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Publish and Share HPCC Systems Data Dashboards with Tableau Server

The CData ODBC driver for HPCC Systems enables you integrate HPCC Systems data into Tableau dashboards.

Integrate connectivity to HPCC Systems data into your enterprise reporting capabilities. The CData ODBC Driver for HPCC Systems enables you to access live HPCC Systems data in business intelligence tools like Tableau Server. Connectivity to HPCC Systems APIs enables you to monitor changes to your data in real time. Other members of your organization can access your dashboards from a Web browser and get updates from their mobile phone.

This article walks through the process of configuring a DSN on the client and server machines, publishing a data source for HPCC Systems to Tableau Server, and publishing an entire Workbook to Tableau Server (including the data source). If you publish a data source, you will be able to create new, refreshable workbooks in Tableau Server.

Connect to HPCC Systems as an ODBC Data Source

To create a data source or workbook in Tableau Desktop and publish the data source or workbook to Tableau server, you will need to configure a DSN on each machine (Desktop and Server), specifying connection properties and creating DSNs using the same name on each machine. Information for connecting to HPCC Systems follows, along with different instructions for configuring a DSN in Windows and Linux environments.

To connect, set the following connection properties: Set URL to the machine name or IP address of the server and the port the server is running on, for example, https://server:port. The User and Password are required to authenticate to the HPCC Systems cluster specified in the URL. Note that LDAP authentication is not currently supported by our ODBC driver.

Set Version to the WsSQL Web server version. Note that if you have not already done so, you will need to install the WsSQL service on the HPCC Systems server. The WsSQL Web service is used to interact with the underlying HPCC Systems platform.

Set Cluster to the target cluster.

When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

Windows

If you are installing the CData ODBC Driver for HPCC Systems on Windows, DSN configuration is the last step of the driver installation. If you already have the driver installed, or you wish to configure new DSNs, you can use the Microsoft ODBC Data Source Administrator.

Linux

If you are installing the CData ODBC Driver for HPCC Systems in a Linux environment, the driver installation predefines a system DSN. You can modify the DSN by editing the system data sources file (/etc/odbc.ini) and defining the required connection properties.

/etc/odbc.ini

[CData HPCC Source] Driver = CData ODBC Driver for HPCC Systems Description = My Description URL = http://127.0.0.1:8510 User = test password = xA123456 Version = 1 Cluster = hthor

For specific information on using these configuration files, please refer to the help documentation (installed and found online).

Publish the HPCC Systems Data Source to Tableau Server

With the connections to HPCC Systems data configured, you are ready to publish a HPCC Systems data source on Tableau, ready to be leveraged by users in your organization to create workbooks based on HPCC Systems data.

Create and Publish a Data Source

  1. In the Connect pane, click More -> Other Databases (ODBC). Select CData HPCC Sys, the system DSN.

    The driver installation automatically creates matching user and system DSNs: The system DSN is needed to connect from Tableau Server.

  2. In the Database menu, select CData.
  3. In the Table box, enter a table name or click New Custom SQL to enter an SQL query.
  4. Drag the table onto the join area.
  5. From the Server menu, click Publish Data Source -> (YOUR DATA SOURCE).
  6. Enter the URL to the server. For most instances, you will authenticate with the Tableau Server username and password. Other authentication scenarios can be found below:
    • If Tableau is configured to use Kerberos and your computer has valid Active Directory credentials, Tableau connects to the server.
    • If Tableau is configured to use SAML, a login prompt for your external identity provider is displayed.
    • If Tableau is configured to use Active Directory, enter your Windows username and password.
  7. In the resulting dialog, set the Project, Data Source, and other properties. If you want to schedule refreshes, select Embedded Password in the Authentication menu. Click Publish.

You and other users in your organization can now create and share workbooks based on the published data source.

Refresh Workbooks

With a system DSN configured on the client (Tableau Desktop) machine and server (Tableau Server) machine, you can refresh workbooks connected to the HPCC Systems data source. From the Web interface for Tableau Sever, click Data -> (YOUR DATA SOURCE) -> Refresh.

Publish a Completed Workbook with HPCC Systems Data to Tableau Server

If you have a specific Workbook that you wish to share with your organization, you can create the Workbook on Tableau Desktop and publish the Workbook directly to Tableau Server.

  1. To connect to HPCC Systems and select data, follow steps 1-5 above.
  2. Click Server -> Sign in and configure the connection to the server. For most instances, you will authenticate with the Tableau Server username and password. Other authentication scenarios can be found below:
    • If Tableau is configured to use Kerberos and your computer has valid Active Directory credentials, Tableau connects to the server.
    • If Tableau is configured to use SAML, a login prompt for your external identity provider is displayed.
    • If Tableau is configured to use Active Directory, enter your Windows username and password.
  3. With the data selected, select dimensions and measures to visualize and select a type of chart or graph to build your visualization(s).
  4. Once the Workbook is complete, click Server -> Publish Workbook to publish the Workbook to Tableau Server.
  5. In the resulting dialog, set the Project, Name, Description and other properties. If you want to schedule refreshes, click Edit under Data Sources and change the Authentication option to Embedded Password. Click Publish.

You and other users in your organization can now review the published workbook from Tableau Server.