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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 a JDBC 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 + NewConnect other Visualization Tools.
  • In the Connect other Visualization Tools page, select Tableau to view the procedure.

External Integration for Tableau

The Incorta Connector for Tableau uses the PostgreSQL JDBC v42.2.1 driver. This version of the driver supports how the Incorta SQLi interface implements the PostgreSQL protocol for external integrations.

Tableau Connector Deployment Steps

Install the Postgres JDBC Driver

Here are the steps to install the Postgres JDBC driver on Windows, Mac, or Linux:

  • Download the Postgres JDBC Driver JAR (postgresql-42.2.1.jar) from the latest version of your Incorta customer release distribution.
  • Place the JAR file in the folder for your operating system as shown below (you will need to create the folder if it does not already exist):

    Windows: C:\Program Files\Tableau\Drivers

    Mac: ~/Library/Tableau/Drivers

    Linux: /opt/tableau/tableau_driver/jdbc

Install the Tableau Connector (TACO) File

Download the TACO file from the latest version of your Incorta customer release distribution. There are differing steps for installing the TACO file on Tableau Desktop and Tableau Server.

Note

The Incorta TAbleau COnnector (TACO) file is unsigned. To deploy the TACO file successfully, you must disable signature verification.

Install the TACO file on Tableau Desktop

Here are the steps to install the TACO file and disable signature verification on Tableau Desktop:

  • Copy the packaged connector file with the .taco filename extension into your My Tableau Repository/Connectors directory.
  • Open Tableau Desktop.
  • To disable signature verification:

    • On Windows, create a script file with the following command and save it as (.cmd) and run this script to launch Tableau with an unsigned connector.

      "C:\Program Files\Tableau\Tableau 2020.4\bin\tableau.exe" -DDisableVerifyConnectorPluginSignature=true
    • On Mac, open terminal and run the following command to open Tableau with signature verification disabled.

      /Applications/Tableau\ Desktop\ 2020.4.app/Contents/MacOS/Tableau -DDisableVerifyConnectorPluginSignature=true

Install the TACO file on Tableau Server

Here are the steps for the Tableau Administrator to install the TACO file and disable signature verification on Tableau Server:

  • Create a directory for Tableau connectors, such as C:\tableau_connectors
  • Copy the packaged connector file with the .taco filename extension into C:\tableau_connectors
  • Set the native_api.connect_plugins_path option :

    tsm configuration set -k native_api.connect_plugins_path -v C:\tableau_connectors --force-keys
  • Apply the pending configuration changes, which also restarts the server.

    tsm pending-changes apply
  • To use an unsigned packaged connector, disable signature verification by setting native_api.disable_verify_connector_plugin_signature to true via tsm.

    For more information about tsm, see the tsm - Command Line Reference in Tableau Server on Windows Help or Tableau Server on Linux Help.

Note

After deploying the Incorta Connector, you will need to restart the Tableau Server.

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:

Tableau to Incorta connection properties

Property Control Description
Server text box Enter the name of the Incorta server as displayed in the Tableau external integration instructions
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.
Tenant text box Enter the name of the Incorta tenant
Username text box Enter your Incorta username
Password text box Enter your Incorta password
Require SSL checkbox Select this property to sign in with SSL

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