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Visualize Live Sage 300 Data in Tableau

Use the CData Tableau Connector for Sage 300 and Tableau Desktop to visualize live Sage 300 data.

Tableau is a visual analytics platform transforming the way businesses use data to solve problems. When paired with the CData Tableau Connector for Sage 300, you can easily get access to live Sage 300 data within Tableau. This article shows how to connect to Sage 300 in Tableau and build a simple chart.

The CData Tableau Connectors enable high-speed access to live Sage 300 data in Tableau. Once you install the connector, you simply authenticate with Sage 300 and you can immediately start building responsive, dynamic visualizations and dashboards. By surfacing Sage 300 data using native Tableau data types and handling complex filters, aggregations, & other operations automatically, CData Tableau Connectors grant seamless access to Sage 300 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 Sage 300. If you wish to connect to Sage 300 data in Tableau Online, you will need to use CData CloudHub.

Connect to Sage 300 in Tableau

Open Tableau and click More under Connect -> To a Server. Select "Sage 300 by CData," then configure the connection and click "Sign In."

Sage 300 requires some initial setup in order to communicate over the Sage 300 Web API.

  • Set up the security groups for the Sage 300 user. Give the Sage 300 user access to the option under Security Groups (per each module required).
  • Edit both web.config files in the /Online/Web and /Online/WebApi folders; change the key AllowWebApiAccessForAdmin to true. Restart the webAPI app-pool for the settings to take.
  • Once the user access is configured, click https://server/Sage300WebApi/ to ensure access to the web API.

Authenticate to Sage 300 using Basic authentication.

Connect Using Basic Authentication

You must provide values for the following properties to successfully authenticate to Sage 300. Note that the provider reuses the session opened by Sage 300 using cookies. This means that your credentials are used only on the first request to open the session. After that, cookies returned from Sage 300 are used for authentication.

  • Url: Set this to the url of the server hosting Sage 300. Construct a URL for the Sage 300 Web API as follows: {protocol}://{host-application-path}/v{version}/{tenant}/ For example, http://localhost/Sage300WebApi/v1.0/-/.
  • User: Set this to the username of your account.
  • Password: Set this to the password of your account.

Discover Schemas and Query Data

  1. Select CData from the Database pull-down menu.
  2. Select Sage300 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 Sage 300 with Tableau, you can easily create robust visualizations and reports on Sage 300 data. Download a free, 30-day trial and get started today.