Visualize FTP Data in Tableau Desktop (through CData Connect)

Tableau is a visual analytics platform transforming the way businesses use data to solve problems. When paired with CData Connect (or Connect Server), you can easily get access to live FTP data within Tableau.

CData Connect Server provides a pure SQL Server interface for FTP, allowing you to easily build reports from live FTP data in Tableau Desktop — without replicating the data to a natively supported database. As you build visualizations, Tableau Desktop generates SQL queries to gather data. Using optimized data processing out of the box, CData Connect Server pushes all supported SQL operations (filters, JOINs, etc) directly to FTP, leveraging server-side processing to quickly return the requested FTP data.

This article shows how to create a virtual SQL Server database for FTP, connect to the virtual database in Tableau, and build a simple chart.

Create a Virtual SQL Server Database for FTP Data

CData Connect Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

1. Login to Connect Server and click Connections.
2. Select "FTP" from Available Data Sources.
3. Enter the necessary authentication properties to connect to FTP.

   To connect to FTP or SFTP servers, specify at least RemoteHost and FileProtocol. Specify the port with RemotePort.

   Set User and Password to perform Basic authentication. Set SSHAuthMode to use SSH authentication. See the Getting Started section of the data provider help documentation for more information on authenticating via SSH.

   Set SSLMode and SSLServerCert to secure connections with SSL.

   The data provider lists the tables based on the available folders in your FTP server. Set the following connection properties to control the relational view of the file system:

   • RemotePath: Set this to the current working directory.
   • TableDepth: Set this to control the depth of folders to list as views.
   • FileRetrievalDepth: Set this to retrieve and list files recursively from the root table.

   Stored Procedures are available to download files, upload files, and send protocol commands. See the Data Model chapter of the FTP data provider documentation for more information.

4. Click Save Changes
5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

With the virtual database created, you are ready to connect to FTP data from Tableau Desktop.

Visualize Live FTP Data in Tableau Desktop

The steps below outline connecting to the virtual FTP database in CData Connect and building a simple visualization from the data.

1. Open Tableau and click "Microsoft SQL Server" under Connect -> To a Server.
2. In the connection wizard, enter the values for your CData Connect instance and click "Sign In"
   • Server: the address of your Connect instance and port of the TDS endpoint, separated by a comma (default port is: 1433)
   • Database: the virtual database you configured for the FTP data
   • Username & Password: the credentials for a CData Connect user
3. Select your newly created database and the table(s) you wish to visualize (defining relationships for JOINed tables as needed).
4. Select Dimensions and Measures and configure your visualization.

SQL Access to FTP Data from On-Premise Applications

At this point, you have a direct connection to live FTP data from your Tableau Desktop workbook. You can create new visualizations, build dashboards, and more. For more information on gaining SQL access to data from more than 200 SaaS, Big Data, and NoSQL sources (including FTP) from desktop applications like Tableau refer to our CData Connect page or download a free trial.