Dataverse already comes with a fully supported output connector that allows users to output .tde files ready for use in their Tableau dashboard. Now, we are releasing a beta version of our web data connector for Tableau, which will allow for an even more seamless integration. This will be demonstrated at the Tableau Conference 2016 in Austin, Texas and more information will be released on this forums in the coming days.
- Dataverse 3.0.0+
- Tableau 10+
Installing the Web Data Connector beta
- Within the Dataverse installation directory, navigate to the tomcat\webapps directory (by default this will be C:\Program Files\Dataverse\tomcat\webapps)
- Copy the "wdc.war" file from the USB drive to this directory. This will install the WDC application.
NOTE: a copy of this file is attached to the bottom of this article, for those that didn't attend the Tableau Conference.
- To test that you have successfully installed the application, navigate to the following link in your browser: http://localhost:8080/wdc/
You should see the following page if everything is working properly:
- Once you’ve built an application in Dataverse which you want to access via a Web Data Connector, you’ll need to make some changes in the application to expose its data to the WDC using the instructions in the next section.
Configuring Data Flows For The Web Data Connector beta
- To expose data to the WDC, you need to name the relevant nodes and output pins to include the text “wdc”. An example, in which the output pin for an “Output to Tableau WDC” node is illustrated below:
Accessing Dataverse Using the Web Data Connector
- After launching Tableau, locate and click on the “Web Data Connector” link from the Connect pane:
NOTE: this might be located in the "more" section of the data source window.
- In the navigation bar at the top of the resulting dialog, enter the URL for the Dataverse Web Data Connector application, which is:
Your screen should look like the following:
- Click on the “Set” button to log in to Dataverse using the default credentials
- Select the Data flow, the Node, and the Output pin from which you want to obtain data. In this example, the wdcDataSet is selected from the “Output to Tableau WDC” node within the “WDC Test” data flow.
- If your application requires any parameters to be set, they will be shown in the following step. When you’ve populated any necessary parameters, click “Run”
- You’ll now see a sample of the data to be imported. Click “Import” to complete the process.
- You’ve done it! You’ve now created a data connection which can be used in your Tableau workbook. You can verify this by refreshing the data set, resulting in a screen like this: