Connect to Tableau CRM Analytics Data in the Denodo Platform

Denodo Platform is a data virtualization product providing a single point of contact for enterprise database data. When paired with the CData JDBC Driver for Tableau CRM Analytics, Denodo users can work with live Tableau CRM Analytics data alongside other enterprise data sources. This article explains how to create a virtual data source for Tableau CRM Analytics in the Denodo Virtual DataPort Administrator.

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.

Create the Tableau CRM Analytics Virtual Port

To connect to live Tableau CRM Analytics data from Denodo, you need to copy the JDBC Driver JAR file to the external library directory for Denodo and create a new JDBC Data Source from the Virtual DataPort Administrator tool.

1. Download the CData JDBC Driver for Tableau CRM Analytics installer, unzip the package, and run the JAR file to install the driver.
2. Copy the JAR File (and license file if it exists) from the installation location (typically C:\Program Files\CData\CData JDBC Driver for Tableau CRM Analytics\lib\) to the Denodo external library directory (C:\Denodo\Denodo Platform\lib-external\jdbc-drivers\cdata-tableaucrm-19).
3. Open the Denodo Virtual DataPort Administrator tool and navigate to the Server Explorer tab.
4. Right-click "admin" and select New -> Data source -> JDBC. 👁 Creating a new JDBC data source.
   
5. Configure the JDBC Connection:
   • Name: your choice, e.g.: tableaucrm
   • Database adapter: Generic
   • Driver class path: C:\Denodo\Denodo Platform\lib-external\jdbc-drivers\cdata-tableaucrm-19
   • Driver class: cdata.jdbc.tableaucrm.TableauCRMDriver

   • Database URI: Set this to a JDBC URL using the necessary connection properties. For example,

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

     👁 Configuring the JDBC connection (NetSuite is shown).
     

     Information on creating the Database URI follows:

     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.)
     
6. Click the "Test connection" button to confirm the configuration and click Save.

View Tableau CRM Analytics Data in the VirtualPort Administrator Tool

After creating the data source, you can create a base view of Tableau CRM Analytics data for use in the Denodo Platform.

1. Click the "Create base view" button in the newly created VirtualPort (admin.TableauCRM).
2. Expand the object tree and select the objects (tables) you wish to import. 👁 Selecting objects to import (NetSuite is shown).
   
3. Click the "Create selected" button to create views of the Tableau CRM Analytics data.
   Optional: Click "Create associations from foreign keys" to define relationships between the objects.
4. With the view(s) created, navigate to a table (cdata_tableaucrm_dataset_opportunity) in the Server Explorer and double-click the selected table.
5. In the new tab, click "Execution panel" to open a query panel.
6. Customize the query in the "Execute" tab or use the default:

   SELECT * FROM cdata_tableaucrm_dataset_opportunity CONTEXT ('i18n'='us_est', 'cache_wait_for_load'='true')
   

   👁 Configuring the query to view the data.
   
7. Click Execute to view the data. 👁 Viewing the data.
   

With the base view created, you can now work with live Tableau CRM Analytics data like you would any other data source in Denodo Platform, for example, querying Tableau CRM Analytics in the Denodo Data Catalog.

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 Denodo Platform. Reach out to our Support Team if you have any questions.