How to Build Tableau reports on PostgreSQL Data using the DataDirect PostgreSQL Driver for JDBC

Introduction

Progress DataDirect’s PostgreSQL JDBC Driver offers a high-performing, secure and reliable connectivity solution, for JDBC applications to access PostgreSQL data. You can use it to create or analyze reports with tools such as SAS, Yellowfin, SAP, Sisense, Denodo, Cognos, Jaspersoft, Tableau, Tibco, OBIEE, and more. In this tutorial, you will learn how to configure the DataDirect PostgreSQL driver within Tableau Desktop to create reports. These steps can also be used to configure any JDBC connection with Tableau.

Download and Install the JDBC driver

  1. Download and install the Progress DataDirect PostgreSQL JDBC driver using the 15-day trial software. In this tutorial, we are connecting to PostgreSQL Database.
  2. Installing the driver:
    • If you are on Windows, extract the PROGRESS_DATADIRECT_JDBC_POSTGRESQL_WIN.zip and run the PROGRESS_DATADIRECT_JDBC_INSTALL.exe to install the JDBC driver.
    • If you are on Linux, extract the PROGRESS_DATADIRECT_JDBC_POSTGRESQL_WIN.zip and run the PROGRESS_DATADIRECT_JDBC_INSTALL.jar to start the installation.
  3. After you have completed the installation, you can find the Progress DataDirect PostgreSQL .jar file.
    • On Windows, you will find it at C:\ProgramFiles\Progress\DataDirect\JDBC_60\lib\postgresql.jar
    • On Linux, you will find it at /home//Progress/DataDirect/JDBC_60/lib/ postgresql.jar

The Progress DataDirect PostgreSQL JDBC driver does not come with a Configuration Manager. This tutorial assumes that you have a JDBC connection URL built, to proceed to the further steps, i.e., connecting to Tableau Desktop.

Connecting Tableau to PostgreSQL Database

  1. To get started, copy postgresql.jar from the Progress installation location to Tableau’s driver location.
    • For Windows: copy postgresql.jar to C:\Program Files\Tableau\Drivers
    • For Mac: copy postgresql.jar to ~/Library/Tableau/Drivers
  2. Open Tableau and create a new data source.
    • Select “Other Databases (JDBC).”
      connect dialog; other databases (jdbc) selected in the to a server category
    • The pop-up window will appear.
      other databases (jdbc) window with empty URL field, dialect set to sql92, username set to user, a filled password field and an empty properties file input
  3. Please enter your PostgreSQL JDBC connection URL in the textbox. Enter credentials for username and password, and click on “Sign In.” For example: jdbc:datadirect:postgresql://MyServer:5432
    other databases (jdbc) window with filled URL with the connection string, dialect set to SQL92, username set to username, a filled password field and an empty properties file field

    Tableau will then connect to the PostgreSQL database, and the Configuration Screen will appear.

    tableau configuration screen showing the connection string
  4. You can use Tableau's schema and table drop-down list to browse and select your data, or you can execute SQL statements by clicking on the "New Custom SQL" option. The image below shows the schemas on the left-hand side.
    tableau schema view
  5. Once Tableau can access your relevant data, you can easily create reports like those shown below:
    tableau sample report

Conclusion

We hope this tutorial helped you to get started with the Progress DataDirect PostgreSQL JDBC driver and connect your data in PostgreSQL to Tableau. Feel free to contact us If you have any questions about using the driver and we will be happy to help you.

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How to Build Tableau reports on PostgreSQL Data using the DataDirect PostgreSQL Driver for JDBC

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