Visualize Tableau CRM Analytics Data in Sisense

Sisense lets you join, analyze, and picture data to make more intelligent business decisions and craft effective strategies. The CData JDBC Driver for Tableau CRM Analytics makes it easy to integrate with Tableau CRM Analytics data in Sisense. This article shows how to create an ElastiCube that connects to Tableau CRM Analytics data and use the ElastiCube to visualize Tableau CRM Analytics data in Sisense.

Configure the Connection to Tableau CRM Analytics

Before creating the ElastiCube, note the installation location for the JAR file for the JDBC Driver (typically C:\Program Files\CData\CData JDBC Driver for Tableau CRM Analytics 20XX\lib) or copy the jar file (cdata.jdbc.tableaucrm.TableauCRM.jar) to a new folder in the Sisense JDBC driver directory (typically C:\ProgramData\Sisense\DataConnectors\jdbcdrivers).

1. In the Data page of the Sisense application, create a new ElastiCube (or open an existing one).
2. In the Model Editor, click "+ Data" to open the Add Data dialog box.
3. Click Generic JDBC to open the JDBC settings. 👁 Connecting via JDBC
   
4. Set the connection string property to the JDBC URL for Tableau CRM Analytics, adding required 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.

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

   When you configure the JDBC URL, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

   A typical example follows:

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

5. Set the JDBC JARs folder property to the location of the CData JDBC Driver JAR file (see above).
6. Set the driver's class name to the class name for the JDBC Driver: cdata.jdbc.tableaucrm.TableauCRMDriver
7. Leave the username and password properties blank.
8. Click Next. 👁 A configured connection in Sisense (HubSpot is shown).
   

Add Tableau CRM Analytics Data to an ElastiCube

Once you are connected to Tableau CRM Analytics, you can add tables and views to your ElastiCubes.

1. From the Tables list, select the tables and/or views you wish to work with.
2. (Optional) Click "+" to customize the data you want to import with SQL.
3. Click Done. 👁 Selected tables to add to the ElastiCube
   
4. Click Build to build the ElastiCube for analytics.

Visualize Tableau CRM Analytics Data

With Tableau CRM Analytics tables added to your ElastiCube, you can perform analytics on your Tableau CRM Analytics data.

1. Navigate to the Analytics page of the Sisense application
2. Select a Dashboard (or create a new one)
3. Select your Data Source and click Create 👁 Selecting the newly created ElastiCube
   
4. Click "+ Select Data" and choose fields to add to your visualization. 👁 Visualizing data in Sisense (HubSpot is shown).
   

With the CData JDBC Driver for Tableau CRM Analytics, you can access Tableau CRM Analytics data right in Sisense for powerful visualization and analytics. Download a free, 30-day trial and start working with Tableau CRM Analytics data in Sisense today!