How to Access Live Tableau CRM Analytics Data in Power Automate Desktop via ODBC

The CData ODBC Driver for Tableau CRM Analytics enables you to access live Tableau CRM Analytics data in workflow automation tools like Power Automate. This article shows how to integrate Tableau CRM Analytics data into a simple workflow, moving Tableau CRM Analytics data into a CSV file.

Through optimized data processing, CData ODBC Drivers offer unmatched performance for interacting with live Tableau CRM Analytics data in Microsoft Power Automate. When you issue complex SQL queries from Power Automate to Tableau CRM Analytics, the driver pushes supported SQL operations, like filters and aggregations, directly to Tableau CRM Analytics and utilizes the embedded SQL engine to process unsupported operations client-side (e.g. SQL functions and JOIN operations).

Connect to Tableau CRM Analytics as an ODBC Data Source

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.

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.

When you configure the DSN, 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 workflows.

Integrate Tableau CRM Analytics Data into Power Automate Workflows

After configuring the DSN for Tableau CRM Analytics, you are ready to integrate Tableau CRM Analytics data into your Power Automate workflows. Open Microsoft Power Automate, add a new flow, and name the flow.

👁 A new flow in Power Automate

In the flow editor, you can add the actions to connect to Tableau CRM Analytics, query Tableau CRM Analytics using SQL, and write the query results to a CSV document.

Add an Open SQL Connection Action

Add an "Open SQL connection" action (Actions -> Database) and configure the properties.

• Connection string: DSN=CData Tableau CRM Analytics Source

After configuring the action, click Save.

👁 A configured 'Open SQL connection' action

Add an Execute SQL Statement Action

Add an "Execute SQL statement" action (Actions -> Database) and configure the properties.

• Get connection by: SQL connection variable
• SQL connection: %SQLConnection% (the variable from the "Open SQL connection" action above)
• SQL statement: SELECT * FROM Dataset_Opportunity

After configuring the action, click Save.

👁 A configured 'Execute SQL statement' action

Add a Write to CSV File Action

Add a "Write to CSV file" action (Actions -> File) and configure the properties.

• Variable to write to: %QueryResult% (the variable from the "Execute SQL statement" action above)
• File path: set to a file on disk
• Configure Advanced settings as needed.

After configuring the action, click Save.

👁 A configured 'Write to CSV file' action

Add a Close SQL Connection Action

Add a "Close SQL connection" action (Actions -> Database) and configure the properties.

• SQL Connection: %SQLConnection% (the variable from the "Open SQL connection" action above)

After configuring the action, click Save.

👁 A configured 'Close SQL connection' action

Save & Run the Flow

Once you have configured all the actions for the flow, click the disk icon to save the flow. Click the play icon to run the flow.

👁 A fully configured workflow

Now you have a workflow to move Tableau CRM Analytics data into a CSV file.

👁 Application data in a CSV file (Salesforce is shown)

With the CData ODBC Driver for Tableau CRM Analytics, you get live connectivity to Tableau CRM Analytics data within your Microsoft Power Automate workflows.

Related Power Automate Articles

This article explains how to use the CData ODBC Driver for Tableau CRM Analytics with Power Automate Desktop. Check out our other articles for more ways to work with Power Automate (Desktop & Online):

• Tableau CRM Analytics Data in Power Automate Desktop using CData Connect AI
• Tableau CRM Analytics Data in Power Automate (Online) using CData Connect AI