Visualize Live XML Data in Tableau

Tableau is a visual analytics platform transforming the way businesses use data to solve problems. When paired with the CData Tableau Connector for XML, you can easily get access to live XML data within Tableau. This article shows how to connect to XML in Tableau and build a simple chart.

The CData Tableau Connectors enable high-speed access to live XML data in Tableau. Once you install the connector, you simply authenticate with XML and you can immediately start building responsive, dynamic visualizations and dashboards. By surfacing XML data using native Tableau data types and handling complex filters, aggregations, & other operations automatically, CData Tableau Connectors grant seamless access to XML data.

NOTE: The CData Tableau Connectors require Tableau 2020.3 or higher. If you are using an older version of Tableau, you will need to use the CData JDBC Driver.

Connect to XML in Tableau

Open Tableau and click More under Connect -> To a Server. Select "XML by CData," then configure the connection and click "Sign In."

Connecting to Local or Cloud-Stored (Box, Google Drive, Amazon S3, SharePoint) XML Files

CData Drivers let you work with XML files stored locally and stored in cloud storage services like Box, Amazon S3, Google Drive, or SharePoint, right where they are.

Setting connection properties for local files

Set the URI property to local folder path.

Setting connection properties for files stored in Amazon S3

To connect to XML file(s) within Amazon S3, set the URI property to the URI of the Bucket and Folder where the intended XML files exist. In addition, at least set these properties:

• AWSAccessKey: AWS Access Key (username)
• AWSSecretKey: AWS Secret Key

Setting connection properties for files stored in Box

To connect to XML file(s) within Box, set the URI property to the URI of the folder that includes the intended XML file(s). Use the OAuth authentication method to connect to Box.

Dropbox

To connect to XML file(s) within Dropbox, set the URI proprerty to the URI of the folder that includes the intended XML file(s). Use the OAuth authentication method to connect to Dropbox. Either User Account or Service Account can be used to authenticate.

SharePoint Online (SOAP)

To connect to XML file(s) within SharePoint with SOAP Schema, set the URI proprerty to the URI of the document library that includes the intended XML file. Set User, Password, and StorageBaseURL.

SharePoint Online REST

To connect to XML file(s) within SharePoint with REST Schema, set the URI proprerty to the URI of the document library that includes the intended XML file. StorageBaseURL is optional. If not set, the driver will use the root drive. OAuth is used to authenticate.

Google Drive

To connect to XML file(s) within Google Drive, set the URI property to the URI of the folder that includes the intended XML file(s). Use the OAuth authentication method to connect and set InitiateOAuth to GETANDREFRESH.

The property is the controlling property over how your data is represented into tables and toggles the following basic configurations.

• Document (default): Model a top-level, document view of your XML data. The data provider returns nested elements as aggregates of data.
• FlattenedDocuments: Implicitly join nested documents and their parents into a single table.
• Relational: Return individual, related tables from hierarchical data. The tables contain a primary key and a foreign key that links to the parent document.

See the Modeling XML Data chapter for more information on configuring the relational representation. You will also find the sample data used in the following examples. The data includes entries for people, the cars they own, and various maintenance services performed on those cars.

👁 Configuring the Connector (Sage Intacct is shown)

Discover Schemas and Query Data

1. Select CData from the Database pull-down menu.
2. Select XML from the Schema pull-down menu.
3. Drag the tables and views you wish to visualize onto the join area. You can include multiple tables. 👁 Selecting table(s)
   
4. Select Update Now or Automatically Update. Update Now lets you preview the first 10,000 rows of the data source (or enter the number of rows you want to see in the Rows text box). Automatically Update automatically reflects the changes in the preview area.
5. Click the tab for your worksheet. Columns are listed as Dimensions and Measures, depending on the data type. The CData Tableau Connector discovers data types automatically, allowing you to leverage the powerful data processing and visualization features of Tableau.
6. Drag a field from the Dimensions or Measures area to Rows or Columns. Tableau creates column or row headers.
7. Select one of the chart types from the Show Me tab. Tableau displays the chart type that you selected.
👁 Visualizing live XML data

Using the CData Tableau Connector for XML with Tableau, you can easily create robust visualizations and reports on XML data. Download a free, 30-day trial and get started today.