Create Informatica Mappings From/To an ODBC Data Source for Tableau CRM Analytics

Informatica provides a powerful, elegant means of transporting and transforming your data. By utilizing the CData ODBC Driver for Tableau CRM Analytics, you are gaining access to a driver based on industry-proven standards that integrates seamlessly with Informatica's powerful data transportation and manipulation features. This tutorial shows how to transfer and browse Tableau CRM Analytics data in Informatica PowerCenter.

Connect to Tableau CRM Analytics as an ODBC Data Source

Information for connecting to Tableau CRM Analytics follows, along with different instructions for configuring a DSN in Windows and Linux environments.

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.

Windows

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. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

Linux

If you are installing the CData ODBC Driver for Tableau CRM Analytics in a Linux environment, the driver installation predefines a system DSN. You can modify the DSN by editing the system data sources file (/etc/odbc.ini) and defining the required connection properties.

/etc/odbc.ini

[CData TableauCRM Source]
Driver = CData ODBC Driver for Tableau CRM Analytics
Description = My Description
OAuthClientId = MyConsumerKey
OAuthClientSecret = MyConsumerSecret
CallbackURL = http://localhost:portNumber
InitiateOAuth = GETANDREFRESH
MFACode = YourMFACode

For specific information on using these configuration files, please refer to the help documentation (installed and found online).

Create a Linked Table to Dataset_Opportunity Data

Follow the steps below to create a linked table, which enables you to access live Dataset_Opportunity data.

Create the ODBC Connection

Follow the steps below to connect to Tableau CRM Analytics in Informatica PowerCenter:

1. In the Informatica Developer tool connect to your repository and create a project.
2. In the Connection Explorer pane, right-click and click Create a Connection.
3. In the New Database Connection wizard that is displayed, enter a name and Id for the connection and in the Type menu select ODBC.
4. In the Connection String property, enter the DSN.

NOTE: If you are working in a Linux operating system, set the Driver Manager for Linux property to unixODBC 2.3.x.

Create the Tableau CRM Analytics Data Object

After you have created an ODBC connection to Tableau CRM Analytics, you can now access Tableau CRM Analytics entities in Informatica. Follow the steps below to add Dataset_Opportunity entities to your project.

1. In the Object Explorer, right-click your project and then click New -> Data Object.
2. In the wizard that is displayed, select the Relational Data Object option.
3. Click the Browse button next to the Connection box and select the ODBC connection you created in the previous step.
4. Select the option to create a data object from an existing resource and click the Browse button next to the Resource box.
5. In the dialog that is displayed, clear the Show Default Schema Only option and expand the node for the ODBC connection. Select the entity that you want. 👁 The driver models Tableau CRM Analytics entities as relational tables. (Salesforce is shown.)
   

You can now browse the table in the Data Viewer: Right-click the node for the table and then click Open. On the Data Viewer view, click Run.

👁 Table data and metadata in the Data Viewer. (Salesforce is shown.)

Create the Mapping

Follow the steps below to add the Tableau CRM Analytics source to a mapping:

1. In the Object Explorer, right-click your project and then click New -> Mapping.
2. Expand the node for the Tableau CRM Analytics connection and then drag the data object for the table onto the editor.
3. In the dialog that appears, select the Read option.

👁 The source Tableau CRM Analytics table in the mapping. (Salesforce is shown.)

Follow the steps below to map Tableau CRM Analytics columns to a flat file:

1. In the Object Explorer, right-click your project and then click New -> Data Object.
2. Select Flat File Data Object -> Create as Empty -> Fixed Width.
3. In the properties for the Tableau CRM Analytics object, select the rows you want, right-click, and then click copy. Paste the rows into the flat file properties.
4. Drag the flat file data object onto the mapping. In the dialog that appears, select the Write option.
5. Click and drag to connect columns.

To transfer Tableau CRM Analytics data, right-click in the workspace and then click Run Mapping.

👁 The completed mapping. (Salesforce is shown.)