Tableau Server (On-prem) on Kyvos

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

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

To connect Tableau Server (On-prem) to Kyvos semantic models, you can use any of the following methods:

• Publish data source to Tableau Server

• Publish workbook on Tableau Server

• Tableau Server (On-prem) on Kyvos

Publish data source on Tableau Server

1. Open Tableau desktop.

2. Connect to the Kyvos data source using the Tableau Server (On-prem) on Kyvos or TDS metadata file.

3. From the Server menu and select the Publish Data Source option, and select your data source (Kyvos semantic model).

   Open

   

4. On the displayed Tableau Server Sign in dialog, provide the Tableau Server URL and click the Connect button.
   
   

   Open

   

5. Enter details in the Publish Data Source to Tableau Server dialog box.

6. Click the Publish button. Your workbook will be published on the Tableau Server.

Publish Workbook on Tableau Server

1. Create a worksheet/visualization as per your business requirement on the Tableau desktop.

2. From the Server menu, select the Publish Workbook option.

   
   The Publish Workbook to Tableau Server dialog box is displayed.

3. Enter details as:

   1. Select the Project to which the workbook belongs.

   2. From the Name drop-down, select the workbook that you want to publish.

   3. Optionally, provide a Description and Tags.

   4. To select specific sheets or dashboards to publish, click the Edit link under Sheets, and select the requisite sheets. To publish only Dashboard, click the Only Dashboards button. To publish all sheets and dashboards, click the All button.
      NOTE: By default, all sheets and dashboards present in the workbook are published. 
      
      

   5. Click the Edit link under Permission to specify data source authentication. You can select the Embedded Password or Prompt User option as needed.
      
      

4. Click the Publish button. The workbook will be published on the Tableau server and can be accessed from the Tableau Server as well.

Connect to Kyvos semantic model through Tableau Server interface

1. Login to Tableau Server.

2. Click New and select the Workbook option.

3. On the New Workbook screen, go to the Connectors tab and select Kyvos or Spark SQL option.
   
   

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

   
   
   

5. Click Sign In.

6. 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.

Connecting to Kyvos semantic models through Tableau interface

Tableau Software released a new custom Kyvos connector with its latest version, Tableau 2019.4.  Here are the steps that can help you get productive right away using the Kyvos Tableau Connector.

To connect Tableau to a Kyvos semantic model and set up the data source, you must first have this connection information:

• Name of the server that hosts the database you want to connect

• Port number for client requests

• HTTP path to the server

• User name and password

• Are you connecting to an SSL server?

• (Optional) Initial SQL statement to run every time Tableau connects

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

1. In the displayed Kyvos dialog box, enter your connection information as:

   1. In the Server field, type the IP address or hostname of your Kyvos Web App server.

   2. In the Port field, type the number of the TCP port that the Kyvos Web App server uses to listen for client requests.

   3. In the HTTP Path field, type your client path.

   4. In the Username field, type your Kyvos Web App Server Username.

   5. In the Password field, type your Kyvos Web App Server Password

   6. Select the Require SSL checkbox if connecting to an SSL Server.

   7. (Optional) Select Initial SQL to specify a SQL command to run at the beginning of every connection, such as when you open the workbook, refresh an extract, sign in to Tableau Server, or publish to Tableau Server. For more information, see Run Initial SQL.

2. Click Sign In. On the Data Source page, select your Schema, then select Table that you want to browse in Tableau.

3. The Kyvos data store is loaded in Tableau. You can now use your data to create reports.

Here’s a sample Tableau worksheet with the Kyvos connection.

Connecting Kyvos semantic models using Tableau Data Source connection

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.

Create a TDS File in Kyvos

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

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

3. Select the semantic model you want to browse and click Download Selected.

4. In the Download Selected Semantic Model Metadata dialog box, select the Tableau Data Source (Spark SQL) option from the Format drop-down.

5. Enter the details in Tableau Version, Server IP/Hostname, Server Port, and optionally the username used to connect.

6. Click Download.

Connecting to Kyvos semantic models using TDS File on Tableau Server or Tableau Desktop

Once you have downloaded the TDS file, you can connect Kyvos semantic models using this TDS file on Tableau Server and Tableau Desktop. For this, open the TDS file in Tableau, enter your credentials, and click Sign In.

Optionally, edit the connection details by using the Edit Connection option.

Publish the TDS file and allow Tableau to pre-load the semantic model metadata. Your semantic model is now ready for your users.