Build Bullhorn CRM Visualizations in Tableau Online

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CData Connect



Use CData Connect Cloud to create a virtual SQL Server Database for Bullhorn CRM data and build visualizations in Tableau Online.

Tableau Online is an analytics platform fully hosted in the cloud. When paired with CData Connect Cloud, you get instant, cloud-to-cloud access to Bullhorn CRM data for visualizations, dashboards, and more. This article shows how to create a virtual database for Bullhorn CRM and build visualizations from Bullhorn CRM data in Tableau Online.

CData Connect Cloud provides a pure SQL Server, cloud-to-cloud interface for Bullhorn CRM, allowing you to easily build visualizations from live Bullhorn CRM data in Tableau Online without installing connectors or publishing worksheets and data sources from Tableau Desktop. As you build visualizations, Tableau Online generates SQL queries to gather data. Using optimized data processing out of the box, CData Connect Cloud pushes all supported SQL operations (filters, JOINs, etc) directly to Bullhorn CRM, leveraging server-side processing to quickly return Bullhorn CRM data.

Create a Virtual SQL Server Database for Bullhorn CRM Data

CData Connect Cloud uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

  1. Login to Connect Cloud and click Databases.
  2. Select "Bullhorn CRM" from Available Data Sources.
  3. Enter the necessary authentication properties to connect to Bullhorn CRM.

    Begin by providing your Bullhorn CRM account credentials in the following:

    If you are uncertain about your data center code, codes like CLS2, CLS21, etc. are cluster IDs that are contained in a user's browser URL (address bar) once they are logged in.

    Example: https://cls21.bullhornstaffing.com/BullhornSTAFFING/MainFrame.jsp?#no-ba... indicates that the logged in user is on CLS21.

    Authenticating with OAuth

    Bullhorn CRM uses the OAuth 2.0 authentication standard. To authenticate using OAuth, create and configure a custom OAuth app. See the Help documentation for more information.

  4. Click Test Database.
  5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

With the virtual database created, you are ready to build visualizations in Tableau Online.

Visualize Live Bullhorn CRM Data in Tableau Online

The steps below outline creating a new data source in Tableau Online based on the virtual Bullhorn CRM database in Connect Cloud and building a simple visualization from the data.

  1. Log into Tableau Online, select a project, and create a new workbook.
  2. In the new workbook, choose the Microsoft SQL Server Connector from the data wizard and fill in the values for your Connect Cloud instance.
    NOTE: Be sure to check the "Require SSL" checkbox.
  3. Select your newly created database and the table(s) you wish to visualize (defining relationships for JOINed tables as needed).
  4. Select Dimensions and Measures and configure your visualization.

SQL Access to Bullhorn CRM Data from Cloud Applications

At this point, you have a direct, cloud-to-cloud connection to live Bullhorn CRM data from your Tableau Online workbook. You can create new visualizations, build dashboards, and more, with no need to publish data sources and workbooks from Tableau Desktop. For more information on gaining SQL access to data from more than 100 SaaS, Big Data, and NoSQL sources from cloud applications like Tableau Online, refer to our Connect Cloud page.