Visualize SAP Ariba Source Data in Tableau

The CData ODBC Driver for SAP Ariba Source enables you to access live SAP Ariba Source data in business intelligence tools like Tableau. In this article, you will integrate SAP Ariba Source data into a dashboard that reflects changes to SAP Ariba Source data in real time.

The CData ODBC drivers offer unmatched performance for interacting with live SAP Ariba Source data in Tableau due to optimized data processing built into the driver. When you issue complex SQL queries from Tableau to SAP Ariba Source, the driver pushes supported SQL operations, like filters and aggregations, directly to SAP Ariba Source and utilizes the embedded SQL engine to process unsupported operations (often SQL functions and JOIN operations) client-side. With built-in dynamic metadata querying, you can visualize and analyze SAP Ariba Source data using native Tableau data types.

Connect to SAP Ariba Source as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

In order to connect with SAP Ariba Source, set the following:

• API: Specify which API you would like the provider to retrieve SAP Ariba data from. Select the Supplier, Sourcing Project Management, or Contract API based on your business role (possible values are SupplierDataAPIWithPaginationV4, SourcingProjectManagementAPIV2, or ContractAPIV1).
• DataCenter: The data center where your account's data is hosted.
• Realm: The name of the site you want to access.
• Environment: Indicate whether you are connecting to a test or production environment (possible values are TEST or PRODUCTION).

If you are connecting to the Supplier Data API or the Contract API, additionally set the following:

• User: Id of the user on whose behalf API calls are invoked.
• PasswordAdapter: The password associated with the authenticating User.

If you're connecting to the Supplier API, set ProjectId to the Id of the sourcing project you want to retrieve data from.

Authenticating with OAuth

After setting connection properties, you need to configure OAuth connectivity to authenticate.

• Set AuthScheme to OAuthClient.
• Register an application with the service to obtain the APIKey, OAuthClientId and OAuthClientSecret.

  For more information on creating an OAuth application, refer to the Help documentation.

Automatic OAuth

After setting the following, you are ready to connect:

APIKey: The Application key in your app settings. OAuthClientId: The OAuth Client Id in your app settings. OAuthClientSecret: The OAuth Secret in your app settings.

When you connect, the provider automatically completes the OAuth process:

1. The provider obtains an access token from SAP Ariba and uses it to request data.
2. The provider refreshes the access token automatically when it expires.
3. The OAuth values are saved in memory relative to the location specified in OAuthSettingsLocation.

When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

Add SAP Ariba Source Data to a Dashboard

1. Click Connect to Data -> More Servers -> Other Databases (ODBC).
   Select the CData Data Source Name (for example: CData SAPAribaSource Source).
2. In the Database menu, select CData.
3. In the Table box, enter a table name or click New Custom SQL to enter an SQL query. This article retrieves the Vendors table.
4. Drag the table onto the join area. At this point, you can include multiple tables, leveraging the built-in SQL engine to process complex data requests.
5. In the Connection menu, select the Live option, so that you skip loading a copy of the data into Tableau and instead work on real-time data. The optimized data processing native to CData ODBC drivers enables unmatched performance in live connectivity.
6. Click the tab for your worksheet. Columns are listed as Dimensions and Measures, depending on the data type. The CData driver discovers data types automatically, allowing you to leverage the powerful data processing and visualization features of Tableau.
7. Drop the SMVendorID column in the Dimensions pane onto the dashboard. When you select dimensions, Tableau builds a query to the driver. The results are grouped based on that dimension. In Tableau, the raw query is automatically modified as you select dimensions and measures.

8. Drag the Category column in the Measures field onto the Detail and Color buttons. Tableau executes the following query:

   SELECT SMVendorID, SUM(Category) FROM Vendors GROUP BY SMVendorID

   When you select a measure, Tableau executes a command to the driver to calculate a summary function, such as SUM, AVG, etc., on the grouped values. The SQL engine (embedded within the driver) is leveraged to process the aggregation of the data, where needed, providing a seamless experience in Tableau, regardless of the data source.

   To change the summary function, open the Category menu and select the summary you want in the Measure command.

9. You can create other charts using dimensions and measures to build SQL queries visually:

With the CData ODBC Driver for SAP Ariba Source, you get live connectivity to your SAP Ariba Source data, allowing you to build real-time charts, graphs, and more.