Use the CData ODBC Driver for Tableau CRM Analytics in SAS for Real-Time Reporting and Analytics

SAS is a software suite developed for advanced analytics, multivariate analysis, business intelligence, data management, and predictive analytics. When you pair SAS with the CData ODBC Driver for Tableau CRM Analytics, you gain database-like access to live Tableau CRM Analytics data from SAS, expanding your reporting and analytics capabilities. This article explains how to create a library for Tableau CRM Analytics in SAS and create a simple report based on real-time Tableau CRM Analytics data.

The CData ODBC Driver offers unmatched performance for interacting with live Tableau CRM Analytics data in SAS due to optimized data processing built into the driver. When you issue complex SQL queries from SAS 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 (often SQL functions and JOIN operations) client-side. With built-in dynamic metadata querying, you can easily visualize and analyze Tableau CRM Analytics data in SAS.

Connect to Tableau CRM Analytics as an ODBC Data Source

Information for connecting to Tableau CRM Analytics follows, along with different instructions for configuring a DSN in Windows and Linux environments (the ODBC Driver for Tableau CRM Analytics must be installed on the machine hosting the SAS System).

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.

Windows

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.

Linux

If you are installing the CData ODBC Driver for Tableau CRM Analytics in a Linux environment, the driver installation predefines a system DSN. You can modify the DSN by editing the system data sources file (/etc/odbc.ini) and defining the required connection properties.

/etc/odbc.ini

[CData TableauCRM Sys]
Driver = CData ODBC Driver for Tableau CRM Analytics
Description = My Description
OAuthClientId = MyConsumerKey
OAuthClientSecret = MyConsumerSecret
CallbackURL = http://localhost:portNumber
InitiateOAuth = GETANDREFRESH
MFACode = YourMFACode

For specific information on using these configuration files, please refer to the help documentation (installed and found online).

Create a Tableau CRM Analytics Library in SAS

Connect to Tableau CRM Analytics in SAS by adding a library based on the CData ODBC Driver for Tableau CRM Analytics.

1. Open SAS and expand Libraries in the Explorer pane.
2. In the Active Libraries window, right-click and select New.
3. Name your library (odbclib), select ODBC as the Engine, and click to Enable at startup (if you want the library to persist between sessions).
4. Set Data Source to the DSN you previously configured and click OK. 👁 Creating a library for Tableau CRM Analytics in SAS.
   

Create a View from a Tableau CRM Analytics Query

SAS natively supports querying data either using a low-code, point-and-click Query tool or programmatically with PROC SQL and a custom SQL query. When you create a View in SAS, the defining query is executed each time the view is queried. This means that you always query live Tableau CRM Analytics data for reports, charts, and analytics.

Using the Query Tool

1. In SAS, click Tools -> Query
2. Select the table sources and the table(s) you wish to pull data from. Then, click OK. 👁 Selecting table(s) to visualize.
   
3. Select columns and right-click to add filtering, ordering, grouping, etc. 👁 Selecting columns(s) to visualize and configuring the query.
   
4. Create a local view to contain the query results by right-clicking the SQL Query Tool window, selecting Show Query, and clicking Create View. Name the View and click OK. 👁 Create a local view to work with Tableau CRM Analytics data.
   

Using PROC SQL

1. In SAS, navigate to the Editor window.
2. Use PROC SQL to query the data and create a local view.
   NOTE: This procedure creates a view in the Work library. You can optionally specify a library in the create view statement.

   proc sql;
    create view dataset_opportunity_view as
    select 
    name, 
    closedate 
    from 
    odbclib.dataset_opportunity 
    where 
    StageName = 'Closed Won';
   quit;
   

3. Click Run -> Submit to execute the query and create a local view.

Report On or Visualize Tableau CRM Analytics Data in SAS

With a local view created, you can report, visualize, or otherwise analyze Tableau CRM Analytics data using the powerful SAS features. Print a simple report using PROC PRINT and create a basic graph based on the data using PROC GCHART.

Print an HTML Report

1. In SAS, navigate to the Editor window.
2. Use PROC PRINT to print an HTML report for the Tableau CRM Analytics Dataset_Opportunity data.

   proc print data=dataset_opportunity;
    title "Tableau CRM Analytics Dataset_Opportunity Data";
   run;
   

   👁 A simple Tableau CRM Analytics data report.
   

Print a Chart

1. In SAS, navigate to the Editor window.
2. Use PROC GCHART to create a chart for the Dataset_Opportunity data.

   proc gchart data=dataset_opportunity;
    pie name / sumvar=closedate
    value=arrow
    percent=arrow
    noheading
    percent=inside plabel=(height=12pt)
    slice=inside value=none
    name='Dataset_OpportunityChart';
   run;
   

   👁 A simple Tableau CRM Analytics data chart.