Build TaxJar Visualizations in Tableau Online

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CData Connect



Use CData Connect Cloud to create a virtual SQL Server Database for TaxJar data and build visualizations in Tableau Online.

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

CData Connect Cloud provides a pure SQL Server, cloud-to-cloud interface for TaxJar, allowing you to easily build visualizations from live TaxJar data in Tableau Online without installing connectors or publishing worksheets and data sources from Tableau Desktop. As you build visualizations, Tableau Online 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 TaxJar, leveraging server-side processing to quickly return TaxJar data.

Create a Virtual SQL Server Database for TaxJar Data

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

  1. Login to Connect Cloud and click Databases.
  2. Select "TaxJar" from Available Data Sources.
  3. Enter the necessary authentication properties to connect to TaxJar.

    To authenticate to the TaxJar API, you will need to first obtain the API Key from the TaxJar UI.

    NOTE: the API is available only for Professional and Premium TaxJar plans.

    If you already have a Professional or Premium plan you can find the API Key by logging in the TaxJar UI and navigating to Account -> TaxJar API. After obtaining the API Key, you can set it in the APIKey connection property.

    Additional Notes

    • By default, the CData connector will retrieve data of the last 3 months in cases where the entity support date range filtering. You can set StartDate to specify the minimum creation date of the data retrieved.
    • If the API Key has been created for a sandbox API account please set UseSandbox to true, but not all endpoints will work as expected. For more information, refer to the TaxJar developer documentation.
  4. Click Test Database.
  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 build visualizations in Tableau Online.

Visualize Live TaxJar Data in Tableau Online

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

  1. Log into Tableau Online, select a project, 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.
    NOTE: Be sure to check the "Require SSL" checkbox.
  3. Select your newly created database and the table(s) you wish to visualize (defining relationships for JOINed tables as needed).
  4. Select Dimensions and Measures and configure your visualization.

SQL Access to TaxJar Data from Cloud Applications

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