User accounts in MongoDB are associated with specific logical databases in MongoDB. Select the sheet tab to start your analysis. For example, use a data source naming convention that helps other users of the data source figure out which data source to connect to. (Optional) Select the default data source name at the top of the page, and then enter a unique data source name for use in Tableau. On the data source page, do the following: If you still can't connect, yourĬomputer is having trouble locating the server. If Tableau can't make the connection, verify that your credentials are correct. For more information, see Run Initial SQL. (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 about connecting with SSL to MongoDB, see Connecting Tableau to MongoDB (Link opens in a new window) on the MongoDB website. Select the Require SSL check box when connecting to an SSL server. If MongoDB authentication isn't enabled, proceed to step c. For information about the correct format to use, see Sign in options. If MongoDB authentication is enabled, enter your user name with associated database name, and password. For a complete list of data connections, select More under To a Server. Start Tableau and under Connect, select MongoDB BI Connector. Make the connection and set up the data source If the driver is not installed on your computer, Tableau displays a message in the connection dialog box with a link to the Driver Download (Link opens in a new window) page where you can find driver links and installation instructions. You might already have the required driver installed on your computer. This connector requires a driver to talk to the database. Follow the Installation (Link opens in a new window) instructions on the MongoDB website. To get the MongoDB Connector for BI, sign in to the MongoDB website and download the connector (Link opens in a new window). You must install and run the MongoDB Connector for BI, version 2.1 or later, before you can connect Tableau to your MongoDB BI data. (Optional) Initial SQL statement to run every time Tableau connects User name and password, if MongoDB authentication is enabledĭatabase name associated with the user's credentials, if MongoDB authentication is enabled Name of the server that hosts the database you want to connect to Before you beginīefore you begin, gather this connection information: But you can see I put a pipeline in the query bar which puts these values in an array, allowing me to build the chart using a Series channel, and I can override the label.This article describes how to connect Tableau to MongoDB Business Intelligence (BI) data and set up the data source. The normal way of building this chart would just be to encode those two fields (in my case in the X Axis since it’s a bar chart). In this example I’m using the Movies sample data to build a chart showing the average runtime against the average metacrtic scores. However you can use an aggregation pipeline to transform the shape of the data, allowing you to use a different approach to encoding the chart. Normally the shape of the data will dictate which approach you use to build the chart, and presumably your data is aligned with the second approach. But if you go with option #2, the label is always “Series”. If you go with approach #1, you can override the series title in the Customize tab. Encoding multiple fields in the Y axis channel.Encoding a single field in the Y axis channel, and a different field in the Series channel.Hi, this is a little tricky (and I agree it should be easier), but it is in fact possible to do this.įor context, there are two ways of building a multi-series chart:
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