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Analyze Tableau CRM Analytics Data in Infragistics Reveal
Use the CData API Server to create an OData API on top of Tableau CRM Analytics data and visualize live Tableau CRM Analytics data in Ingragistics Reveal.
Reveal is a data visualization solution provided by Infragistics and can be paired with the CData API Server and Tableau CRM Analytics ADO.NET Provider to build dynamic dashboards from live Tableau CRM Analytics data. The CData API Server generates an OData API for Tableau CRM Analytics, which is natively consumable in Reveal. In this article, we walk through connecting to Tableau CRM Analytics in API Server and connecting to the API Server from Infragistics Reveal to create a simple dashboard.
Connect to Tableau CRM Analytics from API Server
CData API Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.
- Open API Server and click Settings -> Connection -> Add Connection
- Select "Tableau CRM Analytics"
- Enter the necessary authentication properties to connect to Tableau CRM Analytics.
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.
Add Tableau CRM Analytics Resource Definitions in API Server
After connecting to Tableau CRM Analytics, create Resources, which represent API endpoints for Tableau CRM Analytics data.
- Click Settings -> Resources -> Add Resource
- Select the Tableau CRM Analytics connection
- Select the table you wish to retrieve and click Next
- (Optional) Edit the resource to select specific fields and more
- Save the settings
Add an API Server User
Create a User to connect to Tableau CRM Analytics from Reveal through API Server.
- Click Settings -> Users
- Click Add
- Configure a User with access to the Tableau CRM Analytics Connection and Resource(s)
(Optional) Configure Cross-Origin Resource Sharing (CORS)
When accessing and connecting to multiple different domains from an application such as Ajax, there is a possibility of violating the limitations of cross-site scripting. In that case, configure the CORS settings in Settings -> Server.
- Enable cross-origin resource sharing (CORS): ON
- Allow all domains without '*': ON
- Access-Control-Allow-Methods: GET, PUT, POST, OPTIONS
- Access-Control-Allow-Headers: Authorization
Save the changes to the settings.
Create a Dashboard in Reveal
With the API Server configured, we can visualize Tableau CRM Analytics data in Reveal.
- Log into Reveal and click Dashboards -> New
- Click Data Source -> OData Feed
- Specify the API Server API endpoint URL, for example: https://serverurl/api.rsc
- Select Generic Credentials and specify the API Server username and authentication token
- Select the entity you wish to visualize
- Select fields and choose a chart type
More Information & Free Trial
At this point, you have created a simple dashboard from live Tableau CRM Analytics data. For more information on creating OData feeds from Tableau CRM Analytics (and more than 150 other sources), visit the API Server page. Download a free, 30-day trial and start working live Tableau CRM Analytics data in tools that consume OData APIs.
