Tableau 9 Desktop doc
Project: http://git-wip-us.apache.org/repos/asf/drill/repo Commit: http://git-wip-us.apache.org/repos/asf/drill/commit/3f63669b Tree: http://git-wip-us.apache.org/repos/asf/drill/tree/3f63669b Diff: http://git-wip-us.apache.org/repos/asf/drill/diff/3f63669b Branch: refs/heads/gh-pages Commit: 3f63669b7557580d46059b3c815531d0007d9bf8 Parents: d15c67c Author: Bob Rumsby <brum...@mapr.com> Authored: Fri May 8 15:12:31 2015 -0700 Committer: Bob Rumsby <brum...@mapr.com> Committed: Fri May 8 15:12:31 2015 -0700 ---------------------------------------------------------------------- _data/docs.json | 49 ++++++---- _docs/img/connect-list.png | Bin 0 -> 37212 bytes _docs/img/custom-sql-query.png | Bin 0 -> 41626 bytes _docs/img/edit-custom-sql.png | Bin 0 -> 49362 bytes _docs/img/install-tableau-tdc.png | Bin 0 -> 54167 bytes _docs/img/new-data-source.png | Bin 0 -> 44304 bytes _docs/img/other-dbs-2.png | Bin 0 -> 64300 bytes _docs/img/other-dbs.png | Bin 0 -> 58118 bytes _docs/img/tableau-desktop-query.png | Bin 0 -> 101358 bytes _docs/img/tableau-error.png | Bin 0 -> 57812 bytes _docs/img/tableau-join-key.png | Bin 0 -> 38948 bytes _docs/img/tableau-odbc-setup-2.png | Bin 0 -> 78225 bytes _docs/img/tableau-odbc-setup.png | Bin 0 -> 61459 bytes _docs/img/tableau-schemas.png | Bin 0 -> 66323 bytes _docs/img/tableau-select-schema.png | Bin 0 -> 117436 bytes ...using-apache-drill-with-tableau-9-desktop.md | 96 +++++++++++++++++++ 16 files changed, 129 insertions(+), 16 deletions(-) ---------------------------------------------------------------------- http://git-wip-us.apache.org/repos/asf/drill/blob/3f63669b/_data/docs.json ---------------------------------------------------------------------- diff --git a/_data/docs.json b/_data/docs.json index 95424c3..19f26f1 100644 --- a/_data/docs.json +++ b/_data/docs.json @@ -4544,8 +4544,8 @@ } ], "children": [], - "next_title": "Using Apache Drill with Tibco Spotfire Desktop", - "next_url": "/docs/using-apache-drill-with-tibco-spotfire-desktop/", + "next_title": "Using Apache Drill with Tableau 9 Desktop", + "next_url": "/docs/using-apache-drill-with-tableau-9-desktop/", "parent": "ODBC/JDBC Interfaces", "previous_title": "Using MicroStrategy Analytics with Drill", "previous_url": "/docs/using-microstrategy-analytics-with-drill/", @@ -4566,9 +4566,9 @@ "parent": "ODBC/JDBC Interfaces", "previous_title": "Using Apache Drill with Tibco Spotfire Desktop", "previous_url": "/docs/using-apache-drill-with-tibco-spotfire-desktop/", - "relative_path": "_docs/odbc-jdbc-interfaces/060-using-spotfire.md", - "title": "Using Apache Drill with Tibco Spotfire Desktop", - "url": "/docs/using-apache-drill-with-tibco-spotfire-desktop/" + "relative_path": "_docs/odbc-jdbc-interfaces/070-using-apache-drill-with-tableau-9-desktop.md", + "title": "Using Apache Drill with Tableau 9 Desktop", + "url": "/docs/using-apache-drill-with-tableau-9-desktop/" } ], "next_title": "Interfaces Introduction", @@ -5133,8 +5133,8 @@ "next_title": "Query Data Introduction", "next_url": "/docs/query-data-introduction/", "parent": "", - "previous_title": "Using Apache Drill with Tibco Spotfire Desktop", - "previous_url": "/docs/using-apache-drill-with-tibco-spotfire-desktop/", + "previous_title": "Using Apache Drill with Tableau 9 Desktop", + "previous_url": "/docs/using-apache-drill-with-tableau-9-desktop/", "relative_path": "_docs/070-query-data.md", "title": "Query Data", "url": "/docs/query-data/" @@ -8110,7 +8110,7 @@ "title": "Useful Research", "url": "/docs/useful-research/" }, - "Using Apache Drill with Tibco Spotfire Desktop": { + "Using Apache Drill with Tableau 9 Desktop": { "breadcrumbs": [ { "title": "ODBC/JDBC Interfaces", @@ -8123,7 +8123,24 @@ "parent": "ODBC/JDBC Interfaces", "previous_title": "Using Apache Drill with Tibco Spotfire Desktop", "previous_url": "/docs/using-apache-drill-with-tibco-spotfire-desktop/", - "relative_path": "_docs/odbc-jdbc-interfaces/060-using-spotfire.md", + "relative_path": "_docs/odbc-jdbc-interfaces/070-using-apache-drill-with-tableau-9-desktop.md", + "title": "Using