Strategy ONE

Connect to Tableau Server

If you are a Tableau user and want to connect data sources from your Tableau environment to Strategy Mosaic, you can use the connectors available through your Tableau license, such as Starburst. Be aware that it is your responsibility to ensure compliance with the license terms and conditions that apply to any third-party software, services, or tools you use.

You can use Universal Semantic Layer to easily access live data across Strategy and multiple tools including Tableau. Tableau Server supports OAuth, Standard, and LDAP authentication methods.

See the following steps to install the Tableau connector and access the connector in your Tableau Server and Strategy environments.

Prerequisites

  • You must have the Use Universal Access and Use Application Tableau privileges.

  • Cognitive search index must be enabled. For more information, see Cognitive Search.

Install the Tableau Connector

  1. Download the Trino JDBC Driver from the following URL: https://trino.io/docs/current/client/jdbc.html

  2. Add the .jar file to your Tableau driver's folder:

    • Mac: /Users/yourusername/Library/Tableau/Drivers

    • Windows: C:\ProgramFiles\Tableau\Drivers

  3. Download the connector file.

    For access to this file, contact your Strategy account team.

  4. Add the .taco file to your Tableau connector's folder:

    • Mac: /Users/yourusername/Documents/My Tableau Repository/Connectors/

    • Windows: C:\Users\yourusername\Documents\My Tableay Repository\Connectors

Access Strategy Data in Tableau Using the Strategy One by Strategy Connector

  1. Open Tableau.

  2. Click New and Create Workbook.

    The Connect to Data dialog displays.

  3. Click Connectors.

  4. Find and select Strategy One by Strategy.

  5. In General, type your Server path. This should be your Strategy environment URL. For example, xxxxxx.cloud.microstrategy.com.

  6. In the Authentication drop-down list, choose OAuth Authentication, Standard, or LDAP.

    If you choose OAuth Authentication and need to create an OAuth client, see Configure an OAuth Client for Strategy One Authentication.

  7. Click Sign In.

  8. Enter your Strategy user credentials.

  9. Choose a Project from the drop-down list.

  10. Double-click a table and click Sheet 1 at the bottom of the window.

  11. Double click your data to add it to your sheet and view your Strategy data.

Configure an OAuth Client for Strategy One Authentication

  1. In Tableau, click Settings.

  2. In OAuth Clients Registry, click Add OAuth Client.

  3. Expand the Connect Type drop-down list and choose Strategy One by Strategy.

  4. Expand the OAuth Provider drop-down list and choose Strategy One Authentication.

  5. Optionally enter a value in OAuth Instance URL.

  6. Enter values in Client ID, Client Secret, and Redirect URL.

  7. Click Add OAuth Client.

  8. Click Save.

  9. Proceed to connect to your Strategy environment.

Access Strategy Data in Tableau Using Strategy Library

  1. In Strategy Library, click Data in the Navigation pane.

  2. Find your dataset.

  3. Right-click your dataset and choose View in Tableau.

    A .tds file downloads.

  4. Open the .tds file and your Strategy data displays in Tableau.