Build Amazon Athena Visualizations in Tableau Cloud

Tableau Cloud is an analytics platform fully hosted in the cloud. When paired with CData Connect AI, you get instant, cloud-to-cloud access to Amazon Athena data for visualizations, dashboards, and more. This article shows how to connect to Amazon Athena and build visualizations from Amazon Athena data in Tableau Cloud.

CData Connect AI provides a pure cloud-to-cloud interface for Amazon Athena, allowing you to easily build visualizations from live Amazon Athena data in Tableau Cloud without installing connectors or publishing worksheets and data sources from Tableau Desktop. As you build visualizations, Tableau Cloud generates SQL queries to gather data. Using optimized data processing out of the box, CData Connect AI pushes all supported SQL operations (filters, JOINs, etc) directly to Amazon Athena, leveraging server-side processing to quickly return Amazon Athena data.

Getting Started

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Configure Amazon Athena Connectivity for Tableau Cloud

To work with Amazon Athena data from Tableau Cloud, we need to connect to Amazon Athena from Connect AI, provide user access to the connection, and create a Workspace for the Amazon Athena data.

Connect to Amazon Athena from Connect AI

CData Connect AI uses a straightforward, point-and-click interface to connect to data sources.

1. Log into Connect AI, click Sources, and then click Add Connection
👁 Adding a Connection

2. Select "Amazon Athena" from the Add Connection panel
👁 Selecting a data source

3. Enter the necessary authentication properties to connect to Amazon Athena.

   Authenticating to Amazon Athena

   To authorize Amazon Athena requests, provide the credentials for an administrator account or for an IAM user with custom permissions: Set to the access key Id. Set to the secret access key.

   Note: Though you can connect as the AWS account administrator, it is recommended to use IAM user credentials to access AWS services.

   Obtaining the Access Key

   To obtain the credentials for an IAM user, follow the steps below:

   1. Sign into the IAM console.
   2. In the navigation pane, select Users.
   3. To create or manage the access keys for a user, select the user and then select the Security Credentials tab.

   To obtain the credentials for your AWS root account, follow the steps below:

   1. Sign into the AWS Management console with the credentials for your root account.
   2. Select your account name or number and select My Security Credentials in the menu that is displayed.
   3. Click Continue to Security Credentials and expand the Access Keys section to manage or create root account access keys.

   Authenticating from an EC2 Instance

   If you are using the CData Data Provider for Amazon Athena 2018 from an EC2 Instance and have an IAM Role assigned to the instance, you can use the IAM Role to authenticate. To do so, set to true and leave and empty. The CData Data Provider for Amazon Athena 2018 will automatically obtain your IAM Role credentials and authenticate with them.

   Authenticating as an AWS Role

   In many situations it may be preferable to use an IAM role for authentication instead of the direct security credentials of an AWS root user. An AWS role may be used instead by specifying the . This will cause the CData Data Provider for Amazon Athena 2018 to attempt to retrieve credentials for the specified role. If you are connecting to AWS (instead of already being connected such as on an EC2 instance), you must additionally specify the and of an IAM user to assume the role for. Roles may not be used when specifying the and of an AWS root user.

   Authenticating with MFA

   For users and roles that require Multi-factor Authentication, specify the and connection properties. This will cause the CData Data Provider for Amazon Athena 2018 to submit the MFA credentials in a request to retrieve temporary authentication credentials. Note that the duration of the temporary credentials may be controlled via the (default 3600 seconds).

   Connecting to Amazon Athena

   In addition to the and properties, specify , and . Set to the region where your Amazon Athena data is hosted. Set to a folder in S3 where you would like to store the results of queries.

   If is not set in the connection, the data provider connects to the default database set in Amazon Athena.

   👁 Configuring a connection (Salesforce is shown)
   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Amazon Athena Connection page and update the User-based permissions. 👁 Updating permissions
   

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create. 👁 Creating a new PAT
   
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

Configure Amazon Athena Endpoints for Tableau Cloud

After connecting to Amazon Athena, create a workspace for your desired table(s).

1. Navigate to the Workspaces page and click Add to create a new Workspace (or select an existing workspace). 👁 The Workspaces page.
   👁 Adding a new Workspace.
   
2. Click Add to add new assets to the Workspace.
3. Select the Amazon Athena connection (e.g. AmazonAthena1) and click Next. 👁 Selecting an Asset (Salesforce is shown).
   
4. Select the table(s) you wish to work with and click Confirm. 👁 Selecting Tables (Salesforce is shown).
   
5. Make note of the OData Service URL for your workspace, e.g. https://cloud.cdata.com/api/odata/{workspace_name}

With the connection, PAT, and Workspace configured, you are ready to connect to Amazon Athena data from Tableau Cloud.

Visualize Live Amazon Athena Data in Tableau Cloud

The steps below outline creating a new data source in Tableau Cloud based on the virtual Amazon Athena database in Connect AI and building a simple visualization from the data.

1. Log into Tableau Cloud, select a account, and create a new workbook.
2. In the new workbook, choose the OData Connector from the data wizard and fill in the values for your Connect AI instance. 👁 Selecting OData connector in Tableau Cloud
   
   • Set Server to the OData URL for your Workspace, e.g. https://cloud.cdata.com/api/odata/{workspace_name}
   • Set Authentication to Username and Password
   • Set Username to your Connect AI username (e.g. [email protected])
   • Set Password to a PAT for the above user
   👁 Connect to Connect AI from Tableau Cloud
   
3. Select your newly created database and the table(s) you wish to visualize (defining relationships for JOINad tables as needed).
👁 Choosing a Database and Tables

4. Select Dimensions and Measures and configure your visualization.
👁 Visualizing Amazon Athena data in Tableau Cloud

Real-Time Access to Amazon Athena Data from Cloud Applications

At this point, you have a direct, cloud-to-cloud connection to live Amazon Athena data from your Tableau Cloud workbook. You can create new visualizations, build dashboards, and more, with no need to publish data sources and workbooks from Tableau Desktop. For more information on gaining live access to data from more than 100 SaaS, Big Data, and NoSQL sources from cloud applications like Tableau Cloud, refer to our Connect AI page.