How to publish and share Google Cloud Storage Data dashboards with Tableau Server

Integrate connectivity to Google Cloud Storage data into your enterprise reporting capabilities. The CData ODBC Driver for Google Cloud Storage enables you to access live Google Cloud Storage data in business intelligence tools like Tableau Server. Connectivity to Google Cloud Storage APIs enables you to monitor changes to your data in real time. Other members of your organization can access your dashboards from a Web browser and get updates from their mobile phone.

This article explains how to configure a DSN on the client and server machines, publish a data source for Google Cloud Storage to Tableau Server, and publish an entire Workbook to Tableau Server (including the data source). If you publish a data source, you will be able to create new, refreshable workbooks in Tableau Server.

Connect to Google Cloud Storage as an ODBC Data Source

To create a data source or workbook in Tableau Desktop and publish the data source or workbook to Tableau server, you will need to configure a DSN on each machine (Desktop and Server), specifying connection properties and creating DSNs using the same name on each machine. Information for connecting to Google Cloud Storage follows, along with different instructions for configuring a DSN in Windows and Linux environments.

Authenticate with a User Account

You can connect without setting any connection properties for your user credentials. After setting InitiateOAuth to GETANDREFRESH, you are ready to connect.

When you connect, the Google Cloud Storage OAuth endpoint opens in your default browser. Log in and grant permissions, then the OAuth process completes

Authenticate with a Service Account

Service accounts have silent authentication, without user authentication in the browser. You can also use a service account to delegate enterprise-wide access scopes.

You need to create an OAuth application in this flow. See the Help documentation for more information. After setting the following connection properties, you are ready to connect:

• InitiateOAuth: Set this to GETANDREFRESH.
• OAuthJWTCertType: Set this to "PFXFILE".
• OAuthJWTCert: Set this to the path to the .p12 file you generated.
• OAuthJWTCertPassword: Set this to the password of the .p12 file.
• OAuthJWTCertSubject: Set this to "*" to pick the first certificate in the certificate store.
• OAuthJWTIssuer: In the service accounts section, click Manage Service Accounts and set this field to the email address displayed in the service account Id field.
• OAuthJWTSubject: Set this to your enterprise Id if your subject type is set to "enterprise" or your app user Id if your subject type is set to "user".
• ProjectId: Set this to the Id of the project you want to connect to.

The OAuth flow for a service account then completes.

When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

Windows

If you are installing the CData ODBC Driver for Google Cloud Storage on Windows, DSN configuration is the last step of the driver installation. If you already have the driver installed, or you wish to configure new DSNs, you can use the Microsoft ODBC Data Source Administrator.

Linux

If you are installing the CData ODBC Driver for Google Cloud Storage in a Linux environment, the driver installation predefines a system DSN. You can modify the DSN by editing the system data sources file (/etc/odbc.ini) and defining the required connection properties.

/etc/odbc.ini

[CData GoogleCloudStorage Source]
Driver = CData ODBC Driver for Google Cloud Storage
Description = My Description
ProjectId = 'project1'
InitiateOAuth = GETANDREFRESH

For specific information on using these configuration files, please refer to the help documentation (installed and found online).

Publish the Google Cloud Storage Data Source to Tableau Server

With the connections to Google Cloud Storage data configured, you are ready to publish a Google Cloud Storage data source on Tableau, ready to be leveraged by users in your organization to create workbooks based on Google Cloud Storage data.

Create and Publish a Data Source

1. In the Connect pane, click More -> Other Databases (ODBC). Select CData GoogleCloudStorage Sys, the system DSN.

   The driver installation automatically creates matching user and system DSNs: The system DSN is needed to connect from Tableau Server.

   👁 The connection to the DSN. (Salesforce is shown.)
   
2. In the Database menu, select CData.
3. In the Table box, enter a table name or click New Custom SQL to enter an SQL query.
4. Drag the table onto the join area. 👁 A connection to a single table. (Salesforce is shown.)
   
5. From the Server menu, click Publish Data Source -> (YOUR DATA SOURCE). 👁 Image
   
6. Enter the URL to the server. For most instances, you will authenticate with the Tableau Server username and password. Other authentication scenarios can be found below:
   • If Tableau is configured to use Kerberos and your computer has valid Active Directory credentials, Tableau connects to the server.
   • If Tableau is configured to use SAML, a login prompt for your external identity provider is displayed.
   • If Tableau is configured to use Active Directory, enter your Windows username and password.
7. In the resulting dialog, set the Project, Data Source, and other properties. If you want to schedule refreshes, select Embedded Password in the Authentication menu. Click Publish.

You and other users in your organization can now create and share workbooks based on the published data source.

👁 Connectivity to your data source from the Web authoring environment in Tableau Server. (Salesforce is shown.)

Refresh Workbooks

With a system DSN configured on the client (Tableau Desktop) machine and server (Tableau Server) machine, you can refresh workbooks connected to the Google Cloud Storage data source. From the Web interface for Tableau Sever, click Data -> (YOUR DATA SOURCE) -> Refresh.

👁 Refresh the data extract on demand from Tableau Desktop. (Salesforce is shown.)

Publish a Completed Workbook with Google Cloud Storage Data to Tableau Server

If you have a specific Workbook that you wish to share with your organization, you can create the Workbook on Tableau Desktop and publish the Workbook directly to Tableau Server.

1. To connect to Google Cloud Storage and select data, follow steps 1-5 above. 👁 A connection to a single table. (Salesforce is shown.)
   
2. Click Server -> Sign in and configure the connection to the server. For most instances, you will authenticate with the Tableau Server username and password. Other authentication scenarios can be found below:
   • If Tableau is configured to use Kerberos and your computer has valid Active Directory credentials, Tableau connects to the server.
   • If Tableau is configured to use SAML, a login prompt for your external identity provider is displayed.
   • If Tableau is configured to use Active Directory, enter your Windows username and password.
3. With the data selected, select dimensions and measures to visualize and select a type of chart or graph to build your visualization(s). 👁 Image
   
4. Once the Workbook is complete, click Server -> Publish Workbook to publish the Workbook to Tableau Server. 👁 Image
   
5. In the resulting dialog, set the Project, Name, Description and other properties. If you want to schedule refreshes, click Edit under Data Sources and change the Authentication option to Embedded Password. Click Publish. 👁 Image
   

You and other users in your organization can now review the published workbook from Tableau Server.

👁 Connectivity to your published Workbook from the Web authoring environment in Tableau Server. (Salesforce is shown.)