Strategy ONE

Connect to Tableau Desktop

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 Desktop supports OAuth, Standard, and LDAP authentication methods.

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

You can also use Universal Semantic Layer to Connect to Tableau Server and Connect to Tableau Cloud.

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. Get the latest Trino JDBC driver JAR file from the official Trino website or a reliable Maven repository.

    For example, use the following link for the trino-jdbc-475.jar (version 475) file: https://repo1.maven.org/maven2/io/trino/trino-jdbc/475/trino-jdbc-475.jar.

  2. Locate the Tableau Driver directory:

    • Mac: The default Tableau driver location is /Users/username/Library/Tableau/Drivers.

      Replace username with your corporate user account name. If the directory does not exist, create the directory.

      If the folder is hidden:

      1. Open Finder and click Go in the top navigation.

      2. Click Go to Folder.

      3. Enter /Users/username/Library/Tableau/Drivers, replacing username with your corporate user account name.

      4. Click Go.

    • Windows: The default Tableau driver location is C:\ProgramFiles\Tableau\Drivers.

  3. Copy the downloaded Trino JDBC driver JAR file into the driver directory.

    Ensure that only one Trino JDBC driver is available in the directory and remove any older versions of the driver.

  4. Go to the Strategy download site.

  5. Expand the Product Categories drop-down list and choose Federated Data Connectors.

  6. Download the Mosaic Tableau Connector file.

  7. 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 Mosaic by Strategy Connector

  1. Open Tableau Desktop.

  2. Under Connect and To a Server, click Mosaic by Strategy.

    If you can not find the Mosaic by Strategy connector, click More....

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

  4. In the Authentication drop-down list, choose one of the following: OAuth Authentication, Standard, or LDAP.

    You should only use Standard for internal testing.

  5. If you choose Standard or LDAP, type a Username and Password. See LDAP Authentication for configuration information.

  6. If you choose OAuth Authentication, choose an OAuth Provider from the drop-down list. See OAuth 2 for configuration information.

  7. Click Sign In.

  8. Log in to your Strategy environment, if you are not already.

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

  10. Choose a table and click Go to Worksheet to view your Strategy dataset.

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 dataset displays in Tableau.

Troubleshoot

  • If the Project drop-down list is not available, you may be missing the required privileges to use Library or Universal Semantic Layer. Open the your logs to check for an error: /Users/[user]/Documents/My Tableau Repository/Logs/jprotocolserver.log

  • If you use OAuth as an authentication method and a status 404 - Not Found error displays, contact your administrator to ensure Library OAuth is enabled and that the trusted relationship is established between Library and the Intelligence server.

  • If a Bad connection: Tableau could not connect to data source error displays, ensure the Trino driver is in the correct location. The default folder is ~/Library/Tableau/Drivers. However, you may have an older, incompatible driver (for example, (/Library/JDBC). To verify the driver location, check your Tableau logs.