Connect to and Visualize Live MySQL Data in Tableau Prep

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

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

NOTE: The CData Tableau Connectors support Tableau Prep Builder 2020.4.1 or higher. If you are using an older version of Tableau Prep Builder, you will need to use the CData JDBC Driver. If you wish to connect to MySQL data in Tableau Cloud, you will need to use CData Connect AI.

Install the CData Tableau Connector

When you install the CData Tableau Connector for MySQL, the installer should copy the TACO and JAR files to the appropriate directories. If your data source does not appear in the connection steps below, you will need to copy two files:

1. Copy the TACO file (cdata.mysql.taco) found in the lib folder of the connector's installation location (C:\Program Files\CData\CData Tableau Connector for MySQL 20XX\lib on Windows) to the Tableau Prep Builder repository:
   • Windows: C:\Users\[Windows User]\Documents\My Tableau Prep Repository\Connectors
   • MacOS: /Users//Documents/My Tableau Prep Repository/Connectors
2. Copy the JAR file (cdata.tableau.mysql.jar) found in the same lib folder to the Tableau drivers directory, typically [Tableau installation location]\Drivers.

Connect to MySQL in Tableau Prep Builder

Open Tableau Prep Builder and click "Connect to Data" and search for "MySQL by CData." Configure the connection and click "Sign In."

The CData Provider supports connecting to on-premises and cloud-hosted versions of MySQL such as Amazon RDS for MySQL, Google Cloud SQL for MySQL, Azure Database for MySQL, or Oracle MySQL HeatWave. The Server and Port properties must be set to a MySQL server. If IntegratedSecurity is set to false, then User and Password must be set to valid user credentials. Optionally, Database can be set to connect to a specific database. If not set, tables from all databases will be returned.

SSH Connectivity for MySQL

You can use SSH (Secure Shell) to authenticate with MySQL, whether the instance is hosted on-premises or in supported cloud environments. SSH authentication ensures that access is encrypted (as compared to direct network connections).

SSH Connections to MySQL in Password Auth Mode

To connect to MySQL via SSH in Password Auth mode, set the following connection properties:

• User: MySQL User name
• Password: MySQL Password
• Database: MySQL database name
• Server: MySQL Server name
• Port: MySQL port number like 3306
• UserSSH: "true"
• SSHAuthMode: "Password"
• SSHPort: SSH Port number
• SSHServer: SSH Server name
• SSHUser: SSH User name
• SSHPassword: SSH Password

SSH Connections to MySQL in Public Key Auth Mode

To connect to MySQL via SSH in Password Auth mode, set the following connection properties:

• User: MySQL User name
• Password: MySQL Password
• Database: MySQL database name
• Server: MySQL Server name
• Port: MySQL port number like 3306
• UserSSH: "true"
• SSHAuthMode: "Public_Key"
• SSHPort: SSH Port number
• SSHServer: SSH Server name
• SSHUser: SSH User name
• SSHClientCret: the path for the public key certificate file

👁 Configuring the Connector (Sage Intacct is shown)

Discover and Prep Data

Drag the tables and views you wish to work with onto the canvas. You can include multiple tables.

👁 Selecting table(s)

Data Cleansing & Filtering

To further prepare the data, you can implement filters, remove duplicates, modify columns and more.

1. Start by clicking on the plus next to your table and selecting the Clean Step option. 👁 Adding a Clean Step
   
2. Select the field values to filter by. As you select values, you can see how your selections impact other fields. 👁 Selecting test entries (Sage Intacct is shown).
   
3. Opt to "Keep Only" or "Exclude" entries with your select values and the data changes in response. 👁 Excluding selected entries (Sage Intacct is shown).
   

Data Joins and Unions

Data joining involves combining data from two or more related tables based on a common field or key.

1. To join multiple tables, drag a related table next to an existing table in the canvas and place it in the Join box. 👁 Joining two tables (Sage Intacct is shown).
   
2. Select the foreign keys that exist in both tables. 👁 Setting the joining fields/columns (Sage Intacct is shown).
   

Exporting Prepped Data

After you perform any cleansing, filtering, transformations, and joins, you can export the data for visualization in Tableau.

1. Add any other needed transformations then insert an Output node at the end of the flow.
2. Configure the node to save to a file in the format of your choice. 👁 Saving the results (Sage Intacct is shown).
   

Once the output data is saved, you can work with it in Tableau, just like you would any other file source.

Using the CData Tableau Connector for MySQL with Tableau Prep Builder, you can easily join, cleanse, filter, and aggregate MySQL data for visualizations and reports in Tableau. Download a free, 30-day trial and get started today.