![]() Select the Project, name the Data Source, and optionally add a description.Click Server -> Publish Data Source and select your data source.Authenticate with Tableau Server credentials.Automatically Update auto-loads the changes in the preview area.Īfter you configure the data you wish to visualize, you can publish the Data Source to a Tableau Server instance. Update Now lets you preview the first 10,000 rows of the data source (or enter the number of rows you want to see in the Rows text box). ![]() Select Update Now or Automatically Update.Drag the tables and views you wish to visualize onto the join area.Select Salesforce from the Schema pull-down menu.Select CData from the Database pull-down menu.Once you establish the connection to Salesforce data, you can configure which entities to visualize. See the "Getting Started" chapter in the help documentation for more information. SSO (single sign-on) can be used by setting the SSOProperties, SSOLoginUrl, and TokenUrl connection properties, which allow you to authenticate to an identity provider. If you do not have access to the username and password or do not wish to require them, you can use OAuth authentication. The Login method requires you to have the username, password, and security token of the user. There are several authentication methods available for connecting to Salesforce: Login, OAuth, and SSO. Click More under Connect -> To a Server.Once the connectors are installed on the Server machine, we can configure a connection to Salesforce in Tableau Desktop and publish a Salesforce-based Data Source to Tableau Server. The connector will be installed to the correct location automatically. Next, install the CData Tableau Connector on the machine running Tableau Desktop. ![]() Tsm configuration set -k native_api.connect_plugins_path -v C:\Program Files\Tableau\Connectors -force-keys For example: C:\Program Files\Tableau\Connectors
0 Comments
Leave a Reply. |
Details
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |