Visualize Oracle Eloqua Reporting Data in Tableau

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

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

Connect to Oracle Eloqua Reporting 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.

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.

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 Oracle Eloqua Reporting Data to a Dashboard

1. Click Connect to Data -> More Servers -> Other Databases (ODBC).
   Select the CData Data Source Name (for example: CData OracleEloquaReporting 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 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 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 column in the Measures field onto the Detail and Color buttons. Tableau executes the following query:

   SELECT , SUM() FROM  GROUP BY 
   

   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 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 Oracle Eloqua Reporting, you get live connectivity to your Oracle Eloqua Reporting data, allowing you to build real-time charts, graphs, and more.