Tableau

This page describes how to set up Tableau Desktop and configure it for use with Rockset.

The steps below require that you have a Rockset account and have the Rockset Java Client jar version 0.7.0+. For instructions on building the jar, refer here. You can also download the jar (rockset-java-$version.jar) from Maven.

#Introduction

Tableau Desktop is a data analysis and visualization software. Tableau Desktop uses JDBC driver to perform operations.

#Configuration

Note: Make sure your Tableau Desktop installation is version 2019.2 (or later) and you have Rockset Java Client version 0.7.0 (or later).

1. Create an API Key using the Rockset Console under Manage > API Keys.

2. Place the Rockset Java Client jar in the following folder depending on the operating system:

   • Windows: C:\Program Files\Tableau\Drivers
   • Mac: ~/Library/Tableau/Drivers

   Refer to Tableau Documentation for more detailed instructions.

3. In Tableau, navigate to Connect To a Server and select Other Databases (JDBC):

4. Configure the connection as follows:
   • Use jdbc:rockset://api.rs2.usw2.rockset.com for URL
   • Select PostgreSQL as dialect.
   • Enter apikey as Username and Rockset API Key as the password.
   • Click on Sign In

#Usage

Explore the schema of all Rockset collections present in your workspace:

#Publishing to Tableau Server

Publish a workbook along with a data source to your Tableau server:

1. Select Publish Workbook from Server in the Menu.

2. Edit Data Sources and select Published Separately for Publish Type and Embedded password for Authentication.