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

Introduction

Progress DataDirect’s PostgreSQL ODBC Driver offers a high-performing, secure and reliable connectivity solution, for ODBC applications to access PostgreSQL data. If you want to use our ODBC PostgreSQL Driver with the Tableau Desktop application, Progress DataDirect has you covered. 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 ODBC connection with Tableau.

Prerequisites

This tutorial assumes that you have ODBC drivers installed and a data source configured. If you have not yet done these steps, please follow these instructions:

  1. Download and install the Progress DataDirect PostgreSQL ODBC driver using the 15-day trial software. In this tutorial, we are connecting to Microsoft SQL Server.
  2. Configure a data source for your database. See the DataDirect documentation for assistance with setting up your data source. You will learn how to configure a PostgreSQL Data source in the following steps.

Configure Connection to PostgreSQL ODBC Driver Using the ODBC Administrator

  1. After the DataDirect PostgreSQL ODBC driver has been installed, open ODBC Administrator to configure the connection and click on Add.
    odbc data source administrator window with a list of user data sources and a focused add button
  2. Choose the “DataDirect X.X PostgreSQL Wire Protocol” and click on “Finish.”
    create new data source window; datadirect 8.0 PostgreSQL wire protocol selected from a list of drivers
  3. The ODBC PostgreSQL Wire Protocol Driver Setup window will pop up.
    odbc postgresql wire protocol driver setup window; general tab opened; empty description input field, host name field set to hostname, port number set to 5432, database name set to database and proxy mode set to 0 - none

    Enter your credentials, click on “Apply” or “OK,” and then click on “Test Connect.”

  4. The PostgreSQL Logon screen will pop up. Provide logon credentials and click on “OK.”
    logon to postgresql wire protocol window; host name set to hostname, port number set to 5432, database name set to database, empty user name and password fields
  5. A dialog box will confirm that the connection is established.
    test connect dialog saying connection established

Connect to an ODBC Data Source

  1. Start Tableau and select the “Other Databases (ODBC)” option.
    tableau connect view; other databases (odbc) highlighted in the to a server section
  2. In the pop-up window, select the “DSN” radial button and choose the data source previously configured to connect to PostgreSQL in the dropdown.
    other databases (odbc) window, connect using subsection, dsn selected with postgre input
  3. Click on “Connect” and another Logon Dialog popup screen will appear. Enter your credentials and click on “OK.”
    logon to postgresql wire protocol window; host name set to hostname, port number to 5432, database name to database, empty username and password fields
  4. Select “Sign In” and the Tableau configuration screen should now appear.
    tableau config screen
  5. 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.
    edit custom sql window
  6. For example, you can execute a statement such as "Select * from schema_name.table_name" and then click on the "Sheet 1" option at the bottom of the Tableau screen.

    This screen will allow you to select data and create tables or charts, such as the sample below:

    bar chart in tableau

Conclusion

Get started today with a free 15-day trial of Progress DataDirect PostgreSQL ODBC drivers, and connect Tableau to all your data! Contact Us for assistance with any questions you may have, and we will be happy to help!

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

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