tableau-server.asciidoc 2.0 KB

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  1. [role="xpack"]
  2. [testenv="platinum"]
  3. [[sql-client-apps-tableau-server]]
  4. === Tableau Server
  5. Use the {es} JDBC driver and dedicated {es} Tableau Connector to access {es} data from Tableau Server.
  6. IMPORTANT: Elastic does not endorse, promote or provide support for this application; for native Elasticsearch integration in this
  7. product, please reach out to its vendor.
  8. [[sql-client-apps-tableau-server-prereqs]]
  9. ==== Prerequisites
  10. * https://www.tableau.com/products/server[Tableau Server] 2019.4 or later
  11. * {es-sql} <<sql-jdbc, JDBC driver>>
  12. * https://www.elastic.co/downloads/tableau-connector[{es} Connector for Tableau]
  13. [[sql-client-apps-tableau-server-load-data]]
  14. ==== Load data
  15. First, move or download the JDBC driver to the Tableau Server drivers directory:
  16. * Windows: `C:\Program Files\Tableau\Drivers`
  17. * Mac: `/Users/[user]/Library/Tableau/Drivers`
  18. Move the {es} Connector for Tableau to the Tableau Server connectors
  19. directory. To find the location of this directory, refer to Tableau Server
  20. documentation or use the TSM command line interface.
  21. Restart Tableau Server.
  22. To load data into a workbook, add a **New Data Source** from the **Data** menu or using the icon. In the **Connectors** tab of the **Connect to Data** modal, select **Elasticsearch by Elastic**.
  23. [[apps_tableau_server_from_connector]]
  24. [role="screenshot"]
  25. image:images/sql/client-apps/apps_tableau_server_from_connector.png[Select Elasticsearch as the data source]
  26. Enter the information for your {es} instance, and click **Sign In**.
  27. [[apps_tableau_server_connect]]
  28. [role="screenshot"]
  29. image:images/sql/client-apps/apps_tableau_server_connect.png[Sign in]
  30. In the main window, select your {es} instance as the **Database**. Then select a table to load.
  31. [[apps_tableau_server_prepare]]
  32. [role="screenshot"]
  33. image:images/sql/client-apps/apps_tableau_server_prepare.png[Select a table to load]
  34. Finally, generate a report.
  35. [[apps_tableau_server_report]]
  36. [role="screenshot"]
  37. image:images/sql/client-apps/apps_tableau_server_report.png[Generate a report]