Datorama by Salesforce

Note: This is a partner-built connector, created and supported by Salesforce. See the Datorama web site(Link opens in a new window) for more information.

This article describes how to connect Tableau to a Datorama database and set up the data source.

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 Datorama by Salesforce. 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 Datorama. For more information, see Get a token from Datorama below.

    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.

Get a token from Datorama

You can get the access token you'll need in Tableau from Datorama. Access tokens are created by your Datorama administrator.

  1. In Datorama, go to the “Tableau Data Connection” page.
  2. Activate the connector, or copy the token for an activated connector. You’ll find this tile as the first tile on the connections list.

    Note: Only Administrators can create a token for the connector in Datorama. Power users can access the page and copy the token, but not make changes to it (refresh/revoke).

  3. Select Settings and then select Generate to generate a token.
  4. Choose the refresh schedule of the reports and save.
  5. Select Run Now.

Copy this token to use with the Datorama by Salesforce connector in Tableau.

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

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