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.

Prerequisites

The connector requires the Proton component to be installed. Normally, Proton is distributed as part of the AppDev pack. See the HCL documentation for instructions on acquiring and installing Proton or the AppDev pack.

Once the Proton service is installed and running, you will also need to create a user account and download its Internet certificate. This certificate can be used to set the connector certificate connection properties.

Authenticating to Domino

• Server: The name or IP address of the server running Domino with the Proton service.
• Port: The port number that the Proton service is listening on.
• Database: The name of the database file, including the .nsf extension.
• SSLClientCertType: This must match the format of the certificate file. Typically this will be either PEMKEY_FILE for .pem certificates or PFXFILE for .pfx certificates.
• SSLClientCert: The path to the certificate file.
• SSLServerCert: This can be set to (*) if you trust the server. This is usually the case, but if you want to perform SSL validation, you may provide a certificate or thumbprint instead. See the documentation for SSLServerCert for details.

Additional Server Configuration

The connector supports querying Domino views if any are defined. Before views can be queried by the connector they must be registered with the design catalog.

Please refer to the Catalog Administration section of the AppDev pack documentation for details on how to do this.

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.