Publish Azure Data Lake Storage-Connected Dashboards in Tableau Server

You can substitute Java 8 with a later Java release as needed.

Installation on a Windows Machine:

1. Run the setup.exe installer. The driver JAR file will be automatically placed in the drivers directory, C:\Program Files\Tableau\Drivers.
2. Navigate to the lib folder under the installation directory. By default the installation directory is a folder in C:\Program Files\CData.
3. Copy cdata.tableau.adls.lic into the drivers directory.
4. Copy cdata.tableau.adls.taco into the connectors directory, MyTableauServerRootDir/data/tabsvc/vizqlserver/Connectors. In most cases MyTableauServerRootDir is located under C:\ProgramData.
5. Restart Tableau Server.

Connect to Azure Data Lake Storage in Tableau Desktop

Once the connectors are installed on the Server machine, we can configure a connection to Azure Data Lake Storage in Tableau Desktop and publish a Azure Data Lake Storage-based Data Source to Tableau Server.

1. Open Tableau Desktop.
2. Click More under Connect -> To a Server.
3. Select "Azure Data Lake Storage by CData".
4. Configure the connection to the data.

   Authenticating to a Gen 1 DataLakeStore Account

   Gen 1 uses OAuth 2.0 in Azure AD for authentication.

   For this, an Active Directory web application is required. You can create one as follows:

   1. Sign in to your Azure Account through the .
   2. Select "Azure Active Directory".
   3. Select "App registrations".
   4. Select "New application registration".
   5. Provide a name and URL for the application. Select Web app for the type of application you want to create.
   6. Select "Required permissions" and change the required permissions for this app. At a minimum, "Azure Data Lake" and "Windows Azure Service Management API" are required.
   7. Select "Key" and generate a new key. Add a description, a duration, and take note of the generated key. You won't be able to see it again.

   To authenticate against a Gen 1 DataLakeStore account, the following properties are required:

   • Schema: Set this to ADLSGen1.
   • Account: Set this to the name of the account.
   • OAuthClientId: Set this to the application Id of the app you created.
   • OAuthClientSecret: Set this to the key generated for the app you created.
   • TenantId: Set this to the tenant Id. See the property for more information on how to acquire this.
   • Directory: Set this to the path which will be used to store the replicated file. If not specified, the root directory will be used.

   Authenticating to a Gen 2 DataLakeStore Account

   To authenticate against a Gen 2 DataLakeStore account, the following properties are required:

   • Schema: Set this to ADLSGen2.
   • Account: Set this to the name of the account.
   • FileSystem: Set this to the file system which will be used for this account.
   • AccessKey: Set this to the access key which will be used to authenticate the calls to the API. See the property for more information on how to acquire this.
   • Directory: Set this to the path which will be used to store the replicated file. If not specified, the root directory will be used.
5. Click "Sign In".

Discover Schemas and Query Data

Once you establish the connection to Azure Data Lake Storage data, you can configure which entities to visualize.

1. Select CData from the Database pull-down menu.
2. Select ADLS from the Schema pull-down menu.
3. Drag the tables and views you wish to visualize onto the join area. You can include multiple tables.
4. Select Update Now or Automatically Update. Update Now lets you preview the first 10,000 rows of the data source (or enter the number of rows you want to see in the Rows text box). Automatically Update auto-loads the changes in the preview area.

Publish Data to Tableau Server

After you configure the data you wish to visualize, you can publish the Data Source to a Tableau Server instance. In Tableau Desktop:

1. Click Server -> Sign In.
2. Enter the URL for your Tableau Server.
3. Authenticate with Tableau Server credentials.
4. Click Server -> Publish Data Source and select your data source.
5. Click Publish.
6. Select the Project, name the Data Source, and optionally add a description.
7. Click Publish.

This creates a new entry under the server's data source list, from which you an change the data source's permissions, view its history, and perform other management tasks.

Note that workstation connected to the same server will be able to use the same source in Tableau Desktop, even if the connector isn't installed there. Also, workbooks created directly on Tableau Server (via the web interface) can use this source.

Visualize Azure Data Lake Storage Data in Tableau Server

With the Data Source published to Tableau Server, you are ready to visualize Azure Data Lake Storage data.

1. Login to your Tableau Server instance.
2. Connect to the remote source using the Search for Data -> Tableau Server in the Connect sidebar.
3. Click the published Data Source.
4. Click New Workbook.
5. In the workbook, Azure Data Lake Storage fields are listed as Dimensions and Measures, depending on the data type. The CData Tableau Connector discovers data types automatically, allowing you to leverage the powerful data processing and visualization features of Tableau.
6. Drag a field from the Dimensions or Measures area to Rows or Columns. Tableau creates column or row headers.
7. Select one of the chart types from the Show Me tab. Tableau displays the chart type that you selected.

Using the CData Tableau Connector for Azure Data Lake Storage with Tableau Server, you can easily create robust visualizations and reports on Azure Data Lake Storage data. Download a free, 30-day trial and get started today.