Tableau

Tableau is a visual analytics platform that empowers users to explore, analyze, and present data through interactive visualizations. It supports diverse use cases such as data exploration, reporting, and collaboration, and helps users gain insights and make informed decisions. This guide shows you how to set up your Firebolt account to integrate with Tableau Desktop and Tableau Exchange.

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Prerequisites

You must have the following prerequisites before you can connect your Firebolt account to Tableau:

• Tableau account – You must have access to an active Tableau account. If you do not have access, you can sign up for one.
• Firebolt account – You need an active Firebolt account. If you do not have one, you can sign up for one.
• Firebolt database and table – You must have access to a Firebolt database that contains a table with data ready for visualization. If you don’t have access, you can create a database and then load data into it.
• Firebolt service account – You must have access to an active Firebolt service account, which facilitates programmatic access to Firebolt, its ID and secret.
• Firebolt user – You must have a user that is associated with your service account. The user should have USAGE permission to query your database, and OPERATE permission to start and stop an engine if it is not already started.

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Connect to Tableau

To connect to Tableau, you must download a Firebolt connector, a JDBC driver, connect to Firebolt, and select a database and schema to query. You can either install Tableau Desktop for individual use or Tableau Server for centralized access to dashboards on a shared server.

1. Download and install Tableau

   1. To download Tableau’s Desktop, navigate to Tableau’s Desktop download page, and follow the prompts to install the program. To use Tableau Server, follow Tableau’s instructions for installation and configuration.
   2. Follow the prompts to install Tableau.

2. Download the latest Firebolt connector

   Download the latest version of Firebolt’s Tableau connector from Firebolt’s GitHub repository. The earliest version of the driver that is compatible with the latest version of Firebolt is v1.1.0. The name of the file has the following format: firebolt_connector-<version>.taco, and should be saved in a specific directory that depends on the operating system used as follows:

   For Tableau Desktop, save the file connector to:

   • Windows - C:\Users\[Windows User]\Documents\My Tableau Repository\Connectors
   • MacOS - /Users/[user]/Documents/My Tableau Repository/Connectors

   For any other installations including Tableau Server and older versions of Tableau, follow the steps in the Tableau guide.

3. Download the latest JDBC driver

   Download a JDBC driver, which will allow Tableau to interact with a Firebolt databases using Java, from Firebolt’s GitHub repository. The name of the file has the following format: firebolt-jdbc-<version>.jar, and should be saved in a specific directory that depends on the operating system as follows:

   • Windows: C:\Program Files\Tableau\Drivers
   • Mac: /Users/<username>/Library/Tableau/Drivers
   • Linux: /opt/tableau/tableau_driver/jdbc

4. Start Tableau and verify Firebolt connector availability

   1. Start your Tableau Desktop or Server. If you already started Tableau prior to downloading the drivers, restart Tableau.

   2. In the left navigation panel, under To a Server, select the > to the right of More….

   3. Search for and select the Firebolt by Firebolt Analytics Inc connector in the search bar.

   4. In the left navigation panel, under To a Server, select the > to the right of More….

   5. Select Firebolt Connector by Firebolt.

   6. Enter the following parameters in the General tab:

      Field	Required	Description
      Host	No	Most users should not enter a value in the text box under Host.
      Account	Yes	The name of your Firebolt account within your organization.
      Engine Name	Yes	The name of the engine to run queries.
      Database	Yes	The name of the Firebolt database to connect to.
      Client ID	Yes	The ID of your service account.
      Client Secret	Yes	The secret for your service account authentication.

   7. Select Sign in.

5. Choose the database and the schema to query

   After successful authentication, Database and Schema drop-down lists appear in the left navigation pane under Connections. The database name from the previous step appears in the database drop-down list. To change the database, you must repeat the previous step and set up a new connector.

   Choose the schema and tables as follows:

   1. Select the drop-down list under Schema to select a schema. Most users should choose public. For more information about schema permissions and privileges, see Schema permissions.

   2. Drag and drop tables from the list of available tables in your schema to use them in Tableau.

6. Visualize your data

   Once your data source is selected you can begin visualizing the data by creating graphs and charts as follows:

   1. Select Sheet 1 tab from the bottom-left corner of your Tableau window next to Data Source.
   2. In the left navigation panel under Sheets, drag and drop any available columns or pre-defined aggregation from your table into the Tableau workspace to start building charts. See Tableau’s Build a view from scratch documentation for more information.

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Limitations

• Firebolt does not support Tableau Cloud.
• Once you have set up a connection to Firebolt, you cannot change the database that you specified during setup. In order to change the database, you must repeat step 4 to Start Tableau and verify Firebolt connector availability in Connect to Tableau to set up a new connection.

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Additional resources

• Watch Tableau’s free training videos on getting started, preparing data, and geographical analysis.
• Read Tableau’s data visualization articles about creating effective, engaging, and interactive examples.
• Follow Tableau’s blog for new features and tips.