From 5ef2f7241dc4a7625c6048b3130d971bf272a4cf Mon Sep 17 00:00:00 2001 From: Georg Traar Date: Mon, 15 Sep 2025 21:49:46 +0200 Subject: [PATCH 1/2] Tableau: Starter tutorial --- docs/integrate/tableau/index.md | 11 ++++- docs/integrate/tableau/tutorial.md | 70 ++++++++++++++++++++++++++++++ 2 files changed, 79 insertions(+), 2 deletions(-) create mode 100644 docs/integrate/tableau/tutorial.md diff --git a/docs/integrate/tableau/index.md b/docs/integrate/tableau/index.md index ad5f0235..d51eec36 100644 --- a/docs/integrate/tableau/index.md +++ b/docs/integrate/tableau/index.md @@ -34,8 +34,8 @@ In this tutorial, you will: ::: :::{grid-item-card} Article: Using CrateDB with Tableau -:link: https://community.cratedb.com/t/using-cratedb-with-tableau/1192 -:link-type: url +:link: tableau-tutorial +:link-type: ref How to install the latest PostgreSQL JDBC driver (e.g. `postgresql-42.7.1.jar` or newer) for using Tableau. ::: @@ -62,6 +62,13 @@ We are tracking interoperability issues per [Tool: Tableau] and [CrateDB and Tableau] ``` +:::{toctree} +:maxdepth: 1 +:hidden: +Tutorial +::: + + [Connector: Issues]: https://github.com/crate/cratedb-tableau-connector/issues [CrateDB and Tableau]: https://cratedb.com/integrations/cratedb-and-tableau [Tableau]: https://www.tableau.com/ diff --git a/docs/integrate/tableau/tutorial.md b/docs/integrate/tableau/tutorial.md new file mode 100644 index 00000000..ebcb0e74 --- /dev/null +++ b/docs/integrate/tableau/tutorial.md @@ -0,0 +1,70 @@ +(tableau-tutorial)= +# Using CrateDB with Tableau + +For using Tableau with CrateDB, install the latest PostgreSQL driver, as detailed in the steps below. + +1. Download the Java 8 JDBC driver (e.g. `postgresql-42.7.1.jar` or newer) from https://jdbc.postgresql.org/download/. +2. Move the downloaded `.jar`-file (e.g. `postgresql-42.7.1.jar`) into the Tableau Driver folder. + > * **Windows**: `C:\Program Files\Tableau\Drivers` + > * **Mac**: `~/Library/Tableau/Drivers` + > * **Linux**: `/opt/tableau/tableau_driver/jdbc` +3. Open Tableau. +4. Create a `PostgreSQL` connection. + + ![image|454x500, 75%](https://us1.discourse-cdn.com/flex020/uploads/crate/original/2X/c/cf27bb4288737b66d2af620092f529f481dbe328.jpeg){height=500px} +5. Start using Tableau with CrateDB. + +## Using Tableau with CrateDB 5.1 and earlier +::::{dropdown} **Details** + +As of CrateDB 5.0.0 there are still some features missing to directly +use the default PostgreSQL Connector in CrateDB (e.g. `DECLARE CURSOR` support). +Therefore, it is best to use a `Other Databases (JDBC)` connection with the +latest PostgreSQL JDBC Driver. To improve the user experience Tableau allows +to customize connections using `.tdc` (Tableau Datasource Customization) files. + +If we see significant demand, we might look into creating a custom Tableau Connector, +however we also expect CrateDB to be fully compatible with the default PostgreSQL +Connector soon. + +## Customize CrateDB Connection + +1. Download the [latest PostgreSQL JDBC Driver](https://jdbc.postgresql.org/download/) +2. Move the downloaded `.jar`-file (e.g. `postgresql-42.4.1.jar`) into the Tableau Driver folder + > * **Windows**: `C:\Program Files\Tableau\Drivers` + > * **Mac**: `~/Library/Tableau/Drivers` + > * **Linux**: `/opt/tableau/tableau_driver/jdbc` + > + > *also see https://help.tableau.com/current/pro/desktop/en-us/examples_otherdatabases_jdbc.htm* +3. Create an empty [.tdc](https://help.tableau.com/current/pro/desktop/en-us/connect_customize.htm) (Tableau Datasource Customization) file e.g. `crate-jdbc.tdc` +4. Copy the following content into the file: + ```xml + + + + + + + + + + + + + + + + + + + ``` +5. Save the `.tdc-file` in your `Datasources` folder (e.g. `/Users//Documents/My Tableau Repository/Datasources/crate-jdbc.tdc` +6. Open Tableau +7. Create an `Other Databases (JDBC)` connection + > **URL**: jdbc:postgresql://localhost:5432/doc + > **Dialect**: PostgreSQL + > **Username**: crate + > **Password**: +8. Start using Tableau with CrateDB :) + +:::: From e8619200d79255c0d3454656d0e6749be12aeaad Mon Sep 17 00:00:00 2001 From: Andreas Motl Date: Tue, 23 Sep 2025 23:00:15 +0200 Subject: [PATCH 2/2] Tableau: s/tutorial/usage/ --- docs/integrate/tableau/index.md | 6 +++--- docs/integrate/tableau/{tutorial.md => usage.md} | 2 +- 2 files changed, 4 insertions(+), 4 deletions(-) rename docs/integrate/tableau/{tutorial.md => usage.md} (99%) diff --git a/docs/integrate/tableau/index.md b/docs/integrate/tableau/index.md index d51eec36..2671621b 100644 --- a/docs/integrate/tableau/index.md +++ b/docs/integrate/tableau/index.md @@ -26,7 +26,7 @@ data by translating drag-and-drop actions into data queries through an intuitive :::{grid-item-card} Blog: Connecting to CrateDB from Tableau with JDBC :link: https://cratedb.com/blog/connecting-to-cratedb-from-tableau-with-jdbc :link-type: url -In this tutorial, you will: +In this usage guide, you will: - In CrateDB, create a table and provision the Iris dataset. - Set up the PostgreSQL JDBC driver for Tableau. - Connect to CrateDB from Tableau using PostgreSQL JDBC. @@ -34,7 +34,7 @@ In this tutorial, you will: ::: :::{grid-item-card} Article: Using CrateDB with Tableau -:link: tableau-tutorial +:link: tableau-usage :link-type: ref How to install the latest PostgreSQL JDBC driver (e.g. `postgresql-42.7.1.jar` or newer) for using Tableau. @@ -65,7 +65,7 @@ We are tracking interoperability issues per [Tool: Tableau] and :::{toctree} :maxdepth: 1 :hidden: -Tutorial +Usage ::: diff --git a/docs/integrate/tableau/tutorial.md b/docs/integrate/tableau/usage.md similarity index 99% rename from docs/integrate/tableau/tutorial.md rename to docs/integrate/tableau/usage.md index ebcb0e74..80f390aa 100644 --- a/docs/integrate/tableau/tutorial.md +++ b/docs/integrate/tableau/usage.md @@ -1,4 +1,4 @@ -(tableau-tutorial)= +(tableau-usage)= # Using CrateDB with Tableau For using Tableau with CrateDB, install the latest PostgreSQL driver, as detailed in the steps below.