Connect to and Visualize Live Gmail Data in Tableau Prep

Tableau is a visual analytics platform transforming the way businesses use data to solve problems. When paired with the CData Tableau Connector for Gmail, you can easily get access to live Gmail data within Tableau Prep. This article shows how to connect to Gmail in Tableau Prep and build a simple chart.

The CData Tableau Connectors enable high-speed access to live Gmail data in Tableau. Once you install the connector, you simply authenticate with Gmail and you can immediately start building responsive, dynamic visualizations and dashboards. By surfacing Gmail data using native Tableau data types and handling complex filters, aggregations, & other operations automatically, CData Tableau Connectors grant seamless access to Gmail data.

NOTE: The CData Tableau Connectors support Tableau Prep Builder 2020.4.1 or higher. If you are using an older version of Tableau Prep Builder, you will need to use the CData Tableau Connector for Gmail. If you wish to connect to Gmail data in Tableau Cloud, you will need to use CData Connect Cloud.

Install the CData Tableau Connector

When you install the CData Tableau Connector for Gmail, the installer should copy the TACO and JAR files to the appropriate directories. If your data source does not appear in the connection steps below, you will need to copy two files:

1. Copy the TACO file (cdata.gmail.taco) found in the lib folder of the connector's installation location (C:\Program Files\CData\CData Tableau Connector for Gmail 20XX\lib on Windows) to the Tableau Prep Builder repository:
   • Windows: C:\Users\[Windows User]\Documents\My Tableau Prep Repository\Connectors
   • MacOS: /Users//Documents/My Tableau Prep Repository/Connectors
2. Copy the JAR file (cdata.tableau.gmail.jar) found in the same lib folder to the Tableau drivers directory, typically [Tableau installation location]\Drivers.

Connect to Gmail in Tableau Prep Builder

Open Tableau Prep Builder and click "Connect to Data" and search for "Gmail by CData." Configure the connection and click "Sign In."

There are two ways to authenticate to Gmail. Before selecting one, first ensure that you have enabled IMAP access in your Gmail account settings. See the "Connecting to Gmail" section under "Getting Started" in the installed documentation for a guide.

The User and Password properties, under the Authentication section, can be set to valid Gmail user credentials.

Alternatively, instead of providing the Password, you can use the OAuth authentication standard. To access Google APIs on behalf on individual users, you can use the embedded credentials or you can register your own OAuth app.

OAuth also enables you to use a service account to connect on behalf of users in a Google Apps domain. To authenticate with a service account, you will need to register an application to obtain the OAuth JWT values.

In addition to the OAuth values, you will need to provide the User. See the "Getting Started" chapter in the help documentation for a guide to using OAuth.

Discover and Prep Data

Drag the tables and views you wish to work with onto the canvas. You can include multiple tables.

Data Cleansing & Filtering

To further prepare the data, you can implement filters, remove duplicates, modify columns and more.

1. Start by clicking on the plus next to your table and selecting the Clean Step option.
2. Select the field values to filter by. As you select values, you can see how your selections impact other fields.
3. Opt to "Keep Only" or "Exclude" entries with your select values and the data changes in response.

Data Joins and Unions

Data joining involves combining data from two or more related tables based on a common field or key.

1. To join multiple tables, drag a related table next to an existing table in the canvas and place it in the Join box.
2. Select the foreign keys that exist in both tables.

Exporting Prepped Data

After you perform any cleansing, filtering, transformations, and joins, you can export the data for visualization in Tableau.

1. Add any other needed transformations then insert an Output node at the end of the flow.
2. Configure the node to save to a file in the format of your choice.

Once the output data is saved, you can work with it in Tableau, just like you would any other file source.

Using the CData Tableau Connector for Gmail with Tableau Prep Builder, you can easily join, cleanse, filter, and aggregate Gmail data for visualizations and reports in Tableau. Download a free, 30-day trial and get started today.