Connect to Tableau CRM Analytics Data from PowerBuilder via ODBC

The CData ODBC Driver for Tableau CRM Analytics can be used from any platform or development technology that supports ODBC, including PowerBuilder. This article shows how to connect to Tableau CRM Analytics data and execute queries from the Database Painter and controls such as the DataWindow.

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.

Create a Profile for the ODBC Driver for Tableau CRM Analytics

Follow the steps below to use the Database Painter tool to create a database profile based on an ODBC DSN (data source name) for Tableau CRM Analytics. In the Database Painter, you can use wizards and the UI to work with Tableau CRM Analytics data.

1. In PowerBuilder, click Tools -> Database Painter.
2. In the Objects window in the Database Painter, right-click the ODBC node and click New Profile.
3. On the Connection tab, enter a name for the profile and select the Tableau CRM Analytics DSN in the Data Source menu. 👁 The ODBC DSN, required to create the Database Profile. (Salesforce is shown.)
   
4. To view and modify a table, right-click a table and then click Edit Data -> Grid.

Using Tableau CRM Analytics Data with PowerBuilder Controls

You can use standard PowerBuilder objects to connect to ODBC data sources and execute queries. The following example shows how to retrieve Tableau CRM Analytics data into a DataWindow. You can add the following code to the open method:

SQLCA.DBMS = "ODBC"
SQLCA.DBParm = "ConnectString='DSN=CData TableauCRM Source'"
CONNECT USING SQLCA;
dw_dataset_opportunity.SetTransObject(SQLCA);
dw_dataset_opportunity.Retrieve();