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

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

Connect to Epicor Kinetic in Tableau

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

To successfully connect to your ERP instance, you must specify the following connection properties:

• Url:the URL of the server hosting your ERP instance. For example, https://myserver.EpicorSaaS.com
• ERPInstance: the name of your ERP instance.
• User: the username of your account.
• Password: the password of your account.
• Service: the service you want to retrieve data from. For example, BaqSvc.

In addition, you may also set the optional connection properties:

• ApiKey: An optional key that may be required for connection to some services depending on your account configuration.
• ApiVersion: Defaults to v1. May be set to v2 to use the newer Epicor API.
• Company: Required if you set the ApiVersion to v2.

Discover Schemas and Query Data

1. Select CData from the Database pull-down menu.
2. Select EpicorERP 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 Epicor Kinetic data

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