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Visualize Act CRM Data from Tableau

Use the Tableau Desktop business intelligence tool to connect to Act CRM data.

With CData Drivers for Act CRM,you can use data access standards to unlock connectivity to business intelligence tools like Tableau. The CData JDBC Driver for Act CRM allows you to connect from Tableau on Windows and macOS. This article covers how to discover schemas and query Act CRM data data in real-time.

Connect to Act CRM in Tableau

Before starting Tableau, make sure you've placed the .jar file in the correct folder:

  • Windows: C:\Program Files\Tableau\Drivers
  • MacOS: ~/Library/Tableau/Drivers

Once your .jar file is in place, establishing a connection is straightforward.

  1. Start Tableau.
  2. Under To a Server, select More.
  3. Select Other Databases (JDBC)
  4. Enter the JDBC connection string in the URL field.
  5. The User and Password properties, under the Authentication section, must be set to valid Act! user credentials. In addition to the authentication values, see the following:

    • Connecting to Act! Premium

      In addition to the authentication values, the URL to Act! is also required; for example https://eup1-iis-04.eu.hosted.act.com/.

      Additionally, you must specify the ActDatabase you will connect to. This is found by going to the About Act! Premium menu of your account, at the top right of the page, in the ? menu. Use the Database Name in the window that appears.

    • Connecting to Act! Premium Cloud

      To connect to your Act! Premium Cloud account, you also need to specify the ActCloudName property. This property is found in the URL address of the Cloud account; for example https://eup1-iis-04.eu.hosted.act.com/ActCloudName/.

    Note that retrieving ActCRM metadata can be expensive. It is advised that you set the CacheMetadata property to store the metadata locally.

    Built-in Connection String Designer

    For assistance in constructing the JDBC URL, use the connection string designer built into the Act CRM JDBC Driver. Either double-click the .jar file or execute the .jar file from the command-line.

    From Windows:

    java -jar 'C:\Program Files\CData\CData JDBC Driver for Act CRM 2019\lib\cdata.jdbc.actcrm.jar'

    From MacOS:

    java -jar cdata.jdbc.actcrm.jar

    Fill in the connection properties and copy the connection string to the clipboard.

    When you configure the JDBC URL, 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.

    The following is a sample URL created in the designer:

    jdbc:salesforce:URL=https://myActCRMserver.com;User=myUser;Password=myPassword;ActDatabase=MyDB;
  6. Select Sign in.

Discover Schemas and Query Data

  1. Select CData from the Database pull-down menu.
  2. Select Odata from the Schema pull-down menu.
  3. Drag the table 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. In the Connection menu, select the Live option, so that you skip loading a copy of the data into Tableau and instead work on real-time data.
  6. Click the tab for your worksheet. Columns are listed as Dimensions and Measures, depending on the data type. The CData Driver discovers data types automatically, allowing you to leverage the powerful data processing and visualization features of Tableau.
  7. Click and drag a field from the Dimensions or Measures area to Rows or Columns. Tableau creates column or row headers.
  8. Select one of the chart types from the Show Me tab. Tableau displays the chart type that you selected.

Using the CData JDBC Driver for Act CRM with Tableau, you can easily create robust visualizations and reports on Act CRM data. Download a free, 30-day trial and get started today.