Ready to get started?

Learn more about the CData Tableau Connector for UPS or download a free trial:

Download Now

Publish UPS-Connected Dashboards in Tableau Server

Use the CData Tableau Connector for UPS and Tableau Server to visualize live UPS data.

Tableau Server is a visual analytics platform transforming the way businesses use data to solve problems. When paired with the CData Tableau Connector for UPS, you get access to live UPS data within Tableau Server. This article shows how to connect to UPS in Tableau Desktop, publish a Data Source to Tableau Server, and build a simple chart on that data.

The CData Tableau Connectors enable high-speed access to live UPS data in Tableau Server. Once you install the connector, you simply authenticate with UPS and you can immediately start building responsive, dynamic visualizations and dashboards. By surfacing UPS data using native Tableau data types and handling complex filters, aggregations, & other operations automatically, CData Tableau Connectors grant seamless access to UPS data.

NOTE: The CData Tableau Connectors require Tableau 2020.3 or higher. If you are using an older version of Tableau, you will need to use the CData JDBC Driver for UPS. If you wish to connect to UPS data in Tableau Online, you will need to use CData CloudHub.

Enable Connectivity to UPS in Tableau Server

Start by installing the CData Tableau Connector on the machine hosting Tableau Server and on a machine with Tableau Desktop.

  1. On the server machine, copy cdata.ups.taco and cdata.tableau.ups.lic (typically found in C:\Program Files\CData\CData Tableau Connector for UPS\lib\
  2. Place the copies in the Tableau Server Connectors folder (C:\ProgramData\Tableau\Tableau Server\data absvc\vizqlserver\Connectors)
  3. Restart Tableau Server

Connect to UPS in Tableau Desktop

Once the connectors are installed on the Server machine, we can configure a connection to UPS in Tableau Desktop and publish a UPS-based Data Source to Tableau Server.

  1. Open Tableau Desktop
  2. Click More under Connect -> To a Server
  3. Select "UPS by CData"
  4. Configure the connection and click "Sign In."

The driver uses five pieces of information in order to authenticate its actions with the UPS service.

  • Server: This controls the URL where the requests should be sent. Common testing options for this are: https://wwwcie.ups.com/ups.app/xml and https://wwwcie.ups.com/webservices
  • AccessKey: This is an identifier that is required to connect to a UPS Server. This value will be provided to you by UPS after registration.
  • UserId: This value is used for logging into UPS. This value is the one you chose to login with when registering for service with UPS.
  • Password: This value is used for logging into UPS. This value is the one you chose to login with when registering for service with UPS.
  • AccountNumber: This is a valid 6-digit or 10-digit UPS account number.
  • PrintLabelLocation: This property is required if one intends to use the GenerateLabels or GenerateReturnLabels stored procedures. This should be set to the folder location where generated labels should be stored.

Discover Schemas and Query Data

Once you establish the connection to UPS data, you can configure which entities to visualize.

  1. Select CData from the Database pull-down menu.
  2. Select UPS from the Schema pull-down menu.
  3. Drag the tables and views you wish to visualize onto the join area. You can include multiple tables.
  4. Select Update Now or Automatically Update. Update Now lets you preview the first 10,000 rows of the data source (or enter the number of rows you want to see in the Rows text box). Automatically Update auto-loads the changes in the preview area.

Publish Data to Tableau Server

After you configure the data you wish to visualize, you can publish the Data Source to a Tableau Server instance. In Tableau Desktop:

  1. Click Server -> Sign In
  2. Enter the URL for your Tableau Server
  3. Authenticate with Tableau Server credentials
  4. Click Server -> Publish Data Source and select your data source
  5. Click Publish
  6. Select the Project, name the Data Source, and optionally add a description
  7. Click Publish

Visualize UPS Data in Tableau Server

With the Data Source published to Tableau Server, you are ready to visualize UPS data.

  1. Login to your Tableau Server instance
  2. Select the Project where you published the Data Source
  3. Click the published Data Source
  4. Click New Workbook
  5. In the workbook, UPS fields are listed as Dimensions and Measures, depending on the data type. The CData Tableau Connector discovers data types automatically, allowing you to leverage the powerful data processing and visualization features of Tableau.
  6. Drag a field from the Dimensions or Measures area to Rows or Columns. Tableau creates column or row headers.
  7. Select one of the chart types from the Show Me tab. Tableau displays the chart type that you selected.

Using the CData Tableau Connector for UPS with Tableau Server, you can easily create robust visualizations and reports on UPS data. Download a free, 30-day trial and get started today.