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Connect from Tableau

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  • Prerequisites
  • Procedure

This page describes how to connect to Atlas Data Federation with Tableau using the Tableau custom 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

1

Download the MongoDB JDBC Driver.

  1. Download the latest MongoDB JDBC Driver version if you haven't already.

  2. Move the downloaded .jar file into the appropriate directory for your operating system:

    Operating System
    Folder Path

    Windows

    C:\Program Files\Tableau\Drivers

    MacOS

    ~/Library/Tableau/Drivers

2

Download and install the Tableau custom connector.

  1. Download the taco file for the latest version.

  2. Move the downloaded taco file into the appropriate directory for your operating system:

    Operating System
    Folder Path

    Windows

    C:\Users\<user>\Documents\My Tableau Repository\Connectors

    MacOS

    ~/Documents/My Tableau Repository/Connectors

Important

Updating Your Connector

If you download a new version of the Tableau custom connector, delete the old Tableau custom connector file from your Connectors directory to ensure that Tableau uses the latest version.

Get Your Federated Database Instance Connection Information

1

In Atlas, go to your federated database instance for your project.

  1. If it's not already displayed, select the organization that contains your project from the Organizations menu in the navigation bar.

  2. If it's not already displayed, select your project from the Projects menu in the navigation bar.

  3. In the sidebar, click Data Federation under the Services heading.

    The Data Federation page displays.

2

Click Connect to open the federated database instance connection modal.

3

Select Connect using the Atlas SQL Interface.

4

Select Tableau Connector.

5

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

1

Open Tableau Desktop or Tableau Server.

2

Navigate to the Connect menu.

3

Select MongoDB Atlas by MongoDB.

A connection modal displays.

4

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.

Authentication

Your preferred method of authentication. You can select one of the following from the dropdown:

  • Username and Password

  • Certificate / Token

5

Click Sign In.

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