Visualize Confluence Data in Tableau Desktop (through CData Connect)

Tableau is a visual analytics platform transforming the way businesses use data to solve problems. When paired with CData Connect (or Connect Server), you can easily get access to live Confluence data within Tableau.

CData Connect Server provides a pure SQL Server interface for Confluence, allowing you to easily build reports from live Confluence data in Tableau Desktop — without replicating the data to a natively supported database. As you build visualizations, Tableau Desktop generates SQL queries to gather data. Using optimized data processing out of the box, CData Connect Server pushes all supported SQL operations (filters, JOINs, etc) directly to Confluence, leveraging server-side processing to quickly return the requested Confluence data.

This article shows how to create a virtual SQL Server database for Confluence, connect to the virtual database in Tableau, and build a simple chart.

Create a Virtual SQL Server Database for Confluence Data

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

1. Login to Connect Server and click Connections.
2. Select "Confluence" from Available Data Sources.
3. Enter the necessary authentication properties to connect to Confluence.

   Obtaining an API Token

   An API token is necessary for account authentication. To generate one, login to your Atlassian account and navigate to API tokens > Create API token. The generated token will be displayed.

   Connect Using a Confluence Cloud Account

   To connect to a Cloud account, provide the following (Note: Password has been deprecated for connecting to a Cloud Account and is now used only to connect to a Server Instance.):

   • User: The user which will be used to authenticate with the Confluence server.
   • APIToken: The API Token associated with the currently authenticated user.
   • Url: The URL associated with your JIRA endpoint. For example, https://yoursitename.atlassian.net.

   Connect Using a Confluence Server Instance

   To connect to a Server instance, provide the following:

   • User: The user which will be used to authenticate with the Confluence instance.
   • Password: The password which will be used to authenticate with the Confluence server.
   • Url: The URL associated with your JIRA endpoint. For example, https://yoursitename.atlassian.net.
4. Click Save Changes
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 connect to Confluence data from Tableau Desktop.

Visualize Live Confluence Data in Tableau Desktop

The steps below outline connecting to the virtual Confluence database in CData Connect and building a simple visualization from the data.

1. Open Tableau and click "Microsoft SQL Server" under Connect -> To a Server.
2. In the connection wizard, enter the values for your CData Connect instance and click "Sign In"
   • Server: the address of your Connect instance and port of the TDS endpoint, separated by a comma (default port is: 1433)
   • Database: the virtual database you configured for the Confluence data
   • Username & Password: the credentials for a CData Connect user
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 Confluence Data from On-Premise Applications

At this point, you have a direct connection to live Confluence data from your Tableau Desktop workbook. You can create new visualizations, build dashboards, and more. For more information on gaining SQL access to data from more than 200 SaaS, Big Data, and NoSQL sources (including Confluence) from desktop applications like Tableau refer to our CData Connect page or download a free trial.