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

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

Connect to Sugar CRM in Tableau

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

The User and Password properties, under the Authentication section, must be set to valid SugarCRM user credentials. This will use the default OAuth token created to allow client logins. OAuthClientId and OAuthClientSecret are required if you do not wish to use the default OAuth token.

You can generate a new OAuth consumer key and consumer secret in Admin -> OAuth Keys. Set the OAuthClientId to the OAuth consumer key. Set the OAuthClientSecret to the consumer secret.

Additionally, specify the URL to the SugarCRM account.

Note that retrieving SugarCRM metadata can be expensive. It is advised that you store the metadata locally as described in the "Caching Metadata" chapter of the help documentation.

Discover Schemas and Query Data

1. Select CData from the Database pull-down menu.
2. Select SugarCRM 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 Sugar CRM data

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