Build CSV Visualizations in Tableau Desktop

Tableau is a visual analytics platform transforming the way businesses use data to solve problems. When paired with CData Connect AI, you get instant, cloud-to-cloud access to CSV data for visualizations, dashboards, and more. This article shows how to connect to CSV and build visualizations from CSV data in Tableau.

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

Configure CSV Connectivity for Tableau

Connectivity to CSV from Tableau is made possible through CData Connect AI. To work with CSV data from Tableau, we start by creating and configuring a CSV connection.

1. Log into Connect AI, click Sources, and then click Add Connection

2. Select "CSV" from the Add Connection panel

3. Enter the necessary authentication properties to connect to CSV.

   Connecting to Local or Cloud-Stored (Box, Google Drive, Amazon S3, SharePoint) CSV Files

   CData Drivers let you work with CSV files stored locally and stored in cloud storage services like Box, Amazon S3, Google Drive, or SharePoint, right where they are.

   Setting connection properties for local files

   Set the URI property to local folder path.

   Setting connection properties for files stored in Amazon S3

   To connect to CSV file(s) within Amazon S3, set the URI property to the URI of the Bucket and Folder where the intended CSV files exist. In addition, at least set these properties:

   • AWSAccessKey: AWS Access Key (username)
   • AWSSecretKey: AWS Secret Key

   Setting connection properties for files stored in Box

   To connect to CSV file(s) within Box, set the URI property to the URI of the folder that includes the intended CSV file(s). Use the OAuth authentication method to connect to Box.

   Dropbox

   To connect to CSV file(s) within Dropbox, set the URI proprerty to the URI of the folder that includes the intended CSV file(s). Use the OAuth authentication method to connect to Dropbox. Either User Account or Service Account can be used to authenticate.

   SharePoint Online (SOAP)

   To connect to CSV file(s) within SharePoint with SOAP Schema, set the URI proprerty to the URI of the document library that includes the intended CSV file. Set User, Password, and StorageBaseURL.

   SharePoint Online REST

   To connect to CSV file(s) within SharePoint with REST Schema, set the URI proprerty to the URI of the document library that includes the intended CSV file. StorageBaseURL is optional. If not set, the driver will use the root drive. OAuth is used to authenticate.

   Google Drive

   To connect to CSV file(s) within Google Drive, set the URI property to the URI of the folder that includes the intended CSV file(s). Use the OAuth authentication method to connect and set InitiateOAuth to GETANDREFRESH.

   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add CSV Connection page and update the User-based permissions.

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to CSV data from Tableau.

Visualize Live CSV Data in Tableau

To establish a connection from Tableau Desktop to the CData Connect AI Virtual SQL Server, follow these steps.

1. In Tableau Desktop, open a new book. Under To a Server, select More, then Microsoft SQL Server.
2. Enter your credentials:
   • Server: enter the Virtual SQL Server endpoint and port separated by a comma: tds.cdata.com,14333
   • Database: enter the Connection Name of the CData Connect AI data source you want to connect to (for example, CSV1).
   • Authentication: select Use a specific username and password.
   • Username: enter your CData Connect AI username. This is displayed in the top-right corner of the CData Connect AI interface. For example, [email protected].
   • Password: enter the PAT you previously generated.
   • Require SSL: leave this selected.
   
3. Click Sign In.
4. Select the Database (Connect AI connection) you wish to work with and opt for a Live or Extract Connection type.
5. Select the table(s) you wish to visualize. If you select multiple tables, define the relationship between the tables using the appropriate columns.
6. Select the fields to visualize.

Real-Time Access to CSV Data from Data Applications

At this point, you have a direct, cloud-to-cloud connection to live CSV data from your Tableau workbook. You can create new visualizations, build dashboards, and more. For more information on gaining live access to data from more than 100 SaaS, Big Data, and NoSQL sources from applications like Tableau, refer to our Connect AI page.