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

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

Connect to ServiceNow in Tableau

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

ServiceNow uses the OAuth 2.0 authentication standard. To authenticate using OAuth, you will need to register an OAuth app with ServiceNow to obtain the OAuthClientId and OAuthClientSecret connection properties. In addition to the OAuth values, you will need to specify the Instance, Username, and Password connection properties.

See the "Getting Started" chapter in the help documentation for a guide on connecting to ServiceNow.

Discover Schemas and Query Data

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