Build Dynamics 365 FinOp Visualizations in Tableau Online

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CData Connect

Use CData Connect Cloud to create a virtual SQL Server Database for Dynamics 365 FinOp 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 Dynamics 365 FinOp data for visualizations, dashboards, and more. This article shows how to create a virtual database for Dynamics 365 FinOp and build visualizations from Dynamics 365 FinOp data in Tableau Online.

CData Connect Cloud provides a pure SQL Server, cloud-to-cloud interface for Dynamics 365 FinOp, allowing you to easily build visualizations from live Dynamics 365 FinOp 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 Dynamics 365 FinOp, leveraging server-side processing to quickly return Dynamics 365 FinOp data.

Create a Virtual SQL Server Database for Dynamics 365 FinOp 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 "Dynamics 365 FinOp" from Available Data Sources.
  3. Enter the necessary authentication properties to connect to Dynamics 365 FinOp. Dynamics 365 for Finance and Operations uses the OAuth authentication standard. See the Getting Started section in the help documentation for an authentication guide.
  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 Dynamics 365 FinOp Data in Tableau Online

The steps below outline creating a new data source in Tableau Online based on the virtual Dynamics 365 FinOp 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 Dynamics 365 FinOp Data from Cloud Applications

At this point, you have a direct, cloud-to-cloud connection to live Dynamics 365 FinOp 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.