Build IBM Cloud Object Storage Visualizations in Tableau Cloud

Tableau Cloud is an analytics platform fully hosted in the cloud. When paired with CData Connect Cloud, you get instant, cloud-to-cloud access to IBM Cloud Object Storage data for visualizations, dashboards, and more. This article shows how to connect to IBM Cloud Object Storage and build visualizations from IBM Cloud Object Storage data in Tableau Cloud.

CData Connect Cloud provides a pure cloud-to-cloud interface for IBM Cloud Object Storage, allowing you to easily build visualizations from live IBM Cloud Object Storage data in Tableau Cloud without installing connectors or publishing worksheets and data sources from Tableau Desktop. As you build visualizations, Tableau Cloud generates SQL queries to gather data. Using optimized data processing out of the box, CData Connect Cloud pushes all supported SQL operations (filters, JOINs, etc) directly to IBM Cloud Object Storage, leveraging server-side processing to quickly return IBM Cloud Object Storage data.

Configure IBM Cloud Object Storage Connectivity for Tableau Cloud

To work with IBM Cloud Object Storage data from Tableau Cloud, we need to connect to IBM Cloud Object Storage from Connect Cloud, provide user access to the connection, and create a Workspace for the IBM Cloud Object Storage data.

Connect to IBM Cloud Object Storage from Connect Cloud

CData Connect Cloud uses a straightforward, point-and-click interface to connect to data sources.

1. Log into Connect Cloud, click Sources, and then click Add Connection

2. Select "IBM Cloud Object Storage" from the Add Connection panel

3. Enter the necessary authentication properties to connect to IBM Cloud Object Storage.

   Register a New Instance of Cloud Object Storage

   If you do not already have Cloud Object Storage in your IBM Cloud account, follow the procedure below to install an instance of SQL Query in your account:

   1. Log in to your IBM Cloud account.
   2. Navigate to the page, choose a name for your instance and click Create. You will be redirected to the instance of Cloud Object Storage you just created.

   Connecting using OAuth Authentication

   There are certain connection properties you need to set before you can connect. You can obtain these as follows:

   API Key

   To connect with IBM Cloud Object Storage, you need an API Key. You can obtain this as follows:

   1. Log in to your IBM Cloud account.
   2. Navigate to the Platform API Keys page.
   3. On the middle-right corner click "Create an IBM Cloud API Key" to create a new API Key.
   4. In the pop-up window, specify the API Key name and click "Create". Note the API Key as you can never access it again from the dashboard.

   Cloud Object Storage CRN

   If you have multiple accounts, specify the CloudObjectStorageCRN explicitly. To find the appropriate value, you can:

   • Query the Services view. This will list your IBM Cloud Object Storage instances along with the CRN for each.
   • Locate the CRN directly in IBM Cloud. To do so, navigate to your IBM Cloud Dashboard. In the Resource List, Under Storage, select your Cloud Object Storage resource to get its CRN.

   Connecting to Data

   You can now set the following to connect to data:

   • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
   • ApiKey: Set this to your API key which was noted during setup.
   • CloudObjectStorageCRN (Optional): Set this to the cloud object storage CRN you want to work with. While the connector attempts to retrieve this automatically, specifying this explicitly is recommended if you have more than Cloud Object Storage account.

   When you connect, the connector completes the OAuth process.

   1. Extracts the access token and authenticates requests.
   2. Saves OAuth values in OAuthSettingsLocation to be persisted across connections.
   
4. Click Create & Test
5. Navigate to the Permissions tab in the Add IBM Cloud Object Storage Connection page and update the User-based permissions.

Add a Personal Access Token

When connecting to Connect Cloud through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect Cloud. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect Cloud app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

Configure IBM Cloud Object Storage Endpoints for Tableau Cloud

After connecting to IBM Cloud Object Storage, create a workspace for your desired table(s).

1. Navigate to the Workspaces page and click Add to create a new Workspace (or select an existing workspace).
2. Click Add to add new assets to the Workspace.
3. Select the IBM Cloud Object Storage connection (e.g. IBMCloudObjectStorage1) and click Next.
4. Select the table(s) you wish to work with and click Confirm.
5. Make note of the OData Service URL for your workspace, e.g. https://cloud.cdata.com/api/odata/{workspace_name}

With the connection, PAT, and Workspace configured, you are ready to connect to IBM Cloud Object Storage data from Tableau Cloud.

Visualize Live IBM Cloud Object Storage Data in Tableau Cloud

The steps below outline creating a new data source in Tableau Cloud based on the virtual IBM Cloud Object Storage database in Connect Cloud and building a simple visualization from the data.

1. Log into Tableau Cloud, select a account, and create a new workbook.
2. In the new workbook, choose the OData Connector from the data wizard and fill in the values for your Connect Cloud instance.
   • Set Server to the OData URL for your Workspace, e.g. https://cloud.cdata.com/api/odata/{workspace_name}
   • Set Authentication to Username and Password
   • Set Username to your Connect Cloud username (e.g. [email protected])
   • Set Password to a PAT for the above user
   
3. Select your newly created database and the table(s) you wish to visualize (defining relationships for JOINad tables as needed).

4. Select Dimensions and Measures and configure your visualization.

Real-Time Access to IBM Cloud Object Storage Data from Cloud Applications

At this point, you have a direct, cloud-to-cloud connection to live IBM Cloud Object Storage data from your Tableau Cloud workbook. You can create new visualizations, build dashboards, and more, with no need to publish data sources and workbooks from Tableau Desktop. For more information on gaining live access to data from more than 100 SaaS, Big Data, and NoSQL sources from cloud applications like Tableau Cloud, refer to our Connect Cloud page.