Configuring a Connection
After Installing the Connector you can connect and create a Data Source for data in SAP ByDesign.
Setting Up a Data Source
Complete the following steps to connect to the data:
- Under Connect | To a Server, click More....
- Select the data source called SAP ByDesign by CData.
- Enter the information required for the connection.
- Click Sign In.
- 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 SAP ByDesign 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.
This section documents how to provide authentication for your account and service type and then connect.
Authenticate a SAPByDesign Account
Set the following connection properties to connect to SAP ByDesign.
Connect to a Analytical Service
- URL: Set this to the Url of your SAP ByDesign site. For example, https://test.sapbydesign.com.
- ServiceType: If you want to retrieve the reports of a analytical service, specify ServiceType=AnalyticsService;.
- ServiceName: The name of the service you want to retrieve data from. Only none or one service must be specified. If you want to specify a list of services, see BrowsableSchemas.
If you're not sure what service to specify, you can always query the sys_schemas to list available services.
- User: Set this to the username of your account.
- Password: Set this to the password of your account.
Analytical Service Connection String Example:
Url=https://test.sapbydesign.com;ServiceType=AnalyticsService;ServiceName=cc_home_analytics.svc;User=Test;Password=test;
Connect to a Custom Service
- URL: Set this to the Url of your SAP ByDesign site. For example, https://test.sapbydesign.com.
- ServiceType: If you have a custom service you want to retrieve data from, specify ServiceType=CustomService;.
- ServiceName: The name of the service you want to retrieve data from. Only none or one service must be specified. If you want to specify a list of services, see BrowsableSchemas.
If you're not sure what service to specify, you can always query the sys_schemas to list available services.
- User: Set this to the username of your account.
- Password: Set this to the password of your account.
Custom Service Connection String Example:
Url=https://test.sapbydesign.com;ServiceType=CustomService;ServiceName=khsalesorder;User=Test;Password=test;
Connect to the ODataDataSource API
- URL: Set this to the Url of your SAP ByDesign site. For example, https://test.sapbydesign.com.
- ServiceType: If you want to query OData Data Source API( odata/analytics/ds) , specify ServiceType=ODataDataSource.
- ServiceName: The name of the service you want to retrieve data from. Only none or one service must be specified. If you want to specify a list of services, see BrowsableSchemas.
If you're not sure what service to specify, you can always query the sys_schemas to list available services.
- User: Set this to the username of your account.
- Password: Set this to the password of your account.
ODataDataSource Connection String Example:
Url=https://test.sapbydesign.com;ServiceType=ODataDataSource;ServiceName=Customer.svc;User=Test;Password=test;
Authenticate with Azure AD (SSO)
If your organization uses Microsoft Entra ID (formerly Azure Active Directory) to manage user identities, you can authenticate to SAP ByDesign using Single Sign-On (SSO). This method allows users to connect without directly supplying a username or password.
To use Azure AD authentication, set the following connection properties:
- URL: Set this to the URl of your SAP ByDesign site.
- ServiceType: Specify the type of service: AnalyticsService, CustomService, or ODataDataSource.
- ServiceName: Set this to the name of the service to connect to.
- AuthScheme: Set this to AzureAD.
- InitiateOAuth: Set this to GETANDREFRESH to allow automatic token acquisition and refresh.
- OAuthClientId: Set this to the OAuth client ID of your SAP ByDesign application. This is separate from your Entra ID app registration.
- SSOProperties: A semicolon-delimited string containing Azure AD configuration details. See below for supported keys.
URL=https://my999999.businessbydesign.cloud.sap; ServiceType=AnalyticsService; ServiceName=cc_home_analytics.svc; AuthScheme=AzureAD; InitiateOAuth=GETANDREFRESH; OAuthClientId=SAP_APP_CLIENT_ID; SSOProperties='AzureTenant=TENANT_ID;OAuthClientId=AZURE_AD_APP_CLIENT_ID;OAuthClientSecret=AZURE_AD_CLIENT_SECRET;CallbackURL=http://localhost:33333'
Supported SSOProperties keys:
The SSOProperties connection property contains a semicolon-delimited list of key-value pairs required for OAuth-based authentication with Microsoft Entra ID (Azure AD). These keys correspond to fields used in the OAuth 2.0 authorization code flow, which Entra ID implements for SSO. The connector uses these values to construct the necessary requests to Microsoft's identity platform.
- AzureTenant: The Entra ID (Azure AD) tenant ID, which can be a GUID or verified domain.
- OAuthClientId: The client ID of your Entra ID app registration. This is not the same as the SAP app client ID.
- OAuthClientSecret: The client secret of your Entra ID app.
- CallbackURL: (optional) The redirect URI registered in Entra ID. The default is http://localhost:33333.
- Scope: (optional) The OAuth scopes to request during authentication.
Note: There are two OAuthClientId values:
- The top-level OAuthClientId refers to the app registered in SAP ByDesign.
