Model Context Protocol (MCP) finally gives AI models a way to access the business data needed to make them really useful at work. CData MCP Servers have the depth and performance to make sure AI has access to all of the answers.
Try them now for free →
Build Sage Intacct Visualizations in Tableau Cloud
Use CData Connect Cloud to connect to live Sage Intacct data and build visualizations in Tableau Cloud.
Tableau Cloud is an analytics platform fully hosted in the cloud. When paired with CData Connect Cloud, you get instant, cloud-to-cloud access to Sage Intacct data for visualizations, dashboards, and more. This article shows how to connect to Sage Intacct and build visualizations from Sage Intacct data in Tableau Cloud.
CData Connect Cloud provides a pure SQL Server, cloud-to-cloud interface for Sage Intacct, allowing you to easily build visualizations from live Sage Intacct data in Tableau Cloud without installing connectors or publishing worksheets and data sources from Tableau Desktop. As you build visualizations, Tableau Cloud generates SQL queries to gather data. Using optimized data processing out of the box, CData Connect Cloud pushes all supported SQL operations (filters, JOINs, etc) directly to Sage Intacct, leveraging server-side processing to quickly return Sage Intacct data.
About Sage Intacct Data Integration
CData provides the easiest way to access and integrate live data from Sage Intact. Customers use CData connectivity to:
- Access Sage Intacct without worrying about API updates or changes.
- Access custom objects and fields in HubSpot with no extra configuration steps involved.
- Write data back to Sage Intacct using embedded Web Services credentials with Basic authentication.
- Use SQL stored procedures to perform functional operations like approving or declining vendors, inserting engagements, and creating or deleting custom objects or fields.
Users frequently integrate Sage Intact with analytics tools such as Tableau, Power BI, and Excel, and leverage our tools to replicate Workday data to databases or data warehouses.
To learn about how other customers are using CData's Sage Intacct solutions, check out our blog: Drivers in Focus: Accounting Connectivity.
Getting Started
Configure Sage Intacct Connectivity for Tableau Cloud
Connectivity to Sage Intacct from Tableau Cloud is made possible through CData Connect Cloud. To work with Sage Intacct data from Tableau Cloud, we start by creating and configuring a Sage Intacct connection.
- Log into Connect Cloud, click Connections and click Add Connection
- Select "Sage Intacct" from the Add Connection panel
-
Enter the necessary authentication properties to connect to Sage Intacct.
To connect using the Login method, the following connection properties are required: User, Password, CompanyId, SenderId and SenderPassword.
User, Password, and CompanyId are the credentials for the account you wish to connect to.
SenderId and SenderPassword are the Web Services credentials assigned to you by Sage Intacct.
- Click Create & Test
- Navigate to the Permissions tab in the Add Sage Intacct Connection page and update the User-based permissions.
Add a Personal Access Token
If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.
- Click on your username at the top right of the Connect Cloud app and click User Profile.
- On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
- Give your PAT a name and click Create.
- The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.
Configure Sage Intacct Endpoints for Salesforce Connect
After connecting to Sage Intacct, create a workspace and virtual dataset for your desired table(s).
-
Navigate to the Virtual Datasets page and click Add to create a new Workspace (or select an existing workspace).
- Click Add to add new assets to the Workspace.
-
Select the Sage Intacct connection (e.g. SageIntacct1) and click Next.
-
Select the table(s) you wish to work with and click Confirm.
- Make note of the OData Service URL for your workspace, e.g. https://cloud.cdata.com/api/odata/{workspace_name}
With the connection and Workspace configured, you are ready to connect to Sage Intacct data from Tableau Cloud.
Visualize Live Sage Intacct Data in Tableau Cloud
The steps below outline creating a new data source in Tableau Cloud based on the virtual Sage Intacct database in Connect Cloud and building a simple visualization from the data.
- Log into Tableau Cloud, select a account, and create a new workbook.
-
In the new workbook, choose the Microsoft SQL Server Connector from the data wizard and fill in the values for your Connect Cloud instance.
- Set Server to the OData URL for your Workspace, e.g. https://cloud.cdata.com/api/odata/MyWorkspace
- Set Authentication to Username and Password
- Set Username to your Connect Cloud username (e.g. [email protected])
- Set Password to a PAT for the above user
- Select your newly created database and the table(s) you wish to visualize (defining relationships for JOINad tables as needed).
- Select Dimensions and Measures and configure your visualization.
Real-Time Access to Sage Intacct Data from Cloud Applications
At this point, you have a direct, cloud-to-cloud connection to live Sage Intacct data from your Tableau Cloud workbook. You can create new visualizations, build dashboards, and more, with no need to publish data sources and workbooks from Tableau Desktop. For more information on gaining live access to data from more than 100 SaaS, Big Data, and NoSQL sources from cloud applications like Tableau Cloud, refer to our Connect Cloud page.
