Analyze Tableau CRM Analytics Data in Infragistics Reveal

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Use CData Connect Cloud to create on OData API on top of Tableau CRM Analytics data and visualize live Tableau CRM Analytics data in Infragistics Reveal.

Reveal is a data visualization solution provided by Infragistics and can be paired with CData Connect Cloud to build dynamic dashboards from live Tableau CRM Analytics data. CData Connect Cloud creates a live connection to Tableau CRM Analytics and can be used to generate an OData API (natively supported in Reveal) for Tableau CRM Analytics. In this article, we walk through connecting to Tableau CRM Analytics in Connect Cloud and connecting to Connect Cloud from Infragistics Reveal to create a simple dashboard.

Configuring Connect Cloud

To work with live Tableau CRM Analytics data in Infragistics Reveal, we need to connect to Tableau CRM Analytics from Connect Cloud, provide user access to the connection, and create OData endpoints for the Tableau CRM Analytics data.

(Optional) Add a New Connect Cloud User

As needed, create Users to connect to Tableau CRM Analytics through Connect Cloud.

  1. Navigate to the Users page and click Invite Users
  2. Enter the new user's email address and click Send to invite the user
  3. You can review and edit users from the Users page

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. Oa 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.

Connect to Tableau CRM Analytics from Connect Cloud

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

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

    Tableau CRM Analytics uses the OAuth 2 authentication standard. You will need to obtain the OAuthClientId and OAuthClientSecret by registering an app with Tableau CRM Analytics.

    See the Getting Started section of the Help documentation for an authentication guide.

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

Add Tableau CRM Analytics OData Endpoints in Connect Cloud

After connecting to Tableau CRM Analytics, create OData Endpoints for the desired table(s).

  1. Navigate to the OData page and click Add to create new OData endpoints
  2. Select the Tableau CRM Analytics connection (e.g. TableauCRM1) and click Next
  3. Select the table(s) you wish to work with and click Confirm

With the connection and OData endpoints configured, you are ready to connect to Tableau CRM Analytics data from Infragistics Reveal.

Create a Dashboard in Reveal

With Connect Cloud configured, we can visualize Tableau CRM Analytics data in Reveal.

  1. Log into Reveal and click Dashboards -> New
  2. Click Data Sources -> OData Feed
  3. Specify the Connect Cloud OData API endpoint URL (found on the OData page): https://cloud.cdata.com/api/odata/service
  4. Select Generic Credentials and
    • Set Username to a Connect Cloud username (e.g. user@mydomain.com)
    • Set Password to the PAT for the user
  5. Select the entity you wish to visualize
  6. Select fields and choose a chart type

More Information & Free Trial

At this point, you have created a simple dashboard from live Tableau CRM Analytics data. For more information on creating OData feeds from Tableau CRM Analytics (and more than 100 other sources), visit the Connect Cloud page. Sign up for a free trial and start working live Tableau CRM Analytics data in tools that consume OData APIs.