Visualize Live Reckon Accounts Hosted Data in Tableau

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

The CData Tableau Connectors enable high-speed access to live Reckon Accounts Hosted data in Tableau. Once you install the connector, you simply authenticate with Reckon Accounts Hosted and you can immediately start building responsive, dynamic visualizations and dashboards. By surfacing Reckon Accounts Hosted data using native Tableau data types and handling complex filters, aggregations, & other operations automatically, CData Tableau Connectors grant seamless access to Reckon Accounts Hosted 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 Tableau Connector for Reckon Accounts Hosted. If you wish to connect to Reckon Accounts Hosted data in Tableau Cloud, you will need to use CData Connect.

Connect to Reckon Accounts Hosted in Tableau

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

The connector makes requests to Reckon Accounts Hosted through OAuth. Specify the following connection properties:

• SubscriptionKey: Required. You get this value when you created your developer account.
• CountryVersion: Defaults to 2021.R2.AU.
• CompanyFile: Required. The path to the company file.
• User: Required. The username of the company file.
• Password: Required. The password of the company file.
• InitiateOAuth: Set this to GETANDREFRESH to let the driver handle access tokens.
• CallbackURL: The redirectURI of your Custom OAuth App.
• OAuthClientId: The client id of your Custom OAuth App.
• OAuthClientSecret: The client secret of your Custom OAuth App.

CData provides an embedded OAuth application that simplifies OAuth desktop authentication. See the Help documentation for information on other OAuth authentication methods (web, headless, etc.), creating custom OAuth applications, and reasons for doing so.

Discover Schemas and Query Data

1. Select CData from the Database pull-down menu.
2. Select ReckonAccountsHosted 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 Reckon Accounts Hosted with Tableau, you can easily create robust visualizations and reports on Reckon Accounts Hosted data. Download a free, 30-day trial and get started today.