Visualize Linear Data in Tableau

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

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

Connect to Linear 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.

You can authenticate to Linear with a personal API key or with OAuth 2.0. The API key is the simplest option for connecting with your own Linear account.

Authenticating with an API Key

Set the following connection properties:

• AuthScheme: Set this to APIKey.
• APIKey: A Linear personal API key.

To create a personal API key, log in to Linear, open Settings > Security & access > Personal API keys, select New API key, and create it. Copy the key immediately, because Linear shows it only once.

Authenticating with OAuth

OAuth requires a custom OAuth application registered in Linear (Settings > API > OAuth applications), which provides the OAuthClientId and OAuthClientSecret. Two flows are supported:

• Authorization code: Set AuthScheme to OAuth, InitiateOAuth to GETANDREFRESH, and provide OAuthClientId, OAuthClientSecret, and the CallbackURL defined in your application (e.g., http://localhost:33333). The driver opens Linear in your browser so you can grant access.
• Client credentials: Set AuthScheme to OAuthClient and provide OAuthClientId and OAuthClientSecret. This authenticates the application itself, with no browser interaction, and suits machine-to-machine integrations.

By default, the driver requests the read,write scopes. The driver refreshes the access token automatically when it expires.

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 Linear Data to a Dashboard

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

   
   SELECT id, SUM(name) FROM Team GROUP BY id
   

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