Build Oracle Eloqua Reporting Visualizations in Tableau Cloud

Tableau Cloud is an analytics platform fully hosted in the cloud. When paired with CData Connect AI, you get instant, cloud-to-cloud access to Oracle Eloqua Reporting data for visualizations, dashboards, and more. This article shows how to connect to Oracle Eloqua Reporting and build visualizations from Oracle Eloqua Reporting data in Tableau Cloud.

CData Connect AI provides a pure cloud-to-cloud interface for Oracle Eloqua Reporting, allowing you to easily build visualizations from live Oracle Eloqua Reporting data in Tableau Cloud without installing connectors or publishing worksheets and data sources from Tableau Desktop. As you build visualizations, Tableau Cloud 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 Oracle Eloqua Reporting, leveraging server-side processing to quickly return Oracle Eloqua Reporting data.

Configure Oracle Eloqua Reporting Connectivity for Tableau Cloud

To work with Oracle Eloqua Reporting data from Tableau Cloud, we need to connect to Oracle Eloqua Reporting from Connect AI, provide user access to the connection, and create a Workspace for the Oracle Eloqua Reporting data.

Connect to Oracle Eloqua Reporting from Connect AI

CData Connect AI uses a straightforward, point-and-click interface to connect to data sources.

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

2. Select "Oracle Eloqua Reporting" from the Add Connection panel

3. Enter the necessary authentication properties to connect to Oracle Eloqua Reporting.

   Oracle Eloqua Reporting supports the following authentication methods:

   • Basic authentication (User and Password)
   • OAuth 2.0 code grant flow
   • OAuth 2.0 password grant flow

   Basic Authentication (User and Password)

   To perform authentication with a user and password, specify these properties:

   • AuthScheme: Basic.
   • Company: The company name associated with your Oracle Eloqua Reporting account.
   • User: Your login account name.
   • Password: Your login password.

   OAuth Authentication (Code Grant Flow)

   To authenticate with the OAuth code grant flow, you must set AuthScheme to OAuth and create a custom OAuth application. For information about how to create a custom OAuth application, see the Help documentation.

   Then set the following properties:

   • InitiateOAuth: GETANDREFRESH. Used to automatically get and refresh the OAuthAccessToken.
   • OAuthClientId: The client Id assigned when you registered your application.
   • OAuthClientSecret: The client secret that was assigned when you registered your application.
   • CallbackURL: The redirect URI that was defined when you registered your application.

   When you connect, the driver opens Oracle Eloqua Reporting's OAuth endpoint in your default browser. Log in and grant permissions to the application. When the access token expires, the driver refreshes it automatically.

   OAuth Authentication (Password Grant Flow)

   With the OAuth password grant flow, you can use your OAuth application's credentials alongside your user credentials to authenticate without the need to grant permission manually via a browser prompt. You must create an OAuth app (see the Help documentation) to use this authentication method.

   Set the following properties:

   • AuthScheme: OAuthPassword
   • Company: The company's unique identifier.
   • User: Your login account name.
   • Password: Your login password.
   • OAuthClientId: The client Id assigned when you registered your custom OAuth application.
   • OAuthClientSecret: The client secret assigned when you registered your custom OAuth application.
   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Oracle Eloqua Reporting 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.

Configure Oracle Eloqua Reporting Endpoints for Tableau Cloud

After connecting to Oracle Eloqua Reporting, create a workspace for your desired table(s).

1. Navigate to the Workspaces page and click Add to create a new Workspace (or select an existing workspace).
2. Click Add to add new assets to the Workspace.
3. Select the Oracle Eloqua Reporting connection (e.g. OracleEloquaReporting1) and click Next.
4. Select the table(s) you wish to work with and click Confirm.
5. Make note of the OData Service URL for your workspace, e.g. https://cloud.cdata.com/api/odata/{workspace_name}

With the connection, PAT, and Workspace configured, you are ready to connect to Oracle Eloqua Reporting data from Tableau Cloud.

Visualize Live Oracle Eloqua Reporting Data in Tableau Cloud

The steps below outline creating a new data source in Tableau Cloud based on the virtual Oracle Eloqua Reporting database in Connect AI and building a simple visualization from the data.

1. Log into Tableau Cloud, select a account, and create a new workbook.
2. In the new workbook, choose the OData Connector from the data wizard and fill in the values for your Connect AI instance.
   • Set Server to the OData URL for your Workspace, e.g. https://cloud.cdata.com/api/odata/{workspace_name}
   • Set Authentication to Username and Password
   • Set Username to your Connect AI username (e.g. [email protected])
   • Set Password to a PAT for the above user
   
3. Select your newly created database and the table(s) you wish to visualize (defining relationships for JOINad tables as needed).

4. Select Dimensions and Measures and configure your visualization.

Real-Time Access to Oracle Eloqua Reporting Data from Cloud Applications

At this point, you have a direct, cloud-to-cloud connection to live Oracle Eloqua Reporting data from your Tableau Cloud 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 live access to data from more than 100 SaaS, Big Data, and NoSQL sources from cloud applications like Tableau Cloud, refer to our Connect AI page.