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URL: https://www.cdata.com/kb/tech/elasticsearch-tableau-desktop.rst

⇱ Visualize Live Elasticsearch Data in Tableau

Visualize Live Elasticsearch Data in Tableau

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use CData Tableau Connectors and Tableau Desktop to visualize live Elasticsearch data.

Tableau is a visual analytics platform transforming the way businesses use data to solve problems. When paired with the CData Tableau Connector for Elasticsearch, you can easily get access to live Elasticsearch data within Tableau. This article shows how to connect to Elasticsearch in Tableau and build a simple chart.

The CData Tableau Connectors enable high-speed access to live Elasticsearch data in Tableau. Once you install the connector, you simply authenticate with Elasticsearch and you can immediately start building responsive, dynamic visualizations and dashboards. By surfacing Elasticsearch data using native Tableau data types and handling complex filters, aggregations, & other operations automatically, CData Tableau Connectors grant seamless access to Elasticsearch data.

NOTE: The CData Tableau Connectors require Tableau 2020.3 or higher. If you are using an older version of Tableau, you will need to use the CData JDBC Driver. If you wish to connect to Elasticsearch data in Tableau Cloud, you will need to use CData Connect AI.

About Elasticsearch Data Integration

Accessing and integrating live data from Elasticsearch has never been easier with CData. Customers rely on CData connectivity to:

  • Access both the SQL endpoints and REST endpoints, optimizing connectivity and offering more options when it comes to reading and writing Elasticsearch data.
  • Connect to virtually every Elasticsearch instance starting with v2.2 and Open Source Elasticsearch subscriptions.
  • Always receive a relevance score for the query results without explicitly requiring the SCORE() function, simplifying access from 3rd party tools and easily seeing how the query results rank in text relevance.
  • Search through multiple indices, relying on Elasticsearch to manage and process the query and results instead of the client machine.

Users frequently integrate Elasticsearch data with analytics tools such as Crystal Reports, Power BI, and Excel, and leverage our tools to enable a single, federated access layer to all of their data sources, including Elasticsearch.

For more information on CData's Elasticsearch solutions, check out our Knowledge Base article: CData Elasticsearch Driver Features & Differentiators.


Getting Started


Connect to Elasticsearch in Tableau

Open Tableau and click More under Connect -> To a Server. Select "Elasticsearch by CData," then configure the connection and click "Sign In."

Set the Server and Port connection properties to connect. To authenticate, set the User and Password properties, PKI (public key infrastructure) properties, or both. To use PKI, set the SSLClientCert, SSLClientCertType, SSLClientCertSubject, and SSLClientCertPassword properties.

The data provider uses X-Pack Security for TLS/SSL and authentication. To connect over TLS/SSL, prefix the Server value with 'https://'. Note: TLS/SSL and client authentication must be enabled on X-Pack to use PKI.

Once the data provider is connected, X-Pack will then perform user authentication and grant role permissions based on the realms you have configured.

👁 Configuring the Connector (Sage Intacct is shown)

Discover Schemas and Query Data

  1. Select CData from the Database pull-down menu.
  2. Select Elasticsearch from the Schema pull-down menu.
  3. Drag the tables and views you wish to visualize onto the join area. You can include multiple tables. 👁 Selecting table(s)
  4. Select Update Now or Automatically Update. Update Now lets you preview the first 10,000 rows of the data source (or enter the number of rows you want to see in the Rows text box). Automatically Update automatically reflects the changes in the preview area.
  5. Click the tab for your worksheet. Columns are listed as Dimensions and Measures, depending on the data type. The CData Tableau Connector discovers data types automatically, allowing you to leverage the powerful data processing and visualization features of Tableau.
  6. Drag a field from the Dimensions or Measures area to Rows or Columns. Tableau creates column or row headers.
  7. Select one of the chart types from the Show Me tab. Tableau displays the chart type that you selected.
    8. 👁 Visualizing live Elasticsearch data

Using the CData Tableau Connector for Elasticsearch with Tableau, you can easily create robust visualizations and reports on Elasticsearch data. Download a free, 30-day trial and get started today.

Ready to get started?

Download a free trial of the Elasticsearch Tableau Connector to get started:

 Download Now

Learn more:

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Elasticsearch Tableau Connector

The fastest and easiest way to connect Tableau to Elasticsearch data. Includes comprehensive high-performance data access, real-time integration, extensive metadata discovery, and robust SQL-92 support.