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

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

Connect to Confluence in Tableau

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

Obtaining an API Token

An API token is necessary for account authentication. To generate one, login to your Atlassian account and navigate to API tokens > Create API token. The generated token will be displayed.

Connect Using a Confluence Cloud Account

To connect to a Cloud account, provide the following (Note: Password has been deprecated for connecting to a Cloud Account and is now used only to connect to a Server Instance.):

• User: The user which will be used to authenticate with the Confluence server.
• APIToken: The API Token associated with the currently authenticated user.
• Url: The URL associated with your JIRA endpoint. For example, https://yoursitename.atlassian.net.

Connect Using a Confluence Server Instance

To connect to a Server instance, provide the following:

• User: The user which will be used to authenticate with the Confluence instance.
• Password: The password which will be used to authenticate with the Confluence server.
• Url: The URL associated with your JIRA endpoint. For example, https://yoursitename.atlassian.net.

Discover Schemas and Query Data

1. Select CData from the Database pull-down menu.
2. Select Confluence 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 Confluence data

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