Build Azure Table Visualizations in Tableau Desktop

Tableau is a visual analytics platform transforming the way businesses use data to solve problems. When paired with CData Connect AI, you get instant, cloud-to-cloud access to Azure Table data for visualizations, dashboards, and more. This article shows how to connect to Azure Table and build visualizations from Azure Table data in Tableau.

CData Connect AI provides a pure SQL Server, cloud-to-cloud interface for Azure Table, allowing you to easily build visualizations from live Azure Table data in Tableau without installing connectors. As you build visualizations, Tableau generates SQL queries to gather data. Using optimized data processing out of the box, CData Connect AI pushes all supported SQL operations (filters, JOINs, etc) directly to Azure Table, leveraging server-side processing to quickly return Azure Table data.

Configure Azure Table Connectivity for Tableau

Connectivity to Azure Table from Tableau is made possible through CData Connect AI. To work with Azure Table data from Tableau, we start by creating and configuring a Azure Table connection.

1. Log into Connect AI, click Sources, and then click Add Connection
👁 Adding a Connection

2. Select "Azure Table" from the Add Connection panel
👁 Selecting a data source

3. Enter the necessary authentication properties to connect to Azure Table.

   Specify your AccessKey and your Account to connect. Set the Account property to the Storage Account Name and set AccessKey to one of the Access Keys. Either the Primary or Secondary Access Keys can be used. To obtain these values, navigate to the Storage Accounts blade in the Azure portal. You can obtain the access key by selecting your account and clicking Access Keys in the Settings section.

   👁 Configuring a connection (Salesforce is shown)
   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Azure Table Connection page and update the User-based permissions. 👁 Updating permissions
   

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create. 👁 Creating a new PAT
   
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to Azure Table data from Tableau.

Visualize Live Azure Table Data in Tableau

To establish a connection from Tableau Desktop to the CData Connect AI Virtual SQL Server, follow these steps.

1. In Tableau Desktop, open a new book. Under To a Server, select More, then Microsoft SQL Server. 👁 Selecting Microsoft SQL Server as the connection type.
   
2. Enter your credentials:
   • Server: enter the Virtual SQL Server endpoint and port separated by a comma: tds.cdata.com,14333
   • Database: enter the Connection Name of the CData Connect AI data source you want to connect to (for example, AzureTables1).
   • Authentication: select Use a specific username and password.
   • Username: enter your CData Connect AI username. This is displayed in the top-right corner of the CData Connect AI interface. For example, [email protected].
   • Password: enter the PAT you previously generated.
   • Require SSL: leave this selected.
   👁 Configuring the connection to the Virtual SQL Server API.
   
3. Click Sign In.
4. Select the Database (Connect AI connection) you wish to work with and opt for a Live or Extract Connection type.
5. Select the table(s) you wish to visualize. If you select multiple tables, define the relationship between the tables using the appropriate columns. 👁 Selecting tables to visualize (Salesforce is shown)
   
6. Select the fields to visualize. 👁 Visualizing live data (Salesforce is shown).
   

Real-Time Access to Azure Table Data from Data Applications

At this point, you have a direct, cloud-to-cloud connection to live Azure Table data from your Tableau workbook. You can create new visualizations, build dashboards, and more. For more information on gaining live access to data from more than 100 SaaS, Big Data, and NoSQL sources from applications like Tableau, refer to our Connect AI page.