Apache Drill with Tableau 9 Desktop", + "url": "/docs/using-apache-drill-with-tableau-9-desktop/" + }, + "Using Apache Drill with Tibco Spotfire Desktop": { + "breadcrumbs": [ + { + "title": "ODBC/JDBC Interfaces", + "url": "/docs/odbc-jdbc-interfaces/" + } + ], + "children": [], + "next_title": "Using Apache Drill with Tableau 9 Desktop", + "next_url": "/docs/using-apache-drill-with-tableau-9-desktop/", + "parent": "ODBC/JDBC Interfaces", + "previous_title": "Using MicroStrategy Analytics with Drill", + "previous_url": "/docs/using-microstrategy-analytics-with-drill/", + "relative_path": "_docs/odbc-jdbc-interfaces/060-using-apache-drill-with-tibco-spotfire-desktop.md", "title": "Using Apache Drill with Tibco Spotfire Desktop", "url": "/docs/using-apache-drill-with-tibco-spotfire-desktop/" }, @@ -9875,8 +9892,8 @@ } ], "children": [], - "next_title": "Using Apache Drill with Tibco Spotfire Desktop", - "next_url": "/docs/using-apache-drill-with-tibco-spotfire-desktop/", + "next_title": "Using Apache Drill with Tableau 9 Desktop", + "next_url": "/docs/using-apache-drill-with-tableau-9-desktop/", "parent": "ODBC/JDBC Interfaces", "previous_title": "Using MicroStrategy Analytics with Drill", "previous_url": "/docs/using-microstrategy-analytics-with-drill/", @@ -9897,9 +9914,9 @@ "parent": "ODBC/JDBC Interfaces", "previous_title": "Using Apache Drill with Tibco Spotfire Desktop", "previous_url": "/docs/using-apache-drill-with-tibco-spotfire-desktop/", - "relative_path": "_docs/odbc-jdbc-interfaces/060-using-spotfire.md", - "title": "Using Apache Drill with Tibco Spotfire Desktop", - "url": "/docs/using-apache-drill-with-tibco-spotfire-desktop/" + "relative_path": "_docs/odbc-jdbc-interfaces/070-using-apache-drill-with-tableau-9-desktop.md", + "title": "Using Apache Drill with Tableau 9 Desktop", + "url": "/docs/using-apache-drill-with-tableau-9-desktop/" } ], "next_title": "Interfaces Introduction", @@ -10270,8 +10287,8 @@ "next_title": "Query Data Introduction", "next_url": "/docs/query-data-introduction/", "parent": "", - "previous_title": "Using Apache Drill with Tibco Spotfire Desktop", - "previous_url": "/docs/using-apache-drill-with-tibco-spotfire-desktop/", + "previous_title": "Using Apache Drill with Tableau 9 Desktop", + "previous_url": "/docs/using-apache-drill-with-tableau-9-desktop/", "relative_path": "_docs/070-query-data.md", "title": "Query Data", "url": "/docs/query-data/" http://git-wip-us.apache.org/repos/asf/drill/blob/3f63669b/_docs/img/connect-list.png ---------------------------------------------------------------------- diff --git a/_docs/img/connect-list.png b/_docs/img/connect-list.png new file mode 100644 index 0000000..c812cb9 Binary files /dev/null and b/_docs/img/connect-list.png differ http://git-wip-us.apache.org/repos/asf/drill/blob/3f63669b/_docs/img/custom-sql-query.png ---------------------------------------------------------------------- diff --git a/_docs/img/custom-sql-query.png b/_docs/img/custom-sql-query.png new file mode 100644 index 0000000..4b53d58 Binary files /dev/null and b/_docs/img/custom-sql-query.png differ http://git-wip-us.apache.org/repos/asf/drill/blob/3f63669b/_docs/img/edit-custom-sql.png ---------------------------------------------------------------------- diff --git a/_docs/img/edit-custom-sql.png b/_docs/img/edit-custom-sql.png new file mode 100644 index 0000000..580f5d5 Binary files /dev/null and b/_docs/img/edit-custom-sql.png differ http://git-wip-us.apache.org/repos/asf/drill/blob/3f63669b/_docs/img/install-tableau-tdc.png ---------------------------------------------------------------------- diff --git a/_docs/img/install-tableau-tdc.png b/_docs/img/install-tableau-tdc.png new file mode 100644 index 0000000..21a1c53 Binary files /dev/null and b/_docs/img/install-tableau-tdc.png differ http://git-wip-us.apache.org/repos/asf/drill/blob/3f63669b/_docs/img/new-data-source.png ---------------------------------------------------------------------- diff --git a/_docs/img/new-data-source.png b/_docs/img/new-data-source.png new file mode 100644 index 0000000..fbd0556 Binary files /dev/null and b/_docs/img/new-data-source.png differ http://git-wip-us.apache.org/repos/asf/drill/blob/3f63669b/_docs/img/other-dbs-2.png ---------------------------------------------------------------------- diff --git a/_docs/img/other-dbs-2.png b/_docs/img/other-dbs-2.png new file mode 100644 index 0000000..b3f183f Binary files /dev/null and b/_docs/img/other-dbs-2.png differ http://git-wip-us.apache.org/repos/asf/drill/blob/3f63669b/_docs/img/other-dbs.png ---------------------------------------------------------------------- diff --git a/_docs/img/other-dbs.png b/_docs/img/other-dbs.png new file mode 100644 index 0000000..4e987cd Binary files /dev/null and b/_docs/img/other-dbs.png differ http://git-wip-us.apache.org/repos/asf/drill/blob/3f63669b/_docs/img/tableau-desktop-query.png ---------------------------------------------------------------------- diff --git a/_docs/img/tableau-desktop-query.png b/_docs/img/tableau-desktop-query.png new file mode 100644 index 0000000..842c2e3 Binary files /dev/null and b/_docs/img/tableau-desktop-query.png differ http://git-wip-us.apache.org/repos/asf/drill/blob/3f63669b/_docs/img/tableau-error.png ---------------------------------------------------------------------- diff --git a/_docs/img/tableau-error.png b/_docs/img/tableau-error.png new file mode 100644 index 0000000..a443cf1 Binary files /dev/null and b/_docs/img/tableau-error.png differ http://git-wip-us.apache.org/repos/asf/drill/blob/3f63669b/_docs/img/tableau-join-key.png ---------------------------------------------------------------------- diff --git a/_docs/img/tableau-join-key.png b/_docs/img/tableau-join-key.png new file mode 100644 index 0000000..acd66a2 Binary files /dev/null and b/_docs/img/tableau-join-key.png differ http://git-wip-us.apache.org/repos/asf/drill/blob/3f63669b/_docs/img/tableau-odbc-setup-2.png ---------------------------------------------------------------------- diff --git a/_docs/img/tableau-odbc-setup-2.png b/_docs/img/tableau-odbc-setup-2.png new file mode 100644 index 0000000..46c8c53 Binary files /dev/null and b/_docs/img/tableau-odbc-setup-2.png differ http://git-wip-us.apache.org/repos/asf/drill/blob/3f63669b/_docs/img/tableau-odbc-setup.png ---------------------------------------------------------------------- diff --git a/_docs/img/tableau-odbc-setup.png b/_docs/img/tableau-odbc-setup.png new file mode 100644 index 0000000..a09be18 Binary files /dev/null and b/_docs/img/tableau-odbc-setup.png differ http://git-wip-us.apache.org/repos/asf/drill/blob/3f63669b/_docs/img/tableau-schemas.png ---------------------------------------------------------------------- diff --git a/_docs/img/tableau-schemas.png b/_docs/img/tableau-schemas.png new file mode 100644 index 0000000..4283922 Binary files /dev/null and b/_docs/img/tableau-schemas.png differ http://git-wip-us.apache.org/repos/asf/drill/blob/3f63669b/_docs/img/tableau-select-schema.png ---------------------------------------------------------------------- diff --git a/_docs/img/tableau-select-schema.png b/_docs/img/tableau-select-schema.png new file mode 100644 index 0000000..1f6b773 Binary files /dev/null and b/_docs/img/tableau-select-schema.png differ http://git-wip-us.apache.org/repos/asf/drill/blob/3f63669b/_docs/odbc-jdbc-interfaces/070-using-apache-drill-with-tableau-9-desktop.md ---------------------------------------------------------------------- diff --git a/_docs/odbc-jdbc-interfaces/070-using-apache-drill-with-tableau-9-desktop.md b/_docs/odbc-jdbc-interfaces/070-using-apache-drill-with-tableau-9-desktop.md new file mode 100644 index 0000000..33f5221 --- /dev/null +++ b/_docs/odbc-jdbc-interfaces/070-using-apache-drill-with-tableau-9-desktop.md @@ -0,0 +1,96 @@ +--- +title: "Using Apache Drill with Tableau 9 Desktop" +parent: "ODBC/JDBC Interfaces" +--- +This document describes how to connect Tableau 9 Desktop to Apache Drill and explore multiple data formats instantly on Hadoop. Use the combined power of these tools to get direct access to semi-structured data, without having to rely on IT teams for schema creation. + +To use Apache Drill with Tableau 9 Desktop, complete the following steps: + +1. Install the Drill ODBC driver from MapR. +2. Install the Tableau Data-connection Customization (TDC) file. +3. Connect Tableau to Drill Using ODBC. +4. Query and analyze various data formats with Tableau and Drill. + +---------- + +### Step 1: Install and Configure the MapR Drill ODBC Driver + +Drill uses standard ODBC connectivity to provide easy data-exploration capabilities on complex, schema-less data sets. For the best experience use the latest release of Apache Drill. For Tableau 9.0 Desktop, Drill Version 0.9 or higher is recommended. + +Complete the following steps to install and configure the driver: + +1. Download the 64-bit MapR Drill ODBC Driver for Windows from the following location:<br> [http://package.mapr.com/tools/MapR-ODBC/MapR_Drill/](http://package.mapr.com/tools/MapR-ODBC/MapR_Drill/) +**Note:** Tableau 9.0 Desktop 64 bit can use either the 32-bit driver or the 64-bit driver. +2. Complete steps 2-8 under on the following page to install the driver:<br> +[http://drill.apache.org/docs/step-1-install-the-mapr-drill-odbc-driver-on-windows/](http://drill.apache.org/docs/step-1-install-the-mapr-drill-odbc-driver-on-windows/) +3. Complete the steps on the following page to configure the driver:<br> +[http://drill.apache.org/docs/step-2-configure-odbc-connections-to-drill-data-sources/](http://drill.apache.org/docs/step-2-configure-odbc-connections-to-drill-data-sources/) +4. If Drill authentication is enabled, select **Basic Authentication** as the authentication type. Enter a valid user and password. ![drill query flow]({{ site.baseurl }}/docs/img/tableau-odbc-setup.png) + +Note: If you select **ZooKeeper Quorum** as the ODBC connection type, the client system must be able to resolve the hostnames of the ZooKeeper nodes. The simplest way is to add the hostnames and IP addresses for the ZooKeeper nodes to the `%WINDIR%\system32\drivers\etc\hosts` file. ![drill query flow]({{ site.baseurl }}/docs/img/tableau-odbc-setup-2.png) Also make sure to test the ODBC connection to Drill before using it with Tableau. + +---------- + +### Step 2: Install the Tableau Data-connection Customization (TDC) File + +The MapR Drill ODBC Driver includes a file named `MapRDrillODBC.TDC`. The TDC file includes customizations that improve ODBC configuration and performance when using Tableau. + +The MapR Drill ODBC Driver installer automatically installs the TDC file if the installer can find the Tableau installation. If you installed the MapR Drill ODBC Driver first and then installed Tableau, the TDC file is not installed automatically, and you need to install it manually. + +**To install the MapRDrillODBC.TDC file manually:** + + 1. Click **Start > All Programs > MapR Drill ODBC Driver <version> (32|64-bit) > Install Tableau TDC File**. ![drill query flow]({{ site.baseurl }}/docs/img/install-tableau-tdc.png) + 2. When the installation completes, press any key to continue. +For example, you can press the SPACEBAR key. + +If the installation of the TDC file fails, this is likely because your Tableau repository is not in a location other than the default one. In this case, manually copy the My Tableau Repository to the following location: `C:\Users\<user>\Documents\My Tableau Repository`. Repeat the procedure to install the `MapRDrillODBC.TDC` file manually. + + +---------- + + +### Step 3: Connect Tableau to Drill via ODBC +Complete the following steps to configure an ODBC data connection: + +To connect Tableau to Drill use the following steps: + +1. In a Tableau Workbook click **Data > New Data