Access Live Tableau CRM Analytics Data in SAS JMP via ODBC

You can use the CData ODBC Driver for Tableau CRM Analytics to integrate live data into your statistical analysis with SAS JMP. The driver proxies your queries directly to the Tableau CRM Analytics API, ensuring that your analysis reflects any changes to the data. The CData ODBC Driver supports the standard SQL used by JMP in the background as you design reports.

The Tableau CRM Analytics API supports bidirectional access. This article shows how to access Tableau CRM Analytics data into a report and create data visualization. It also shows how to use SQL to query and manipulate Tableau CRM Analytics data from the JMP Query Builder.

Access Tableau CRM Analytics Data 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 reports and visualizations.

Import Tableau CRM Analytics Data with the Query Builder

After you have created the Tableau CRM Analytics DSN, you can use SQL to invoke the capabilities of the Tableau CRM Analytics API. Follow the steps below to execute some supported queries in the Query Builder:

1. In SAS JMP, click File -> Database -> Query Builder. The Select Database Connection dialog is displayed.
2. Click New Connection.
3. On the Machine Data Source tab, select the ODBC DSN you configured and then click Next. 👁 Select the ODBC DSN you configured. (Salesforce is shown.)
   
4. The Select Tables for Query dialog is displayed and in the Available Tables section, select a table and click Primary. After choosing the primary table, click Build Query to open the Query Builder. 👁 Select the Primary table for the Query. (Salesforce is shown.)
   
5. As you drag Available Columns to the Included Columns tab, the underlying SQL query is updated and you can view the generated SQL Query in the SQL tab. 👁 The generated query in the Query Builder. (Salesforce is shown.)
   
6. Click Run Query to display the data. 👁 The results of a query in the Query Builder. (Salesforce is shown.)
   
7. To refresh the results with the current data, right-click Update from Database and click Run Script.

Manipulate Tableau CRM Analytics Data

You can execute data manipulation queries from JSL scripts such as the one below. To execute a script, click New Script in the toolbar. To connect, specify the DSN. You can then use the standard SQL syntax:

Open Database( "DSN=CData TableauCRM Source;",
"INSERT INTO Dataset_Opportunity
(StageName)
VALUES ('Closed Won');");

Visualize Tableau CRM Analytics Data

After importing, you can use the Graph Builder to create graphs visually. To open the Graph Builder, click the Graph Builder button in the toolbar.

1. Drag a dimension column onto the x axis. For example, Name.
2. Drag a measure column onto the y axis. For example, CloseDate.
3. Select a chart type. For example, a bar chart. 👁 Configuration of a basic chart. (Salesforce is shown.)