Viewing Tableau CRM Analytics Data in RAD Studio Data Explorer

Embarcadero RAD Studio provides a development environment for Delphi and C++Builder applications. With the CData ODBC Driver for Tableau CRM Analytics, you gain access to live Tableau CRM Analytics data within RAD Studio, abstracting the data into tables, views, and stored procedures that can be used to both retrieve and update Tableau CRM Analytics data. This article will walk through connecting to Tableau CRM Analytics using the Data Explorer.

Configure a Connection 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.

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.

Connecting to Tableau CRM Analytics Data Using Data Explorer

You can create a simple application for displaying Tableau CRM Analytics data by utilizing the CData FireDAC Components for Tableau CRM Analytics and a new VCL Forms Application:

1. Open the Data Explorer in RAD Studio and expand FireDAC.
2. Right-click the ODBC Data Source node in the Data Explorer.
3. Click Add New Connection. 👁 Adding a New Connection. (Salesforce is shown.)
   
4. Enter a name for the connection.
5. In the FireDAC Connection Editor that appears, set the DataSource property to the name of the ODBC DSN for Tableau CRM Analytics. 👁 Setting the Connection Parameters. (Salesforce is shown.)
   
6. Back in the Data Explorer, expand the tables for the connection.

7. Create a new VCL Forms application and drag a table (for example: Dataset_Opportunity) onto the form.

   👁 Placing the Table on the Form. (Salesforce is shown.)
   
8. Select the Dataset_OpportunityTable object on the form and set the Active property to true.

9. Right-click on the object, bind visually, and link everything (*) to a new control (TStringGrid).

   👁 Visually Binding the Table. (Salesforce is shown.)
   

10. Arrange the TStringGrid on the form and run the application to see the Dataset_Opportunity data.

    👁 The Table data on a Form. (Salesforce is shown.)
    

Related Articles

Below you can find other articles for using the CData ODBC Driver with RAD Studio, Delphi, and C++ Builder.

• DataBind Controls to Tableau CRM Analytics Data in C++Builder
• DataBind Controls to Tableau CRM Analytics Data in Delphi
• Build a Simple VCL Application for Tableau CRM Analytics Data