Visualize Live Smaregi Data in Tableau

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Smaregi Tableau Connector

Tableau とSmaregi データを素早く簡単につなぐ最適解。ハイパフォーマンスなデータ連携、リアルタイム統合、メタデータの自動検出、堅牢なSQL-92 をサポート。



Use the CData Tableau Connector for Smaregi and Tableau Desktop to visualize live Smaregi data.

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

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

Connect to Smaregi in Tableau

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

スマレジドライバーには、ContractId およびAccessToken パラメータが必要です。

  • スマレジにログイン後、[設定]->[システム連携]->[スマレジAPI 設定]に移動します。
  • [API受信設定]セクションにある[受信機能を利用する]を[利用する]に変更し、[アクセストークンの生成]をクリックし、AccessToken を取得します。
  • 次に必要なAPI アクセスを有効にするため、[機能設定]セクションで必要な機能を[利用する]に変更します。

ContractId: アカウントの契約ID。これは受信設定セクションでも確認できます。
AccessToken: 受信設定セクションのアクセストークン。

Discover Schemas and Query Data

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