We are proud to share our inclusion in the 2024 Gartner Magic Quadrant for Data Integration Tools. We believe this recognition reflects the differentiated business outcomes CData delivers to our customers.
Get the Report →Build Outreach.io Visualizations in Tableau Desktop
Use CData Connect Cloud to connect to live Outreach.io data and build visualizations in Tableau.
Tableau is a visual analytics platform transforming the way businesses use data to solve problems. When paired with CData Connect Cloud, you get instant, cloud-to-cloud access to Outreach.io data for visualizations, dashboards, and more. This article shows how to connect to Outreach.io and build visualizations from Outreach.io data in Tableau.
CData Connect Cloud provides a pure SQL Server, cloud-to-cloud interface for Outreach.io, allowing you to easily build visualizations from live Outreach.io data in Tableau without installing connectors. As you build visualizations, Tableau 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 Outreach.io, leveraging server-side processing to quickly return Outreach.io data.
Configure Outreach.io Connectivity for Tableau
Connectivity to Outreach.io from Tableau is made possible through CData Connect Cloud. To work with Outreach.io data from Tableau, we start by creating and configuring a Outreach.io connection.
- Log into Connect Cloud, click Connections and click Add Connection
- Select "Outreach.io" from the Add Connection panel
-
Enter the necessary authentication properties to connect to Outreach.io.
You must use OAuth to authenticate with Outreach. Set the InitiateOAuth connection property to "GETANDREFRESH". For more information, refer to the OAuth section in the Help documentation.
- Click Create & Test
- Navigate to the Permissions tab in the Add Outreach.io Connection page and update the User-based permissions.
Add a Personal Access Token
If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.
- Click on your username at the top right of the Connect Cloud app and click User Profile.
- On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
- Give your PAT a name and click Create.
- The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.
With the connection configured, you are ready to connect to Outreach.io data from Tableau.
Visualize Live Outreach.io Data in Tableau
To establish a connection from Tableau Desktop to the CData Connect Cloud Virtual SQL Server API, follow these steps.
- In Tableau Desktop, open a new book. Under To a Server, select More, then Microsoft SQL Server.
- Enter your credentials:
- Server: enter the Virtual SQL Server endpoint and port separated by a comma: tds.cdata.com,14333
- Database: enter the Connection Name of the CData Connect Cloud data source you want to connect to (for example, Outreach1).
- Authentication: select Use a specific username and password.
- Username: enter your CData Connect Cloud username. This is displayed in the top-right corner of the CData Connect Cloud interface. For example, [email protected].
- Password: enter the PAT you previously generated.
- Require SSL: leave this selected.
- Click Sign In.
- Select the Database (Connect Cloud connection) you wish to work with and opt for a Live or Extract Connection type.
- Select the table(s) you wish to visualize. If you select multiple tables, define the relationship between the tables using the appropriate columns.
- Select the fields to visualize.
Real-Time Access to Outreach.io Data from Data Applications
At this point, you have a direct, cloud-to-cloud connection to live Outreach.io data from your Tableau workbook. You can create new visualizations, build dashboards, and more. For more information on gaining live access to data from more than 100 SaaS, Big Data, and NoSQL sources from applications like Tableau, refer to our Connect Cloud page.