Build Pipelines with Live Tableau CRM Analytics Data in Google Cloud Data Fusion (via CData Connect Cloud)

Google Cloud Data Fusion simplifies building and managing data pipelines by offering a visual interface to connect, transform, and move data across various sources and destinations, streamlining data integration processes. When combined with CData Connect Cloud, it provides access to Tableau CRM Analytics data for building and managing ELT/ETL data pipelines. This article explains how to use CData Connect Cloud to create a live connection to Tableau CRM Analytics and how to connect and access live Tableau CRM Analytics data from the Cloud Data Fusion platform.

Configure Tableau CRM Analytics Connectivity for Cloud Data Fusion

Connectivity to Tableau CRM Analytics from Cloud Data Fusion is made possible through CData Connect Cloud. To work with Tableau CRM Analytics data from Cloud Data Fusion, we start by creating and configuring a Tableau CRM Analytics connection.

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

2. Select "Tableau CRM Analytics" from the Add Connection panel

3. 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.

   
4. Click Create & Test
5. Navigate to the Permissions tab in the Add Tableau CRM Analytics 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.

With the connection configured and a PAT generated, you are ready to connect to Tableau CRM Analytics data from Cloud Data Fusion.

Connecting to Tableau CRM Analytics from Cloud Data Fusion

Follow these steps to establish a connection from Cloud Data Fusion to Tableau CRM Analytics through the CData Connect Cloud JDBC driver:

1. Download and install the CData Connect Cloud JDBC driver:
   1. Open the Integrations page of CData Connect Cloud.
   2. Search for and select JDBC.
   3. Download and run the setup file.
   4. When the installation is complete, copy the JAR file(cdata.jdbc.connect.jar) from the installation directory (e.g., C:\Program Files\CData\JDBC Driver for CData Connect\lib).
2. Log into Cloud Data Fusion.
3. Click the green "+" button at the top right to add an entity.
4. Under Driver, click Upload.
5. Now, upload the CData Connect Cloud JDBC driver (JAR file).
6. Enter the driver settings:
   • Name: Enter the name of the driver
   • Class name: Enter "cdata.jdbc.connect.ConnectDriver"
   • Version: Enter the driver version
   • Description (optional): Enter a description for the driver
7. Click on Finish.
8. Enter source configuration settings:
   • Label: Helps to identify the connection
   • JDBC driver name: Enter the JDBC driver name to identify the driver configured in Step 6.
   • Connection string: Enter the JDBC connection string, for example:

     jdbc:connect:AuthScheme=Basic;user=username;password=PAT;

   • User: Enter your CData Connect Cloud username, displayed in the top-right corner of the CData Connect Cloud interface. For example, "[email protected]"
   • Password: Enter the PAT you generated on the Settings page.
9. Click Validate in the top right corner.
10. If the connection is successful, you can manage the pipeline by editing it through the UI.
11. Run the pipepline created.

Troubleshooting

Please be aware that there is a known issue in Cloud Data Fusion where "int" types from source data are automatically cast as "long".

Live Access to Tableau CRM Analytics Data from Cloud Applications

Now you have a direct connection to live Tableau CRM Analytics data from from Google Cloud Data Fusion. You can create more connections to ensure a smooth movement of data across various sources and destinations, thereby streamlining data integration processes - all without replicating Tableau CRM Analytics data.

To get real-time data access to 100+ SaaS, Big Data, and NoSQL sources (including Tableau CRM Analytics) directly from your cloud applications, explore the CData Connect Cloud.