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

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 Asana 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 Asana 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 Asana

You can optionally set the following to refine the data returned from Asana.

• WorkspaceId: The globally unique identifier (gid) associated with your Asana Workspace to only return projects from the specified Workspace. To get your Workspace Id, navigate to https://app.asana.com/api/1.0/workspaces while logged into Asana. This displays a JSON object containing your Workspace name and Id.
• ProjectId: The globally unique identifier (gid) associated with your Asana Project to only return data mapped under the specified Project. Project Ids can be found in the URL of your project's Overview page. This will be the numbers directly after /0/.

Authenticating to Asana

Asana uses the OAuth authentication standard.

User Accounts (OAuth)

AuthScheme must be set to OAuth in all user account flows.

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 App for information about creating custom applications and reasons for doing so.

Get and Refresh the OAuth Access Token

After setting the following, you are ready to connect:

• InitiateOAuth: GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
• OAuthClientId (custom applications only): The client Id assigned when you registered your app.
• OAuthClientSecret (custom applications only): The client secret assigned when you registered your app.
• CallbackURL (custom application only): The redirect URI defined when you registered your app. For example: https://localhost:3333

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

1. The connector obtains an access token from Asana and uses it to request data.
2. The OAuth values are saved in the location specified in OAuthSettingsLocation, to be persisted across connections.

The connector refreshes the access token automatically when it expires.

Service Accounts

To authenticate with a Server Account (Enterprise only), use a Personal Access Token by setting these connection properties:

• InitiateOAuth: OFF.
• OAuthAccessToken: Your access token value.

For more more information, see the Asana documentation for personal access tokens and service accounts.

Next Step

See Using the Connector to create data visualizations.