[QODBC-Desktop] How to use QODBC with Tableau Desktop
Posted by Jack - QODBC Support on 11 May 2018 11:49 AM
How to use QODBC with Tableau Desktop
For using QODBC with Tableau Desktop, You need to use QODBC V 126.96.36.1996 or a later version.
If you are using an older version of QODBC, please upgrade your QODBC to the latest version. Click here to download the newest version of QODBC.
After installing QODBC latest version, We need to enable ODBC 3.8 compatibility from QODBC Setup Screen >> Advanced tab.
Navigate to Start Menu, QODBC Drivers for Use with QuickBooks and click "Configure QODBC Data Source."
Navigate to the "System DSN" tab & select "QuickBooks Data," & click "Configure."
Note: If you are using a user-defined DSN, you need to make changes to your user-defined DSN.
QODBC Setup Screen will open on clicking configure. Now, Please navigate to the "Advanced" tab.
Please change "ODBC Compatibility" to "3.8" from "Default" & "Apply changes."
Now, Open Tableau Desktop, Navigate to "To a Server," & select the "Other Databases (ODBC)" option.
In Other Databases (ODBC), Select "QuickBooks Data" data source and click "Connect."
Please Note: If you have a 64-bit application, you must use QRemote 64-bit DSN "QuickBooks Data 64-Bit QRemote."
Tableau Desktop is connecting to QODBC.
Tableau Desktop is connected to QODBC. Click on "Sign In" to move ahead.
QODBC connection is added to Tableau Desktop.
Now, Write any table name you want to use & click on the "Search" icon. In this example, I have written the "Customer" table name.
The "Customer" table has been added to Tableau Desktop. Double-click on the table name to see the table schema.
Now, click "Sheet1" to add table data to the Tableau Desktop sheet.
Tableau Desktop will show an ODBC connection warning. Click "OK" to continue.
The customer table data is added to the sheet. Click "Data Sources" for the list of available table fields.
Now drag any table field in the sheet which you want to show. In this example, I have added the FullName field from "Dimensions" & Balance field from "Measures" in the sheet.
You will notice that Customer FullName & Balance is loaded into the sheet.
You can choose the option from "Show Me" to see QuickBooks Data per your requirements.