Visualize SQL Analysis Services Data in Tableau

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

The CData ODBC drivers offer unmatched performance for interacting with live SQL Analysis Services data in Tableau due to optimized data processing built into the driver. When you issue complex SQL queries from Tableau to SQL Analysis Services, the driver pushes supported SQL operations, like filters and aggregations, directly to SQL Analysis Services 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 SQL Analysis Services data using native Tableau data types.

Connect to SQL Analysis Services 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.

To connect, provide authentication and set the Url property to a valid SQL Server Analysis Services endpoint. You can connect to SQL Server Analysis Services instances hosted over HTTP with XMLA access. See the Microsoft documentation to configure HTTP access to SQL Server Analysis Services.

To secure connections and authenticate, set the corresponding connection properties, below. The data provider supports the major authentication schemes, including HTTP and Windows, as well as SSL/TLS.

• HTTP Authentication

  Set AuthScheme to "Basic" or "Digest" and set User and Password. Specify other authentication values in CustomHeaders.

• Windows (NTLM)

  Set the Windows User and Password and set AuthScheme to "NTLM".

• Kerberos and Kerberos Delegation

  To authenticate with Kerberos, set AuthScheme to NEGOTIATE. To use Kerberos delegation, set AuthScheme to KERBEROSDELEGATION. If needed, provide the User, Password, and KerberosSPN. By default, the data provider attempts to communicate with the SPN at the specified Url.

• SSL/TLS:

  By default, the data provider attempts to negotiate SSL/TLS by checking the server's certificate against the system's trusted certificate store. To specify another certificate, see the SSLServerCert property for the available formats.

You can then access any cube as a relational table: When you connect the data provider retrieves SSAS metadata and dynamically updates the table schemas. Instead of retrieving metadata every connection, you can set the CacheLocation property to automatically cache to a simple file-based store.

See the Getting Started section of the CData documentation, under Retrieving Analysis Services Data, to execute SQL-92 queries to the cubes.

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 SQL Analysis Services Data to a Dashboard

1. Click Connect to Data -> More Servers -> Other Databases (ODBC).
   Select the CData Data Source Name (for example: CData SSAS 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 Adventure_Works 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 Fiscal_Year 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 Sales_Amount column in the Measures field onto the Detail and Color buttons. Tableau executes the following query:

   SELECT Fiscal_Year, SUM(Sales_Amount) FROM Adventure_Works GROUP BY Fiscal_Year

   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 Sales_Amount 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 SQL Analysis Services, you get live connectivity to your SQL Analysis Services data, allowing you to build real-time charts, graphs, and more.