Applies to: Kyvos Enterprise  Kyvos Cloud (SaaS on AWS) Kyvos AWS Marketplace

Kyvos Azure Marketplace   Kyvos GCP Marketplace Kyvos Single Node Installation (Kyvos SNI)

Tableau Online is a hosted version of the Tableau server that helps to make business intelligence decisions faster and easier. Tableau Online is hosted in the cloud for user availability. It allows you to Distributes Dashboards and share your discoveries with everyone. Users can easily utilize features of Tableau Online access through Tableau mobile apps.

Kyvos supports SQL connectivity with Tableau Online.

Accessing data from Tableau Online

You can access both open network data and data stored in a private network from Tableau Online. To access the data stored in a private network within a secured firewall, you need to create a Tableau Bridge to access it, as Tableau Online cannot directly connect to such data. 

The following sections explain the steps and procedures for both.

Accessing data stored in private network using Tableau Bridge

Tableau Bridge is a program through which you can connect to your published data sources by querying the local data and securely sending them across to Tableau Online. This keeps your data updated and refreshed. Tableau Bridge functions as the channel through which access is gained to the private network data such as Excel files and SQL Server data from Tableau Online. Correspondence is done through an outbound encrypted connection between your data and your Tableau Online site.

Prerequisites

1. Kyvos ODBC driver must be installed on that machine. 

2. Tableau Bridge and Kyvos ODBC Driver must be installed on any user's machine that has Admin Rights, and the machine must be able to connect/ping to both Tableau Online and Kyvos.

3. Tableau User Role must have Site Administrator Creator permission.

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Configuring Tableau Bridge

1. Login to Tableau Bridge with Tableau Online Credentials.

2. Login to Tableau Online in a Web browser.

3. Click Settings (icon at bottom-left) and then click the Bridge option.

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4. The Default Pool shows details of the machine where the Bridge is installed and configured.

5. In the Pooling area, click the Add New Pool. Move your machine, which is available inside the default pool, to the newly added pool.
   
   

6. In the Private Network Allowlist, click Add New Domain and add the required domain, select the pool that you created, and then click Save.

7. The bridge is now configured, and you can publish the data source to Tableau Online and create visualizations on workbooks using that data source.

Accessing data available in open network

Kyvos supports Tableau Online connection in open networks through:

• Kyvos Connector

• Spark SQL Connector

Kyvos Connector

You can connect Tableau to the Kyvos semantic models using any of the following two methods:

• Through Tableau interface

• Using Tableau Data Source File

Connecting to Kyvos semantic models through Tableau interface

To connect Tableau to a Kyvos semantic model and set up the data source, using the Kyvos connector, perform the following steps.

1. Log into Tableau Online using your credentials.

2. Click Explore from the navigation pane and then select or search for the Project on which you are working.

3. Click the New > Workbook option.

4. On the New Workbook screen, click the Data > Connect to Data option.

5. From the Connect to Data screen, select the Kyvos option from the Connectors list.
   
   

6. On the displayed Kyvos dialog box, enter your connection information as:

7. Click Sign In. On the Data Source page, select your Schema, then select the Table that you want to browse in Tableau. The Kyvos data store is loaded in Tableau. You can now use your data to create reports.

Spark SQL connector

You can connect Tableau to the Kyvos semantic models using any of the following methods:

• Through Tableau interface

• Using Tableau Data Source File

Connecting to Kyvos semantic models through Tableau interface

On the Tableau window, select the Spark SQL option from the To a Server list on the navigation pane.

1. In the displayed Spark SQL dialog box, specify your connection information as described below:

2. Click Sign In. On the Data Source page, navigate to the Schema of the semantic model you want to connect to and select the semantic model. You can search for the Schema and then for the name of the semantic model/table.

3. Drag the selected table to the right pane. Next, go to Sheet1 to start browsing the semantic model.

4. Optionally, you can preview the data by using the Update Now

The levels, attributes, and measures in the semantic model are listed under the Dimensions and Measure sections based on data types or Tableau’s recommendations based on field names. You can start querying and analyzing your data.

Connecting Tableau Online to Kyvos through semantic model metadata TDS file

When you use a TDS file, you will see the dimensions, hierarchies, measures, levels, and attributes as they are configured in the Kyvos semantic model. If you generate a TDS file from the Kyvos web portal and publish it to the Tableau Server, you don’t need to provide the connection details to your users. A TDS file contains the metadata of the semantic model and connection information.

Creating TDS File in Kyvos

To create a TDS file in Kyvos, perform the following steps.

1. From the Kyvos Web portal, click Toolbox > Utilities.

2. Select the Export Semantic Model Metadata option from the list.

3. Select the semantic models you want to browse and click Download Selected. The Download Selected Semantic Model Metadata dialog box is displayed.

4. Here, select any of the following options from the Format drop-down.

   1. Tableau data source (Kyvos ODBC)

   2. Tableau data source (Spark SQL)

5. Provide the Tableau Version on which you will be using the TDS file.

6. Provide the Server IP/Hostname, Server Port, and Username (optional) used to connect to the Kyvos web portal.

7. Click Download. Save the Tableau TDS file on your computer network.

Publishing Data source to Tableau Online

Download and install Tableau drivers for Spark Simba connectivity from the Tableau website  according to your requirements. See the Tableau Desktop on Kyvos section to know more about how to connect Tableau Desktop to Kyvos.

1. Open Tableau Desktop and click the File > Open option.

2. On the Open dialog box, select the .tds file you have downloaded from the Kyvos portal and click Open. Kyvos semantic model data loads and is displayed in the left pane.

3. Now you can create worksheets/dashboards or directly publish data sources/workbooks on Tableau Online. For this, click any sheet and go to the Server menu. Select the Publish data source option.

4. On the Tableau server sign-in dialog box, select Tableau Online as a server and click Connect. You will not get this dialog box if you are already signed in.

5. On the Tableau Online sign-in screen, use Tableau Online credentials to log in.

6. On the Kyvos sign-in screen, enter the Kyvos credentials to access the dataset.

7. Once logged in, you will be prompted to select Project folder, Data Source Name, Description (optional), Tags, Permission, and Authentication.

8. Select the Maintain connection to a live data source option (Kyvos does not support extract).

9. Your data source is published on Tableau Online under the selected Project. You can now use this data source to create workbooks.

User impersonation with Kyvos

To work with user impersonation through initial SQL with Tableau Online, the Username in the database (Kyvos) must be the same as the Tableau Online username, in the username@domain.com format.

Points to remember

1. Tableau Online does not support connections to any semantic model-based data source or multidimensional database. Hence, you cannot publish workbooks made through MDX connection on Tableau Online. For details, refer to Tableau Documentation. 

2. Tableau Online does not support published connections that use Kerberos authentication. For details, refer to Tableau Documentation.