Connect to and Visualize Live Google Cloud Storage Data in Tableau Prep

Tableau is a visual analytics platform transforming the way businesses use data to solve problems. When paired with the CData Tableau Connector for TaxJar, you can easily get access to live Google Cloud Storage data within Tableau Prep. This article shows how to connect to Google Cloud Storage in Tableau Prep and build a simple chart.

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

NOTE: The CData Tableau Connectors support Tableau Prep Builder 2020.4.1 or higher. If you are using an older version of Tableau Prep Builder, you will need to use the CData JDBC Driver.

Install the CData Tableau Connector

When you install the CData Tableau Connector for Google Cloud Storage, the installer should copy the TACO and JAR files to the appropriate directories. If your data source does not appear in the connection steps below, you will need to copy two files:

1. Copy the TACO file (cdata.googlecloudstorage.taco) found in the lib folder of the connector's installation location (C:\Program Files\CData\CData Tableau Connector for Google Cloud Storage 20XX\lib on Windows) to the Tableau Prep Builder repository:
   • Windows: C:\Users\[Windows User]\Documents\My Tableau Prep Repository\Connectors
   • MacOS: /Users//Documents/My Tableau Prep Repository/Connectors
2. Copy the JAR file (cdata.tableau.googlecloudstorage.jar) found in the same lib folder to the Tableau drivers directory, typically [Tableau installation location]\Drivers.

Connect to Google Cloud Storage in Tableau Prep Builder

Open Tableau Prep Builder and click "Connect to Data" and search for "Google Cloud Storage by CData." Configure the connection and click "Sign In."

Authenticate with a User Account

You can connect without setting any connection properties for your user credentials. After setting InitiateOAuth to GETANDREFRESH, you are ready to connect.

When you connect, the Google Cloud Storage OAuth endpoint opens in your default browser. Log in and grant permissions, then the OAuth process completes

Authenticate with a Service Account

Service accounts have silent authentication, without user authentication in the browser. You can also use a service account to delegate enterprise-wide access scopes.

You need to create an OAuth application in this flow. See the Help documentation for more information. After setting the following connection properties, you are ready to connect:

• InitiateOAuth: Set this to GETANDREFRESH.
• OAuthJWTCertType: Set this to "PFXFILE".
• OAuthJWTCert: Set this to the path to the .p12 file you generated.
• OAuthJWTCertPassword: Set this to the password of the .p12 file.
• OAuthJWTCertSubject: Set this to "*" to pick the first certificate in the certificate store.
• OAuthJWTIssuer: In the service accounts section, click Manage Service Accounts and set this field to the email address displayed in the service account Id field.
• OAuthJWTSubject: Set this to your enterprise Id if your subject type is set to "enterprise" or your app user Id if your subject type is set to "user".
• ProjectId: Set this to the Id of the project you want to connect to.

The OAuth flow for a service account then completes.

👁 Configuring the Connector (Sage Intacct is shown)

Discover and Prep Data

Drag the tables and views you wish to work with onto the canvas. You can include multiple tables.

👁 Selecting table(s)

Data Cleansing & Filtering

To further prepare the data, you can implement filters, remove duplicates, modify columns and more.

1. Start by clicking on the plus next to your table and selecting the Clean Step option. 👁 Adding a Clean Step
   
2. Select the field values to filter by. As you select values, you can see how your selections impact other fields. 👁 Selecting test entries (Sage Intacct is shown).
   
3. Opt to "Keep Only" or "Exclude" entries with your select values and the data changes in response. 👁 Excluding selected entries (Sage Intacct is shown).
   

Data Joins and Unions

Data joining involves combining data from two or more related tables based on a common field or key.

1. To join multiple tables, drag a related table next to an existing table in the canvas and place it in the Join box. 👁 Joining two tables (Sage Intacct is shown).
   
2. Select the foreign keys that exist in both tables. 👁 Setting the joining fields/columns (Sage Intacct is shown).
   

Exporting Prepped Data

After you perform any cleansing, filtering, transformations, and joins, you can export the data for visualization in Tableau.

1. Add any other needed transformations then insert an Output node at the end of the flow.
2. Configure the node to save to a file in the format of your choice. 👁 Saving the results (Sage Intacct is shown).
   

Once the output data is saved, you can work with it in Tableau, just like you would any other file source.

Using the CData Tableau Connector for TaxJar with Tableau Prep Builder, you can easily join, cleanse, filter, and aggregate Google Cloud Storage data for visualizations and reports in Tableau. Download a free, 30-day trial and get started today.