Build Plaid Visualizations in Tableau Online

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CData Connect



Use CData Connect Cloud to create a virtual MySQL Database for Plaid data and build visualizations in Tableau Online.

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

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

Create a Virtual MySQL Database for Plaid Data

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

  1. Login to Connect Cloud and click Databases.
  2. Select "Plaid" from Available Data Sources.
  3. Plaid uses OAuth to authenticate. Click Test Database to authenticate with Plaid.
  4. 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 Plaid Data in Tableau Online

The steps below outline creating a new data source in Tableau Online based on the virtual Plaid database in Connect Cloud 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 Connect Cloud 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 Plaid Data from Cloud Applications

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