Visualize SQL Analysis Services 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 SQL Analysis Services data within Tableau.

CData Connect Server provides a pure SQL Server interface for SQL Analysis Services, allowing you to easily build reports from live SQL Analysis Services 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 SQL Analysis Services, leveraging server-side processing to quickly return the requested SQL Analysis Services data.

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

Create a Virtual SQL Server Database for SQL Analysis Services 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 "SQL Analysis Services" from Available Data Sources.
3. Enter the necessary authentication properties to connect to SQL Analysis Services.

   To connect, provide authentication and set the Url property to a valid SQL Server Analysis Services endpoint. You can connect to SQL Server Analysis Services instances hosted over HTTP with XMLA access. See the Microsoft documentation to configure HTTP access to SQL Server Analysis Services.

   To secure connections and authenticate, set the corresponding connection properties, below. The data provider supports the major authentication schemes, including HTTP and Windows, as well as SSL/TLS.

   • HTTP Authentication

     Set AuthScheme to "Basic" or "Digest" and set User and Password. Specify other authentication values in CustomHeaders.

   • Windows (NTLM)

     Set the Windows User and Password and set AuthScheme to "NTLM".

   • Kerberos and Kerberos Delegation

     To authenticate with Kerberos, set AuthScheme to NEGOTIATE. To use Kerberos delegation, set AuthScheme to KERBEROSDELEGATION. If needed, provide the User, Password, and KerberosSPN. By default, the data provider attempts to communicate with the SPN at the specified Url.

   • SSL/TLS:

     By default, the data provider attempts to negotiate SSL/TLS by checking the server's certificate against the system's trusted certificate store. To specify another certificate, see the SSLServerCert property for the available formats.

   You can then access any cube as a relational table: When you connect the data provider retrieves SSAS metadata and dynamically updates the table schemas. Instead of retrieving metadata every connection, you can set the CacheLocation property to automatically cache to a simple file-based store.

   See the Getting Started section of the CData documentation, under Retrieving Analysis Services Data, to execute SQL-92 queries to the cubes.

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 SQL Analysis Services data from Tableau Desktop.

Visualize Live SQL Analysis Services Data in Tableau Desktop

The steps below outline connecting to the virtual SQL Analysis Services 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 SQL Analysis Services 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 SQL Analysis Services Data from On-Premise Applications

At this point, you have a direct connection to live SQL Analysis Services 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 SQL Analysis Services) from desktop applications like Tableau refer to our CData Connect page or download a free trial.