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Visualize HPCC Systems Data in Tableau

The CData ODBC driver for HPCC Systems enables you integrate HPCC Systems data into Tableau dashboards.

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

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

Connect to HPCC Systems 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 connect, set the following connection properties: Set URL to the machine name or IP address of the server and the port the server is running on, for example, https://server:port. The User and Password are required to authenticate to the HPCC Systems cluster specified in the URL. Note that LDAP authentication is not currently supported by our ODBC driver.

Set Version to the WsSQL Web server version. Note that if you have not already done so, you will need to install the WsSQL service on the HPCC Systems server. The WsSQL Web service is used to interact with the underlying HPCC Systems platform.

Set Cluster to the target cluster.

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 HPCC Systems Data to a Dashboard

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

    SELECT CustomerName, SUM(Price) FROM hpcc::test::orders GROUP BY CustomerName

    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 Price 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 HPCC Systems, you get live connectivity to your HPCC Systems data, allowing you to build real-time charts, graphs, and more.