Build Xero WorkflowMax Visualizations in Tableau Online

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CData Connect



Use CData Connect Cloud to create a virtual MySQL Database for Xero WorkflowMax 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 Xero WorkflowMax data for visualizations, dashboards, and more. This article shows how to create a virtual database for Xero WorkflowMax and build visualizations from Xero WorkflowMax data in Tableau Online.

CData Connect Cloud provides a pure MySQL, cloud-to-cloud interface for Xero WorkflowMax, allowing you to easily build visualizations from live Xero WorkflowMax 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 Xero WorkflowMax, leveraging server-side processing to quickly return Xero WorkflowMax data.

Create a Virtual MySQL Database for Xero WorkflowMax 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 "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 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 Xero WorkflowMax Data in Tableau Online

The steps below outline creating a new data source in Tableau Online based on the virtual Xero WorkflowMax 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 MySQL Connector from the data wizard and fill in the values for your Connect Cloud instance.
  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 Cloud Applications

At this point, you have a direct, cloud-to-cloud connection to live Xero WorkflowMax 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.