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Connect to Tableau for Windows using Postgres-Proxy

Note

This page walks you through the Postgres Proxy setup for Tableau for Windows. For Tableau for Mac, refer to Connect to Tableau using Postgres Proxy.

Create an ODBC data source

Before you connect Tableau Desktop for Windows to data.world with Postgres Proxy, you will first need to create an OBDC Data source.

Follow these steps to create the data source:

  1. In your Windows search bar, search for ODBC Data Sources and select ODBC Data Sources (64-bit).

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  2. Windows opens the ODBC Data Source Administrator modal. Navigate to the User DSN tab.

  3. From the User DSN tab, select Add. Windows opens a new Create New Data Source window.

    kb-howto_tableaupostgresproxy-winos-odbcdatasource-image2.png
  4. In the Create New Data Source window, select a PostgreSQL ODBC drive option, then click Finish.

  5. Windows opens the PostgreSQL {ANSI/Unicode/Other} ODBC Driver (psqlODBC) Setup window. You can select any option, though data.world recommends a Unicode option to prevent issues with international characters.

    kb-howto_tableaupostgresproxy-winos-odbcdatasource-image3.png
  6. On the ODBC driver setup window, you'll need to enter values for Data Source, Database, Server, User Name, SSL mode, and Port. The following table lists all values in the setup window:

    Table 1.

    Item

    Required

    Details

    Data Source

    Yes

    A descriptive name for the Data Source.

    Database

    Yes

    The data.world Owner and Dataset that will be the source of data for this connection in the format owner/dataset.

    The Owner may be an Organization or Individual user. You can retrieve the value from the dataset's URL.

    Server

    Yes

    The data.world server to establish the connection with.

    • For Multi-tenant users, the value will be postgres.data.world.

    • For Private Instance users, the value will be postgres.data.world.

    • For Single-tenant or VPC users, the value will be postgres.{organization-site}.data.world.

    • Replace {organization-site} with the subdomain value of your data.world URL, <https://{organization-site}.data.world>.

    User Name

    Yes

    The data.world username for the user credentials establishing the connection. Enter the username for the data.world account with access to the dataset listed in Database, likely your own or that of a service account.

    SSL Mode

    Yes

    The SSL connection type. Set to Allow.

    Port

    Yes

    Set to 5432. This is the port used in the connection to the host server.

    Description

    No

    An optional description of the ODBC Data Source being created.

    Password

    No

    Leave this field blank.



  7. Once you've completed all fields, select Datasource. A new Advanced Options window appears. Select Page 3.

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    kb-howto_tableaupostgresproxy-winos-odbcdatasource-image6.png
  8. On Page 3, enter password=<api-token>, entering your API token after password=. Click Connection test.

    kb-howto_tableaupostgresproxy-winos-odbcdatasource-image7.png
  9. When the Connection successful message appears, select OK. Ignore the MSDTC error, if it appears.

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  10. Windows returns you to the Advanced Options window. Click OK.

  11. Windows returns you to the PostgreSQL ODBC Driver Setup page. Finishing configuring any remaining values, then click Save, followed by Test.

    kb-howto_tableaupostgresproxy-winos-odbcdatasource-image10.png
  12. You should now see the new ODBC Data source listed on the User DSN tab.

    kb-howto_tableaupostgresproxy-winos-odbcdatasource-image11.png

Connect Tableau Desktop to your data.world dataset

Now that you've finished setting up an ODBC Data source, follow these steps to connect Tableau to your targeted dataset.

  1. In Tableau Desktop, find Connect to a server > Other Databases (ODBC).

    kb-howto_tableaupostgresproxy-winos-tableaudesktop-image12.png
  2. The Other Databases (ODBC) modal window appears. Choose the PostgreSQL ODBC User Data Source you just created, then click Connect.

    kb-howto_tableaupostgresproxy-winos-tableaudesktop-image14.png
  3. Tableau processes the connection and populates the Connection Attributes section with values. Leave the values unchanged, then click Sign In.

    kb-howto_tableaupostgresproxy-winos-tableaudesktop-image15.png
  4. Tableau then connects you to the data.world dataset.

    kb-howto_tableaupostgresproxy-winos-tableaudesktop-image16.png