elasticsearch/docs/reference/sql/endpoints/client-apps/tableau-desktop.asciidoc
James Rodewig f56a0f4b66
[DOCS] Remove testenv annotations from doc snippet tests (#80023)
Removes `testenv` annotations and related code. These annotations originally let you skip x-pack snippet tests in the docs. However, that's no longer possible.

Relates to #79309, #31619
2021-11-05 18:38:50 -04:00

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1.9 KiB
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[role="xpack"]
[[sql-client-apps-tableau-desktop]]
=== Tableau Desktop
Use the {es} JDBC driver and dedicated {es} Tableau Connector to access {es} data from Tableau Desktop.
IMPORTANT: Elastic does not endorse, promote or provide support for this application; for native Elasticsearch integration in this
product, please reach out to its vendor.
[[sql-client-apps-tableau-desktop-prereqs]]
==== Prerequisites
* https://www.tableau.com/products/desktop[Tableau Desktop] 2019.4 or later
* {es-sql} <<sql-jdbc, JDBC driver>>
* https://www.elastic.co/downloads/tableau-connector[{es} Connector for Tableau]
[[sql-client-apps-tableau-desktop-load-data]]
==== Load data
First, move or download the JDBC driver to the Tableau Desktop drivers directory:
* Windows: `C:\Program Files\Tableau\Drivers`
* Mac: `/Users/[user]/Library/Tableau/Drivers`
Move the {es} Connector for Tableau to the Tableau Desktop connectors directory:
* Windows: `C:\Users\[Windows User]\Documents\My Tableau Repository\Connectors`
* Mac: `/Users/[user]/Documents/My Tableau Repository/Connectors`
Launch Tableau Desktop. In the menu, click **More...** and select **Elasticsearch by Elastic** as the data source.
[[apps_tableau_desktop_from_connector]]
[role="screenshot"]
image:images/sql/client-apps/apps_tableau_desktop_from_connector.png[Select Elasticsearch by Elastic as the data source]
In the **New connection** modal, enter the information for your {es} instance, and click **Sign In**.
[[apps_tableau_connect]]
[role="screenshot"]
image:images/sql/client-apps/apps_tableau_desktop_connect.png[Sign in]
In the main window, select your {es} instance as the **Database**. Then select a table to load.
[[apps_tableau_prepare]]
[role="screenshot"]
image:images/sql/client-apps/apps_tableau_desktop_prepare.png[Select a table to load]
Finally, generate a report.
[[apps_tableau_report]]
[role="screenshot"]
image:images/sql/client-apps/apps_tableau_desktop_report.png[Generate a report]