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

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

Connect to Sage Cloud Accounting in Tableau

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

You can connect to Sage Business Cloud Accounting using the embedded OAuth connectivity. When you connect, the OAuth endpoint opens in your browser. Log in and grant permissions to complete the OAuth process. See the OAuth section in the online Help documentation for more information on other OAuth authentication flows.

Discover Schemas and Query Data

1. Select CData from the Database pull-down menu.
2. Select SageBCAccounting 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 Cloud Accounting data

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