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SQL Data Modeling Guide (PDF)

SQL Data Modeling Guide — Chapter 5

Connecting Tableau to MarkLogic Server

This chapter describes how to set up your Tableau to communicate with MarkLogic Server. THe main topics are:

Connect Tableau to MarkLogic Server

This section describes how to connect Tableau to MarkLogic Server.

The procedure described in this section assumes you have first installed the MarkLogic ODBC driver and configured it as an ODBC data source on the client server, as described in Installing and Configuring the MarkLogic Server ODBC Driver.

  1. Open Tableau and click Connect to Data:

  1. In the Connect to Data page, click on Other Databases (ODBC):

  1. In the Generic ODBC Connection dialog, select the data source you created in Installing and Configuring the MarkLogic Server ODBC Driver from the DSN pull-down menu:

  2. Click Connect:

Add Tables to Tableau Workbook

After successfully connecting Tableau to MarkLogic Server, you can add the defined views, as tables, to your workbook.

  1. Select ‘main' from the Schema pull-down menu, click on Single Table and click on the magnifying glass icon:

  2. In the Select Table dialog, select ‘employee' and click Select:

  3. In the Generic ODBC Connection dialog, select Multiple Tables and click Add Table:

  4. In the Add Table dialog, click on the magnifying glass icon:

  5. Select ‘expenses' from the list of tables and click Select:

  6. Click Ok to close the confirmation window.
  7. In the Generic ODBC Connection dialog, click OK:

  8. In the 'Create a Tableau data extract to use the full functionality of Tableau prompt,' click Ok:

  9. In the Data Connection dialog, select the desired data connection type:

    Connection TypeDescription
    Connect live Creates a direct connection to your data. As reports are generated, data is pulled live from the data source. The speed of your data source will determine performance.
    Import all data Imports the entire data source into Tableau's fast data engine as an extract. The extract is saved with the workbook.
    Import some data Imports a subset of the data into Tableau's fast data engine as an extract. This option requires that you to specify what data you want to extract using filters.
  10. In the Data View window, click on FirstName and LastName. You should see your data stored in MarkLogic Server displayed in tables on the right.

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