• Members 37 posts
    Dec. 4, 2023, 8:11 a.m.

    Please create a step-by-step guide. TIA!

  • Mod
    Dec. 4, 2023, 8:28 a.m.

    So there are 3 ways to do this -

    MANUAL METHOD 1 - Configuring a PostgreSQL Account in Tableau

    For this, you must first install PostgreSQL database drivers.

    Step 1: First, launch Tableau Desktop.
    Step 2: Click the Connect to A Server button.
    Step 3: Choose PostgreSQL.
    Step 4: Type in the name of the server.
    Step 5: Choose Port 8060.
    Step 6: Enter the Database: workgroup name.
    Step 7: Enter your authentication information, such as your username and password.
    Step 8: Select the Sign In button.
    Step 9: A live connection between Tableau and PostgreSQL will be established.
    Step 10: The Read-Only user will have access to various tables.
    Step 11: Choose one or more tables with which to create a relationship.
    Step 12: Click the Worksheet button or press Ctrl+M.

    MANUAL METHOD 2 - Tableau Server Version Identification
    If you want to find out what version of PostgreSQL you have, do the following:

    Step 1: Sign in to Tableau Server first.
    Step 2: Launch the Task Manager.
    Step 3: Navigate to the Details tab.
    Step 4: Right-click on the postgre.exe processes and select End Process.
    Step 5: Decide on the properties.
    Step 6: Determine the PostgreSQL version that is currently installed.

    This method of connecting the database to Tableau appears simple. However, in the real world, you are most likely working with multiple data sources to collect data and maintain it in a Postgres database. This process can be automated by using an ETL tool like EasyInsights. Here's the process -

    AUTOMATED METHOD - Use EasyInsights

    The best way to understand how to go about it is visit the knowledge base and search for a tableau article. Here's a sample article on "Creating GA4 dashboards on Tableau'
    Here’s how you can establish a live connection between Tableau Desktop and PostgreSQL using EasyInsights. You may need to install the PostgreSQL database drivers, also known as Postgres.

    Follow the steps below to connect Tableau Server and EasyInsights.

    Step 1: First, launch Tableau Desktop.

    Step 2: Click the Connect to A Server button.

    Step 3: Choose PostgreSQL.

    Step 4: Enter the following information:

    IP address or hostname
    Port
    Database
    Username & Password
    Select the Authentication option.

    This information can be found on the data destination page in the webapp

    Step 5: Select the Sign In button.

    Step 6: A live connection between Tableau and PostgreSQL will be established.