Visualize Browse AI Data from Tableau

Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use the Tableau Desktop business intelligence tool to connect to Browse AI data.

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

Connect to Browse AI 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. Start by setting the Profile connection property to the location of the BrowseAI Profile on disk (e.g. C:\profiles\BrowseAI.apip). Next, set the ProfileSettings connection property to the connection string for BrowseAI (see below).

    BrowseAI API Profile Settings

    BrowseAI is a web scraping and automation platform that allows you to train robots to extract and monitor data from websites. Authentication is performed using an API key that is sent as a Bearer token in the Authorization header.

    The BrowseAI API key has the format {userId}:{apiKey}, where both parts are UUIDs separated by a colon. This full string is provided as a single value in the BrowseAI dashboard.

    To obtain your API key:

    1. Log in to your BrowseAI account at https://app.browse.ai
    2. Navigate to Settings in the dashboard
    3. Locate the API section
    4. Copy the full API key string displayed (format: userId:apiKey)

    After obtaining your API key, set the following connection properties:

    • AuthScheme: Set this to APIKey.

    Set the following in the ProfileSettings connection property:

    • APIKey: Set this to your BrowseAI API key (format: userId:apiKey).

    Built-in Connection String Designer

    For assistance in constructing the JDBC URL, use the connection string designer built into the Browse AI 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 API Driver for JDBC\lib\cdata.jdbc.api.jar'
    

    From MacOS:

    
    java -jar cdata.jdbc.api.jar
    

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

    Using the built-in connection string designer to generate a JDBC URL (Salesforce is shown.)

    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:api:Profile=C:\profiles\BrowseAI.apip;AuthScheme=APIKey;ProfileSettings='APIKey=your_user_id:your_api_key';
    
  6. Select Sign in.

Discover Schemas and Query Data

  1. Select CData from the Database pull-down menu.
  2. Select CData from the Schema pull-down menu.
  3. Drag the table onto the join area. You can include multiple tables.
  4. Drag the table onto the join area.
  5. 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.
  6. 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.
  7. 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.
  8. Click the tab for your worksheet.
  9. Click and drag a field from the Dimensions or Measures area to Rows or Columns. Tableau creates column or row headers.
  10. Select one of the chart types from the Show Me tab. Tableau displays the chart type that you selected.
  11. Select one of the chart types from the <b>

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

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