Connecting your Distilled data warehouse to Tableau.
Welcome to this documentation guide on connecting your Distilled database to Tableau. By following the steps outlined in this guide, you will be able to use the available connection string in your account to establish a connection between your Distilled data and Tableau. This will enable you to analyze your data using the powerful data visualization tools available in Tableau, providing you with insights that can inform your business decisions.
Before you begin:
Before you begin, gather this connection information:
- Name of the server that hosts the database you want to connect to
- Database name
- Authentication method: Integrated Authentication or user name and password
To find your Distilled database name and port details, access your Distilled account and navigate to Analyze > Fetch your data and use the connection string details
This connector requires a driver to talk to the database. You might already have the required driver installed on your computer. If the driver is not installed on your computer, Tableau displays a message in the connection dialog box with a link to the Driver Download page where you can find driver links and installation instructions.
Make the connection and set up the data source
Step 1: Start Tableau and under Connect, select PostgreSQL. For a complete list of data connections, select More under To a Server. Then do the following:
- Enter the name of the server that hosts the database that you want to connect to.
- Enter the name of the database.
- Select how you want to sign in to the server. You will be signing in using User Name and Password.
- Select Sign In
Step 2: On the data source page, do the following:
- (Optional) Select the default data source name at the top of the page, and then enter a unique data source name for use in Tableau. For example, use a data source naming convention that helps other users of the data source figure out which data source to connect to.
- Under Table, select a table or use the text box to search for a table by name. Starting with Tableau version 2019.2, you can connect to spatial columns. For more information, see Connect to Spatial Data in a Database.
- Drag the table to the canvas, and then select the sheet tab to start your analysis. Use custom SQL to connect to a specific query rather than the entire data source. For more information, see Connect to a Custom SQL Query.