Publish SAP Business One-Connected Dashboards in Tableau Server





SAP Business One Tableau Connector

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

Use the CData Tableau Connector for SAP Business One and Tableau Server to visualize live SAP Business One data.

Tableau Server is a visual analytics platform transforming the way businesses use data to solve problems. When paired with the CData Tableau Connector for SAP Business One, you get access to live SAP Business One data within Tableau Server. This article shows how to connect to SAP Business One in Tableau Desktop, publish a Data Source to Tableau Server, and build a simple chart on that data.

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

Enable Connectivity to SAP Business One in Tableau Server

Start by installing the CData Tableau Connector on the machine hosting Tableau Server and on a machine with Tableau Desktop.

  1. On the server machine, copy cdata.sapbusinessone.taco and cdata.tableau.sapbusinessone.lic (typically found in C:\Program Files\CData\CData Tableau Connector for SAP Business One\lib\
  2. Place the copies in the Tableau Server Connectors folder (C:\ProgramData\Tableau\Tableau Server\data absvc\vizqlserver\Connectors)
  3. Restart Tableau Server

Connect to SAP Business One in Tableau Desktop

Once the connectors are installed on the Server machine, we can configure a connection to SAP Business One in Tableau Desktop and publish a SAP Business One-based Data Source to Tableau Server.

  1. Open Tableau Desktop
  2. Click More under Connect -> To a Server
  3. Select "SAP Business One by CData"
  4. Configure the connection and click "Sign In."

SAP Business One に認証するには、User およびPassword プロパティを指定する必要があります。
データに接続するには、Url を指定します。これは、SAP Business One Service Layer のルートURL です。

Discover Schemas and Query Data

Once you establish the connection to SAP Business One data, you can configure which entities to visualize.

  1. Select CData from the Database pull-down menu.
  2. Select SAPBusinessOne 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 auto-loads the changes in the preview area.

Publish Data to Tableau Server

After you configure the data you wish to visualize, you can publish the Data Source to a Tableau Server instance. In Tableau Desktop:

  1. Click Server -> Sign In
  2. Enter the URL for your Tableau Server
  3. Authenticate with Tableau Server credentials
  4. Click Server -> Publish Data Source and select your data source
  5. Click Publish
  6. Select the Project, name the Data Source, and optionally add a description
  7. Click Publish

Visualize SAP Business One Data in Tableau Server

With the Data Source published to Tableau Server, you are ready to visualize SAP Business One data.

  1. Login to your Tableau Server instance
  2. Select the Project where you published the Data Source
  3. Click the published Data Source
  4. Click New Workbook
  5. In the workbook, SAP Business One fields 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 SAP Business One with Tableau Server, you can easily create robust visualizations and reports on SAP Business One data. Download a free, 30-day trial and get started today.