How to connect PolyBase to Tableau CRM Analytics

PolyBase for SQL Server allows you to query external data by using the same Transact-SQL syntax used to query a database table. When paired with the CData ODBC Driver for Tableau CRM Analytics, you get access to your Tableau CRM Analytics data directly alongside your SQL Server data. This article describes creating an external data source and external tables to grant access to live Tableau CRM Analytics data using T-SQL queries.

NOTE: PolyBase is only available on SQL Server 19 and above.

The CData ODBC drivers offer unmatched performance for interacting with live Tableau CRM Analytics data using PolyBase due to optimized data processing built into the driver. When you issue complex SQL queries from SQL Server to Tableau CRM Analytics, the driver pushes down supported SQL operations, like filters and aggregations, directly to Tableau CRM Analytics and utilizes the embedded SQL engine to process unsupported operations (often SQL functions and JOIN operations) client-side. And with PolyBase, you can also join SQL Server data with Tableau CRM Analytics data, using a single query to pull data from distributed sources.

Connect to Tableau CRM Analytics

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. To create an external data source in SQL Server using PolyBase, configure a System DSN (CData Tableau CRM Analytics Sys is created automatically).

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.

Click "Test Connection" to ensure that the DSN is connected to Tableau CRM Analytics properly. Navigate to the Tables tab to review the table definitions for Tableau CRM Analytics.

Create an External Data Source for Tableau CRM Analytics Data

After configuring the connection, you need to create a master encryption key and a credential database for the external data source.

Creating a Master Encryption Key

Execute the following SQL command to create a new master key, 'ENCRYPTION,' to encrypt the credentials for the external data source.

CREATE MASTER KEY ENCRYPTION BY PASSWORD = 'password';

Creating a Credential Database

Execute the following SQL command to create credentials for the external data source connected to Tableau CRM Analytics data.

NOTE: Since Tableau CRM Analytics does not require a User or Password to authenticate, you may use whatever values you wish for IDENTITY and SECRET.

CREATE DATABASE SCOPED CREDENTIAL tableaucrm_creds
WITH IDENTITY = 'username', SECRET = 'password';

Create an External Data Source for Tableau CRM Analytics

Execute a CREATE EXTERNAL DATA SOURCE SQL command to create an external data source for Tableau CRM Analytics with PolyBase:

• Set the LOCATION parameter , using the DSN and credentials configured earlier.

For Tableau CRM Analytics, set SERVERNAME to the URL or address for your server (e.g. 'localhost' or '127.0.0.1' for local servers; the remote URL for remote servers). Leave PORT empty. PUSHDOWN is set to ON by default, meaning the ODBC Driver can leverage server-side processing for complex queries.

CREATE EXTERNAL DATA SOURCE cdata_tableaucrm_source
WITH ( 
 LOCATION = 'odbc://SERVER_URL',
 CONNECTION_OPTIONS = 'DSN=CData Tableau CRM Analytics Sys',
 -- PUSHDOWN = ON | OFF,
 CREDENTIAL = tableaucrm_creds
);

Create External Tables for Tableau CRM Analytics

After creating the external data source, use CREATE EXTERNAL TABLE statements to link to Tableau CRM Analytics data from your SQL Server instance. The table column definitions must match those exposed by the CData ODBC Driver for Tableau CRM Analytics. You can refer to the Tables tab of the DSN Configuration Wizard to see the table definition.

👁 Table definition in the DSN Configuration Wizard (Salesforce is shown)

Sample CREATE TABLE Statement

The statement to create an external table based on a Tableau CRM Analytics Dataset_Opportunity would look similar to the following:

CREATE EXTERNAL TABLE Dataset_Opportunity(
 Name [nvarchar](255) NULL,
 CloseDate [nvarchar](255) NULL,
 ...
) WITH ( 
 LOCATION='Dataset_Opportunity',
 DATA_SOURCE=cdata_tableaucrm_source
);

Having created external tables for Tableau CRM Analytics in your SQL Server instance, you are now able to query local and remote data simultaneously. Thanks to built-in query processing in the CData ODBC Driver, you know that as much query processing as possible is being pushed to Tableau CRM Analytics, freeing up local resources and computing power. Download a free, 30-day trial of the ODBC Driver for Tableau CRM Analytics and start working with live Tableau CRM Analytics data alongside your SQL Server data today.