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

⇱ Visualize Live MongoDB Data in Tableau

Visualize Live MongoDB Data in Tableau

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

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

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

About MongoDB Data Integration

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

MongoDB's flexibility means that it can be used as a transactional, operational, or analytical database. That means CData customers use our solutions to integrate their business data with MongoDB or integrate their MongoDB data with their data warehouse (or both). Customers also leverage our live connectivity options to analyze and report on MongoDB directly from their preferred tools, like Power BI and Tableau.

For more details on MongoDB use case and how CData enhances your MongoDB experience, check out our blog post: The Top 10 Real-World MongoDB Use Cases You Should Know in 2024.


Getting Started


Connect to MongoDB in Tableau

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

Set the Server, Database, User, and Password connection properties to connect to MongoDB. To access MongoDB collections as tables you can use automatic schema discovery or write your own schema definitions. Schemas are defined in .rsd files, which have a simple format. You can also execute free-form queries that are not tied to the schema.

👁 Configuring the Connector (Sage Intacct is shown)

Discover Schemas and Query Data

  1. Select CData from the Database pull-down menu.
  2. Select MongoDB 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 MongoDB data

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

Ready to get started?

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

 Download Now

Learn more:

👁 MongoDB Icon
MongoDB Tableau Connector

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