Analyze Tableau CRM Analytics Data in R via JDBC

Access Tableau CRM Analytics data with pure R script and standard SQL on any machine where R and Java can be installed. You can use the CData JDBC Driver for Tableau CRM Analytics and the RJDBC package to work with remote Tableau CRM Analytics data in R. By using the CData Driver, you are leveraging a driver written for industry-proven standards to access your data in the popular, open-source R language. This article shows how to use the driver to execute SQL queries to Tableau CRM Analytics and visualize Tableau CRM Analytics data by calling standard R functions.

Install R

You can match the driver's performance gains from multi-threading and managed code by running the multithreaded Microsoft R Open or by running open R linked with the BLAS/LAPACK libraries. This article uses Microsoft R Open 3.2.3, which is preconfigured to install packages from the Jan. 1, 2016 snapshot of the CRAN repository. This snapshot ensures reproducibility.

Load the RJDBC Package

To use the driver, download the RJDBC package. After installing the RJDBC package, the following line loads the package:

library(RJDBC)

Connect to Tableau CRM Analytics as a JDBC Data Source

You will need the following information to connect to Tableau CRM Analytics as a JDBC data source:

• Driver Class: Set this to cdata.jdbc.tableaucrm.TableauCRMDriver
• Classpath: Set this to the location of the driver JAR. By default this is the lib subfolder of the installation folder.

The DBI functions, such as dbConnect and dbSendQuery, provide a unified interface for writing data access code in R. Use the following line to initialize a DBI driver that can make JDBC requests to the CData JDBC Driver for Tableau CRM Analytics:

driver <- JDBC(driverClass = "cdata.jdbc.tableaucrm.TableauCRMDriver", classPath = "MyInstallationDir\lib\cdata.jdbc.tableaucrm.jar", identifier.quote = "'") 

You can now use DBI functions to connect to Tableau CRM Analytics and execute SQL queries. Initialize the JDBC connection with the dbConnect function.

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.

Below is a sample dbConnect call, including a typical JDBC connection string:

conn <- dbConnect(driver,"jdbc:tableaucrm:OAuthClientId=MyConsumerKey;OAuthClientSecret=MyConsumerSecret;CallbackURL=http://localhost:portNumber;InitiateOAuth=GETANDREFRESH;MFACode=YourMFACode")

Schema Discovery

The driver models Tableau CRM Analytics APIs as relational tables, views, and stored procedures. Use the following line to retrieve the list of tables:

dbListTables(conn)

Execute SQL Queries

You can use the dbGetQuery function to execute any SQL query supported by the Tableau CRM Analytics API:

dataset_opportunity <- dbGetQuery(conn,"SELECT Name, CloseDate FROM Dataset_Opportunity")

You can view the results in a data viewer window with the following command:

View(dataset_opportunity)

Plot Tableau CRM Analytics Data

You can now analyze Tableau CRM Analytics data with any of the data visualization packages available in the CRAN repository. You can create simple bar plots with the built-in bar plot function:

par(las=2,ps=10,mar=c(5,15,4,2))
barplot(dataset_opportunity$CloseDate, main="Tableau CRM Analytics Dataset_Opportunity", names.arg = dataset_opportunity$Name, horiz=TRUE)