Visualize Adobe Target Data in TIBCO Spotfire through ADO.NET

TIBCO Spotfire is a data visualization and business intelligence software developed by TIBCO Software Inc. It allows users to connect, visualize, and share insights from various data sources in real-time. Spotfire provides interactive dashboards, data analytics, and predictive analytics capabilities, enabling users to explore data, uncover trends, and make data-driven decisions. It is commonly used in businesses and organizations to analyze large datasets, gain valuable insights, and improve decision-making processes. Learn more at https://www.tibco.com/analytics.

In this article, we will guide you through the process of utilizing the CData ADO.NET Provider for Adobe Target within TIBCO Spotfire. You will learn how to establish a connection and build a basic dashboard.

1. Add the CData ADO.NET data source by clicking Add Data Tables.
2. Click Add -> Database.
3. Select the provider and click Configure.
4. Define the connection settings. Below is a typical connection string:

   Tenant=mycompanyname;InitiateOAuth=GETANDREFRESH;

   To connect to Adobe Target, you must provide the Tenant property along with OAuth connection properties mentioned below. Note that while other connection properties can influence processing behavior, they do not affect the ability to connect.

   To determine your Tenant name:

   1. Log in to Adobe Experience. The URL will look similar to: "https://experience.adobe.com/#/@mycompanyname/preferences/general-section".
   2. Extract the value after the "/#/@". In this example, it is "mycompanyname".
   3. Set the Tenant connection property to that value.

   User Accounts (OAuth)

   You must set AuthScheme to OAuthClient for all user account flows.

   Note: Adobe authentication via OAuth requires updating your token every two weeks.

   All Applications

   CData provides an embedded OAuth application that simplifies OAuth authentication. Alternatively, you can create a custom OAuth application. Review Creating a Custom OAuth App in the Help documentation for more information.

   Obtaining the OAuth Access Token

   Set the following properties to connect:

   • InitiateOAuth: Set to GETANDREFRESH to automatically perform the OAuth exchange and refresh the OAuthAccessToken as needed.
   • OAuthClientId : Set to the client Id assigned when you registered your app.
   • OAuthClientSecret : Set to the client secret assigned when you registered your app.
   • CallbackURL : Set to the redirect URI defined when you registered your app. For example: https://localhost:3333

   With these settings, the provider obtains an access token from Adobe Target, which it uses to request data. The OAuth values are stored in the location specified by OAuthSettingsLocation, ensuring they persist across connections.

   When you configure the connection, 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.

   👁 Connection properties in the Configure Data Source Connection dialog. (Salesforce is shown.)
   
5. Select the tables that you want to add to the dashboard. This example uses Activities. You can also specify an SQL query. The driver supports the standard SQL syntax. 👁 Tables and columns selected in the tree or specified by an SQL query. (Salesforce is shown.)
   
6. If you want to work with the live data, click the Keep Data Table External option. This option enables your dashboards to reflect changes to the data in real time.

   If you want to load the data into memory and process the data locally, click the Import Data Table option. This option is better for offline use or if a slow network connection is making your dashboard less interactive.

7. After adding tables, the Recommended Visualizations wizard is displayed. When you select a table, Spotfire uses the column data types to detect number, time, and category columns. This example uses Name in the Numbers section and Id in the Categories section.👁 Recommended visualizations for the imported data table. (Salesforce is shown.)
   

After adding several visualizations in the Recommended Visualizations wizard, you can make other modifications to the dashboard. For example, you can apply a filter: After clicking the Filter button, the available filters for each query are displayed in the Filters pane.