Build a Simple VCL Application for Tableau CRM Analytics Data

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 retrieve and update Tableau CRM Analytics data. This article will walk through connecting to Tableau CRM Analytics and creating a simple VCL application with the Form Designer.

Create a Connection to Tableau CRM Analytics Data

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.

You can then follow the steps below to use the Data Explorer to create a FireDAC connection to Tableau CRM Analytics data.

1. In a new VCL Forms application, expand the FireDAC node in the Data Explorer.
2. Right-click the ODBC Data Source node in the Data Explorer.
3. Click Add New Connection.
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.

Create VCL Applications with Connectivity to Tableau CRM Analytics Data

Follow the procedure below to start executing queries to Tableau CRM Analytics data from a simple VCL application that displays the results of a query in a grid.

1. Drop a TFDConnection component onto the form and set the following properties:

   • ConnectionDefName: Select the FireDAC connection to Tableau CRM Analytics data.
   • Connected: Select True from the menu and, in the dialog that appears, enter your credentials.

2. Drop a TFDQuery component onto the form and set the properties below:

   • Connection: Set this property to the TFDConnection component, if this component is not already specified.

   • SQL: Click the button in the SQL property and enter a query. For example:

     SELECT Name, CloseDate FROM Dataset_Opportunity
     

   • Active: Set this property to true.

3. Drop a TDataSource component onto the form and set the following property:

   • DataSet: In the menu for this property, select the name of the TFDQuery component.

4. Drop a TDBGrid control onto the form and set the following property:

   • DataSource: Select the name of the TDataSource.
5. Drop a TFDGUIxWaitCursor onto the form — this is required to avoid a run-time error.

You now have an executable application that displays the results of the SQL Query set in the TFDQuery object.

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
• Viewing Tableau CRM Analytics Data in RAD Studio Data Explorer