Build Magento Visualizations in Tableau Online

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CData Connect



Use CData Connect Cloud to create a virtual SQL Server Database for Magento data and build visualizations in Tableau Online.

Tableau Online is an analytics platform fully hosted in the cloud. When paired with CData Connect Cloud, you get instant, cloud-to-cloud access to Magento data for visualizations, dashboards, and more. This article shows how to create a virtual database for Magento and build visualizations from Magento data in Tableau Online.

CData Connect Cloud provides a pure SQL Server, cloud-to-cloud interface for Magento, allowing you to easily build visualizations from live Magento data in Tableau Online without installing connectors or publishing worksheets and data sources from Tableau Desktop. As you build visualizations, Tableau Online 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 Magento, leveraging server-side processing to quickly return Magento data.

Create a Virtual SQL Server Database for Magento Data

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

  1. Login to Connect Cloud and click Databases.
  2. Select "Magento" from Available Data Sources.
  3. Enter the necessary authentication properties to connect to Magento.

    Magento uses the OAuth 1 authentication standard. To connect to the Magento REST API, you will need to obtain values for the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties by registering an app with your Magento system. See the "Getting Started" section in the help documentation for a guide to obtaining the OAuth values and connecting.

    You will also need to provide the URL to your Magento system. The URL depends on whether you are using the Magento REST API as a customer or administrator.

    • Customer: To use Magento as a customer, make sure you have created a customer account in the Magento homepage. To do so, click Account -> Register. You can then set the URL connection property to the endpoint of your Magento system.

    • Administrator: To access Magento as an administrator, set CustomAdminPath instead. This value can be obtained in the Advanced settings in the Admin menu, which can be accessed by selecting System -> Configuration -> Advanced -> Admin -> Admin Base URL.

      If the Use Custom Admin Path setting on this page is set to YES, the value is inside the Custom Admin Path text box; otherwise, set the CustomAdminPath connection property to the default value, which is "admin".

  4. Click Test Database.
  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 build visualizations in Tableau Online.

Visualize Live Magento Data in Tableau Online

The steps below outline creating a new data source in Tableau Online based on the virtual Magento database in Connect Cloud and building a simple visualization from the data.

  1. Log into Tableau Online, select a project, and create a new workbook.
  2. In the new workbook, choose the Microsoft SQL Server Connector from the data wizard and fill in the values for your Connect Cloud instance.
    NOTE: Be sure to check the "Require SSL" checkbox.
  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 Magento Data from Cloud Applications

At this point, you have a direct, cloud-to-cloud connection to live Magento data from your Tableau Online 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 SQL access to data from more than 100 SaaS, Big Data, and NoSQL sources from cloud applications like Tableau Online, refer to our Connect Cloud page.