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Connect to the Data Warehouse from Tableau

Answer

To access the Data Warehouse from Tableau:

Windows Setup

  1. Make sure the Oracle client is installed on your computer.
  2. Download and install Oracle drivers from the Tableau website
  3. Make sure that the tnsnames.ora file, usually in C:\oracle\product\11.2.0\client\network\admin, contains an entry for the Data Warehouse's database:
    warehouse =
       (DESCRIPTION =
          (ADDRESS_LIST =
             (ADDRESS = (PROTOCOL = TCP)(HOST = warehouse.mit.edu)(PORT = 1521))
          )
          (CONNECT_DATA = (SID = DWRHS))
       )
    
    1. If your tnsnames file does not have the warehouse, copy and paste the above text into your existing tnsnames.ora file.
    2. If you do not have a tnsnames.ora file, save this TNSNames.ora file to C:\oracle\product\11.2.0\client\network\admin.
  4. Make sure the TNS_ADMIN environment variable points the directory containing the tnsnames.ora file.
    1. Go to Start > Control Panel > System.
    2. Click Advanced system settings.
    3. In the Advanced tab, click Environment Variables.
    4. Scroll through the System variables list for the "TNS_ADMIN" variable.
    5. If you see the variable, make sure the Value column matches the directory containing tnsnames.ora.
    6. If you don't see the variable, click New and add the variable and the directory in the Value.
    7. Click OK and close out of all the System/System properties windows.
  5. Continue to Connect to the warehouse in Tableau.

Mac Setup

  1. Make sure you're logged in as an Adminstrator.
  2. Download TableauDrivers.dmg from the Tableau Drives page. (Tableau website > Drivers and Activation > Mac > Oracle > )
  3. Double-click the downloaded .dmg file.
  4. Double-click Tableau Oracle Libraries.pkg.
  5. Accept all defaults to install the package.
  6. Save this TNSNames.ora file to your desktop and copy it to /etc:
    • Note: Do not use the command line to copy the file
    1. In Finder, select Go > Go To Folder, and then type /etc (do not put a period after etc).
    2. Copy the .ora file to /etc
  7. Configure the TNS_ADMIN environment variable:
    1. Start Terminal and type the following command:
      sudo nano /etc/launchd.conf
    2. Type your local password when prompted.
    3. Type the following:
      setenv TNS_ADMIN /etc
    4. Press Ctrl-X, then Y, then Enter to save changes and exit nano.
  8. Restart the Mac.
  9. Confirm you can connect to the Warehouse by opening Terminal and typing the following command:
    ping warehouse
  10. Exit Terminal and continue to Connect to the warehouse in Tableau.

Connect to the warehouse in Tableau (Windows and Mac)

  1. In Tableau, click Connect to Data.
  2. Under On a server, click Oracle.
  3. Enter the following values and leave all other fields blank:
    Server warehouse
    Select User a specific username and password
    Username your Kerberos username
    Password your Data Warehouse password
    (If you don't have a Data Warehouse password or have forgotten it, see Change Your Data Warehouse Password.)

  4. Click Connect.
  5. If you get an error, enter ".world" (without the quotes) in the Service field and try again.
  6. If you're on a Mac, try the following:
  7. To add tables from the Data Warehouse, see I've successfully connected to the Data Warehouse in Tableau, but I don't see anything. What do I do?

IS&T Contributions

Documentation and information provided by IS&T staff members


Last Modified:

May 27, 2016

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  1. Jul 07, 2015

    There's one place in the instructions where it didn't quite match what I was seeing. The instructions say:

    3. Connect to the warehouse in Tableau

    1. In Tableau, click Connect to Data.
    2. Under On a server, click Oracle.

    On the initial Tableau screen, there was no "Connect to Data" for me to click on. What I needed to do was skip to Step 2.

  2. May 11, 2016

    Mac Setup:

    In addtion to the tnsnames.ora file you need a sqlnet.ora file to do the kerb login, the sqlnet.ora file should have the following text:

    SQLNET.AUTHENTICATION_SERVICES=(radius)

    Also, instead of setting the environment variable, it's easier to create an environment.plist file saved in ~/Library/LaunchAgents/environment.plist that contains this text:

    <?xml version="1.0" encoding="UTF-8"?>
    <!DOCTYPE plist PUBLIC "-//Apple//DTD PLIST 1.0//EN" "http://www.apple.com/DTDs/PropertyList-1.0.dtd">
    <plist version="1.0">
    <dict>
    <key>Label</key>
    <string>my.startup</string>
    <key>ProgramArguments</key>
    <array>
    <string>sh</string>
    <string>-c</string>
    <string>
    launchctl setenv TNS_ADMIN /etc
    </string>

    </array>
    <key>RunAtLoad</key>
    <true/>
    </dict>
    </plist>

    Restart after installing those files.

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