Connect from Tableau
On this page
This page describes how to connect to Atlas Data Federation with Tableau using the Tableau Named Connector.
Prerequisites
A federated database instance that is mapped to one or more data stores.
Note
If some or all of your data comes from an Atlas cluster, you must use MongoDB version 5.0 or greater for that cluster to take advantage of Atlas SQL.
Tableau Desktop or Server.
Procedure
The following procedure guides you through installing the necessary tools, finding your federated database instance connection information, and connecting to your federated database instance with Tableau.
Download the JDBC Driver and Tableau Connector
Download the MongoDB JDBC Driver.
Download the latest MongoDB JDBC Driver version. Select the
all.jarfile, which includes necessary driver classes and dependencies.Move the downloaded
.jarfile into the appropriate directory for your operating system:Operating SystemFolder PathWindowsC:\Program Files\Tableau\DriversMacOS~/Library/Tableau/Drivers
Download and install the Tableau Named Connector.
Download the Taco file.
Move the downloaded Taco file into the appropriate directory for your operating system:
Operating SystemFolder PathWindowsC:\Documents\My Tableau Repository\ConnectorsMacOS~/Documents/My Tableau Repository/Connectors
Important
Updating Your Connector
If you download a new version of the Tableau Named Connector, delete the old Tableau Named Connector file from your Connectors directory to ensure that Tableau uses the latest version.
Get Your federated database instance Connection Information
Navigate to your federated database instance.
In Atlas, select Data Federation from the left navigation panel.
Click Connect to open the federated database instance connection modal.
Select Connect using the Atlas SQL Interface.
Select Tableau Connector.
Copy your connection information.
Atlas Data Federation provides a connection string to connect to your federated database instance. You'll need this in a later step.
Connect with Tableau
Open Tableau Desktop or Tableau Server.
Navigate to the Connect menu.
Select MongoDB Atlas by MongoDB.
A connection modal displays.
Enter the connection information that you copied from Atlas Data Federation.
Enter the following information:
MongoDB URI | Your connection string from step 5 of
Get Your federated database instance Connection Information. |
|---|---|
Database | Your virtual database name. |
Username | The MongoDB user to connect with. |
Password | The MongoDB user's password. |
Tip
If you created your first virtual database during this tutorial,
your database's name is Database0.
Otherwise, find your virtual database's name in your Atlas SQL
federated database instance interface under the
Data Federation tab.