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Get the Report →Visualize Live Tableau CRM Analytics Data in Power BI (via CData Connect Cloud)
Use the CData Power BI Connector and CData Connect Cloud to integrate live Tableau CRM Analytics data into custom reports in Power BI.
Power BI transforms your company's data into rich visuals for you to collect and organize so you can focus on what matters to you. When paired with CData Connect Cloud, you get access to Tableau CRM Analytics data for visualizations, dashboards, and more. This article shows how to use CData Connect to create a live connection to Tableau CRM Analytics, connect to Tableau CRM Analytics data from Power BI and then create reports on Tableau CRM Analytics data in Power BI.
Configure Tableau CRM Analytics Connectivity for Power BI
Connectivity to Tableau CRM Analytics from Power BI is made possible through CData Connect Cloud. To work with Tableau CRM Analytics data from Power BI, we start by creating and configuring a Tableau CRM Analytics connection.
- Log into Connect Cloud, click Connections and click Add Connection
- Select "Tableau CRM Analytics" from the Add Connection panel
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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.
- Click Create & Test
- Navigate to the Permissions tab in the Add Tableau CRM Analytics Connection page and update the User-based permissions.
With the connection configured, you are ready to connect to Tableau CRM Analytics data from Power BI.
Query Tableau CRM Analytics Tables
Follow the steps below to build a query to pull Tableau CRM Analytics data into the report:
- Open Power BI Desktop and click Get Data -> Online Services -> CData Connect Cloud and click "Connect"
- Click "Sign in" and authenticate with your CData Connect Cloud account
- After signing in, click "Connect"
- Select tables in the Navigator dialog
- Click Load to establish the connection to your Tableau CRM Analytics data from Power BI
Create Tableau CRM Analytics Data Visualizations
After connecting to the data into Power BI, you can create data visualizations in the Report view by dragging fields from the Fields pane onto the canvas. Select the dimensions and measures you wish to visualize along with the chart type.
Click Refresh to synchronize your report with any changes to the data.
Live Access to Tableau CRM Analytics Data from Data Applications
With CData Connect Cloud you have a direct connection to Tableau CRM Analytics data from Power BI. You can import more data, create new visualizations, build reports, and more — all without replicating Tableau CRM Analytics data.
To get SQL data access to 100+ SaaS, Big Data, and NoSQL sources (including Tableau CRM Analytics) directly from your on-premise BI, reporting, ETL and other data applications, visit the CData Connect page and start a free trial.