Connect to Tableau CRM Analytics Data in RapidMiner

This article shows how you can easily integrate the CData JDBC driver for Tableau CRM Analytics into your processes in RapidMiner. This article uses the CData JDBC Driver for Tableau CRM Analytics to transfer Tableau CRM Analytics data to a process in RapidMiner.

Connect to Tableau CRM Analytics in RapidMiner as a JDBC Data Source

You can follow the procedure below to establish a JDBC connection to Tableau CRM Analytics:

1. Add a new database driver for Tableau CRM Analytics: Click Connections -> Manage Database Drivers.
2. In the resulting wizard, click the Add button and enter a name for the connection.
3. Enter the prefix for the JDBC URL:

   jdbc:tableaucrm:
   

4. Enter the path to the cdata.jdbc.tableaucrm.jar file, located in the lib subfolder of the installation directory.
5. Enter the driver class:

   cdata.jdbc.tableaucrm.TableauCRMDriver
   

   👁 The JDBC driver configuration. (Salesforce is shown.)
   
6. Create a new Tableau CRM Analytics connection: Click Connections -> Manage Database Connections.
7. Enter a name for your connection.
8. For Database System, select the Tableau CRM Analytics driver you configured previously.
9. Enter your connection string in the Host box.

   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 connection string is below:

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

10. Enter your username and password if necessary. 👁 The connection to the JDBC data source. (Salesforce is shown.)
    

You can now use your Tableau CRM Analytics connection with the various RapidMiner operators in your process. To retrieve Tableau CRM Analytics data, drag the Retrieve operator from the Operators view. 👁 A Retrieve operation to select data. (Salesforce is shown.)
With the Retrieve operator selected, you can then define which table to retrieve in the Parameters view by clicking the folder icon next to the "repository entry." In the resulting Repository Browser, you can expand your connection node to select the desired example set.

Finally, wire the output to the Retrieve process to a result, and run the process to see the Tableau CRM Analytics data.