4 Replies Latest reply on Nov 30, 2017 6:14 AM by Chetana Samal

    Connecting to Microsoft SQL Server from Tableau

    Waseem Md

      Connecting to Microsoft SQL Server from Tableau -

      If we have lot of tables in the database and the business users are not sure about which table to connect. Tableau helps/suggests to find which table to connect.

       

      Is there any feature of this kind in Tableau?

        • 1. Re: Connecting to Microsoft SQL Server from Tableau
          khalid norat

          Hi Waseem,

           

          It is possibly not the best solution for users to be directly connecting to Tables as a lot of the times they will not have the experience or knowledge of tables and data structure.

           

          The best practice for this kind of requirement is to join the required tables need for different kind for reporting.

           

          You may join Department + Sales For Internal sales Analysis

          You may join Customer + Sales for Customer Analysis

          etc for the different sets of reporting needs

           

          You should create the joins within tableau

          Remove any unwanted fields

          Rename any fields to make them more understandable user friendly

          Add calculations for any common calculations

           

          Once this data set is prepared.

          Publish datasource to tableau Server with appropriate name.

           

          Users should be connecting to these verified and published datasources

          This will avoid people reporting the same KPI's differently as they will be working from same source.

           

          Hope this helps

          1 of 1 people found this helpful
          • 2. Re: Connecting to Microsoft SQL Server from Tableau
            Ashish Chaudhari

            Nope Waseem. Tableau doesn't suggest any tables but If you drag two or more tables on the connection area, it will suggest the key columns that should be joined based on the similarly named column.

             

            - Thanks

            Ashish Chaudhari

            • 3. Re: Connecting to Microsoft SQL Server from Tableau
              Steve Taylor

              Hi Waseem,

               

              Creating your own datasources within tableau for use by multiple users is a good idea. I've often worked with clients who prefer to create views/custom tables within their SQL Server and point tableau at the view or table. It depends how "live" you want the data to be and how fast your database is.

               

              Steve

              • 4. Re: Connecting to Microsoft SQL Server from Tableau
                Chetana Samal

                Is it ok to create multiple data sources even though you are connected to the same database in SQL Server? A dashboard will need so many joins as per the need of worksheet...

                 

                Thanks,

                Chetana