Connect to Tableau CRM Analytics Data in NetBeans

The CData JDBC Driver for Tableau CRM Analytics integrates connectivity to live Tableau CRM Analytics data in IDEs that support JDBC. The JDBC standard enables you to use built-in data access wizards and other tools supporting rapid development. This article shows how to connect to Tableau CRM Analytics data in NetBeans. You will create a connection and edit and save Tableau CRM Analytics data in the Table Editor.

Create a JDBC Data Source for Tableau CRM Analytics in NetBeans

To create the JDBC data source, expand the Database node in the Service window, right-click the Drivers node, and select New Driver. In the New Driver wizard that results, enter the following information:

• Driver File(s): Click Add and, in the file explorer dialog that appears, select the cdata.jdbc.tableaucrm.jar file. The driver JAR is located in the lib subfolder of the installation directory.
• Driver Class: Click Find to search for the driver class inside the JAR. Then select cdata.jdbc.tableaucrm.TableauCRMDriver from the menu.
• Name: Enter the name for the driver.

Define Connection Parameters

Follow the steps below to define required connection properties:

1. In the Service window, right-click the Database node and click New Connection.

2. In the New Connection Wizard, enter the following connection properties:

   • Driver Name: In the menu, select the CData JDBC Driver for Tableau CRM Analytics.
   • User Name: Enter the username. This can also be defined in the JDBC URL.
   • Password: Enter the password. This can also be defined in the JDBC URL.

   • JDBC URL: Specify 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 the following:

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

Query Tableau CRM Analytics Data

To connect to Tableau CRM Analytics data, right-click the connection in the Database node and click Connect. After the connection is established, you can expand it to discover schema information.

To load a table in the Data Views window, right-click the table and then click View Data. You can also insert, update, or delete records in the Data Views window.