Build Tableau CRM Analytics-Connected Dashboards in Redash

Redash lets you connect and query your data sources, build dashboards to visualize data and share them with your company. When paired with CData Connect Server, you get instant, cloud-to-cloud access to Tableau CRM Analytics data for visualizations, dashboards, and more. This article shows how to create a virtual database for Tableau CRM Analytics and build visualizations from Tableau CRM Analytics data in Redash.

CData Connect Server provides a pure SQL Server interface for Tableau CRM Analytics, allowing you to easily build reports from live Tableau CRM Analytics data in Redash — without replicating the data to a natively supported database. As you build visualizations, Redash generates SQL queries to gather data. Using optimized data processing out of the box, CData Connect Server 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.

Create a Virtual SQL Server Database for Tableau CRM Analytics Data

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

1. Login to Connect Server and click Connections.
2. Select "Tableau CRM Analytics" from Available Data Sources.
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 Save Changes
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 connect to Tableau CRM Analytics data from Redash.

Visualize Tableau CRM Analytics Data in Redash

The steps below outline creating a new data source in Redash based on the virtual Tableau CRM Analytics database in Connect Server and building a simple visualization from the data.

Create a New Data Source

1. Log into Redash, click on your profile and click "Data Sources"
2. Click the " New Data Source" button
3. Select "Microsoft SQL Server" as the Data Source Type
4. On the configuration tab, set the following properties:
   • Name: Name the data source (e.g. Tableau CRM Analytics (CData Connect))
   • Host: The full URL to your CData Connect instance (e.g. https://connect_server_url)
   • Port: The port of the CData Connect SQL Server endpoint (e.g. 1433)
   • User: A CData Connect user
   • Password: The password for the above user
   • Database name: The name of the virtual database for Tableau CRM Analytics (e.g. TableauCRM1)
   • Click the checkbox to Use SSQL
5. Click Create
6. Click the "Test Connection" button to ensure you have configured the connection properly

With the new Data Source created, we are ready to visualize our Tableau CRM Analytics data.

Create a Tableau CRM Analytics Data Visualization

1. Click Create -> New Query
2. Select the newly created Data Source (you can explore the data structure in the New Query wizard)
3. Write a SQL statement to retrieve the data, for example:
   SELECT Name, CloseDate FROM Dataset_Opportunity
4. Click the "Execute" button to load Tableau CRM Analytics data into Redash via CData Connect
5. Use the Visualization Editor to create and analyze graphs from Tableau CRM Analytics data
6. You can schedule the query to refresh and update the visualization periodically

SQL Access to Tableau CRM Analytics Data from Cloud Applications

At this point, you have a direct, cloud-to-cloud connection to Tableau CRM Analytics data from Redash. You can create new visualizations, build dashboards, and more. For more information on gaining SQL access to data from more than 100 SaaS, Big Data, and NoSQL sources from cloud applications like Redash, refer to our Connect Server page.