Build SAS Data Sets Visualizations in Tableau Desktop

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 SAS Data Sets data for visualizations, dashboards, and more. This article shows how to connect to SAS Data Sets and build visualizations from SAS Data Sets data in Tableau.

CData Connect AI provides a pure SQL Server, cloud-to-cloud interface for SAS Data Sets, allowing you to easily build visualizations from live SAS Data Sets 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 SAS Data Sets, leveraging server-side processing to quickly return SAS Data Sets data.

Configure SAS Data Sets Connectivity for Tableau

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

1. Log into Connect AI, click Sources, and then click Add Connection

2. Select "SAS Data Sets" from the Add Connection panel

3. Enter the necessary authentication properties to connect to SAS Data Sets.

   Set the following connection properties to connect to your SAS DataSet files:

   Connecting to Local Files

   • Set the Connection Type to "Local." Local files support SELECT, INSERT, and DELETE commands.
   • Set the URI to a folder containing SAS files, e.g. C:\PATH\TO\FOLDER\.

   Connecting to Cloud-Hosted SAS DataSet Files

   While the driver is capable of pulling data from SAS DataSet files hosted on a variety of cloud data stores, INSERT, UPDATE, and DELETE are not supported outside of local files in this driver.

   Set the Connection Type to the service hosting your SAS DataSet files. A unique prefix at the beginning of the URI connection property is used to identify the cloud data store and the remainder of the path is a relative path to the desired folder (one table per file) or single file (a single table). For more information, refer to the Getting Started section of the Help documentation.

   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add SAS Data Sets Connection page and update the User-based 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.
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 SAS Data Sets data from Tableau.

Visualize Live SAS Data Sets 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.
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, SASDataSets1).
   • 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.
   
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.
6. Select the fields to visualize.

Real-Time Access to SAS Data Sets Data from Data Applications

At this point, you have a direct, cloud-to-cloud connection to live SAS Data Sets 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.