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Use wizards in DBArtisan to configure Tableau CRM Analytics data as a data source.
The CData ODBC Driver for Tableau CRM Analytics seamlessly integrates Tableau CRM Analytics data into database management tools like DBArtisan by enabling you to access Tableau CRM Analytics data as a database. This article shows how to create an data source for Tableau CRM Analytics in DBArtisan and execute queries. You can then edit data visually and execute standard SQL.
Integrate Tableau CRM Analytics Data into DBArtisan Projects
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. You will need to 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.
You can then follow the steps below to register Tableau CRM Analytics data as a database instance in your project:
- In DBArtisan, click Data Source -> Register Datasource.
- Select Generic ODBC.
- Enter a name for the data source and select the DSN.
- Finish the wizard to connect to Tableau CRM Analytics data. Tableau CRM Analytics entities are displayed in the Datasource Explorer.
You can now work with Tableau CRM Analytics data as you work with any other database. See the driver help documentation for more information on the queries supported by the Tableau CRM Analytics API.
