Datasource Connection using Tableau Desktop
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⟩ Datasource Connection using Tableau Desktop

Datasource Connection using Tableau Desktop

Perform the following steps to connect to data source using Tableau Desktop:
  1. Open
    Tableau Desktop
    .
  2. Click
    Activate by signing in to a server
    .
    Activate Tableau
    The
    Tableau Server Sign In
    dialog box is displayed.
  3. Click
    Connect
    .
    Tableau Server Sign In Dialog
  4. Provide the username and password shared by the Tableau Admin and click
    Sign In
    .
    Sign In Page
  5. Navigate to
    Connect
     >
    To a server
     >
    More…
     >
    PostgreSQL
    .
    Select PostgreSQL
    The
    PostgreSQL
     dialog box is displayed.
  6. Provide the following details:
    • Server:
      dm-virtualpostgres.cloud.rockwellautomation.com
       (Production URL).
    • Port: Provide port number as 5432.
    • Database: The name of the project in FactoryTalk DataMosaix.
    • Authentication: By default, Username and Password is selected.
    • Username: Refer to the Client ID generated while registering the application.
    • Password: Refer to the Client Secret generated while registering the application.
      NOTE:
      SSL is always enabled in both checked and unchecked conditions of the
      Require SSL
       checkbox.
  7. Click
    Sign In
    .
    PostgreSQL Dialog
  8. Drag and drop a table to open campus and click
    Update Now
     to get the table data.
    Update Table Data
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