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Build OFX Visualizations in Tableau Online

Use the CData Cloud Hub to create a virtual MySQL Database for OFX data and build visualizations in Tableau Online.

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

The CData Cloud Hub provides a pure MySQL, cloud-to-cloud interface for OFX, allowing you to easily build visualizations from live OFX 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, the CData Cloud Hub pushes all supported SQL operations (filters, JOINs, etc) directly to OFX, leveraging server-side processing to quickly return OFX data.

Create a Virtual MySQL Database for OFX Data

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

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

    The OFXUser and OFXPassword properties, under the Authentication section, must be set to valid OFX user credentials. In addition to this, you will need to configure FIURL, FIOrganizationName, and FIID, which will be specific for the financial institution. You will also need to provide application-specific settings, including OFXVersion, ApplicationVersion, and ApplicationId.

    To connect to some services, you will need to provide additional account information such as AccountId, AccountType, BankId, BrokerId, and CCNumber.

  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 OFX Data in Tableau Online

The steps below outline creating a new data source in Tableau Online based on the virtual OFX database in Cloud Hub 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 MySQL Connector from the data wizard and fill in the values for your Cloud Hub instance.
  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 OFX Data from Cloud Applications

At this point, you have a direct, cloud-to-cloud connection to live OFX 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 Cloud Hub page.