Visualize Live Redshift Data in Tableau

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

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

Connect to Redshift in Tableau

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

To connect to Redshift, set the following:

• : Set this to the host name or IP address of the cluster hosting the Database you want to connect to.
• : Set this to the port of the cluster.
• : Set this to the name of the database. Or, leave this blank to use the default database of the authenticated user.
• : Set this to the username you want to use to authenticate to the Server.
• : Set this to the password you want to use to authenticate to the Server.

You can obtain the and values in the AWS Management Console:

1. Open the Amazon Redshift console (http://console.aws.amazon.com/redshift).
2. On the Clusters page, click the name of the cluster.
3. On the Configuration tab for the cluster, copy the cluster URL from the connection strings displayed.

Discover Schemas and Query Data

1. Select CData from the Database pull-down menu.
2. Select Redshift 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.
👁 Visualizing live Redshift data

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