Visualize Live Adobe Target 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 Adobe Target, you can easily get access to live Adobe Target data within Tableau. This article shows how to connect to Adobe Target in Tableau and build a simple chart.

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

Connect to Adobe Target in Tableau

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

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.

👁 Configuring the Connector (Sage Intacct is shown)

Discover Schemas and Query Data

1. Select CData from the Database pull-down menu.
2. Select AdobeTarget 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 Adobe Target data

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