Create Tableau CRM Analytics-Connected Enterprise Applications in OutSystems

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Use CData Connect Cloud to connect to Tableau CRM Analytics from OutSystems and build custom enterprise apps using live Tableau CRM Analytics data.

OutSystems is a low-code platform which provides the tools for companies to developer, deploy, and manage omnichannel enterprise applications. When paired with CData Connect Cloud, you get instant, cloud-to-cloud access to Tableau CRM Analytics data for business applications. This article shows how to create a virtual database for Tableau CRM Analytics in Connect Cloud and build a simple app from Tableau CRM Analytics data in OutSystems.

The CData Connect Cloud provides a pure cloud-to-cloud interface for Tableau CRM Analytics, allowing you to build reports from live Tableau CRM Analytics data in OutSystems — without replicating the data to a natively supported database. As you create applications to work with data, OutSystems 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 Tableau CRM Analytics, leveraging server-side processing to quickly return the requested Tableau CRM Analytics data.

Connect to Tableau CRM Analytics in 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 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.

With the connection configured, you are ready to connect to Tableau CRM Analytics data from OutSystems.

Connect to Tableau CRM Analytics in OutSystems

The steps below outline connecting to CData Connect Cloud from OutSystems to create a new Tableau CRM Analytics database connection.

  1. Open OutSystems Service Studio
  2. Click the gear icon to open Environment Management in the Service Center
  3. Click Administration and select "Database Connections"
  4. Click "New Database Connection"
  5. Configure the database connection:
    • Name: name the connection (e.g. CData Connect Cloud Tableau CRM Analytics)
    • DBMS: SQL Server / Azure SQL
    • Username: a Connect Cloud user (e.g. user@mydomain.com)
    • Password: the PAT for the Connect Cloud user
    • Server: tds.cdata.com,14333
    • Schema: the name of your Tableau CRM Analytics connection (e.g. TableauCRM1)
  6. Click "Test Connection"
  7. Click "Create"

Map Tableau CRM Analytics Tables or Views to Entities in an Extension Module

Once you create the database connection for Tableau CRM Analytics, you can create an extension that maps the tables or views to OutSystems entities. If you have not already done so, create an Application in Service Studio.

  1. Open the Service Studio and open the existing Application
  2. Click "Add Module," set the "Module Name" (e.g. tableaucrm_db_extension), set "Module Type" to "Extension," and click "Create Module"
  3. In Integration Studio, connect to your environment
  4. Right-click "Entities" in the extension tree and select "Connect to External Table or View..."
  5. Follow the steps in the wizard, selecting the tables and views you wish to work with
  6. In the Integration Studio, click "1-Click Publish"
  7. In the "1-Click Publish" wizard, click "Configure" when the process completes
    • In the Service Center, associate the logical database name of the extension to the database connection that the extension will use and click "Apply"
  8. In your application, click "Manage Dependencies..."
  9. Add a dependency to the Extension and select the Entities that you will use in your application

At this point, you can access and work with Tableau CRM Analytics data just like you would with the standard OutSystems entities.

More Information & Free Trial

With Connect Cloud and OutSystems, you can easily build Tableau CRM Analytics-connected applications. Request a free trial of Connect Cloud and start working with Tableau CRM Analytics data in OutSystems today.