Visualize Kintone Data in Tableau

The CData ODBC Driver for Kintone enables you to access live Kintone data in business intelligence tools like Tableau. In this article, you will integrate Kintone data into a dashboard that reflects changes to Kintone data in real time.

The CData ODBC drivers offer unmatched performance for interacting with live Kintone data in Tableau due to optimized data processing built into the driver. When you issue complex SQL queries from Tableau to Kintone, the driver pushes supported SQL operations, like filters and aggregations, directly to Kintone and utilizes the embedded SQL engine to process unsupported operations (often SQL functions and JOIN operations) client-side. With built-in dynamic metadata querying, you can visualize and analyze Kintone data using native Tableau data types.

Connect to Kintone as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

In addition to the authentication values, set the following parameters to connect to and retrieve data from Kintone:

• Url: The URL of your account.
• GuestSpaceId: Optional. Set this when using a guest space.

Authenticating with Kintone

Kintone supports the following authentication methods.

Using Password Authentication

You must set the following to authenticate:

• User: The username of your account.
• Password: The password of your account.

Using Basic Authentication

If the basic authentication security feature is set on the domain, supply the additional login credentials with BasicAuthUser and BasicAuthPassword. Basic authentication requires these credentials in addition to User and Password.

Using Client SSL

Instead of basic authentication, you can specify a client certificate to authenticate. Set SSLClientCert, SSLClientCertType, SSLClientCertSubject, and SSLClientCertPassword. Additionally, set User and Password to your login credentials.

When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

Add Kintone Data to a Dashboard

1. Click Connect to Data -> More Servers -> Other Databases (ODBC).
   Select the CData Data Source Name (for example: CData Kintone Source).
2. In the Database menu, select CData.
3. In the Table box, enter a table name or click New Custom SQL to enter an SQL query. This article retrieves the Comments table.
4. Drag the table onto the join area. At this point, you can include multiple tables, leveraging the built-in SQL engine to process complex data requests. 👁 A connection to a single table. (Google Sheets is shown.)
   
5. In the Connection menu, select the Live option, so that you skip loading a copy of the data into Tableau and instead work on real-time data. The optimized data processing native to CData ODBC drivers enables unmatched performance in live connectivity.
6. Click the tab for your worksheet. Columns are listed as Dimensions and Measures, depending on the data type. The CData driver discovers data types automatically, allowing you to leverage the powerful data processing and visualization features of Tableau.
7. Drop the CreatorName column in the Dimensions pane onto the dashboard. When you select dimensions, Tableau builds a query to the driver. The results are grouped based on that dimension. In Tableau, the raw query is automatically modified as you select dimensions and measures.

8. Drag the Text column in the Measures field onto the Detail and Color buttons. Tableau executes the following query:

   SELECT CreatorName, SUM(Text) FROM Comments GROUP BY CreatorName
   

   When you select a measure, Tableau executes a command to the driver to calculate a summary function, such as SUM, AVG, etc., on the grouped values. The SQL engine (embedded within the driver) is leveraged to process the aggregation of the data, where needed, providing a seamless experience in Tableau, regardless of the data source.

   To change the summary function, open the Text menu and select the summary you want in the Measure command.

   👁 A simple visualization that shows the latest data.
   

9. You can create other charts using dimensions and measures to build SQL queries visually:

   👁 A dashboard with several visualizations. The SQL query that corresponds to each chart is shown next to the chart. (Google Sheets is shown.)
   

With the CData ODBC Driver for Kintone, you get live connectivity to your Kintone data, allowing you to build real-time charts, graphs, and more.