Visualize PayPal Data in Tableau Desktop (through CData Connect)

Tableau is a visual analytics platform transforming the way businesses use data to solve problems. When paired with CData Connect (or Connect Server), you can easily get access to live PayPal data within Tableau.

CData Connect Server provides a pure SQL Server interface for PayPal, allowing you to easily build reports from live PayPal data in Tableau Desktop — without replicating the data to a natively supported database. As you build visualizations, Tableau Desktop generates SQL queries to gather data. Using optimized data processing out of the box, CData Connect Server pushes all supported SQL operations (filters, JOINs, etc) directly to PayPal, leveraging server-side processing to quickly return the requested PayPal data.

This article shows how to create a virtual SQL Server database for PayPal, connect to the virtual database in Tableau, and build a simple chart.

Create a Virtual SQL Server Database for PayPal Data

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

1. Login to Connect Server and click Connections.
2. Select "PayPal" from Available Data Sources.
3. Enter the necessary authentication properties to connect to PayPal.

   The provider surfaces tables from two PayPal APIs. The APIs use different authentication methods.

   • The REST API uses the OAuth standard. To authenticate to the REST API, you will need to set the OAuthClientId, OAuthClientSecret, and CallbackURL properties.
   • The Classic API requires Signature API credentials. To authenticate to the Classic API, you will need to obtain an API username, password, and signature.

   See the "Getting Started" chapter of the help documentation for a guide to obtaining the necessary API credentials.

   To select the API you want to work with, you can set the Schema property to REST or SOAP. By default the SOAP schema will be used.

   For testing purposes you can set UseSandbox to true and use sandbox credentials.

4. Click Save Changes
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 connect to PayPal data from Tableau Desktop.

Visualize Live PayPal Data in Tableau Desktop

The steps below outline connecting to the virtual PayPal database in CData Connect and building a simple visualization from the data.

1. Open Tableau and click "Microsoft SQL Server" under Connect -> To a Server.
2. In the connection wizard, enter the values for your CData Connect instance and click "Sign In"
   • Server: the address of your Connect instance and port of the TDS endpoint, separated by a comma (default port is: 1433)
   • Database: the virtual database you configured for the PayPal data
   • Username & Password: the credentials for a CData Connect user
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 PayPal Data from On-Premise Applications

At this point, you have a direct connection to live PayPal data from your Tableau Desktop workbook. You can create new visualizations, build dashboards, and more. For more information on gaining SQL access to data from more than 200 SaaS, Big Data, and NoSQL sources (including PayPal) from desktop applications like Tableau refer to our CData Connect page or download a free trial.