Tableau Desktop and Web Authoring Help

Note: The Marketing Cloud Intelligence connector replaced the Datorama connector.

This article describes how to connect Tableau to the Marketing Cloud Intelligence connector.

Before you begin

Before you begin, gather this connection information:

• Name of the environment and workplace ID that you want to connect to

• User name and password

• (Optional) Initial SQL statement to run every time Tableau connects

Driver required

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(Link opens in a new window) page where you can find driver links and installation instructions.

Make the connection and set up the data source

1. Start Tableau and under Connect, select Marketing Cloud Intelligence. For a complete list of data connections, select More under To a Server. Then do the following:

1. Choose the environment you want to work in.

2. Enter the workplace ID.

3. Enter the access token from Marketing Cloud Intelligence.

4. Select Sign In.

   If Tableau can't make the connection, verify that your credentials are correct. If you still can't connect, your computer is having trouble locating the server. Contact your network administrator or database administrator.

2. On the data source page, do the following:

   1. (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.

   2. From the Database drop-down list, select a database.

   3. Under Table, select a table or use the search field to search for a table by name.

   4. Drag a 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.

Sign in on a Mac

If you use Tableau Desktop on a Mac, when you enter the server name to connect, use a fully qualified domain name, such as mydb.test.ourdomain.lan, instead of a relative domain name, such as mydb or mydb.test.

Alternatively, you can add the domain to the list of Search Domains for the Mac computer so that when you connect, you need to provide only the server name. To update the list of Search Domains, go to System Preferences > Network > Advanced, and then open the DNS tab.

 

See also

• Set Up Data Sources – Add more data to this data source or prepare your data before you analyze it.
• Build Charts and Analyze Data – Begin your data analysis.