Connect to Tableau CRM Analytics Data in CloverDX (formerly CloverETL)

The CData JDBC Driver for Tableau CRM Analytics enables you to use the data transformation components in CloverDX (formerly CloverETL) to work with Tableau CRM Analytics as sources and destinations. In this article, you will use the JDBC Driver for Tableau CRM Analytics to set up a simple transfer into a flat file. The CData JDBC Driver for Tableau CRM Analytics enables you to use the data transformation components in CloverDX (formerly CloverETL) to work with Tableau CRM Analytics as sources and destinations. In this article, you will use the JDBC Driver for Tableau CRM Analytics to set up a simple transfer into a flat file.

Connect to Tableau CRM Analytics as a JDBC Data Source

1. Create the connection to Tableau CRM Analytics data. In a new CloverDX graph, right-click the Connections node in the Outline pane and click Connections -> Create Connection. The Database Connection wizard is displayed.
2. Click the plus icon to load a driver from a JAR. Browse to the lib subfolder of the installation directory and select the cdata.jdbc.tableaucrm.jar file.
3. Enter the JDBC URL.

   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.

   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.

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

   A typical JDBC URL is below:

   jdbc:tableaucrm:OAuthClientId=MyConsumerKey;OAuthClientSecret=MyConsumerSecret;CallbackURL=http://localhost:portNumber;InitiateOAuth=GETANDREFRESH;MFACode=YourMFACode

Query Tableau CRM Analytics Data with the DBInputTable Component

1. Drag a DBInputTable from the Readers selection of the Palette onto the job flow and double-click it to open the configuration editor.
2. In the DB connection property, select the Tableau CRM Analytics JDBC data source from the drop-down menu.
3. Enter the SQL query. For example:

   SELECT Name, CloseDate FROM Dataset_Opportunity

Write the Output of the Query to a UniversalDataWriter

1. Drag a UniversalDataWriter from the Writers selection onto the jobflow.
2. Double-click the UniversalDataWriter to open the configuration editor and add a file URL.
3. Right-click the DBInputTable and then click Extract Metadata.
4. Connect the output port of the DBInputTable to the UniversalDataWriter.
5. In the resulting Select Metadata menu for the UniversalDataWriter, choose the Dataset_Opportunity table. (You can also open this menu by right-clicking the input port for the UniversalDataWriter.)
6. Click Run to write to the file.