Process & Analyze Tableau CRM Analytics Data in Databricks (AWS)

Databricks is a cloud-based service that provides data processing capabilities through Apache Spark. When paired with the CData JDBC Driver, customers can use Databricks to perform data engineering and data science on live Tableau CRM Analytics data. This article explains how to host the CData JDBC Driver in AWS, as well as connect to and process live Tableau CRM Analytics data in Databricks.

With built-in optimized data processing, the CData JDBC Driver offers unmatched performance for interacting with live Tableau CRM Analytics data. When you issue complex SQL queries to Tableau CRM Analytics, the driver pushes supported SQL operations, like filters and aggregations, directly to Tableau CRM Analytics and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations). Its built-in dynamic metadata querying allows you to work with and analyze Tableau CRM Analytics data using native data types.

Install the CData JDBC Driver in Databricks

To work with live Tableau CRM Analytics data in Databricks, install the driver on your Databricks cluster.

1. Navigate to your Databricks administration screen and select the target cluster.
2. On the Libraries tab, click "Install New."
3. Select "Upload" as the Library Source and "Jar" as the Library Type.
4. Upload the JDBC JAR file (cdata.jdbc.tableaucrm.jar) from the installation location (typically C:\Program Files\CData[product_name]\lib).

👁 Loading the JDBC JAR File into AWS

Access Tableau CRM Analytics Data in your Notebook: Python

With the JAR file installed, we are ready to work with live Tableau CRM Analytics data in Databricks. Start by creating a new notebook in your workspace. Name the notebook, select Python as the language (though Scala is available as well), and choose the cluster where you installed the JDBC driver. When the notebook launches, we can configure the connection, query Tableau CRM Analytics, and create a basic report.

Configure the Connection to Tableau CRM Analytics

Connect to Tableau CRM Analytics by referencing the JDBC Driver class and constructing a connection string to use in the JDBC URL. Additionally, you will need to set the property in the JDBC URL (unless you are using a Beta driver). You can view the licensing file included in the installation for information on how to set this property.

Step 1: Connection Information

driver = "cdata.jdbc.tableaucrm.TableauCRMDriver"
url = "jdbc:tableaucrm:RTK=5246...;OAuthClientId=MyConsumerKey;OAuthClientSecret=MyConsumerSecret;CallbackURL=http://localhost:portNumber;InitiateOAuth=GETANDREFRESH;MFACode=YourMFACode"

Built-in Connection String Designer

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

java -jar cdata.jdbc.tableaucrm.jar

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

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.

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

Load Tableau CRM Analytics Data

Once you configure the connection, you can load Tableau CRM Analytics data as a dataframe using the CData JDBC Driver and the connection information.

Step 2: Reading the data

remote_table = spark.read.format ( "jdbc" ) \
	.option ( "driver" , driver) \
	.option ( "url" , url) \
	.option ( "dbtable" , "Dataset_Opportunity") \
	.load ()

Display Tableau CRM Analytics Data

Check the loaded Tableau CRM Analytics data by calling the display function.

Step 3: Checking the result

display (remote_table.select ("Name"))

👁 Displaying Tableau CRM Analytics Data

Analyze Tableau CRM Analytics Data in Databricks

If you want to process data with Databricks SparkSQL, register the loaded data as a Temp View.

Step 4: Create a view or table

remote_table.createOrReplaceTempView ( "SAMPLE_VIEW" )

With the Temp View created, you can use SparkSQL to retrieve the Tableau CRM Analytics data for reporting, visualization, and analysis.

% sql

SELECT Name, CloseDate FROM SAMPLE_VIEW ORDER BY CloseDate DESC LIMIT 5

👁 Displaying Tableau CRM Analytics Data

The data from Tableau CRM Analytics is only available in the target notebook. If you want to use it with other users, save it as a table.

remote_table.write.format ( "parquet" ) .saveAsTable ( "SAMPLE_TABLE" )

Download a free, 30-day trial of the CData JDBC Driver for Tableau CRM Analytics and start working with your live Tableau CRM Analytics data in Databricks. Reach out to our Support Team if you have any questions.