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Visualize Live QuickBooks POS Data in Tableau

Use the CData Tableau Connector for QuickBooks POS and Tableau Desktop to visualize live QuickBooks POS data.

Tableau is a visual analytics platform transforming the way businesses use data to solve problems. When paired with the CData Tableau Connector for QuickBooks POS, you can easily get access to live QuickBooks POS data within Tableau. This article shows how to connect to QuickBooks POS in Tableau and build a simple chart.

The CData Tableau Connectors enable high-speed access to live QuickBooks POS data in Tableau. Once you install the connector, you simply authenticate with QuickBooks POS and you can immediately start building responsive, dynamic visualizations and dashboards. By surfacing QuickBooks POS data using native Tableau data types and handling complex filters, aggregations, & other operations automatically, CData Tableau Connectors grant seamless access to QuickBooks POS data.

NOTE: The CData Tableau Connectors require Tableau 2020.3 or higher. If you are using an older version of Tableau, you will need to use the CData JDBC Driver for QuickBooks POS. If you wish to connect to QuickBooks POS data in Tableau Online, you will need to use CData CloudHub.

Connect to QuickBooks POS in Tableau

Open Tableau and click More under Connect -> To a Server. Select "QuickBooks POS by CData," then configure the connection and click "Sign In."

When you are connecting to a local QuickBooks instance, you do not need to set any connection properties.

Requests are made to QuickBooks POS through the Remote Connector. The Remote Connector runs on the same machine as QuickBooks POS and accepts connections through a lightweight, embedded Web server. The server supports SSL/TLS, enabling users to connect securely from remote machines.

The first time you connect, you will need to authorize the Remote Connector with QuickBooks POS. See the "Getting Started" chapter of the help documentation for a guide.

Discover Schemas and Query Data

  1. Select CData from the Database pull-down menu.
  2. Select QuickBooksPOS from the Schema pull-down menu.
  3. Drag the tables and views you wish to visualize onto the join area. You can include multiple tables.
  4. 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 automatically reflects the changes in the preview area.
  5. Click the tab for your worksheet. Columns are listed as Dimensions and Measures, depending on the data type. The CData Tableau Connector discovers data types automatically, allowing you to leverage the powerful data processing and visualization features of Tableau.
  6. Drag a field from the Dimensions or Measures area to Rows or Columns. Tableau creates column or row headers.
  7. Select one of the chart types from the Show Me tab. Tableau displays the chart type that you selected.

Using the CData Tableau Connector for QuickBooks POS with Tableau, you can easily create robust visualizations and reports on QuickBooks POS data. Download a free, 30-day trial and get started today.