Visualize Live Postmark Data in Tableau

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 Postmark data within Tableau. This article shows how to connect to Postmark in Tableau and build a simple chart.

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

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

Using API Key Authentication

Postmark uses server API tokens to authenticate requests. Each Postmark server has its own API token, which controls access to messages, bounces, templates, and statistics associated with that server.

To obtain your Server API Token, log in to your Postmark account and navigate to the server you want to connect to. Go to API Tokens under the server settings and copy the token labeled Server API token.

After setting the following connection properties, you are ready to connect:

• AuthScheme: Set this to APIKey.
• APIKey: Set this to your Postmark Server API Token. This value is sent as the X-Postmark-Server-Token header on every request.

Example connection string:

Profile=C:\profiles\Postmark.apip;AuthScheme=APIKey;ProfileSettings="APIKey=your-server-api-token"

Connecting to Postmark

Once the authentication is configured, you can connect to Postmark and query data from any of the available tables such as OutboundMessages, Bounces, and Templates.

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.
👁 Visualizing live Postmark data

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