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Build QuickBooks Visualizations in Tableau Online

Use CData Connect Cloud to create a virtual MySQL Database for QuickBooks 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 QuickBooks data for visualizations, dashboards, and more. This article shows how to create a virtual database for QuickBooks and build visualizations from QuickBooks data in Tableau Online.

CData Connect Cloud provides a pure MySQL, cloud-to-cloud interface for QuickBooks, allowing you to easily build visualizations from live QuickBooks 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 QuickBooks, leveraging server-side processing to quickly return QuickBooks data.

Create a Virtual MySQL Database for QuickBooks 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 "QuickBooks" from Available Data Sources.
  3. 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 QuickBooks Data in Tableau Online

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

At this point, you have a direct, cloud-to-cloud connection to live QuickBooks 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.