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

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 Facebook Ads 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 Facebook Ads 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.

Connecting to Facebook Ads

The following are optional connection properties:

• Target: Some Facebook tables can be filtered by a target. For example, to retrieve comments on a video, specify the Id of the video as the target. This property enables you to restrict the results of all queries in the connection to records that match the specified target. You can also specify this restriction per query with the Target column.
• AggregateFormat: The connector returns some columns as a string aggregate. For example, the available likes data for an entity is returned in aggregate. By default, the connector returns aggregate columns in JSON. You can also return aggregates in XML.
• RetryLevel: Use this property to control automatic query retry for specific ad insights queries and errors.

Authenticating to Facebook Ads

Facebook Ads uses the OAuth standard to authenticate users.

OAuth

In all OAuth flows, you must set AuthScheme to OAuth. The sections below assume that you have done so.

Desktop Applications

CData provides an embedded OAuth application that simplifies OAuth desktop Authentication. Alternatively, you can create a custom OAuth application. See Creating a Custom OAuth Application for information about creating custom applications and reasons for doing so.

For authentication, the only difference between the two methods is that you must set two additional connection properties when using custom OAuth applications. After setting the following connection properties, you are ready to connect:

• InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
• OAuthClientId: (custom applications only) Set this to the client Id in your application settings.
• OAuthClientSecret: (custom applications only) Set this to the client secret in your application settings.
• CallbackURL: Set this to the Redirect URL in your application settings.
• Scope (optional): Set this if you need to customizie the permissions that the driver requests.
• AuthenticateAsPage (optional): Set this to a page name or Id to make requests as a page. The page must be managed by the authenticated user.

When you connect the connector opens the OAuth endpoint in your default browser. Log in and grant permissions to the application. The connector then completes the OAuth process:

1. Extracts the access token from the callback URL.
2. Obtains a new access token when the old one expires.
3. Saves OAuth values in OAuthSettingsLocation. These values persist across connections.

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Requesting Additional Permissions

You may find while using the connector that Facebook returns an error stating your app does not have permissions to do a certain action. To resolve this, you must generate a new OAuth access token with the required permissions. Set the Scope property in the authentication step for a desktop application. You can find a list of available Facebook permissions here:

http://developers.facebook.com/docs/authentication/permissions/

Note that in some cases, permissions restrictions might not be due to missing but requestable Facebook Ads OAuth permissions, but instead might be due to missing OAuth app features, like Page Public Content Access or Page Public Metadata Access. These features are tied to the OAuth app as a whole, and cannot be approved or denied for individual OAuth access tokens requested by users. Consider Creating a Custom OAuth App if you need access to app features not available with the embedded OAuth app.

AuthenticateAsPage Property

Use the AuthenticateAsPage connection property if you want to post as a single page. To query collections of pages, leave AuthenticateAsPage blank, in which case CData tools automatically detect which page tokens to use.

The following sections compare the two options.

Posting as a Page

After authenticating to Facebook Ads with your user account, you can post, etc. as one of the pages you manage: Set the AuthenticateAsPage property to the Id of the page you want. You can find the Ids for all pages your account has access to by querying the Pages view.

Automatic Page

Facebook Ads has made a number of recent changes that require page tokens for most resources owned by a page. This can be troublesome if you manage multiple pages and want to execute the same queries across all pages (such as retrieving Insights). In order to make this work seamlessly with our tools, we have added a way to automatically detect the page token to use. For this to work, simply do not specify the AuthenticateAsPage. Note that the correct page token can only be resolved if the page id is specified as part of the target in the request. This means for some requests you will still need to manually specify AuthenticateAsPage.

Next Step

See Using the Connector to create data visualizations.