After Installing the Connector you can connect and create a Data Source for data in SendGrid.

Setting Up a Data Source

Complete the following steps to connect to the data:

1. Under Connect | To a Server, click More....
2. Select the data source called SendGrid by CData.
3. Enter the information required for the connection.
4. Click Sign In.
5. If necessary, select a Database and Schema to discover what tables and views are available.

Using the Connection Builder

The connector makes the most common connection properties available directly in Tableau. However, it can be difficult to use if you need to use more advanced settings or need to troubleshoot connection issues. The connector includes a separate connection builder that allows you to create and test connections outside of Tableau.

There are two ways to access the connection builder:

• On Windows, use a shortcut called Connection Builder in the Start menu, under the CData Tableau Connector for SendGrid folder.
• You can also start the connection builder by going to the driver install directory and running the .jar file in the lib directory.

In the connection builder, you can set values for connection properties and click Test Connection to validate that they work. You can also use the Copy to Clipboard button to save the connection string. This connection string can be given to the Connection String option included in the connector connection window in Tableau.

You must use an API key to authenticate through the SendGrid connector.

Obtaining an API Key

To obtain an API key, follow the steps below:

1. Log into SendGrid.
2. Click Settings.
3. Click API keys.
4. Click Create API Key.
5. Choose the Permissions the API Key should have, either Full Access or Restricted Access. The API key is then displayed.

NOTE: If you want access to Email events, you must purchase the Email Activity History add-in of SendGrid. If using a Restricted Access key, you must give it the messages.read and email_activity.read scopes.

Next Step

See Using the Connector to create data visualizations.