The CData Tableau Connector for Act! CRM integrates seamlessly into Tableau, offering full support for live data connections to Act! CRM entities as well as custom SQL queries.

Connecting to a Custom SQL Query

If you only need a specific subset of a given Act! CRM entity's data, the connector is capable of Using Custom SQL Queries for refined data access.

Creating Visualizations

Visualizing Data with the connector works the same as it does with other Tableau data sources. As a result, you can easily model Act! CRM data using Tableau's full visualization toolset.