Visualize JotForm Data in Tableau Desktop (through CData Connect)

Tableau is a visual analytics platform transforming the way businesses use data to solve problems. When paired with CData Connect (or Connect Server), you can easily get access to live JotForm data within Tableau.

CData Connect Server provides a pure SQL Server interface for JotForm, allowing you to easily build reports from live JotForm data in Tableau Desktop — without replicating the data to a natively supported database. As you build visualizations, Tableau Desktop generates SQL queries to gather data. Using optimized data processing out of the box, CData Connect Server pushes all supported SQL operations (filters, JOINs, etc) directly to JotForm, leveraging server-side processing to quickly return the requested JotForm data.

This article shows how to create a virtual SQL Server database for JotForm, connect to the virtual database in Tableau, and build a simple chart.

Create a Virtual SQL Server Database for JotForm Data

CData Connect Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

1. Login to Connect Server and click Connections.
2. Select "JotForm" from Available Data Sources.
3. Enter the necessary authentication properties to connect to JotForm.

   Start by setting the Profile connection property to the location of the JotForm Profile on disk (e.g. C:\profiles\JotForm.apip). Next, set the ProfileSettings connection property to the connection string for JotForm (see below).

   JotForm API Profile Settings

   You will need to find your JotForm API Key in order to authenticate. To obtain an API Key, go to 'My Account' > 'API Section' > 'Create a New API Key'. Once you've created your new API Key, you can set it in the ProfileSettings connection property.

   Custom Enterprise API Domains

   Enterprise customers of JotForm are given custom API domains to connect to, rather than the default 'api.jotform.com' domain. If you are an enterprise JotForm customer, then set Domain to you custom API hostname, such as 'your-domain.com' or 'subdomain.jotform.com', inside the ProfileSettings connection property. Conversely, if you do not have a custom domain and still need to connect to 'api.jotform.com', then leave Domain undefined and set only APIKey.

4. Click Save Changes
5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

With the virtual database created, you are ready to connect to JotForm data from Tableau Desktop.

Visualize Live JotForm Data in Tableau Desktop

The steps below outline connecting to the virtual JotForm database in CData Connect and building a simple visualization from the data.

1. Open Tableau and click "Microsoft SQL Server" under Connect -> To a Server.
2. In the connection wizard, enter the values for your CData Connect instance and click "Sign In"
   • Server: the address of your Connect instance and port of the TDS endpoint, separated by a comma (default port is: 1433)
   • Database: the virtual database you configured for the JotForm data
   • Username & Password: the credentials for a CData Connect user
3. Select your newly created database and the table(s) you wish to visualize (defining relationships for JOINed tables as needed).
4. Select Dimensions and Measures and configure your visualization.

SQL Access to JotForm Data from On-Premise Applications

At this point, you have a direct connection to live JotForm data from your Tableau Desktop workbook. You can create new visualizations, build dashboards, and more. For more information on gaining SQL access to data from more than 200 SaaS, Big Data, and NoSQL sources (including JotForm) from desktop applications like Tableau refer to our CData Connect page or download a free trial.