Build Sybase Visualizations in Tableau Cloud

Tableau Cloud is an analytics platform fully hosted in the cloud. When paired with CData Connect Cloud, you get instant, cloud-to-cloud access to Sybase data for visualizations, dashboards, and more. This article shows how to connect to Sybase and build visualizations from Sybase data in Tableau Cloud.

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

Configure Sybase Connectivity for Tableau Cloud

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

1. Log into Connect Cloud, click Connections and click Add Connection
2. Select "Sybase" from the Add Connection panel
3. Enter the necessary authentication properties to connect to Sybase.

   To connect to Sybase, specify the following connection properties:

   • Server: Set this to the name or network address of the Sybase database instance.
   • Database: Set this to the name of the Sybase database running on the specified Server.

   Optionally, you can also secure your connections with TLS/SSL by setting UseSSL to true.

   Sybase supports several methods for authentication including Password and Kerberos.

   Connect Using Password Authentication

   Set the AuthScheme to Password and set the following connection properties to use Sybase authentication.

   • User: Set this to the username of the authenticating Sybase user.
   • Password: Set this to the username of the authenticating Sybase user.

   Connect using LDAP Authentication

   To connect with LDAP authentication, configure Sybase server-side to use the LDAP authentication mechanism.

   After configuring Sybase for LDAP, you can connect using the same credentials as Password authentication.

   Connect Using Kerberos Authentication

   To leverage Kerberos authentication, begin by enabling it setting AuthScheme to Kerberos. See the Using Kerberos section in the Help documentation for more information on using Kerberos authentication.

   You can find an example connection string below: Server=MyServer;Port=MyPort;User=SampleUser;Password=SamplePassword;Database=MyDB;Kerberos=true;KerberosKDC=MyKDC;KerberosRealm=MYREALM.COM;KerberosSPN=server-name

4. Click Create & Test
5. Navigate to the Permissions tab in the Add Sybase Connection page and update the User-based permissions.

Add a Personal Access Token

If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.

1. Click on your username at the top right of the Connect Cloud app and click User Profile.
2. On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
3. Give your 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.

Configure Sybase Endpoints for Salesforce Connect

After connecting to Sybase, create a workspace and virtual dataset for your desired table(s).

1. Navigate to the Virtual Datasets page and click Add to create a new Workspace (or select an existing workspace).
2. Click Add to add new assets to the Workspace.
3. Select the Sybase connection (e.g. Sybase1) and click Next.
4. Select the table(s) you wish to work with and click Confirm.
5. Make note of the OData Service URL for your workspace, e.g. https://cloud.cdata.com/api/odata/{workspace_name}

With the connection and Workspace configured, you are ready to connect to Sybase data from Tableau Cloud.

Visualize Live Sybase Data in Tableau Cloud

The steps below outline creating a new data source in Tableau Cloud based on the virtual Sybase database in Connect Cloud and building a simple visualization from the data.

1. Log into Tableau Cloud, select a account, and create a new workbook.
2. In the new workbook, choose the Microsoft SQL Server Connector from the data wizard and fill in the values for your Connect Cloud instance.
   • Set Server to the OData URL for your Workspace, e.g. https://cloud.cdata.com/api/odata/MyWorkspace
   • Set Authentication to Username and Password
   • Set Username to your Connect Cloud username (e.g. [email protected])
   • Set Password to a PAT for the above user
   
3. Select your newly created database and the table(s) you wish to visualize (defining relationships for JOINad tables as needed).

4. Select Dimensions and Measures and configure your visualization.

Real-Time Access to Sybase Data from Cloud Applications

At this point, you have a direct, cloud-to-cloud connection to live Sybase data from your Tableau Cloud 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 live access to data from more than 100 SaaS, Big Data, and NoSQL sources from cloud applications like Tableau Cloud, refer to our Connect Cloud page.