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Build Sugar CRM Visualizations in Tableau Online

Use the CData Cloud Hub to create a virtual MySQL Database for Sugar CRM data and build visualizations in Tableau Online.

Tableau Online is an analytics platform fully hosted in the cloud. When paired with the CData Cloud Hub, you get instant, cloud-to-cloud access to Sugar CRM data for visualizations, dashboards, and more. This article shows how to use a MySQL client to create a virtual database for Sugar CRM and build visualizations from Sugar CRM data in Tableau Online.

The CData Cloud Hub provides a pure MySQL, cloud-to-cloud interface for Sugar CRM, allowing you to easily build visualizations from live Sugar CRM data in Tableau Online without installing connectors or publishing worksheets and data sources from Tableau Desktop. As you build visualizations, Tableau Online generates SQL queries to gather data. Using optimized data processing out of the box, the CData Cloud Hub pushes all supported SQL operations (filters, JOINs, etc) directly to Sugar CRM, leveraging server-side processing to quickly return Sugar CRM data.

Create a Virtual MySQL Database for Sugar CRM Data

CData Cloud Hub uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

  1. Login to Cloud Hub and click Databases.
  2. Select "Sugar CRM" from Available Data Sources.
  3. Enter the necessary authentication properties to connect to Sugar CRM.

    The User and Password properties, under the Authentication section, must be set to valid SugarCRM user credentials. This will use the default OAuth token created to allow client logins. OAuthClientId and OAuthClientSecret are required if you do not wish to use the default OAuth token.

    You can generate a new OAuth consumer key and consumer secret in Admin -> OAuth Keys. Set the OAuthClientId to the OAuth consumer key. Set the OAuthClientSecret to the consumer secret.

    Additionally, specify the URL to the SugarCRM account.

    Note that retrieving SugarCRM metadata can be expensive. It is advised that you store the metadata locally as described in the "Caching Metadata" chapter of the help documentation.

  4. Click Test Database.
  5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

With the virtual database created, you are ready to build visualizations in Tableau Online.

Visualize Live Sugar CRM Data in Tableau Online

The steps below outline creating a new data source in Tableau Online based on the virtual Sugar CRM database in Cloud Hub and building a simple visualization from the data.

  1. Log into Tableau Online, select a project, and create a new workbook.
  2. In the new workbook, choose the MySQL Connector from the data wizard and fill in the values for your Cloud Hub instance.
  3. Select your newly created database and the table(s) you wish to visualize (defining relationships for JOINed tables as needed).
  4. Select Dimensions and Measures and configure your visualization.

SQL Access to Sugar CRM Data from Cloud Applications

At this point, you have a direct, cloud-to-cloud connection to live Sugar CRM data from your Tableau Online workbook. You can create new visualizations, build dashboards, and more, with no need to publish data sources and workbooks from Tableau Desktop. For more information on gaining SQL access to data from more than 100 SaaS, Big Data, and NoSQL sources from cloud applications like Tableau Online, refer to our Cloud Hub page.