This topic describes how to connect Tableau to a Teradata database or a Teradata Unity server and set the data source.

Before yous begin

Earlier y'all begin, gather this connection information:

  • For Teradata database: Name of the server yous want to connect to

  • For Teradata Unity server: URL of the server you want to connect to

  • Authentication method: Teradata Database, LDAP, or Integrated Authentication

  • Depending on the environs, the user name and password

  • Do you need an encrypted connection?

  • (Optional) Query banding and initial SQL statement to run every time Tableau connects

Commuter required

This connector requires a driver to talk to the database. Y'all might already have the required commuter installed on your estimator. If the driver is not installed on your computer, Tableau displays a bulletin in the connexion dialog box with a link to the Driver Download(Link opens in a new window) page where you can discover driver links and installation instructions.

Make the connectedness and ready the information source

  1. Start Tableau and under Connect, select Teradata. For a consummate list of information connections, select More than under To a Server. Then do the following:

    1. Enter the name of the server that hosts the database you want to connect to.

      Note: Y'all tin can connect to a Teradata Unity server by inbound the appropriate URL in the Server text box.

    2. Select how you want to sign in to the server. Specify whether to utilize the built-in Teradata Database authentication, LDAP, or Integrated Authentication.

      If the server is countersign protected, and you are not in a Kerberos environment, you must select Teradata Database or LDAP and enter the user name and password.

    3. Select the Require Encryption check box if you need an encrypted connexion.

    4. (Optional) Select Query Banding and Initial SQL.

    5. Select Sign In.

      If Tableau can't brand the connectedness, verify that your credentials are right. If you however tin can't connect, your computer is having trouble locating the server. Contact your network administrator or database ambassador.

  2. On the data source page, do the following:

    1. (Optional) Select the default data source proper name at the top of the folio, so enter a unique data source name for utilize in Tableau. For instance, use a information source naming convention that helps other users of the data source effigy out which data source to connect to.

    2. From the Database drib-downward list, select the search icon or enter the schema name in the text box and select the search icon, and then select the database.

    3. In the Table text box, select the search icon or enter the table proper name and select the search icon, and so select the tabular array.

      You lot can also specify a stored procedure in the database. For more information and for a list of constraints specific to Teradata databases, see Use a Stored Procedure.

    4. Drag the table or stored procedure to the canvas, and and then select the sheet tab to kickoff your analysis.

      Apply custom SQL to connect to a specific query rather than the entire data source. For more data, see Connect to a Custom SQL Query.

Sign in on a Mac

If you use Tableau Desktop on a Mac, when you enter the server name to connect, use a fully qualified domain name, such every bit mydb.test.ourdomain.lan, instead of a relative domain proper name, such every bit mydb or mydb.examination.

Alternatively, you lot can add the domain to the listing of Search Domains for the Mac computer so that when you connect, yous need to provide only the server name. To update the list of Search Domains, go to System Preferences > Network > Advanced, and then open the DNS tab.

Use query bands to increase functioning

When you connect to a Teradata database, you tin optionally define query band statements that run during connection. These statements can increase functioning, and they take advantage of the built-in security rules of the database.

Using query bands, you can pass parameters into the Teradata surroundings. Use these to prepare up a workbook to filter the data based on security rules that exist in the database. For example, you can pass in the Tableau Server user proper name for the electric current user so that when the view is loaded it simply shows the data specific to that user. Query bands can also be used to better performance. When connecting to Teradata, you can ascertain a map between the proper noun of the attributes passed into the query band and the corresponding values from Tableau.

Notation: This functionality is not currently supported for web authoring.

To set up query banding:

  1. On the information source page, select Information > Query Banding and Initial SQL.

  2. In the subsequent dialog box, specify proper noun/value pairs in the top text box labeled Query Banding. You lot tin can use the Insert drop-down menu to add Tableau values. The Tableau values are described in the table below.
    Value Description Example
    <TableauMode> The way Tableau is operating in when generating queries. This value volition either be "Connect" when retrieving metadata or "Analytical" when retrieving actual data. Connect or Analytical
    <LoginUser> The user name of the person signed in to the database. jsmith
    <ServerUser>

    The signed-in Server user. Does not include domain name.

    Note:ProxyUser returns the same value as ServerUser. However, ProxyUser sets upward impersonation and stores the Tableau Server user in the query band parameter. If you are using query banding for security purposes, you should use ProxyUser instead. This will ensure that query results are not shared between different users. ServerUser should only be used for auditing purposes.

    		 jsmith
    <ServerUserFull>

    The signed-in server user including the domain name (if the server is using Active Directory).

    Note:ProxyUserFull returns the same value every bit ServerUserFull. However, ProxyUserFull sets upwardly impersonation and stores the Tableau Server user in the query band parameter. If you are using query banding for security purposes, you lot should apply ProxyUserFull instead. This will ensure that query results are not shared betwixt dissimilar users. ServerUserFull should only be used for auditing purposes.

    		 domain.lan\jsmith
    <ProxyUser>

    Used when setting up impersonation on the server. Provides the username of the current server user.

    		 jsmith
    <ProxyUserFull>

    Used when setting up impersonation on the server. Provides the username and domain name of the current server user.

    		 domain.lan\jsmith
    <TableauApp> The name of the Tableau awarding. Tableau Desktop Professional or Tableau Server
    <TableauVersion> The version of the Tableau application 6100.11.0428.0300
    <WorkbookName> The name of the workbook. Note that this only works for data sources embedded in the workbook. Financial-Analysis

An instance query band argument is shown below. This instance passes the user name for the current server user.

ApplicationName=<TableauApp>Version=<TableauVersion>ProxyUser=<ProxyUser>TableauMode=<TableauMode>

Tableau checks the statement for errors as you type. When information technology is valid a dark-green cheque mark displays at the bottom of the text box.

Employ initial SQL commands

When you connect to a Teradata database, yous can optionally specify a SQL command that will be run once upon connexion. See Run Initial SQL to learn more almost calculation these commands to your connection.

Note: If Tableau detects that the Initial SQL payload cannot exist delivered in one query, it attempts to split the query into separate statements, where each statement must end with a semicolon followed by a newline character, with no additional characters (such as an actress space) in betwixt. This requirement is important because if a semicolon exists within the interior of a argument, for example within a string literal, it may not exist safe to split the statement at that indicate. If the Initial SQL lawmaking that you specify in Tableau returns an mistake, and the same Initial SQL is deemed valid by the Teradata databases, it may be that Tableau has split the query incorrectly. If this happens, endeavour reformatting the SQL lawmaking in Tableau manually.

Run across too

  • Set Up Data Sources – Add together more than data to this data source or prepare your information before you analyze it.
  • Build Charts and Clarify Data – Brainstorm your data analysis.

  • Tableau and Teradata: The visual approach to the active warehouse(Link opens in a new window) - Read the Tableau whitepaper (registration or sign in required).