VOOZH about

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

⇱ Visualize Live Pipeline CRM Data in Tableau

Visualize Live Pipeline CRM Data in Tableau

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

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

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

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

Start by setting the Profile connection property to the location of the Pipeline CRM Profile on disk (e.g. C:\profiles\Pipeline.apip). Next, set the ProfileSettings connection property to the connection string for Pipeline CRM (see below).

Pipeline CRM API Profile Settings

Retrieve your API Key via Account Settings > Pipeline API > Enable API Access > New API Key, and generate an APP Key at https://app.pipelinecrm.com/admin/modern/api by creating a new Integration.

👁 Configuring the Connector (Sage Intacct is shown)

Discover Schemas and Query Data

  1. Select CData from the Database pull-down menu.
  2. Select API 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 Pipeline CRM data

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