Visualize Xero WorkflowMax Data in Tableau Desktop (through CData Connect)

Tableau is a visual analytics platform transforming the way businesses use data to solve problems. When paired with CData Connect (or Connect Server), you can easily get access to live Xero WorkflowMax data within Tableau.

CData Connect Server provides a pure SQL Server interface for Xero WorkflowMax, allowing you to easily build reports from live Xero WorkflowMax data in Tableau Desktop — without replicating the data to a natively supported database. As you build visualizations, Tableau Desktop 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 Xero WorkflowMax, leveraging server-side processing to quickly return the requested Xero WorkflowMax data.

This article shows how to create a virtual SQL Server database for Xero WorkflowMax, connect to the virtual database in Tableau, and build a simple chart.

Create a Virtual SQL Server Database for Xero WorkflowMax 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 "Xero WorkflowMax" from Available Data Sources.
3. Enter the necessary authentication properties to connect to Xero WorkflowMax.

   To connect to the WorkflowMax API, obtain an APIKey and AccountKey from Xero. This can only be done by contacting Xero support (https://www.workflowmax.com/contact-us).

   After obtaining an API Key and Account Key, set the values in the APIKey and AccountKey connection properties. Once these are set, you are ready to connect.

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 Xero WorkflowMax data from Tableau Desktop.

Visualize Live Xero WorkflowMax Data in Tableau Desktop

The steps below outline connecting to the virtual Xero WorkflowMax database in CData Connect and building a simple visualization from the data.

1. Open Tableau and click "Microsoft SQL Server" under Connect -> To a Server.
2. In the connection wizard, enter the values for your CData Connect instance and click "Sign In"
   • Server: the address of your Connect instance and port of the TDS endpoint, separated by a comma (default port is: 1433)
   • Database: the virtual database you configured for the Xero WorkflowMax data
   • Username & Password: the credentials for a CData Connect user
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 Xero WorkflowMax Data from On-Premise Applications

At this point, you have a direct connection to live Xero WorkflowMax data from your Tableau Desktop workbook. You can create new visualizations, build dashboards, and more. For more information on gaining SQL access to data from more than 200 SaaS, Big Data, and NoSQL sources (including Xero WorkflowMax) from desktop applications like Tableau refer to our CData Connect page or download a free trial.