Connect to and Visualize Live Act CRM Data in Tableau Prep

Tableau is a visual analytics platform transforming the way businesses use data to solve problems. When paired with the CData Tableau Connector for Act CRM, you can easily get access to live Act CRM data within Tableau Prep. This article shows how to connect to Act CRM in Tableau Prep and build a simple chart.

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

NOTE: The CData Tableau Connectors support Tableau Prep Builder 2020.4.1 or higher. If you are using an older version of Tableau Prep Builder, you will need to use the CData JDBC Driver. If you wish to connect to Act CRM data in Tableau Cloud, you will need to use CData Connect AI.

Install the CData Tableau Connector

When you install the CData Tableau Connector for Act CRM, the installer should copy the TACO and JAR files to the appropriate directories. If your data source does not appear in the connection steps below, you will need to copy two files:

1. Copy the TACO file (cdata.actcrm.taco) found in the lib folder of the connector's installation location (C:\Program Files\CData\CData Tableau Connector for Act CRM 20XX\lib on Windows) to the Tableau Prep Builder repository:
   • Windows: C:\Users\[Windows User]\Documents\My Tableau Prep Repository\Connectors
   • MacOS: /Users//Documents/My Tableau Prep Repository/Connectors
2. Copy the JAR file (cdata.tableau.actcrm.jar) found in the same lib folder to the Tableau drivers directory, typically [Tableau installation location]\Drivers.

Connect to Act CRM in Tableau Prep Builder

Open Tableau Prep Builder and click "Connect to Data" and search for "Act CRM by CData." Configure the connection and click "Sign In."

The and properties, under the Authentication section, must be set to valid Act! user credentials. In addition to the authentication values, see the following:

• Connecting to Act! Premium

  In addition to the authentication values, the to Act! is also required; for example https://eup1-iis-04.eu.hosted.act.com/.

  Additionally, you must specify the you will connect to. This is found by going to the About Act! Premium menu of your account, at the top right of the page, in the ? menu. Use the Database Name in the window that appears.

• Connecting to Act! Premium Cloud

  To connect to your Act! Premium Cloud account, you also need to specify the property. This property is found in the URL address of the Cloud account; for example https://eup1-iis-04.eu.hosted.act.com/ActCloudName/.

Note that retrieving ActCRM metadata can be expensive. It is advised that you set the property to store the metadata locally.

Discover and Prep Data

Drag the tables and views you wish to work with onto the canvas. You can include multiple tables.

Data Cleansing & Filtering

To further prepare the data, you can implement filters, remove duplicates, modify columns and more.

1. Start by clicking on the plus next to your table and selecting the Clean Step option. 👁 Adding a Clean Step
   
2. Select the field values to filter by. As you select values, you can see how your selections impact other fields. 👁 Selecting test entries (Sage Intacct is shown).
   
3. Opt to "Keep Only" or "Exclude" entries with your select values and the data changes in response. 👁 Excluding selected entries (Sage Intacct is shown).
   

Data Joins and Unions

Data joining involves combining data from two or more related tables based on a common field or key.

1. To join multiple tables, drag a related table next to an existing table in the canvas and place it in the Join box. 👁 Joining two tables (Sage Intacct is shown).
   
2. Select the foreign keys that exist in both tables. 👁 Setting the joining fields/columns (Sage Intacct is shown).
   

Exporting Prepped Data

After you perform any cleansing, filtering, transformations, and joins, you can export the data for visualization in Tableau.

1. Add any other needed transformations then insert an Output node at the end of the flow.
2. Configure the node to save to a file in the format of your choice. 👁 Saving the results (Sage Intacct is shown).
   

Once the output data is saved, you can work with it in Tableau, just like you would any other file source.

Using the CData Tableau Connector for Act CRM with Tableau Prep Builder, you can easily join, cleanse, filter, and aggregate Act CRM data for visualizations and reports in Tableau. Download a free, 30-day trial and get started today.