Establish a Live Connection with Webflow Data using Tableau Bridge

The Tableau Bridge enables you to publish dashboards to Tableau Cloud while maintaining live connectivity with any data source. In this article, you will use the Tableau Bridge to maintain data freshness in a published workbook by listening for changes in the underlying Webflow data.

The CData ODBC drivers offer unmatched performance for interacting with live Webflow data in Tableau Cloud due to optimized data processing built into the driver. When you issue complex SQL queries from Tableau Cloud to Webflow, the driver pushes supported SQL operations, like filters and aggregations, directly to Webflow and utilizes the embedded SQL engine to process unsupported operations (often SQL functions and JOIN operations) client-side. With built-in dynamic metadata querying, you can visualize and analyze Webflow data using native Tableau data types.

Connect to Webflow as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

Authentication

Webflow uses OAuth 2.0 authentication to ensure secure access to sites, CMS collections, e-commerce data, and other resources. This authentication method allows you to securely connect to your Webflow workspace and manage resources with proper authorization.

OAuth 2.0 Setup and Configuration

Step 1: Create a Webflow OAuth Application

To set up OAuth authentication:

1. Visit the Webflow Developer Portal
2. Navigate to "Apps & Integrations" in your Webflow account
3. Click "Register an App" to create a new OAuth application
4. Configure the application name, description, and redirect URI (CallbackURL)
5. Copy the Client ID and Client Secret for use in your connection

Required Connection Properties

• AuthScheme: Set this to OAuth (required)
• OAuthClientId: Client ID from your Webflow OAuth application (required)
• OAuthClientSecret: Client secret from your Webflow OAuth application (required)
• CallbackURL: Redirect URI specified in your OAuth application (required)
• InitiateOAuth: Set to GETANDREFRESH for automatic token management (recommended)

Required OAuth Scopes

The Webflow API Profile requires the following OAuth scopes:

• sites:read - Read access to site information and configuration
• pages:read - Read access to site pages
• cms:read - Read access to CMS collections and items
• forms:read - Read access to forms and form submissions
• assets:read - Read access to media assets and folders
• ecommerce:read - Read access to products, orders, and inventory
• authorized_user:read - Read access to the authorized user

When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

Add Webflow Data to a Dashboard

1. From a new workbook, click Data -> New Data Source -> Other Databases (ODBC).
   Select the CData Data Source Name (for example: CData API Source).
2. In the Database menu, select CData.
3. In the Table box, enter a table name or click New Custom SQL to enter an SQL query. This article retrieves the Sites table.
4. Drag the table onto the join area. At this point, you can include multiple tables, leveraging the built-in SQL engine to process complex data requests.
5. Click the tab for your worksheet. Columns are listed as Dimensions and Measures, which you can drag and drop onto the dashboard to create visualizations.

Set Up Tableau Bridge as a Service

1. In the Server menu, select Start Tableau Bridge Client.
2. Sign in to the Tableau Bridge using a site admin level account.
3. If prompted, select the Tableau Cloud site where you want to publish live data. The bridge client will open and is accessible from the system tray.
4. By default, the Tableau Bridge client is set to Application mode. Select 'Switch to service' to enable Tableau Bridge to handle live connections.
5. Log in to your Tableau Cloud site as an administrator.
6. From your site, click Settings, then Bridge.
7. In the Bridge settings, under Enable Clients to Maintain Live Connections, check the box labeled 'Enable Tableau Bridge clients to maintain live connections to on-premises data.'

Publish a Dashboard Containing the Live Data Source

Having configured both the Tableau Bridge and Tableau Cloud to enable live data connections, you can now publish your workbook to Tableau Cloud. From the Server menu, select Publish Workbook.

After choosing the workbook name and project that you wish to publish to, configure the deployment so that the CData ODBC driver for Webflow is embedded in your workbook as a separate, live data source.

1. Under Data Sources, select the option to Edit the embedded data sources in the workbook.
2. Change Publish Type to 'Published separately,' then select a desired means of authentication.
3. Last, select 'Maintain connection to a live data source' and click the green Publish Workbook button.

The published workbook now updates alongside the underlying Webflow data. From a published dashboard, simply click the Refresh button to reflect the most recent changes.