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Tableau

doc/user/content/serve-results/bi-tools/tableau.md

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You can use Tableau Cloud and Tableau Desktop to create real-time dashboards based on the data maintained in Materialize.

Tableau Cloud

Database connection details

To set up a connection from Tableau Cloud to Materialize, use the native PostgreSQL database connector with the following parameters:

FieldValue
ServerMaterialize host name.
Port6875
Databasematerialize
UsernameMaterialize user.
PasswordApp-specific password.
Require SSL

For more details and troubleshooting, check the Tableau documentation.

Tableau Desktop

Setup

{{< tabs >}} {{< tab "macOS">}}

To set up a connection from Tableau Desktop to Materialize, you must:

  1. Download the Java 8 JDBC driver for PostgreSQL

  2. Copy the .jar file to the following directory (which may have to be created manually):

    ~/Library/Tableau/Drivers

{{< /tab >}}

{{< tab "Linux">}}

To set up a connection from Tableau Desktop to Materialize, you must:

  1. Download the Java 8 JDBC driver for PostgreSQL

  2. Copy the .jar file to the following directory (which may have to be created manually):

    /opt/tableau/tableau_driver/jdbc

{{< /tab >}}

{{< tab "Windows">}}

To set up a connection from Tableau Desktop to Materialize, you must:

  1. Download the Java 8 JDBC driver for PostgreSQL

  2. Copy the .jar file to the following directory (which may have to be created manually):

    C:\Program Files\Tableau\Drivers

{{< /tab >}} {{< /tabs >}}

Database connection details

Once you've set up the required driver, start Tableau and run through the following steps:

  1. On the left side, find the Connect to a Server section

  2. Select More and then PostgreSQL

  3. Use the following details to configure the connection:

    FieldValue
    ServerMaterialize host name.
    Port6875
    Databasematerialize
    AuthenticationUsername and Password
    UsernameMaterialize user.
    PasswordApp-specific password.
    Require SSL
  4. Click Sign In to connect to Materialize

For more details and troubleshooting, check the Tableau documentation.

Configure a custom cluster

{{% include-from-yaml data="examples/alter_cluster" name="configure-cluster" %}}

Troubleshooting

Errors like the following indicate that the JDBC driver was not successfully installed.

ERROR: Expected FOR, found WITH;
Error while executing the query
ERROR: WITH HOLD is unsupported for cursors;
Error while executing the query

The errors occur because Tableau falls back to a legacy PostgreSQL ODBC driver that does not support connecting to Materialize. Follow the Setup instructions again and ensure you've downloaded the driver to the correct folder for your platform.