- The OAuthClientId inside SSOProperties refers to the app registered in Microsoft Entra ID.
Add a new custom ODATA service
- In the SAP ByDesign work center view, click on "Application and User Management".
- Select "OData Services".
- In the dropdown list, select "Custom OData Services".
- Now you should see a list of your current custom services. To add a new one click on "New".
SAP ByDesign URL Restrictions
The SAP ByDesign connector enforces URL restrictions to avoid exceeding the maximum of allowed URI length, which causes the service to throw "URI Too Long" error"By default, the length of the columns in the projection is limited to 1000 characters. If the columns selected in the projection surpass this limit, the driver drops the projection specification and retrieves all fields. This may impact performance because of service response delay and increased payload.
In the case of the analytical service (ServiceType=AnalyticsService), the driver throws an error indicating you must reduce the number of columns in the projection. In addition, the server-side filter length is restricted to 1000 characters for the same reasons. If the generated filter length surpasses this limit, the driver drops the additional filters and handles them client-side.
In SAP ByDesign, you can configure or disable these limitations by using the MaxSelectLength and MaxFilterLength hidden connection properties. These properties both default to 1000 characters. If your service does not have these restrictions, set the properties to -1 to disable the length limitations.
SAP IAS
SAP IAS (SAP Identity Authentication Service) is SAP's cloud-based identity provider that enables secure user authentication across SAP and third-party applications. It is a user-based authentication mechanism and requires you to set AuthScheme to SAPIAS or to SAPIASPassword.To enable SAP IAS authentication, you must first register and configure a custom SAP IAS application as described in SAP IAS SAML App Configuration guide.
Desktop Applications
You can authenticate from a desktop application using a custom IAS application registered in SAP Identity Authentication Service (IAS).To authenticate via SAP IAS, set the following connection properties:
- AuthScheme: SAPIAS.
- InitiateOAuth: GETANDREFRESH.
- OAuthClientId: The API Key of your SAP ByDesign OAuth2 client application.
- SAPIASBaseURL: The base URL of the SAP Identity Authentication Service (IAS) tenant.
- SSOProperties: A semicolon separated list of key-value pairs containing:
- OAuthClientId: The client Id assigned to your custom SAP IAS application.
- OAuthClientSecret: The client secret assigned to your custom SAP IAS application.
- CallbackURL: The redirect URI you defined when you registered your custom IAS application.
When you connect, the connector opens the SAP IAS OAuth authorization endpoint in your default browser. Log in and authorize the application.
The connector completes the OAuth flow by obtaining an SAML assertion from SAP IAS and exchanging it for an SAP ByDesign access token. This token is then used to authenticate API requests to SAP ByDesign. The OAuth credentials are saved to the location specified by the OAuthSettingsLocation. property and persist across connections.
When the access token expires, the connector automatically refreshes it using the refresh token provided by SAP IAS.
Headless Machines
To configure the connector with a user account on a headless machine, you must first complete authentication on a separate device that has a web browser.
Install the connector on a machine with browser access and perform the standard browser-based authentication flow, as described in the Desktop Applications section above. After successfully authenticating, the connector will store the resulting OAuth values in the file specified by the OAuthSettingsLocation property. By default, this file is named OAuthSettings.txt.
Once you’ve verified that the connection works, copy the OAuthSettings.txt file to your headless machine.
On the headless machine, configure the following connection properties:
- AuthScheme: SAPIAS.
- InitiateOAuth: REFRESH.
- OAuthClientId: The API Key of your SAP ByDesign OAuth2 client application.
- SAPIASBaseURL: The base URL of the SAP Identity Authentication Service (IAS) tenant.
- OAuthSettingsLocation: The location of your OAuth settings file. Make sure this location gives read and write permissions to the connector to enable the automatic refreshing of the access token.
- SSOProperties: A semicolon separated list of key-value pairs containing:
- OAuthClientId: The client Id assigned to your custom SAP IAS application.
- OAuthClientSecret: The client secret assigned to your custom SAP IAS application.
Alternative: Password Grant Flow (No Browser Prompt)
As an alternative to the interactive Code Grant flow, you can use the OAuth Password Grant flow, which allows the application to authenticate without prompting the user in a browser. This flow is ideal for headless, background, or automated server-side applications.
To use the Password Grant flow, set the following connection properties:
- AuthScheme: SAPIASPassword.
- OAuthClientId: The API Key of your SAP ByDesign OAuth2 client application.
- SAPIASBaseURL: The base URL of the SAP Identity Authentication Service (IAS) tenant.
- SSOProperties: A semicolon separated list of key-value pairs containing:
- OAuthClientId: The client Id assigned to your custom SAP IAS application.
- OAuthClientSecret: The client secret assigned to your custom SAP IAS application.
- User: The IAS username to authenticate with.
- Password: The corresponding password for the specified user.
Next Step
See Using the Connector to create data visualizations.