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Visualize Live Sage 50 UK Data in Tableau

Use the CData Tableau Connector for Sage 50 UK and Tableau Desktop to visualize live Sage 50 UK 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 50 UK, you can easily get access to live Sage 50 UK data within Tableau. This article shows how to connect to Sage 50 UK in Tableau and build a simple chart.

The CData Tableau Connectors enable high-speed access to live Sage 50 UK data in Tableau. Once you install the connector, you simply authenticate with Sage 50 UK and you can immediately start building responsive, dynamic visualizations and dashboards. By surfacing Sage 50 UK data using native Tableau data types and handling complex filters, aggregations, & other operations automatically, CData Tableau Connectors grant seamless access to Sage 50 UK 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 50 UK. If you wish to connect to Sage 50 UK data in Tableau Online, you will need to use CData CloudHub.

Connect to Sage 50 UK in Tableau

Open Tableau and click More under Connect -> To a Server. Select "Sage 50 UK by CData," then configure the connection and click "Sign In."

Note: Only Sage 50 UK 2012 and above are supported.

The User and Password properties, under the Connection section, must be set to valid Sage 50 UK user credentials. These values will be the same used to log in to the Sage 50 UK software.

Additionally, the URL property, under the Connection section, will need to be set to the address of the company dataset desired. To obtain the address, do the following:

  1. If you have not already done so, open the Sage 50 UK software.
  2. Click Tools -> Internet Options.
  3. Select the SData Settings tab.
  4. Click the Details button next to Sage 50 Accounts. A window is displayed containing a list of company names along with the address to their corresponding datasets.
  5. Set the URL property to the value in the address field next to the company desired.

Discover Schemas and Query Data

  1. Select CData from the Database pull-down menu.
  2. Select Sage50UK 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 50 UK with Tableau, you can easily create robust visualizations and reports on Sage 50 UK data. Download a free, 30-day trial and get started today.