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Microsoft SQL Server Icon SQL Server ODBC Driver

Connect to Microsoft SQL Server-compatible databases from any applications that support ODBC connectivity.

The ODBC Driver offers Direct Mode access to SQL Server through standard Java Database Connectivity, providing extensive compatibility with current and legacy MS SQL versions. Supports secure SQL connectivity and authentication via SSL, Kerberos, Integrated Security, etc.

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How to publish and share SQL Server Data dashboards with Tableau Server


The CData ODBC driver for SQL Server enables you integrate SQL Server data into Tableau dashboards.

Integrate connectivity to SQL Server data into your enterprise reporting capabilities. The CData ODBC Driver for SQL Server enables you to access live SQL Server data in business intelligence tools like Tableau Server. Connectivity to SQL Server 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 SQL Server 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 SQL Server 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 SQL Server follows, along with different instructions for configuring a DSN in Windows and Linux environments.

Connecting to Microsoft SQL Server

Connect to Microsoft SQL Server using the following properties:

  • Server: The name of the server running SQL Server.
  • User: The username provided for authentication with SQL Server.
  • Password: The password associated with the authenticating user.
  • Database: The name of the SQL Server database.

Connecting to Azure SQL Server and Azure Data Warehouse

You can authenticate to Azure SQL Server or Azure Data Warehouse by setting the following connection properties:

  • Server: The server running Azure. You can find this by logging into the Azure portal and navigating to "SQL databases" (or "SQL data warehouses") -> "Select your database" -> "Overview" -> "Server name."
  • User: The name of the user authenticating to Azure.
  • Password: The password associated with the authenticating user.
  • Database: The name of the database, as seen in the Azure portal on the SQL databases (or SQL warehouses) page.

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 SQL Server 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 SQL Server 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 SQL Source] Driver = CData ODBC Driver for SQL Server Description = My Description User = myUser Password = myPassword Database = NorthWind Server = myServer Port = 1433

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

Publish the SQL Server Data Source to Tableau Server

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

Create and Publish a Data Source

  1. In the Connect pane, click More -> Other Databases (ODBC). Select CData SQL 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 SQL Server data source. From the Web interface for Tableau Sever, click Data -> (YOUR DATA SOURCE) -> Refresh.

Publish a Completed Workbook with SQL Server 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 SQL Server 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.