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

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

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

Highrise uses the OAuth authentication standard. To authenticate to Highrise, obtain the OAuthClientId, OAuthClientSecret, and CallbackURL by registering an app with Highrise. You will also need to set the AccountId to connect to data.

See the "Getting Started" section in the help documentation for a guide to using OAuth.

Discover Schemas and Query Data

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

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