Visualize Live Sage X3 Cloud 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 Sage X3 Cloud, you can easily get access to live Sage X3 Cloud data within Tableau. This article shows how to connect to Sage X3 Cloud in Tableau and build a simple chart.

The CData Tableau Connectors enable high-speed access to live Sage X3 Cloud data in Tableau. Once you install the connector, you simply authenticate with Sage X3 Cloud and you can immediately start building responsive, dynamic visualizations and dashboards. By surfacing Sage X3 Cloud data using native Tableau data types and handling complex filters, aggregations, & other operations automatically, CData Tableau Connectors grant seamless access to Sage X3 Cloud 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. If you wish to connect to Sage X3 Cloud data in Tableau Cloud, you will need to use CData Connect AI.

Connect to Sage X3 Cloud in Tableau

Open Tableau and click More under Connect -> To a Server. Select "Sage X3 Cloud by CData," then configure the connection and click "Sign In."

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.

Discover Schemas and Query Data

1. Select CData from the Database pull-down menu.
2. Select SageX3Cloud 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 X3 Cloud with Tableau, you can easily create robust visualizations and reports on Sage X3 Cloud data. Download a free, 30-day trial and get started today.