Integrations → Tableau
About Tableau
Tableau is an interactive data visualization software that helps people see and understand data. Tableau allows you to quickly connect, visualize, and share data with a seamless experience from virtually anywhere. With the Tableau Connector SDK, the Incorta Tableau Connector has been built to connect Tableau to Incorta using the PostgreSQL JDBC v42.2.1 driver. With the Tableau JDBC Capabilities Customizations Reference, the connector has been further customized with respect to how it generates and executes SQL.
Enable the Tableau External Integration Instructions
To display the Tableau external integration instructions within Incorta, the Cluster Management Console (CMC) Administrator must enable Tableau in the CMC with the following steps:
Enable the Tableau External Integration Instructions for the Default Tenant Configuration
Here are the steps to enable the Tableau external integration instructions for the Default Tenant Configuration:
- Sign in to the CMC.
- In the Navigation bar, select Clusters.
- In the cluster list, select a Cluster name.
- In the canvas tabs, select Cluster Configurations.
- In the panel tabs, select Default Tenant Configurations.
- In the left pane, select External Visualization Tools.
- In the right pane, enable Tableau.
- Select Save.
Enable the Tableau External Integration Instructions for a Tenant Configuration
Here are the steps to enable the Tableau external integration instructions for a specific tenant:
- Sign in to the CMC.
- In the Navigation bar, select Clusters.
- In the cluster list, select a Cluster name.
- In the canvas tabs, select Tenants.
- For the given tenant, select Configure.
- In the left pane, select External Visualization Tools.
- In the right pane, enable Tableau.
- Select Save.
View the Tableau External Integration Instructions
Here are the steps to view the Tableau external integration instructions within Incorta:
- Sign in to the Incorta Direct Data Platform™.
- In the Navigation bar, select Content.
- In the Action bar, select + New → Connect other Visualization Tools.
- In the Connect other Visualization Tools page, select Tableau to view the procedure.
Steps to Connect Tableau to Incorta
After opening Tableau, follow these steps to connect to Incorta and start using Tableau to visualize your Incorta data:
- In Connect, in To a Server, select Incorta by Incorta.
- In the General tab of the Incorta by Incorta dialog, enter the Tableau to Incorta connection properties.
- Select Sign In.
Tableau to Incorta connection properties
| Tab | Property | Control | Description |
|---|---|---|---|
| General | Server | text box | Enter the name of the Incorta server as displayed in the Tableau external integration instructions |
| General | Port | text box | Enter the port as displayed in the Tableau external integration instructions. The default port is 5436. You can enter port 5442 to connect directly through Spark. |
| General | Tenant | text box | Enter the name of the Incorta tenant |
| General | Username | text box | Enter your Incorta username |
| General | Password | text box | Enter your Incorta password |
| General | Require SSL | checkbox | Select this property to sign in with SSL |
| Initial SQL | Initial SQL | text box | Specify an initial SQL command that will run when a connection is made to the database |
| drop down list | Select this property to pass parameters to your data source | ||
| Advanced | Fetch Size | text box | Used for performance improvement, fetch size defines the number of records that will be retrieved from the database in each batch until all records are retrieved. The default is 2048. |
| Advanced | Custom Driver Properties | text box | Optionally enter connector properties for a custom connection to Incorta in the format: propertyName1=propertyValue1[;propertyName2=propertyValue2 The available connector properties are specified by postgresql-42.2.1.jar. Refer to the Connection Parameters section of The PostgreSQL JDBC Interface document for further information. |
Select an Incorta Schema to Analyze in Tableau
Select an Incorta Schema to analyze within Tableau:
- In the left panel, in the Schema drop down list, select a schema. You can filter the schema list by entering a string in the schema search bar.
- From the list of tables that appears for the schema, select a table. You can filter the table list by entering a string in the table search bar.
- Drag and drop the table of interest to the Drag tables here canvas.