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Tableau ODBC connectivity to Salesforce, web services, SOA, and data services blown wide open

Tableau ODBC connectivity to Salesforce, web services, SOA, and data services blown wide open

August 15, 2011 0 Comments

Standards based data access is a critical component for BI solutions.  Tableau agreed by introducing ODBC connectivity in Tableau v5.2 to allow access to several ODBC compliant data sources.

But what about real-time data sources like Salesforce.com, web services, SOA, data services layers, and XML data sources?

Tableau support for ODBC Version 3.0 compliant drivers is where Progress DataDirect blows real-time data access options wide open without a replication database.  For web services, SOA, and data services, you can customize a data access solution using the OpenAccess SDK.  To learn more, read about how organizations leverage their data services layers through standards based data access. For XML data sources, check out the Progress DataDirect ODBC XML Driver. For Salesforce, see tutorial below.

How Progress Software makes progress with Tableau and DataDirect

With the release of Progress Control Tower Analyst Studio (powered by Tableau), Progress Software has been making progress with the DataDirect Connect XE for ODBC Salesforce driver.  Real-time Salesforce integration with Analyst Studio is achieved using the tutorial below to get live visibility and analytics of business data.  This is a compelling use case for Salesforce integration through standards based access from the organization that brought you Response Process Management (RPM) to provide unprecedented control and visibility into business operations.

Report Analyst's view from the Progress Control Tower

Below are real Salesforce integration challenges being solved by Progress Software using DataDirect Connect XE for ODBC Salesforce:

  • Answer questions about the business using dimensions from disparate on-premise data sources
  • Enable drill down to details from dashboards.
  • Create Opportunity Push Reporc
  • Easily measure pipeline versus budget
  • Analyze relationships of product interest fields stored as concatenated strings
  • And several new reports and dashboards are in the works

Tutorial to configure Salesforce Integration with Tableau

1. Install Tableau Server by following the quick start guide on a Windows Server: http://www.tableausoftware.com/support/manuals

2. Read tutorial on connecting Tableau to an ODBC compliant data source from Progress DataDirect.

3. Install Progress DataDirect Connect XE for ODBC Salesforce using the instructions in the Installation Guide. Download free 15-day trial to test-connect to Salesforce today.

Install Salesforce ODBC

4. Setup ODBC data source named “Salesforce” to the Salesforce.com cloud. For sandbox accounts, change Host Name to "test.salesforce.com".

Test connect to Salesforce

Security Token can be requested from Salesforce.com, or the Salesforce administrator can configure Salesforce Web Services to accept the IP address of your system.

Test Connect to Salesforce

5. Launch Tableau and click "Connect to Data" and choose "Other Databases (ODBC)".

Tableau ODBC connection

 6. Select the "Salesforce"  DSN and test the connection.

Test Connect to Salesforce

 7. Select Salesforce objects to use with the workbook and test Connect.  Note if domain for e-mail address of Salesforce user was configured in security tab of ODBC configuration, it is not required in the User ID field.

Select Opportunities Table

8. Note capabilities reported by Tableau for ODBC driver.

Checking Data Source Capabilities

 9. Real-time access means your data connection can "Connect live".

Real Time

10. You are now ready to start building your rapid fire analytics using Tableau against Salesforce.

Salesforce Integration with Tableau

Get connected in 15 minutes with a live Solutions Consultant

Call us today at 1-800-876-3101 and read more about Salesforce Integration with Tableau.

Sumit Sakar

Sumit Sarkar

Sumit Sarkar is a Chief Data Evangelist at Progress, with over 10 years experience working in the data connectivity field. The world's leading consultant on open data standards connectivity with cloud data, Sumit's interests include performance tuning of the data access layer for which he has developed a patent pending technology for its analysis; business intelligence and data warehousing for SaaS platforms; and data connectivity for aPaaS environments, with a focus on standards such as ODBC, JDBC, ADO.NET and ODATA. He is an IBM Certified Consultant for IBM Cognos Business Intelligence and TDWI member. He has presented sessions on data connectivity at various conferences including Dreamforce, Oracle OpenWorld, Strata Hadoop, MongoDB World and SAP Analytics and Business Objects Conference, among many others. 

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