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Tableau Server へのPayPal Data ダッシュボードの公開・パブリッシュ

CData ODBC driver for PayPal を使って、Tableau ダッシュボードにPayPal data をデータ連携。

エンタープライズBI にPayPal data 連携機能を追加しましょう。CData ODBC Driver for PayPal を使って、Tableau Server にPayPal data データをリアルタイム連携して、ダッシュボードを公開。企業の他のメンバーに連携レポート・ダッシュボードを共有しましょう。

This article walks through the process of configuring a DSN on the client and server machines, publishing a data source for PayPal to Tableau Server, and publishing an entire Workbook to Tableau Server (including the data source). If you publish a data source, you will be able to create new, refreshable workbooks in Tableau Server.

PayPal にODBC データソースとして接続を確立

To create a data source or workbook in Tableau Desktop and publish the data source or workbook to Tableau server, you will need to configure a DSN on each machine (Desktop and Server), specifying connection properties and creating DSNs using the same name on each machine. Information for connecting to PayPal follows, along with different instructions for configuring a DSN in Windows and Linux environments.

The provider surfaces tables from two PayPal APIs. The APIs use different authentication methods.

  • The REST API uses the OAuth standard. To authenticate to the REST API, you will need to set the OAuthClientId, OAuthClientSecret, and CallbackURL properties.
  • The Classic API requires Signature API credentials. To authenticate to the Classic API, you will need to obtain an API username, password, and signature.

See the "Getting Started" chapter of the help documentation for a guide to obtaining the necessary API credentials.

To select the API you want to work with, you can set the Schema property to REST or SOAP. By default the SOAP schema will be used.

For testing purposes you can set UseSandbox to true and use sandbox credentials.

When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

Windows

If you are installing the CData ODBC Driver for PayPal on Windows, DSN configuration is the last step of the driver installation. If you already have the driver installed, or you wish to configure new DSNs, you can use the Microsoft ODBC Data Source Administrator.

Linux

If you are installing the CData ODBC Driver for PayPal in a Linux environment, the driver installation predefines a system DSN. You can modify the DSN by editing the system data sources file (/etc/odbc.ini) and defining the required connection properties.

/etc/odbc.ini

[CData PayPal Source] Driver = CData ODBC Driver for PayPal Description = My Description Schema = SOAP Username = sandbox-facilitator_api1.test.com Password = xyz123 Signature = zx2127

For specific information on using these configuration files, please refer to the help documentation (installed and found online).

PayPal データソースをTableau に公開

With the connections to PayPal data configured, you are ready to publish a PayPal data source on Tableau, ready to be leveraged by users in your organization to create workbooks based on PayPal data.

Create and Publish a Data Source

  1. In the Connect pane, click More -> Other Databases (ODBC). Select CData PayPal Sys, the system DSN.

    The driver installation automatically creates matching user and system DSNs: The system DSN is needed to connect from Tableau Server.

  2. In the Database menu, select CData.
  3. In the Table box, enter a table name or click New Custom SQL to enter an SQL query.
  4. Drag the table onto the join area.
  5. From the Server menu, click Publish Data Source -> (YOUR DATA SOURCE).
  6. Enter the URL to the server. For most instances, you will authenticate with the Tableau Server username and password. Other authentication scenarios can be found below:
    • If Tableau is configured to use Kerberos and your computer has valid Active Directory credentials, Tableau connects to the server.
    • If Tableau is configured to use SAML, a login prompt for your external identity provider is displayed.
    • If Tableau is configured to use Active Directory, enter your Windows username and password.
  7. In the resulting dialog, set the Project, Data Source, and other properties. If you want to schedule refreshes, select Embedded Password in the Authentication menu. Click Publish.

You and other users in your organization can now create and share workbooks based on the published data source.

Refresh Workbooks

With a system DSN configured on the client (Tableau Desktop) machine and server (Tableau Server) machine, you can refresh workbooks connected to the PayPal data source. From the Web interface for Tableau Sever, click Data -> (YOUR DATA SOURCE) -> Refresh.

Publish a Completed Workbook with PayPal Data to Tableau Server

If you have a specific Workbook that you wish to share with your organization, you can create the Workbook on Tableau Desktop and publish the Workbook directly to Tableau Server.

  1. To connect to PayPal and select data, follow steps 1-5 above.
  2. Click Server -> Sign in and configure the connection to the server. For most instances, you will authenticate with the Tableau Server username and password. Other authentication scenarios can be found below:
    • If Tableau is configured to use Kerberos and your computer has valid Active Directory credentials, Tableau connects to the server.
    • If Tableau is configured to use SAML, a login prompt for your external identity provider is displayed.
    • If Tableau is configured to use Active Directory, enter your Windows username and password.
  3. With the data selected, select dimensions and measures to visualize and select a type of chart or graph to build your visualization(s).
  4. Once the Workbook is complete, click Server -> Publish Workbook to publish the Workbook to Tableau Server.
  5. In the resulting dialog, set the Project, Name, Description and other properties. If you want to schedule refreshes, click Edit under Data Sources and change the Authentication option to Embedded Password. Click Publish.

You and other users in your organization can now review the published workbook from Tableau Server.

 
 
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