#Integrate with Tableau and Power BI

AvePoint Cloud Backup for Salesforce® supports integration with Tableau and Power BI. You can create data services to connect your Salesforce backup data to these platforms for further analysis. To obtain a subscription, contact your Sales representative.

#Create a Data Service

To integrate with Tableau and Power BI, complete the following steps to create and run a data service:

1. Click Data service in the left navigation.

2. On the Data service page, click New service. The Create a data service panel appears.

3. Configure the following settings:

   • Data service name – Enter a name for the new data service.

   • Organization – Select an organization from the drop-down list.

   • Description – Enter an optional description for the data service.

   • Endpoint types – Both SQL and OData are selected and supported for the connection to Tableau and Power BI.

   • Data scope – Click Add, then select the objects and specify the fields to be included in the data service. You can click Preview to preview your selection. To remove a field, click the Remove button next to it.

   • Up to 10 objects can be added. To edit an object, select the object in the Create a data service panel, and click Edit. To remove objects, select the objects and click Remove.

   • First snapshot for backup data – Click the field to select and apply a date to fetch the first snapshot. After saving and running the data service, the first snapshot will be fetched at the designated date, including backup data from the latest full backup job until that date.

   • If the selected date is later than the current date, no data will be fetched in the job started when you save the data service. If you enable the Extend fetch schedule option, the next job will run on the designated date.

   • Snapshot fetching interval – Set an interval to fetch snapshots. After the fetch of the first snapshot, snapshots will be fetched at the designated intervals until the job running date. Each snapshot will include backup data from the latest full backup job until it was fetched.

   • Extend fetch schedule – Once enabled, snapshots will continue to be fetched at the designated intervals after the last job completed date of the data service, ensuring ongoing updates.

   • Database – Select a database from the drop-down list. You can also click Add new database in the drop-down list to add a new database.

4. Click Save & Run. The new service will display on the Data service page, and a data service job will start to fetch snapshots.

After the data service job has started, you can go to the job monitor to track the progress. After the job is finished, you can click the Job ID link to view the general information. For details, refer to Job Monitor.

*Note: Data service jobs that include records exceeding SQL Server length limit (8,060 bytes) will finish with an exception, and the backup data for the corresponding objects cannot be imported into Power BI or Tableau.

To run a data service job on demand, click the More commands button on the upper right corner of the data service tile on the Data service page, and then select Run now. You can run one on-demand job per month by default.

To update a data service after the creation, click the More commands button on the upper right corner of the data service tile on the Data service page, and then select Configure data service. If you enable Extend fetch schedule, the data service job will start to fetch snapshots when you save the updates. If you add/update objects in Data scope, update First snapshot for backup data, Snapshot fetching interval, or Database, all existing data will be deleted, and a new job will run based on the updates.

To delete the data service, click the More commands button on the upper right corner of the data service tile on the Data service page, and then select Delete service.

#Manage Users

To get data fetched by the data service in Tableau and Power BI, complete the following steps to grant access to users to the SQL Server database or OData feed first:

1. Click Data service in the left navigation.

2. On the Data service page, click the More commands button on the upper right corner of the corresponding data service tile. Then select Manage users.

3. Click the corresponding tab and take the following actions according to different endpoints:

   • Grant access to users to the SQL Server database:

     1. On the SQL tab, click Add users.

     2. In the Add users panel, click Add to add a user.

     3. Enter a username in the text box in the format User1 or User1.Salesforce.

     4. Click Add to add more users. To delete a user, click the Delete icon.

     5. When ready, click Generate.

     When the passwords are successfully generated, copy them for connection immediately. They are not stored and will only be displayed this one time. If you forget the password, you can select the corresponding user on the SQL tab and click Re-generate to regenerate a password. You can also click Delete to delete the user.

   • Grant access to users to the OData feed:

     1. On the OData tab, click Add users.

     2. In the Add users panel, enter usernames in the text box in the format user1@example.com; user2@example.com.

     3. When ready, click Generate.

     When the access tokens are successfully generated, copy them for connection immediately. They are not stored and will only be displayed this one time. You can check the expiration dates of the tokens on the OData tab. If the token expires or you forget the token, you can select the corresponding user on the OData tab and click Re-generate to regenerate an access token.