Build Sage X3 Cloud Visualizations in Tableau Desktop

Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use CData Connect AI to connect to live Sage X3 Cloud data and build visualizations in Tableau.

Tableau is a visual analytics platform transforming the way businesses use data to solve problems. When paired with CData Connect AI, you get instant, cloud-to-cloud access to Sage X3 Cloud data for visualizations, dashboards, and more. This article shows how to connect to Sage X3 Cloud and build visualizations from Sage X3 Cloud data in Tableau.

CData Connect AI provides a pure SQL Server, cloud-to-cloud interface for Sage X3 Cloud, allowing you to easily build visualizations from live Sage X3 Cloud data in Tableau without installing connectors. As you build visualizations, Tableau generates SQL queries to gather data. Using optimized data processing out of the box, CData Connect AI pushes all supported SQL operations (filters, JOINs, etc) directly to Sage X3 Cloud, leveraging server-side processing to quickly return Sage X3 Cloud data.

Configure Sage X3 Cloud Connectivity for Tableau

Connectivity to Sage X3 Cloud from Tableau is made possible through CData Connect AI. To work with Sage X3 Cloud data from Tableau, we start by creating and configuring a Sage X3 Cloud connection.

  1. Log into Connect AI, click Sources, and then click Add Connection
    2. Adding a Connection
  2. Select "Sage X3 Cloud" from the Add Connection panel
    3. Selecting a data source
  3. Enter the necessary authentication properties to connect to Sage X3 Cloud.

    Sage X3 Cloud uses the OAuth 2.0 Client Credentials flow, and an X-API-Key is also required for API access. Set AuthScheme to OAuth and specify the following connection properties:

    • URL: The base URL of your Sage X3 Cloud instance.
    • OAuthAccessTokenUrl: The OAuth token endpoint (e.g., https://your-auth-domain/oauth/token).
    • OAuthClientId: Your OAuth application client ID.
    • OAuthClientSecret: Your OAuth application client secret.
    • Audience: The API audience value for the token request.
    • XAPIKey: The X-API-Key provided by your Sage X3 Cloud administrator.
    • Folder: The Sage X3 folder name (e.g., SEED). This folder is used as the default schema.
    • Folders (optional): A comma-separated list of Sage X3 folders (e.g., SEED,PERF). Each folder is exposed as a separate schema, so you can query across folders with the Schema.Table syntax.

    The driver obtains an access token with the Client Credentials flow and sends it with the X-API-Key on every API request. With InitiateOAuth set to GETANDREFRESH (the default), the driver acquires and refreshes the token automatically.

    Configuring a connection (Salesforce is shown)
  4. Click Save & Test
  5. Navigate to the Permissions tab in the Add Sage X3 Cloud Connection page and update the User-based permissions. Updating permissions

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

  1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
  2. On the Settings page, go to the Access Tokens section and click Create PAT.
  3. Give the PAT a name and click Create. Creating a new PAT
  4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to Sage X3 Cloud data from Tableau.

Visualize Live Sage X3 Cloud Data in Tableau

To establish a connection from Tableau Desktop to the CData Connect AI Virtual SQL Server, follow these steps.

  1. In Tableau Desktop, open a new book. Under To a Server, select More, then Microsoft SQL Server. Selecting Microsoft SQL Server as the connection type.
  2. Enter your credentials:
    • Server: enter the Virtual SQL Server endpoint and port separated by a comma: tds.cdata.com,14333
    • Database: enter the Connection Name of the CData Connect AI data source you want to connect to (for example, SageX3Cloud1).
    • Authentication: select Use a specific username and password.
    • Username: enter your CData Connect AI username. This is displayed in the top-right corner of the CData Connect AI interface. For example, [email protected].
    • Password: enter the PAT you previously generated.
    • Require SSL: leave this selected.
    Configuring the connection to the Virtual SQL Server API.
  3. Click Sign In.
  4. Select the Database (Connect AI connection) you wish to work with and opt for a Live or Extract Connection type.
  5. Select the table(s) you wish to visualize. If you select multiple tables, define the relationship between the tables using the appropriate columns. Selecting tables to visualize (Salesforce is shown)
  6. Select the fields to visualize. Visualizing live data (Salesforce is shown).

Real-Time Access to Sage X3 Cloud Data from Data Applications

At this point, you have a direct, cloud-to-cloud connection to live Sage X3 Cloud data from your Tableau workbook. You can create new visualizations, build dashboards, and more. For more information on gaining live access to data from more than 100 SaaS, Big Data, and NoSQL sources from applications like Tableau, refer to our Connect AI page.

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