Visualize Procore Data from Tableau

With CData Drivers for Procore, you can use data access standards to unlock connectivity to business intelligence tools like Tableau. The CData API Driver for JDBC allows you to connect from Tableau on Windows and macOS. This article covers how to discover schemas and query Procore data data in real-time.

Connect to Procore in Tableau

Before starting Tableau, make sure you've placed the .jar file in the correct folder:

• Windows: C:\Program Files\Tableau\Drivers
• MacOS: ~/Library/Tableau/Drivers

Once your .jar file is in place, establishing a connection is straightforward.

1. Start Tableau.
2. Under To a Server, select More.
3. Select Other Databases (JDBC)
4. Enter the JDBC connection string in the URL field.

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

Procore API Profile Settings

To authenticate to Procore, and connect to your own data or to allow other users to connect to their data, you can use the OAuth standard.

First, register an OAuth application with Procore. You can do so by logging to your Developer Account and going to Create New App. Follow all necessary steps to register your app. First create a new version of Sandbox Manifest and then promote it to Production in order to get your Production Crendentials. Your Oauth application will be assigned a client id and a client secret.

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

• AuthScheme: Set this to OAuth.
• InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to manage the process to obtain the OAuthAccessToken.
• OAuthClientId: Set this to the client_id that is specified in you app settings.
• OAuthClientSecret: Set this to the client_secret that is specified in you app settings.
• CallbackURL: Set this to the Redirect URI that is specified in your app settings

Built-in Connection String Designer

For assistance in constructing the JDBC URL, use the connection string designer built into the Procore JDBC Driver. Either double-click the .jar file or execute the .jar file from the command-line.

From Windows:

java -jar 'C:\Program Files\CData[product_name]\lib\cdata.jdbc.api.jar'

From MacOS:

java -jar cdata.jdbc.api.jar

Fill in the connection properties and copy the connection string to the clipboard.

👁 Using the built-in connection string designer to generate a JDBC URL (Salesforce is shown.)


When you configure the JDBC URL, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

The following is a sample URL created in the designer:

jdbc:api:Profile=C:\profiles\Procore.apip;Authscheme=OAuth;OAuthClientId=your_client_id;OAuthClientSecret=your_client_secret;CallbackUrl=your_callback_url;

5. Select Sign in.

Discover Schemas and Query Data

1. Select CData from the Database pull-down menu.
2. Select CData from the Schema pull-down menu.
3. Drag the table onto the join area. You can include multiple tables.
👁 Drag the table onto the join area.

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. In the Connection menu, select the Live option, so that you skip loading a copy of the data into Tableau and instead work on real-time data.
6. Click the tab for your worksheet. Columns are listed as Dimensions and Measures, depending on the data type. The CData Driver discovers data types automatically, allowing you to leverage the powerful data processing and visualization features of Tableau.
👁 Click the tab for your worksheet.

7. Click and drag a field from the Dimensions or Measures area to Rows or Columns. Tableau creates column or row headers.
8. Select one of the chart types from the Show Me tab. Tableau displays the chart type that you selected.
👁 Select one of the chart types from the <b>Show Me</b> tab.

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