Cloud, you will need to use CData Connect.

Connect to Wave Financial in Tableau

Open Tableau and click More under Connect -> To a Server. Select "Wave Financial by CData," then configure the connection and click "Sign In."

Connect using the API Token

You can connect to Wave Financial by specifying the APIToken You can obtain an API Token using the following steps:

1. Log in to your Wave account and navigate to "Manage Applications" in the left pane.
2. Select the application that you would like to create a token for. You may need to create an application first.
3. Click the "Create token" button to generate an APIToken.

Connect using OAuth

If you wish, you can connect using the embedded OAuth credentials. See the Help documentation for more information.

Discover Schemas and Query Data

1. Select CData from the Database pull-down menu.
2. Select WaveFinancial from the Schema pull-down menu.
3. Drag the tables and views you wish to visualize onto the join area. You can include multiple tables.
4. Select Update Now or Automatically Update. Update Now lets you preview the first 10,000 rows of the data source (or enter the number of rows you want to see in the Rows text box). Automatically Update automatically reflects the changes in the preview area.
5. Click the tab for your worksheet. Columns are listed as Dimensions and Measures, depending on the data type. The CData Tableau Connector discovers data types automatically, allowing you to leverage the powerful data processing and visualization features of Tableau.
6. Drag a field from the Dimensions or Measures area to Rows or Columns. Tableau creates column or row headers.
7. Select one of the chart types from the Show Me tab. Tableau displays the chart type that you selected.

Using the CData Tableau Connector for Wave Financial with Tableau, you can easily create robust visualizations and reports on Wave Financial data. Download a free, 30-day trial and get started today.