Establish a Live Connection with Epicor ERP Data using Tableau Bridge

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Epicor ERP ODBC Driver

The Epicor ERP ERP ODBC Driver is a powerful tool that allows you to connect with live Epicor ERP ERP data, directly from any applications that support ODBC connectivity.

Access Epicor ERP ERP like you would a database - read, write, and update Sales Orders, Purchase Orders, Accounts, etc. through a standard ODBC Driver interface.



The CData ODBC Driver for Epicor ERP enables you to integrate live Epicor ERP 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 Epicor ERP data.

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

Connect to Epicor ERP 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.

To successfully connect to your ERP instance, you must specify the following connection properties:

  • Url:the URL of the server hosting your ERP instance. For example, https://myserver.EpicorSaaS.com
  • ERPInstance: the name of your ERP instance.
  • User: the username of your account.
  • Password: the password of your account.
  • Service: the service you want to retrieve data from. For example, BaqSvc.

In addition, you may also set the optional connection properties:

  • ApiKey: An optional key that may be required for connection to some services depending on your account configuration.
  • ApiVersion: Defaults to v1. May be set to v2 to use the newer Epicor API.
  • Company: Required if you set the ApiVersion to v2.

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 Epicor ERP 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 EpicorERP 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 Customers 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 labeled '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 Epicor ERP 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 Epicor ERP data. From a published dashboard, simply click the Refresh button to reflect the most recent changes.