Visualize Live Sage 200 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 Sage 200, you can easily get access to live Sage 200 data within Tableau. This article shows how to connect to Sage 200 in Tableau and build a simple chart.

The CData Tableau Connectors enable high-speed access to live Sage 200 data in Tableau. Once you install the connector, you simply authenticate with Sage 200 and you can immediately start building responsive, dynamic visualizations and dashboards. By surfacing Sage 200 data using native Tableau data types and handling complex filters, aggregations, & other operations automatically, CData Tableau Connectors grant seamless access to Sage 200 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 Sage 200 data in Tableau Cloud, you will need to use CData Connect AI.

Connect to Sage 200 in Tableau

Open Tableau and click More under Connect -> To a Server. Select "Sage 200 by CData," then configure the connection and click "Sign In."

• Schema: Determines which Sage 200 edition you are connecting to. Specify either StandardUK or ProfessionalUK.
• Subscription Key: Provides access to the APIs that are used to establish a connection. You will first need to log into the Sage 200 API website and subscribe to the API edition that matches your account. You can do so here: https://developer.columbus.sage.com/docs/services/api/uk. Afterwards, the subscription key may be found in your profile after logging into Sage 200.

Discover Schemas and Query Data

1. Select CData from the Database pull-down menu.
2. Select Sage200 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 Sage 200 data

Using the CData Tableau Connector for Sage 200 with Tableau, you can easily create robust visualizations and reports on Sage 200 data. Download a free, 30-day trial and get started today.