Visualize Magento Data in Tableau

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Magento ODBC Driver

The Magento ODBC Driver is a powerful tool that allows you to connect with live Magento data, directly from any applications that support ODBC connectivity.

Access Magento like you would a database - read, write, and update Customers, Inventory, Products, Orders, etc. through a standard ODBC Driver interface.



The CData ODBC driver for Magento enables you integrate Magento data into Tableau dashboards.

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

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

Connect to Magento 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.

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".

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 Magento Data to a Dashboard

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

    SELECT Name, SUM(Price) FROM Products GROUP BY Name

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