Tableau Connector for FinancialForce

Build 20.0.7606

CData Tableau Connector for FinancialForce

Overview

The CData Tableau Connector for FinancialForce offers self-service integration with Tableau. The connector facilitates live access to FinancialForce data in Tableau using the connection window. The connector also provides direct querying to visualize and analyze FinancialForce data.

Note that you must have Tableau 2020.3 or greater installed as well as an up-to-date version of Java. For older versions of Tableau, the CData ODBC Driver for FinancialForce or the CData JDBC Driver for FinancialForce can serve as an alternative means of connecting to FinancialForce data in Tableau.

Getting Started

See Getting Started for a guide to create a FinancialForce Data Source in Tableau. The guide will walk you through Installing the Connector and then Configuring a Connection via the connection builder.

Once a connection has been configured, see Getting Data to set up a data source that offers live connectivity to FinancialForce.

Using the Connector

See Using the Connector to customize data access and visualize data. You can further customize the exact FinancialForce data pulled by Using Custom SQL Queries.

Refer to Visualizing Data to create and work with Tableau visualizations.

See Defining Custom Views to construct virtual tables whose contents are determined by a pre-configured query, which will then be discovered among existing table metadata.

Data Model

See Data Model for information on the available database objects and how to use SQL to work with FinancialForce APIs. This section provides more detailed information on querying specific FinancialForce entities.

Connection String Options

The Connection properties describe the various options that can be used to establish a connection.

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Build 20.0.7606