CData Tableau Connector for Dynamics 365 Sales
The CData Tableau Connector for Dynamics 365 Sales offers self-service integration with Tableau. The connector facilitates live access to Dynamics 365 Sales data in Tableau using the connection window. The connector also provides direct querying to visualize and analyze Dynamics 365 Sales data.
The connector supports Tableau Desktop 2020.1 or later and Tableau Prep 2020.4.1 or later. For older versions of Tableau, the CData ODBC Driver for Dynamics 365 Sales or the CData JDBC Driver for Dynamics 365 Sales can serve as an alternative means of connecting to Dynamics 365 Sales data in Tableau.
See Getting Started for a guide to create a Dynamics 365 Sales 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 Dynamics 365 Sales.
Advanced Features details additional features supported by the connector, such as defining user defined views, ssl configuration, remoting, caching, firewall/proxy settings, and advanced logging.
Using the Connector
Refer to Visualizing Data to create and work with Tableau visualizations.
See User Defined Views to construct virtual tables whose contents are determined by a pre-configured query, which will then be discovered among existing table metadata.
See Data Model for information on the available database objects and how to use SQL to work with Dynamics 365 Sales APIs. This section provides more detailed information on querying specific Dynamics 365 Sales entities.
Connection String Options
The Connection properties describe the various options that can be used to establish a connection.