After you have installed your driver and defined it on the CLASSPATH, you can use the driver to access your data with Tableau. Tableau is a business intelligence software program that allows you to easily create reports and visualized representations of your data. By using the driver with Tableau, you can improve performance when retrieving data while leveraging the driver's relational mapping tools.

To use the driver to access data with Tableau:

  1. Navigate to the \lib\xx subdirectory of the Progress DataDirect installation directory; then, locate the jar file for your driver:
    postgresql.jar
  2. Copy the .jar file for your driver into the following directory:

    Windows: C:\Program Files\Tableau\Drivers

    Linux: /opt/tableau/tableau_driver/jdbc

  3. Open Tableau. From the Connect menu, select Other Databases (JDBC).
  4. In the Other Databases (JDBC) dialog, provide values for the following fields; then, click Sign In.
    • URL: Copy and paste your connection URL into this field. The following examples show how to connect using either user ID/password or Kerberos authentication.

      User ID/password authentication

      jdbc:datadirect:postgresql://server1:5432;

      Kerberos authentication

      jdbc:datadirect:postgresql://server1:5432;
      DatabaseName=postgresqlDB;AuthenticationMethod=kerberos;
      ServicePrincipalName=postgres/myserver.example.com@EXAMPLE.COM;
      Note: See Kerberos authentication for details.
    • Dialect: Select SQL92 (the default) from the drop-down box.
    • Username: If required by the authentication method being used, enter the user name. Alternatively, this value can be specified with the User property in the connection string.
    • Password: If required by the authentication method being used, enter the password. Alternatively, this value can be specified with the Password property in the connection string.
  5. The Data Source window appears. In the Schema field, select the schema for the service you want to use.
  6. In the Table field, the tables stored in the selected schema are now exposed and available for selection.
You have successfully accessed your data and are now ready to create reports with Tableau. For detailed information, refer to the Tableau product documentation at: https://www.tableau.com/support/help.