elasticsearch/docs/reference/sql/endpoints/client-apps/tableau-server.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

53 lines
2 KiB
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[role="xpack"]
[[sql-client-apps-tableau-server]]
=== Tableau Server
Use the {es} JDBC driver and dedicated {es} Tableau Connector to access {es} data from Tableau Server.
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-server-prereqs]]
==== Prerequisites
* https://www.tableau.com/products/server[Tableau Server] 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-server-load-data]]
==== Load data
First, move or download the JDBC driver to the Tableau Server drivers directory:
* Windows: `C:\Program Files\Tableau\Drivers`
* Mac: `/Users/[user]/Library/Tableau/Drivers`
Move the {es} Connector for Tableau to the Tableau Server connectors
directory. To find the location of this directory, refer to Tableau Server
documentation or use the TSM command line interface.
Restart Tableau Server.
To load data into a workbook, add a **New Data Source** from the **Data** menu or using the icon. In the **Connectors** tab of the **Connect to Data** modal, select **Elasticsearch by Elastic**.
[[apps_tableau_server_from_connector]]
[role="screenshot"]
image:images/sql/client-apps/apps_tableau_server_from_connector.png[Select Elasticsearch as the data source]
Enter the information for your {es} instance, and click **Sign In**.
[[apps_tableau_server_connect]]
[role="screenshot"]
image:images/sql/client-apps/apps_tableau_server_connect.png[Sign in]
In the main window, select your {es} instance as the **Database**. Then select a table to load.
[[apps_tableau_server_prepare]]
[role="screenshot"]
image:images/sql/client-apps/apps_tableau_server_prepare.png[Select a table to load]
Finally, generate a report.
[[apps_tableau_server_report]]
[role="screenshot"]
image:images/sql/client-apps/apps_tableau_server_report.png[Generate a report]