Visualize IBM Cloud Object Storage Data in Tableau

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

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

Connect to IBM Cloud Object Storage 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.

Register a New Instance of Cloud Object Storage

If you do not already have Cloud Object Storage in your IBM Cloud account, follow the procedure below to install an instance of SQL Query in your account:

1. Log in to your IBM Cloud account.
2. Navigate to the page, choose a name for your instance and click Create. You will be redirected to the instance of Cloud Object Storage you just created.

Connecting using OAuth Authentication

There are certain connection properties you need to set before you can connect. You can obtain these as follows:

API Key

To connect with IBM Cloud Object Storage, you need an API Key. You can obtain this as follows:

1. Log in to your IBM Cloud account.
2. Navigate to the Platform API Keys page.
3. On the middle-right corner click "Create an IBM Cloud API Key" to create a new API Key.
4. In the pop-up window, specify the API Key name and click "Create". Note the API Key as you can never access it again from the dashboard.

Cloud Object Storage CRN

If you have multiple accounts, you will need to specify the CloudObjectStorageCRN explicitly. To find the appropriate value, you can:

• Query the Services view. This will list your IBM Cloud Object Storage instances along with the CRN for each.
• Locate the CRN directly in IBM Cloud. To do so, navigate to your IBM Cloud Dashboard. In the Resource List, Under Storage, select your Cloud Object Storage resource to get its CRN.

Connecting to Data

You can now set the following to connect to data:

• InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
• ApiKey: Set this to your API key which was noted during setup.
• CloudObjectStorageCRN (Optional): Set this to the cloud object storage CRN you want to work with. While the connector attempts to retrieve this automatically, specifying this explicitly is recommended if you have more than Cloud Object Storage account.

When you connect, the connector completes the OAuth process.

1. Extracts the access token and authenticates requests.
2. Saves OAuth values in OAuthSettingsLocation to be persisted across connections.

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 IBM Cloud Object Storage Data to a Dashboard

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

   SELECT Key, SUM(Etag) FROM Objects GROUP BY Key

   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 Etag 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 IBM Cloud Object Storage, you get live connectivity to your IBM Cloud Object Storage data, allowing you to build real-time charts, graphs, and more.