Visualize Live Acumatica Data in Tableau

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

The CData Tableau Connectors enable high-speed access to live Acumatica data in Tableau. Once you install the connector, you simply authenticate with Acumatica and you can immediately start building responsive, dynamic visualizations and dashboards. By surfacing Acumatica data using native Tableau data types and handling complex filters, aggregations, & other operations automatically, CData Tableau Connectors grant seamless access to Acumatica 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. If you wish to connect to Acumatica data in Tableau Cloud, you will need to use CData Connect AI.

Connect to Acumatica in Tableau

Open Tableau and click More under Connect -> To a Server. Select "Acumatica by CData," then configure the connection and click "Sign In."

Set the following connection properties to connect to Acumatica:

• User: Set this to your username.
• Password: Set this to your password.
• Company: Set this to your company.
• Url: Set this to your Acumatica URL, in the format http://{Acumatica ERP instance URL}/entity/{Endpoint name}/{Endpoint version}/.
  For example: https://acumatica.com/entity/Default/17.200.001/

See the Getting Started guide in the CData driver documentation for more information.

Discover Schemas and Query Data

1. Select CData from the Database pull-down menu.
2. Select Acumatica 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. 👁 Selecting table(s)
   
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 automatically reflects the changes in the preview area.
5. Click the tab for your worksheet. Columns 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.
👁 Visualizing live Acumatica data

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