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adding documentation for connecting Tableau with Open Distro for Elas…
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# Connecting Tableau with Open Distro for Elasticsearch | ||
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## Download and Installation | ||
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* Download and install [Tableau Desktop](https://www.tableau.com/en-ca/products/desktop/download). | ||
* Install and configure [Open Distro for Elasticsearch](https://opendistro.github.io/for-elasticsearch-docs/docs/install/). | ||
* Download the [Open Distro for ElasticSearch JDBC Driver](https://github.com/opendistro-for-elasticsearch/sql-jdbc#download-and-installation). | ||
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## Setup | ||
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### Specify the JDBC driver | ||
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Place the `opendistro-sql-jdbc-x.x.x.x.jar` file in the folder for your operating system. (Create the folder if it doesn't already exist.) | ||
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| Platform | Driver Path | | ||
|---|---| | ||
| Windows | C:\Program Files\Tableau\Drivers | | ||
| Mac | ~/Library/Tableau/Drivers | | ||
| Linux | /opt/tableau/tableau_driver/jdbc | | ||
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### Create TDC file | ||
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TDC file is required to add customization for the data connection. For reference, see the following sample `elasticsearch.tdc` file. | ||
``` | ||
<?xml version='1.0' encoding='utf-16' ?> | ||
<connection-customization class='genericjdbc' enabled='true' version='2019.3'> | ||
<vendor name='genericjdbc' /> | ||
<driver name='elasticsearch' /> | ||
<customizations> | ||
<customization name='CAP_CREATE_TEMP_TABLES' value='no'/> | ||
<customization name='CAP_SUPPRESS_DISCOVERY_QUERIES' value='yes' /> | ||
<customization name='CAP_SUPPRESS_DISPLAY_LIMITATIONS' value='yes'/> | ||
<customization name='CAP_JDBC_SUPPRESS_ENUMERATE_DATABASES' value='yes' /> | ||
<customization name='CAP_JDBC_SUPPRESS_ENUMERATE_SCHEMAS' value='yes' /> | ||
<customization name='CAP_JDBC_SUPPRESS_EMPTY_CATALOG_NAME' value='yes' /> | ||
<customization name='CAP_JDBC_METADATA_READ_PRIMARYKEYS' value='no'/> | ||
<customization name='CAP_QUERY_SUBQUERIES_WITH_TOP' value='yes'/> | ||
</customizations> | ||
</connection-customization> | ||
``` | ||
* Using a text editor, add `<connection-customization>` section. | ||
* Name the file `elasticsearch.tdc` and save it to `My Tableau Repository\Datasources`. | ||
* Restart Tableau to apply the change. | ||
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For futher details check [using a .tdc file with Tableau](https://kb.tableau.com/articles/howto/using-a-tdc-file-with-tableau-server) | ||
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### Connection information | ||
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You will need: | ||
* [JDBC connection string](https://github.com/opendistro-for-elasticsearch/sql-jdbc#connection-url-and-other-settings) to enter in the URL field when you connect. | ||
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Sample connection string for connecting to localhost: `jdbc:elasticsearch://localhost:9200`. | ||
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* Credentials for signing in to the server (user name and password). | ||
* (Optional) JDBC properties file to customize the driver behavior. For more details check [Customize JDBC Connections Using a Properties File](https://community.tableau.com/docs/DOC-17978) | ||
* Create a properties file called `elasticsearch.properties`. | ||
* Save the file to the `My Tableau Repository\Datasources` directory. | ||
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## Make the connection | ||
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1. Start Tableau and under **Connect**, select **Other Databases (JDBC)**. If not visible, select **More** under **To a Server** to find it in the list. | ||
2. Enter the JDBC connection string in the **URL** field. | ||
3. Select the **Dialect** as **MySQL** from the drop-down list. | ||
4. Enter the user name and password for signing into the server. | ||
5. (Optional) Browse to the JDBC properties file. | ||
6. Select **Sign in** | ||
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![Image of Tableau Connection](img/tableau_connection.PNG) | ||
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### Prepare data | ||
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* Select a single table by double clicking or dragging the required table to the canvas. | ||
* To add data from two or more tables: | ||
1. Double click or drag tables to canvas. | ||
2. Select desired type of join operation. Tableau supports inner join, right join, left join, full outer join. | ||
3. Select columns for join. (For meaningfful result, type of column should be same.) | ||
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![Image of Tableau Database](img/tableau_database.PNG) | ||
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### Build charts and analyze data | ||
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1. Select **Sheet 1** on the bottom left corner. | ||
2. Double click or drag desired fields under **Measure**. | ||
3. Double click or drag desired fields under **Dimentions**. | ||
4. Select available visualization under **Show Me**. | ||
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![Image of Tableau Graph](img/tableau_graph.PNG) |