Connect from Tableau

This page describes how to connect to either an Atlas federated database instance or an on-premises MongoDB Enterprise database with Tableau (Desktop or Server) using the Tableau custom connector.

Prerequisites

Before connecting with Tableau, ensure you have met the following prerequisites:

An Atlas federated database instance or a self-managed EA database.
Tableau Desktop or Server. For Tableau Server, SCRAM authentication is the only authentication mechanism supported at this time.

Procedure

The procedure to connect to MongoDB with Tableau comprises the following steps:

Download the JDBC Driver and Tableau Connector

Ensure you have enabled SQL Interface for your cluster.

See Quick Start for detailed instructions on enabling Atlas SQL.

See On-Premise set up for detailed instructions on how to enable the SQL Interface for EA databases.

Download the MongoDB JDBC Driver.

Download the latest MongoDB JDBC Driver version.
Note
See Connect with JDBC Driver for more details on the MongoDB JDBC Driver.

Move the downloaded ALL JAR file into the appropriate directory for your operating system:

Operating System	Folder Path
Windows	`C:\Program Files\Tableau\Drivers`
MacOS	`~/Library/Tableau/Drivers`
Linux	`/opt/tableau/tableau_driver/jdbc`

Download and install the Tableau custom connector.

Download the Tableau taco file for the latest version.
Move the downloaded taco file into the appropriate directory for your operating system:
Operating System
Folder Path
Windows
C:\Users\<user>\Documents\My Tableau Repository\Connectors
MacOS
~/Documents/My Tableau Repository/Connectors
Linux
/opt/tableau/connectors

Important

Updating Your Connector

If you download a new version of the Tableau custom connector, delete the old Tableau custom connector file from your Connectors directory to ensure that Tableau uses the latest version.

Get Your MongoDB Database Connection Information

Perform the following steps to get your MongoDB database connection information:

Go to your Atlas federated database instance for your project.

Click the Connect button.

Select the Atlas SQL Interface option.

Select the Tableau Connector option under the Select your driver dropdown.

Select Tableau from the dropdown.

Select the datase you want to connect to from the Database dropdown.

Copy your connection string and connection parameters.

Use this information to connect with Tableau in the next section.

Use your connection string for mongosh.

Connect with Tableau

Open Tableau Desktop or Tableau Server.

Navigate to the Connect menu.

Select MongoDB SQL Interface by MongoDB Connector.

A connection modal displays.

Enter your database connection information:

Enter your SQL Interface connection string. See Get Your MongoDB Database Connection Information for detailed instructions in getting your connection string.

Click Sign In.

Back

ODBC

Power BI

Operating System	Folder Path
Windows	`C:\Users\<user>\Documents\My Tableau Repository\Connectors`
MacOS	`~/Documents/My Tableau Repository/Connectors`
Linux	`/opt/tableau/connectors`