DataBind Tableau CRM Analytics Data to the DevExpress Data Grid

The ADO.NET Provider for Tableau CRM Analytics by CData incorporates conventional ADO.NET data access components compatible with third-party controls. You can adhere to the standard ADO.NET data binding procedures to establish two-way access to real-time data through UI controls. This article will demonstrate the utilization of CData components for data binding with DevExpress UI Controls (Windows Forms and Web controls), specifically binding to a chart that visualizes live data.

Tableau CRM Analytics uses the OAuth 2 authentication standard. Obtain the OAuthClientId and OAuthClientSecret by registering an app with Tableau CRM Analytics.

See the Getting Started section of the Help documentation for an authentication guide.

Multi-Factor Authentication (MFA)

If the connected Salesforce org has MFA enforcement enabled, set MFACode to the time-based one-time passcode (TOTP) generated by your authenticator app (such as Salesforce Authenticator or Google Authenticator). MFACode applies alongside the standard OAuth flow.

Windows Forms Controls

The code below shows how to populate a DevExpress chart with Tableau CRM Analytics data. The TableauCRMDataAdapter binds to the Series property of the chart control. The Diagram property of the control defines the x- and y-axes as the column names.

using (TableauCRMConnection connection = new TableauCRMConnection(
"OAuthClientId=MyConsumerKey;OAuthClientSecret=MyConsumerSecret;CallbackURL=http://localhost:portNumber;InitiateOAuth=GETANDREFRESH;MFACode=YourMFACode")) {
 TableauCRMDataAdapter dataAdapter = new TableauCRMDataAdapter(
 "SELECT Name, CloseDate FROM Dataset_Opportunity", connection);
 
 DataTable table = new DataTable();
 dataAdapter.Fill(table);
 DevExpress.XtraCharts.Series series = new DevExpress.XtraCharts.Series();
 chartControl1.Series.Add(series);
 series.DataSource = table;
 series.ValueDataMembers.AddRange(new string[] { "CloseDate" });
 series.ArgumentScaleType = DevExpress.XtraCharts.ScaleType.Qualitative;
 series.ArgumentDataMember = "Name";
 series.ValueScaleType = DevExpress.XtraCharts.ScaleType.Numerical;
 chartControl1.Legend.Visibility = DevExpress.Utils.DefaultBoolean.False;
 ((DevExpress.XtraCharts.SideBySideBarSeriesView)series.View).ColorEach = true; 
}

Web Controls

The code below shows how to populate a DevExpress Web control with Tableau CRM Analytics data. The TableauCRMDataAdapter binds to the Series property of the chart; the Diagram property defines the x- and y-axes as the column names.

using DevExpress.XtraCharts;

using (TableauCRMConnection connection = new TableauCRMConnection(
"OAuthClientId=MyConsumerKey;OAuthClientSecret=MyConsumerSecret;CallbackURL=http://localhost:portNumber;InitiateOAuth=GETANDREFRESH;MFACode=YourMFACode"))
{
 TableauCRMDataAdapter TableauCRMDataAdapter1 = new TableauCRMDataAdapter("SELECT Name, CloseDate FROM Dataset_Opportunity", connection);
 DataTable table = new DataTable();
 TableauCRMDataAdapter1.Fill(table);
 DevExpress.XtraCharts.Series series = new Series("Series1", ViewType.Bar);
 WebChartControl1.Series.Add(series);
 series.DataSource = table;
 series.ValueDataMembers.AddRange(new string[] { "CloseDate" });
 series.ArgumentScaleType = ScaleType.Qualitative;
 series.ArgumentDataMember = "Name";
 series.ValueScaleType = ScaleType.Numerical;
 ((DevExpress.XtraCharts.SideBySideBarSeriesView)series.View).ColorEach = true;
}