Visualize HCL Domino Data in Tableau

The CData ODBC Driver for HCL Domino enables you to access live HCL Domino data in business intelligence tools like Tableau. In this article, you will integrate HCL Domino data into a dashboard that reflects changes to HCL Domino data in real time.

The CData ODBC drivers offer unmatched performance for interacting with live HCL Domino data in Tableau due to optimized data processing built into the driver. When you issue complex SQL queries from Tableau to HCL Domino, the driver pushes supported SQL operations, like filters and aggregations, directly to HCL Domino and utilizes the embedded SQL engine to process unsupported operations (often SQL functions and JOIN operations) client-side. With built-in dynamic metadata querying, you can visualize and analyze HCL Domino data using native Tableau data types.

Connect to HCL Domino as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

Connecting to Domino

To connect to Domino data, set the following properties:

• URL: The host name or IP of the server hosting the Domino database. Include the port of the server hosting the Domino database. For example: http://sampleserver:1234/
• DatabaseScope: The name of a scope in the Domino Web UI. The driver exposes forms and views for the schema governed by the specified scope. In the Domino Admin UI, select the Scopes menu in the sidebar. Set this property to the name of an existing scope.

Authenticating with Domino

Domino supports authenticating via login credentials or an Azure Active Directory OAuth application:

Login Credentials

To authenticate with login credentials, set the following properties:

• AuthScheme: Set this to "OAuthPassword"
• User: The username of the authenticating Domino user
• Password: The password associated with the authenticating Domino user

The driver uses the login credentials to automatically perform an OAuth token exchange.

AzureAD

This authentication method uses Azure Active Directory as an IdP to obtain a JWT token. You need to create a custom OAuth application in Azure Active Directory and configure it as an IdP. To do so, follow the instructions in the Help documentation. Then set the following properties:

• AuthScheme: Set this to "AzureAD"
• InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
• OAuthClientId: The Client ID obtained when setting up the custom OAuth application.
• OAuthClientSecret: The Client secret obtained when setting up the custom OAuth application.
• CallbackURL: The redirect URI defined when you registered your app. For example: https://localhost:33333
• AzureTenant: The Microsoft Online tenant being used to access data. Supply either a value in the form companyname.microsoft.com or the tenant ID.

  The tenant ID is the same as the directory ID shown in the Azure Portal's Azure Active Directory > Properties page.

When you configure the DSN, 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.

Add HCL Domino Data to a Dashboard

1. Click Connect to Data -> More Servers -> Other Databases (ODBC).
   Select the CData Data Source Name (for example: CData Domino Source).
2. In the Database menu, select CData.
3. In the Table box, enter a table name or click New Custom SQL to enter an SQL query. This article retrieves the ByName table.
4. Drag the table onto the join area. At this point, you can include multiple tables, leveraging the built-in SQL engine to process complex data requests.
5. 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. The optimized data processing native to CData ODBC drivers enables unmatched performance in live connectivity.
6. 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.
7. Drop the Name column in the Dimensions pane onto the dashboard. When you select dimensions, Tableau builds a query to the driver. The results are grouped based on that dimension. In Tableau, the raw query is automatically modified as you select dimensions and measures.

8. Drag the Address column in the Measures field onto the Detail and Color buttons. Tableau executes the following query:

   SELECT Name, SUM(Address) FROM ByName GROUP BY Name

   When you select a measure, Tableau executes a command to the driver to calculate a summary function, such as SUM, AVG, etc., on the grouped values. The SQL engine (embedded within the driver) is leveraged to process the aggregation of the data, where needed, providing a seamless experience in Tableau, regardless of the data source.

   To change the summary function, open the Address menu and select the summary you want in the Measure command.

9. You can create other charts using dimensions and measures to build SQL queries visually:

With the CData ODBC Driver for HCL Domino, you get live connectivity to your HCL Domino data, allowing you to build real-time charts, graphs, and more.