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URL: https://www.cdata.com/kb/tech/tableaucrm-jdbc-dbvr.rst

⇱ How to Connect DBeaver to Tableau CRM Analytics via a JDBC Driver


How to Connect DBeaver to Tableau CRM Analytics via a JDBC Driver

πŸ‘ Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Manage Tableau CRM Analytics data with visual tools in DBeaver like the query browser.

The CData JDBC Driver for Tableau CRM Analytics implements JDBC standards that enable third-party tools to interoperate, from wizards in IDEs to business intelligence tools. This article shows how to connect to Tableau CRM Analytics data with wizards in DBeaver and browse data in the DBeaver GUI.

Create a JDBC Data Source for Tableau CRM Analytics Data

Follow the steps below to load the driver JAR in DBeaver.

  1. Open the DBeaver application and, in the "Database" menu, select the "Driver Manager" option. Click "New" to open the "Create new driver" form.
  2. In the Settings tab:
    • Set Driver Name to a user-friendly name for the driver (e.g. CData JDBC Driver for Tableau CRM Analytics).
    • Set Class Name to the class name for the JDBC driver: cdata.jdbc.tableaucrm.TableauCRMDriver.
    • Set URL Template to jdbc:tableaucrm:.
    πŸ‘ Configure the new driver settings (Salesforce is shown).
  3. In the Libraries tab, click "Add File," navigate to the "lib" folder in the installation directory (C:\Program Files\CData[product_name] XXXX\) and select the JAR file (cdata.jdbc.TableauCRM.jar). πŸ‘ Loading the JDBC JAR file (Salesforce is shown).

Create a Connection to Tableau CRM Analytics Data

Follow the steps below to add credentials and other required connection properties.

  1. In the "Database" menu, click "New Database Connection."
  2. In the "Connect to a database" wizard that results, select the driver you just created (e.g. CData JDBC Driver for Tableau CRM Analytics) and click "Next >." πŸ‘ Selecting the driver (Salesforce is shown).
  3. On the Main tab of the configuration wizard, set the JDBC URL, using the required connection properties:

    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.

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

    Below is a typical connection string:

    jdbc:tableaucrm:OAuthClientId=MyConsumerKey;OAuthClientSecret=MyConsumerSecret;CallbackURL=http://localhost:portNumber;InitiateOAuth=GETANDREFRESH;MFACode=YourMFACode
    
    πŸ‘ Configuring the JDBC URL (Salesforce is shown).
  4. Click "Test Connection ..." to ensure you have configured the connection properly. πŸ‘ A successfully configured connection (Salesforce is shown).
  5. Click "Finish."

Query Tableau CRM Analytics Data

You can now query information from the tables exposed by the connection: Right-click a Table and then click View Table. The data is available on the Data tab.

πŸ‘ The results of a query in DBeaver. (Salesforce is shown.)

More Information & Free Trial

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 DBeaver. Join the CData Community or reach out to our Support Team if you have any questions.

Ready to get started?

Download a free trial of the Tableau CRM Analytics Driver to get started:

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Tableau CRM Analytics JDBC Driver

Rapidly create and deploy powerful Java applications that integrate with Tableau CRM Analytics.