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

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

Connect to Marketo in Tableau

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

Both the REST and SOAP APIs are supported and can be chosen by using the Schema property.

For the REST API: The OAuthClientId, OAuthClientSecret, and RESTEndpoint properties, under the OAuth and REST Connection sections, must be set to valid Marketo user credentials.

For the SOAP API: The UserId, EncryptionKey, and SOAPEndpoint properties, under the SOAP Connection section, must be set to valid Marketo user credentials.

See the "Getting Started" chapter of the help documentation for a guide to obtaining these values.

Discover Schemas and Query Data

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

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