Oracle

This article describes how to connect Tableau to an Oracle database and set up the data source.

Before you begin

Before you begin, gather this connection information:

  • Name of the server that hosts the database you want to connect to and the Oracle service name and port, or the TNS name

  • Authentication method: Integrated Authentication or user name and password

  • Are you connecting to an SSL server? You must configure the Oracle client before you can use SSL with Tableau. For more information, see Configure the Oracle Client to Use SSL with Tableau on Tableau Community.

    Note: You can use SSL with Tableau on Windows only.

  • (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 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 Oracle. For a complete list of data connections, select More under To a Server. Then do the following:

    1. Enter the server name or the TNS name.

      If you enter the server name, you must enter the Oracle service name and port number.

      If you enter the TNS name, do not enter the Oracle service name and port number.

    2. Select how you want to sign in to the server. Specify whether to use Integrated Authentication or a specific user name and password.

      On Windows only, select the Require SSL check box when connecting to an SSL server.

    3. (Optional) Select Initial SQL to specify a SQL command to run at the beginning of every connection, such as when you open the workbook, refresh an extract, sign in to Tableau Server, or publish to Tableau Server. For more information, see Run Initial SQL.

    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 Schema drop-down list, select the search icon or enter the schema name in the text box and select the search icon, and then select the schema. Note: Search is case-sensitive.

    3. Under Table, select the search icon or enter the table name and select the search icon, and then select the table. Note: Search is case-sensitive.

      Tableau Desktop also supports connecting to Oracle table functions, which appear under Stored Procedures in the left pane of the Data Source page.

    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.

Oracle data source example

Here is an example of an Oracle data source using Tableau Desktop on a Windows computer:

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.

Use net services definitions in Tableau

In order to use your net services definitions in Tableau, you must set either TNS_ADMIN or ORACLE_HOME as an environment variable. To set TNS_ADMIN as the environment variable use the full path of the directory that contains the tnsnames.ora file. To set ORACLE_HOME as an environment variable use the path to the main Oracle directory.

 

See also

Troubleshooting Oracle Connection Errors - Review the Tableau Knowledge Base article about how to troubleshoot errors.

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