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Establish a Live Connection with EDGAR Online Data using Tableau Bridge

The CData ODBC Driver for EDGAR Online enables you to integrate live EDGAR Online data into Tableau Online dashboards using the Tableau Bridge.

The Tableau Bridge enables you to publish dashboards to Tableau Online while maintaining live connectivity with any data source. In this article, you will use the Tableau Bridge to maintain data freshness in a published workbook by listening for changes in the underlying EDGAR Online data.

The CData ODBC drivers offer unmatched performance for interacting with live EDGAR Online data in Tableau Online due to optimized data processing built into the driver. When you issue complex SQL queries from Tableau Online to EDGAR Online, the driver pushes supported SQL operations, like filters and aggregations, directly to EDGAR Online 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 EDGAR Online data using native Tableau data types.

Connect to EDGAR Online 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.

  1. Navigate to https://developer.edgar-online.com/ and create an account.
  2. Register a new application and retrieve the AppKey. You should select one of the available Web APIs this application will use like HackPack, Insider Trades or Institutional Ownership.
    Note: HackPack is the most important Web API that an application can use since it supports a large number of endpoints. If you are getting the "Access Denied" error you must create a new app and select the correct Web API which supports the resource you are querying.
  3. After successfully creating a new app, you can access your keys through your "my account" area. Set the AppKey connection property value equal to the Key of your application.

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 EDGAR Online Data to a Dashboard

  1. From a new workbook, click Data -> New Data Source -> Other Databases (ODBC).
    Select the CData Data Source Name (for example: CData EdgarOnline 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 Subscriptions 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. Click the tab for your worksheet. Columns are listed as Dimensions and Measures, which you can drag and drop onto the dashboard to create visualizations.

Set Up Tableau Bridge as a Service

  1. In the Server menu, select Start Tableau Bridge Client.
  2. Sign in to the Tableau Bridge using a site admin level account.
  3. If prompted, select the Tableau Online site where you want to publish live data. The bridge client will open and is accessible from the system tray.
  4. By default, the Tableau Bridge client is set to Application mode. Select 'Switch to service' to enable Tableau Bridge to handle live connections.
  5. Log in to your Tableau Online site as an administrator.
  6. From your site, click Settings, then Bridge.
  7. In the Bridge settings, under Enable Clients to Maintain Live Connections, check the box labelled 'Enable Tableau Bridge clients to maintain live connections to on-premises data.'

Publish a Dashboard Containing the Live Data Source

Having configured both the Tableau Bridge and Tableau Online to enable live data connections, you can now publish your workbook to Tableau Online. From the Server menu, select Publish Workbook.

After choosing the workbook name and project that you wish to publish to, configure the deployment so that the CData ODBC driver for EDGAR Online is embedded in your workbook as a separate, live data source.

  1. Under Data Sources, select the option to Edit the embedded data sources in the workbook.
  2. Change Publish Type to 'Published separately,' then select a desired means of authentication.
  3. Last, select 'Maintain connection to a live data source' and click the green Publish Workbook button.

The published workbook now updates alongside the underlying EDGAR Online data. From a published dashboard, simply click the Refresh button to reflect the most recent changes.