Source**.![drill query flow]({{ site.baseurl }}/docs/img/new-data-source.png) +2. In the **Connect** list, select **Other Databases (ODBC)**. ![drill query flow]({{ site.baseurl }}/docs/img/connect-list.png) +3. On the Server Connection window, select the DSN configured in Step 1 from the drop-down list of ODBC data sources. Then click **Connect**. Note: You will be prompted to enter a username and password; these entries will be passed to the Server Connection window. +![drill query flow]({{ site.baseurl }}/docs/img/other-dbs.png) ![drill query flow]({{ site.baseurl }}/docs/img/other-dbs-2.png) +Tableau is now connected to Drill, and you can select various tables and views. ![drill query flow]({{ site.baseurl }}/docs/img/tableau-schemas.png) +4. Click the **Schema** drop-down list and choose a schema by clicking the search icon: all available Drill schemas will be displayed. When you have selected the schema, click the search icon in the Table dialog box: all available tables or views will be displayed. + +You can select tables and views to build a Tableau Visualization. You can also use custom SQL by clicking the **New Custom SQL** option. + +Tableau can natively work with Hive tables and Drill views. For Drill data sources, including directly accessible file systems or HBase/MapR-DB tables, you can either use the Custom SQL option, or you can create a view in Drill to easily represent the complex data to Tableau. For more information, see the following links: +http://drill.apache.org/docs/step-3-connect-to-drill-data-sources-from-a-bi-tool/ +http://drill.apache.org/docs/tableau-examples/ + +Note: If Drill authentication and impersonation is enabled, only the views that the user has access to will be displayed in the Table dialog box. Also, if custom SQL is being used to try and access data sources that the user does not have access to, an error message will be displayed. ![drill query flow]({{ site.baseurl }}/docs/img/tableau-error.png) + +---------- + +### Step 4: Query and Analyze the Data + +Tableau Desktop can now use Drill to query various data sources and visualize the information. + +Assume that a retailer has weblog data stored as JSON files in a nested directory structure and product information stored in a Hive table. Using Drill and Tableau, users would like to understand the volume of product sold by state and product category. + +1. Using the New Custom SQL function in Tableau, write a Drill query to read the JSON files without the need for ETL. Casting data types is recommended when you are working directly with files. +For example: ![drill query flow]({{ site.baseurl }}/docs/img/edit-custom-sql.png) + +2. Next select the Hive products table: ![drill query flow]({{ site.baseurl }}/docs/img/custom-sql-query.png) + +3. Verify that Tableau is joining the two data sources (JSON files and Hive table) on the prod_id key:![drill query flow]({{ site.baseurl }}/docs/img/tableau-join-key.png) +The data sources are now configured and ready to be used in the visualization. +4. Drag State from the Custom SQL (JSON files) to **Columns**, and drag Category from the Hive products table to **Rows**. +5. Create a calculated field called `Total Number of Products` and enter `count(prod_id)` for the `prod_id` field from the weblog files (Custom SQL), then drag it to **Rows** next to Category. The visualization will now show the total products by category and state. +6. To filter out weblog data where products were not bought, drag the `purch_flag` field from the weblog files to **Filters**. Select only data where the `purch_flag` was true. +7. Finally, order the data from the state with the most products sold to the one with the least. +8. Add a grand total row by clicking **Analysis > Totals > Show Column Grand Totals**. ![drill query flow]({{ site.baseurl }}/docs/img/tableau-desktop-query.png) + +---------- + +In this quick tutorial, you saw how you can configure Tableau Desktop 9.0 to work with Apache Drill. +