Visualize Lakebase Data in Tableau

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

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

Connect to Lakebase 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.

• DatabricksInstance: The Databricks instance or server hostname, provided in the format instance-abcdef12-3456-7890-abcd-abcdef123456.database.cloud.databricks.com.
• Server: The host name or IP address of the server hosting the Lakebase database.
• Port (optional): The port of the server hosting the Lakebase database, set to 5432 by default.
• Database (optional): The database to connect to after authenticating to the Lakebase Server, set to the authenticating user's default database by default.

OAuth Client Authentication

To authenicate using OAuth client credentials, you need to configure an OAuth client in your service principal. In short, you need to do the following:

1. Create and configure a new service principal
2. Assign permissions to the service principal
3. Create an OAuth secret for the service principal

For more information, refer to the Setting Up OAuthClient Authentication section in the Help documentation.

OAuth PKCE Authentication

To authenticate using the OAuth code type with PKCE (Proof Key for Code Exchange), set the following properties:

• AuthScheme: OAuthPKCE.
• User: The authenticating user's user ID.

For more information, refer to the Help documentation.

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 Lakebase Data to a Dashboard

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

   SELECT ShipName, SUM(ShipCity) FROM Orders GROUP BY ShipName
   

   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 ShipCity 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 Lakebase, you get live connectivity to your Lakebase data, allowing you to build real-time charts, graphs, and more.