How to Configure the DataDirect ODBC MongoDB Driver with Tableau Desktop

Introduction

The DataDirect ODBC drivers can connect any ODBC application to wide range of data sources. This tutorial demonstrates how to use a MongoDB connection from within the Tableau Desktop application. These same steps can be used for any ODBC connection from within Tableau.

Prerequisites

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

1. Download and install the ODBC driver for your database using the 15 day trial software. In this tutorial, we are connecting to MongoDB.

2. Configure a data source to your database. See the DataDirect documentation for assistance on setting up your data source. The sample below uses a MongoDB data source.

Connect to an ODBC Data Source

  1. Start Tableau and select “Other Databases (ODBC)”.

  2. Tableau1

  3. In the popup window select the “DSN” radial button and in the dropdown, choose the data source previously configured to connect to MongoDB

  4. Tableau2

  5. Select “Connect” and a new popup screen will appear.

  6. Tableau3

  7. Enter any additional parameters required to connect to your MongoDB source, such as a user name and password, and select “OK.” The original connection screen will now display the connection attributes.

  8. Tableau4

  9. Select “Sign In” and the Tableau configuration screen should now appear. 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.

     

  10. 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:


  11. Tableau5sample_chart

Conclusion

Get started today with a free 15 day trial Progress DataDirect ODBC drivers, and connect Tableau to all of your data!

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How to Configure the DataDirect ODBC MongoDB Driver with Tableau Desktop

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