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URL: https://www.cdata.com/kb/tech/odoo-tableau-desktop.rst

⇱ Visualize Live Odoo Data in Tableau

Visualize Live Odoo Data in Tableau

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use CData Tableau Connectors and Tableau Desktop to visualize live Odoo data.

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

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

About Odoo Data Integration

Accessing and integrating live data from Odoo has never been easier with CData. Customers rely on CData connectivity to:

  • Access live data from both Odoo API 8.0+ and Odoo.sh Cloud ERP.
  • Extend the native Odoo features with intelligent handling of many-to-one, one-to-many, and many-to-many data properties. CData's connectivity solutions also intelligently handle complex data properties within Odoo. In addition to columns with simple values like text and dates, there are also columns that contain multiple values on each row. The driver decodes these kinds of values differently, depending upon the type of column the value comes from:
    • Many-to-one columns are references to a single row within another model. Within CData solutions, many-to-one columns are represented as integers, whose value is the ID to which they refer in the other model.
    • Many-to-many columns are references to many rows within another model. Within CData solutions, many-to-many columns are represented as text containing a comma-separated list of integers. Each value in that list is the ID of a row that is being referenced.
    • One-to-many columns are references to many rows within another model - they are similar to many-to-many columns (comma-separated lists of integers), except that each row in the referenced model must belong to only one in the main model.
  • Use SQL stored procedures to call server-side RFCs within Odoo.

Users frequently integrate Odoo with analytics tools such as Power BI and Qlik Sense, and leverage our tools to replicate Odoo data to databases or data warehouses.


Getting Started


Connect to Odoo in Tableau

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

To connect, set the Url to a valid Odoo site, User and Password to the connection details of the user you are connecting with, and Database to the Odoo database.

👁 Configuring the Connector (Sage Intacct is shown)

Discover Schemas and Query Data

  1. Select CData from the Database pull-down menu.
  2. Select Odoo 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.
    8. 👁 Visualizing live Odoo data

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

Ready to get started?

Download a free trial of the Odoo Tableau Connector to get started:

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Odoo Tableau Connector

The fastest and easiest way to connect Tableau to Odoo ERP data. Includes comprehensive high-performance data access, real-time integration, extensive metadata discovery, and robust SQL-92 support.