Visualize Live Zoom Data in Tableau

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

The CData Tableau Connectors enable high-speed access to live Zoom data in Tableau. Once you install the connector, you simply authenticate with Zoom and you can immediately start building responsive, dynamic visualizations and dashboards. By surfacing Zoom data using native Tableau data types and handling complex filters, aggregations, & other operations automatically, CData Tableau Connectors grant seamless access to Zoom 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 API Driver for Tableau. If you wish to connect to Zoom data in Tableau Cloud, you will need to use CData Connect.

Connect to Zoom in Tableau

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

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

Zoom API Profile Settings

To authenticate to Zoom, you can use the OAuth standard to connect to your own data or to allow other users to connect to their data.

First you will need to create an OAuth app. To do so, navigate to https://marketplace.zoom.us/develop/create and click Create under the OAuth section. Select whether or not the app will be for individual users or for the entire account, and uncheck the box to publish the app. Give the app a name and click Create. You will then be given your Client Secret and Client ID

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 OAuth Client ID that is specified in your app settings.
• OAuthClientSecret: Set this to the OAuth Client Secret that is specified in your app settings.
• CallbackURL: Set this to the Redirect URI you specified in your app settings.

Discover Schemas and Query Data

1. Select CData from the Database pull-down menu.
2. Select API 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 API Driver for Tableau with Tableau, you can easily create robust visualizations and reports on Zoom data. Download a free, 30-day trial and get started today.