Connect to Tableau

The following two endpoints are provided to connect to Tableau:

SQL Server

To connect Tableau to SQL Server, complete the following steps:

  1. Launch Tableau Desktop on your computer.

  2. In the Connect pane, click More in the To a Server section and select Azure SQL Database.

  3. Select Azure AQL Database.

  4. In the Azure SQL Database window, enter the Server and Database. In the Authentication field, select Username And Password, and then enter the Username and Password.

  5. Azure SQL Database window.

    • To get the Server and Database, complete the following steps:

      1. Navigate to the Cloud Backup for Salesforce® interface.

      2. Click Data service.

      3. On the Data service page, click the More commands button on the upper right corner of the corresponding data service tile. Then select Get connection details.

      4. In the Connection details page, you can click the Copy icon to copy the Server host name and Database of the SQL endpoint directly.

    • To grant access to users to the SQL Server database, refer to Manage Users.

  6. Click Sign in. Then refer to Generate a Data Report in Tableau to generate and publish a data report in Tableau.

OData Feed

To connect Tableau to OData, complete the following steps:

  1. Launch Tableau Desktop on your computer.

  2. In the Connect pane, click More in the To a Server section and select OData.

  3. Select OData.

  4. In the OData window, enter the URL in the Server field. In the Authentication field, select Username and Password, and then enter the Username and Password.

  5. The OData window.

    • To get the URL, complete the following steps:

      1. Navigate to the Cloud Backup for Salesforce® interface.

      2. Click Data service.

      3. On the Data service page, click the More commands button on the upper right corner of the corresponding data service tile. Then select Get connection details.

      4. In the Connection details page, you can click the Copy icon to copy the URL of the OData endpoint directly.

    • To grant access to users to the OData feed, refer to Manage Users.

  6. Click Sign in. Then refer to Generate a Data Report in Tableau to generate and publish a data report in Tableau.