Visualize Live Dynamics 365 Sales Data in Tableau





Dynamics 365 Tableau Connector

The fastest and easiest way to connect Tableau to Dynamics 365 data. Includes comprehensive high-performance data access, real-time integration, extensive metadata discovery, and robust SQL-92 support.

Use the CData Tableau Connector for Dynamics 365 Sales and Tableau Desktop to visualize live Dynamics 365 Sales data.

Tableau is a visual analytics platform transforming the way businesses use data to solve problems. When paired with the CData Tableau Connector for Dynamics 365 Sales, you can easily get access to live Dynamics 365 Sales data within Tableau. This article shows how to connect to Dynamics 365 Sales in Tableau and build a simple chart.

The CData Tableau Connectors enable high-speed access to live Dynamics 365 Sales data in Tableau. Once you install the connector, you simply authenticate with Dynamics 365 Sales and you can immediately start building responsive, dynamic visualizations and dashboards. By surfacing Dynamics 365 Sales data using native Tableau data types and handling complex filters, aggregations, & other operations automatically, CData Tableau Connectors grant seamless access to Dynamics 365 Sales 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 JDBC Driver for Dynamics 365 Sales. If you wish to connect to Dynamics 365 Sales data in Tableau Online, you will need to use CData CloudHub.

Connect to Dynamics 365 Sales in Tableau

Open Tableau and click More under Connect -> To a Server. Select "Dynamics 365 Sales by CData," then configure the connection and click "Sign In."

Dynamics 365 はOAuth 認証標準を使用します。詳細はヘルプドキュメントの「はじめに」を参照してください。

Discover Schemas and Query Data

  1. Select CData from the Database pull-down menu.
  2. Select D365Sales 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 Dynamics 365 Sales with Tableau, you can easily create robust visualizations and reports on Dynamics 365 Sales data. Download a free, 30-day trial and get started today.