Consume Tableau CRM Analytics OData Feeds in SAP Lumira

You can use the CData API Server to create data visualizations based on Tableau CRM Analytics data in SAP Lumira. The API Server enables connectivity to live data: dashboards and reports can be refreshed on demand. This article shows how to create a chart that is always up to date.

Set Up the API Server

If you have not already done so, download the CData API Server. Once you have installed the API Server, follow the steps below to begin producing secure Tableau CRM Analytics OData services:

Connect to Tableau CRM Analytics

To work with Tableau CRM Analytics data from SAP Lumira, we start by creating and configuring a Tableau CRM Analytics connection. Follow the steps below to configure the API Server to connect to Tableau CRM Analytics data:

1. First, navigate to the Connections page.
2. Click Add Connection and then search for and select the Tableau CRM Analytics connection. 👁 Selecting a data source (SQLite is shown)
   
3. Enter the necessary authentication properties to connect to Tableau CRM Analytics.

   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.

   👁 Connecting to a datasource (SQLite is shown)
   
4. After configuring the connection, click Save & Test to confirm a successful connection.

Configure API Server Users

Next, create a user to access your Tableau CRM Analytics data through the API Server. You can add and configure users on the Users page. Follow the steps below to configure and create a user:

1. On the Users page, click Add User to open the Add User dialog.
2. Next, set the Role, Username, and Privileges properties and then click Add User. 👁 Configure a new user
   
3. An Authtoken is then generated for the user. You can find the Authtoken and other information for each user on the Users page: 👁 API Server user settings
   

Creating API Endpoints for Tableau CRM Analytics

Having created a user, you are ready to create API endpoints for the Tableau CRM Analytics tables:

1. First, navigate to the API page and then click Add Table . 👁 Add tables
   
2. Select the connection you wish to access and click Next. 👁 Select the connection (SQLite is shown)
   
3. With the connection selected, create endpoints by selecting each table and then clicking Confirm. 👁 Adding tables from the connection (SQLite is shown)
   

Gather the OData Url

Having configured a connection to Tableau CRM Analytics data, created a user, and added resources to the API Server, you now have an easily accessible REST API based on the OData protocol for those resources. From the API page in API Server, you can view and copy the API Endpoints for the API:

Connect to Tableau CRM Analytics from SAP Lumira

Follow the steps below to retrieve Tableau CRM Analytics data into SAP Lumira. You can execute an SQL query or use the UI.

1. In SAP Lumira, click File -> New -> Query with SQL. The Add New Dataset dialog is displayed.
2. Expand the Generic section and click the Generic OData 2.0 Connector option.
3. In the Service Root URI box, enter the OData endpoint of the API Server. This URL will resemble the following:

   https://your-server:8080/api.rsc
   

4. In the User Name and Password boxes, enter the username and authtoken of an API user. These credentials will be used in HTTP Basic authentication. 👁 The OData endpoint and HTTP Basic authentication configured for an API user.
   

5. Select entities in the tree or enter an SQL query. This article imports Tableau CRM Analytics Dataset_Opportunity entities.

   👁 Available entities for import. (Salesforce is shown.)
   

6. When you click Connect, SAP Lumira will generate the corresponding OData request and load the results into memory. You can then use any of the data processing tools available in SAP Lumira, such as filters, aggregates, and summary functions.

   👁 Tables of Tableau CRM Analytics data to be imported into SAP Lumira. (Salesforce Accounts are shown.)
   

Create Data Visualizations

After you have imported the data, you can create data visualizations in the Visualize room. Follow the steps below to create a basic chart.

1. In the Measures and Dimensions pane, drag measures and dimensions onto the x-axis and y-axis fields in the Visualization Tools pane. SAP Lumira automatically detects dimensions and measures from the metadata service of the API Server.

   By default, the SUM function is applied to all measures. Click the gear icon next to a measure to change the default summary.

2. In the Visualization Tools pane, select the chart type.
3. In the Chart Canvas pane, apply filters, sort by measures, add rankings, and update the chart with the current Tableau CRM Analytics data. 👁 A basic line chart. (Salesforce is shown.)