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Use CData JDBC drivers and Tableau Server to visualize live Odoo data.
Tableau Server is a visual analytics platform transforming the way businesses use data to solve problems. When paired with the CData JDBC Driver for Odoo, you get access to live Odoo data within Tableau Server. This article shows how to connect to Odoo in Tableau Desktop, publish a Data Source to Tableau Server, and build a simple chart from that data.
The CData JDBC Driver enables high-speed access to live Odoo data in Tableau Server. Once you install the driver, you simply authenticate with Odoo and you can immediately start building responsive, dynamic visualizations and dashboards. By surfacing Odoo data using native Tableau data types and handling complex filters, aggregations, & other operations automatically, CData JDBC Driver grants seamless access to Odoo data.
About Odoo Data Integration
Accessing and integrating live data from Odoo has never been easier with CData. Customers rely on CData connectivity to:
- Access live data from both Odoo API 8.0+ and Odoo.sh Cloud ERP.
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Extend the native Odoo features with intelligent handling of many-to-one, one-to-many, and many-to-many data properties. CData's connectivity solutions also intelligently handle complex data properties within Odoo. In addition to columns with simple values like text and dates, there are also columns that contain multiple values on each row. The driver decodes these kinds of values differently, depending upon the type of column the value comes from:
- Many-to-one columns are references to a single row within another model. Within CData solutions, many-to-one columns are represented as integers, whose value is the ID to which they refer in the other model.
- Many-to-many columns are references to many rows within another model. Within CData solutions, many-to-many columns are represented as text containing a comma-separated list of integers. Each value in that list is the ID of a row that is being referenced.
- One-to-many columns are references to many rows within another model - they are similar to many-to-many columns (comma-separated lists of integers), except that each row in the referenced model must belong to only one in the main model.
- Use SQL stored procedures to call server-side RFCs within Odoo.
Users frequently integrate Odoo with analytics tools such as Power BI and Qlik Sense, and leverage our tools to replicate Odoo data to databases or data warehouses.
Getting Started
Enable Connectivity to Odoo in Tableau Server
Start by installing the CData JDBC Driver on the machine hosting Tableau Server.
If your server is a Linux Machine:
- Copy cdata.jdbc.odoo.jar and cdata.tableau.odoo.lic.
- Place the copies in the Tableau Server Connectors folder (/opt/tableau/tableau_driver/jdbc).
- Restart Tableau Server.
If your server is a Windows Machine:
- Copy cdata.jdbc.odoo.jar and cdata.tableau.odoo.lic.
- Place the copy in the Tableau Server drivers directory (C:\ Program Files\Tableau\Drivers).
- Restart Tableau Server.
Next, install the CData JDBC Driver on the machine running Tableau Desktop. Before starting Tableau on Windows, make sure that you have placed the .jar file in the C:\Program Files\Tableau\Drivers folder. Before starting Tableau on macOS, make sure that you have placed the .jar file in the ~/Library/Tableau/Drivers folder.
Connect to Odoo in Tableau Desktop
Once the driver is installed on the Server machine, we can configure a connection to Odoo in Tableau Desktop and publish a Odoo-based Data Source to Tableau Server.
- Open Tableau Desktop.
- Click More under Connect -> To a Server.
- Select "Other Databases (JDBC)".
- Configure the connection to the data. The driver comes with a connection string builder that streamlines creating and managing the content of connection strings. Note that you will need to manually add "jdbc:odoo" to the beginning of the connection string.
- Click "Sign In".
To connect, set the Url to a valid Odoo site, User and Password to the connection details of the user you are connecting with, and Database to the Odoo database.
Discover Schemas and Query Data
Once you establish the connection to Odoo data, you can configure which entities to visualize.
- Select CData from the Database pull-down menu.
- Select Odoo from the Schema pull-down menu.
- Drag the tables and views you wish to visualize onto the join area. You can include multiple tables.
- Select Update Now or Automatically Update. Update Now lets you preview the first 10,000 rows of the data source (or enter the number of rows you want to see in the Rows text box). Automatically Update auto-loads the changes in the preview area.
Publish Data to Tableau Server
After you configure the data you wish to visualize, you can publish the Data Source to a Tableau Server instance. In Tableau Desktop:
- Click Server -> Sign In.
- Enter the URL for your Tableau Server.
- Authenticate with Tableau Server credentials.
- Click Server -> Publish Data Source and select your data source.
- Click Publish.
- Select the Project, name the Data Source, and optionally add a description.
- Click Publish.
This creates a new entry under the server's data source list, from which you an change the data source's permissions, view its history, and perform other management tasks.
Note that workstation connected to the same server will be able to use the same source in Tableau Desktop, even if the driver isn't installed there. Also, workbooks created directly on Tableau Server (via the web interface) can use this source.
Visualize Odoo Data in Tableau Server
With the Data Source published to Tableau Server, you are ready to visualize Odoo data.
- Login to your Tableau Server instance.
- Connect to the remote source using the Search for Data -> Tableau Server in the Connect sidebar.
- Click the published Data Source.
- Click New Workbook.
- In the workbook, Odoo fields are listed as Dimensions and Measures, depending on the data type. The CData JDBC Driver discovers data types automatically, allowing you to leverage the powerful data processing and visualization features of Tableau.
- Drag a field from the Dimensions or Measures area to Rows or Columns. Tableau creates column or row headers.
- Select one of the chart types from the Show Me tab. Tableau displays the chart type that you selected.
Using the CData JDBC Driver for Odoo with Tableau Server, you can easily create robust visualizations and reports on Odoo data. Download a free, 30-day trial and get started today.