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

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

Connect to MYOB AccountRight in Tableau

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

These properties are required when connecting to a company file (both for Cloud and On-Premise instances).

• CompanyFileId: You can find this by starting MYOB, opening your data file, and selecting Help -> About MYOB
• User: The username associated with your company file.
• Password: The password associated with your company file.

Connecting to a Cloud Instance

To connect to a cloud instance of MYOB, you can use the embedded OAuth credentials or create an OAuth app with MYOB. This process is detailed in the Help documentation.

Connecting to an On-Premise instance:

When connecting to an on-premise instance, set the following connection property in addition to those above:

• InitiateOauth: Set this to OFF.
• Url: The Url of your MYOB instance.

Discover Schemas and Query Data

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

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