Import Real-Time Tableau CRM Analytics Data via ODBC in ColdFusion to Build Applications

Dibyendu Datta
Lead Technology Evangelist

Use CData ODBC drivers to import and use Tableau CRM Analytics data in ColdFusion.

Adobe ColdFusion is a web and mobile application development platform. It uses its own scripting language, ColdFusion Markup Language (CFML), to create data-driven websites as well as generate remote services, such as REST. When ColdFusion is paired with the CData ODBC Driver for Tableau CRM Analytics, you can link your ColdFusion web and mobile applications to operational Tableau CRM Analytics data. This allows for your applications to be more robust and complete. This article details how to use the ODBC driver to create a table populated with Tableau CRM Analytics data from within a ColdFusion markup file.

To follow along with this tutorial, you need to install the CData ODBC Driver for Tableau CRM Analytics and Adobe ColdFusion.

Configuring the Connection

If you have not already, first specify connection properties in an ODBC DSN (Data Source Name). This is the last step of the driver installation process. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

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.

Adding a Data Source and Creating a Table

After creating a DSN, follow the steps below to add a new data source, test our connection to it, create a ColdFusion markup file, and, finally, import Tableau CRM Analytics Data and display it in a table in ColdFusion:

From the ColdFusion administrator interface, choose Data & Services. 👁 Selecting Data & Services
Here, click "Add New Data Source". The data source name can be any name, provided it conforms to the ColdFusion variable naming conventions. For our ODBC driver, choose "ODBC Socket", then click the "Add" button. 👁 Adding Data Source Name
From the ODBC DSN Dropdown menu select CData Tableau CRM Analytics Sys. Under the Advanced Settings section, leave the Connection String blank. Note that any properties specified in this input field will override the ones specified in the DSN Configuration. 👁 Populating driver properties
Now, test the connection by pressing the check mark to the left of the CDataTableau CRM AnalyticsODBC data source you just created. When the data source reports an "OK" status, it is ready for use. 👁 Testing the connection

Next, create a new ColdFusion Markup file (.cfm) and place it in the wwwroot directory ("C:\ColdFusion2021\cfusion\wwwroot") for ColdFusion.

The following code queries the data source:

 
 <cfquery name="Tableau CRM AnalyticsQuery" dataSource="CDataTableau CRM AnalyticsODBC"> 
 SELECT * FROM Dataset_Opportunity 
 </cfquery>

And a CFTable can be used to quickly output the table in HTML:

 
 <cftable 
 query = "Tableau CRM AnalyticsQuery" 
 border = "1" 
 colHeaders 
 colSpacing = "2" 
 headerLines = "2" 
 HTMLTable 
 maxRows = "500" 
 startRow = "1"> 

 <cfcol header="<b>Name</b>" align="Left" width=2 text="Name"/> 

 <cfcol header="<b>CloseDate</b>" align="Left" width=15 text="CloseDate"/> 

 ...

 </cftable>

Full code, including the HTML portion is available below:

 
 <html> 
 <head><title>CData Software | Tableau CRM Analytics Dataset_Opportunity Table Demo </title></head> 
 <body> 
 <cfoutput>#ucase("Tableau CRM Analytics Dataset_Opportunity Table Demo")#</cfoutput> 
 <cfquery name="Tableau CRM AnalyticsQuery" dataSource="CDataTableau CRM AnalyticsODBC"> 

 SELECT * FROM Dataset_Opportunity 

 </cfquery> 
 <cftable 
 query = "Tableau CRM AnalyticsQuery" 
 border = "1" 
 colHeaders 
 colSpacing = "2" 
 headerLines = "2" 
 HTMLTable 
 maxRows = "500" 
 startRow = "1"> 
 <cfcol header="<b>Name</b>" align="Left" width=2 text="Name"/> 

 <cfcol header="<b>CloseDate</b>" align="Left" width=15 text="CloseDate"/> 

 ...

 </cftable> 
 </body> 

 </html>

Finally, run the code in a browser. It produces a table populated with Tableau CRM Analytics data! 👁 Running the code

As a note, the CData ODBC Drivers also support parameterized queries using the cfqueryparam element. For example:

SELECT * FROM Account WHERE name =

Get Started Today

Download a free, 30-day trial of the CData ODBC Driver for Tableau CRM Analytics and start building Tableau CRM Analytics-connected applications with Adobe ColdFusion. Reach out to our Support Team if you have any questions.

Ready to get started?

Download a free trial of the Tableau CRM Analytics ODBC Driver to get started:

Download Now

Learn more:

👁 Tableau CRM Analytics Icon
Tableau CRM Analytics ODBC Driver

The Tableau CRM Analytics ODBC Driver is a powerful tool that allows you to connect with live data from Tableau CRM Analytics, directly from any applications that support ODBC connectivity.

Access Tableau CRM Analytics platform and prediction services data like you would a database, through a standard ODBC Driver interface.

URL: https://www.cdata.com/kb/tech/tableaucrm-odbc-coldfusion.rst