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Integrations → Tableau for Advanced SQLi

About Tableau

Tableau is a desktop software for creating interactive data visualizations and dashboards. Tableau Desktop allows you to quickly connect, visualize, and share data with a seamless experience from virtually anywhere. Starting 2024.1.x and with the introduction of the new advanced SQL interface, Incorta introduced a new version of the Tableau connector that provides an enhanced performance compatible with the new advanced SQLi.

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.

View the Tableau External Integration Instructions

Here are the steps to view the Tableau external integration instructions within Incorta. The instructions provided are specific to Windows and Mac platforms only.

  • 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.
Note

For 2024.1.3 On-Premises installations, attempting to browse the Advanced SQL (Beta) section under the Connect to Other Visualization Tools > Tableau page results in an error. You can still follow the instructions provided on this page to connect Tableau and Incorta via the Advanced SQLi. This issue has been resolved in 2024.1.4.

Configure Tableau to connect to Incorta

In the Connect other Visualization Tools page, select which Tableau version you have, whether it is Desktop or Server, and accordingly apply its steps.

For Tableau Desktop, it is recommended to use version 2022.3 and above. For Tableau Server, it is recommended to use version 2022.3.5 (20223.23.0316.1214) 64-bit Windows. Using any other older versions may lead to facing issues.

Configure for Tableau Desktop

  1. Download Advanced SQL Connector for Tableau taco file.
  2. Depending on your machine, move the .taco file to the following location:
    • Windows: C:\Users[Windows User]\Documents\My Tableau Repository\Connectors
    • macOS: /Users/[user]/Documents/My Tableau Repository/Connectors
  3. Install the Incorta Customized Kyuubi Driver by following these steps:
  4. Restart Tableau.
  5. From the Tableau starter page, select More… > Advanced SQL Interface by Incorta from the To a Server section
  6. From the Advanced SQL Interface Connection window, enter the connection information.

Configure for Tableau Server

  1. Download Advanced SQL Connector for Tableau taco file.
  2. Install the Incorta Customized Kyuubi Driver by following these steps:
  3. To set up the Advanced SQL Interface Connector, copy the (.taco) file to the following directory: [Tableau_Server_Installation_Directory]/data/tabsvc/vizqlserver/Connectors
  4. Restart the tableau server.
  5. Open Tableau.
  6. From the Tableau starter page, select More… > Advanced SQL Interface by Incorta from the To a Server section
  7. From the Advanced SQL Interface Connection window, enter the connection information.

Tableau to Incorta connection properties

TabPropertyControlDescription
GeneralServertext boxEnter the name of the Incorta Server URL.
  ●  For Incorta Cloud, enter the URL displayed in the Tableau external integration instructions.
  ●  For On-Premises, enter the server Public IP
GeneralPorttext boxEnter the port to connect to.
  ●  For Incorta Cloud: 443
  ●  For On-Premises clusters: The Advanced SQL service Port or Binary Port, for example 10010
GeneralTenanttext boxEnter the name of the Incorta tenant
GeneralUsernametext boxEnter your Incorta username
GeneralPasswordtext boxEnter your personal access token (PAT)
GeneralSSL EnabledcheckboxSelect this property to sign in with SSL
Initial SQLInitial SQLtext boxSpecify an initial SQL command that will run when a connection is made to the database
AdvancedResult Formatdrop-downThe default value is Arrow. Other options are available, yet it is recommended to use Arrow (default), which is 5x faster than thrift.
AdvancedIncremental CollectcheckboxBetter than collecting all resultset partitions into the driver to avoid out-of-memory errors.

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 appear for the schema, select a table. You can filter the table list by entering a string in the table search bar.
  • Drag the table of interest to the Drag tables here canvas.