[BI Connector v 6.x] Connect Tableau to Oracle OTBI, OAC, OAS, OBIEE, Fusion Analytics Data Models via BI Connector Plugin - Step-by-Step User Guide

Modified on Fri, 31 May 2024 at 09:32 AM

BI Connector v6.x and above provides connectivity from Tableau to Oracle Data Models. Please note you can use only the Extract mode in Tableau for connecting to the Data Models, and the Live mode is not supported.


Following is a general tutorial for connecting from Tableau to Oracle Data Models (in the following applications) via the BI Connector using Extract mode.


  • Oracle Transactional Business Intelligence (OTBI) that's available as a part of:
    • Oracle Fusion Enterprise Resource Planning (ERP) Applications
    • Oracle Fusion Supply Chain Management (SCM) Applications
    • Oracle Fusion Human Capital Management (HCM) Applications
    • Oracle Fusion Customer Experience (CX) Applications
  • Oracle Analytics Cloud (OAC)
  • Oracle Analytics Server (OAS)
  • Oracle Business Intelligence Enterprise Edition (OBIEE)
  • Oracle OPERA Cloud
  • Taleo
  • NetSuite



Pre-requisites

  1. Tableau Desktop v2021.2 or above.
  2. BI Connector Desktop Edition for Tableau. (Step-by-Step Installation Guide for BI Connector Desktop Edition for Tableau)

Connecting from Tableau to Oracle Data Models


Launch Tableau Desktop

Launch Tableau Desktop. Click on More under the To a Server section, and then click on BI Connector by Guidanz Inc under the Installed Connectors section.

Not seeing the "BI Connector by Guidanz Inc" Connector under the "Installed Connectors" section? Do the following:
Look for the "BI Connector by Guidanz Inc" under the "Additional Connectors" section, and click on it. In the pop-up that opens, click on "Install and Restart Tableau".
Once Tableau restarts, click 'More' on the 'To a Server' section once again, and then click on the "BI Connector by Guidanz Inc" under the "Installed Connectors" section.

BI Connector by Guidanz Inc connector in Tableau

  

Now a Pop-up as below will open prompting you to enter the DSN information. Please select the DSN option.

Enter DSN Information

  • Open the BI Connector application, click on the Data Source menu on the left side pane, and copy the Data Source Name for the Data Model connection that was created.
    Copy the Data Source name for the Data Model connection that you created in BI Connector console
  • In the Tableau instance that was opened earlier, paste the Data Source Name (that you copied in the previous step from the BI Connector application) on the box next to the DSN option on the pop-up, and enter the Oracle credentials and then click on the Sign In button.Enter the BI Connector DSN and Oracle credentials and click Sign In


Connect to the Database and Select the Schema and Table

Now select the Database, followed by the Schema, and the Table. For Schema and Table selections, you can click the search icon to see all the available items. The table name in Tableau will also begin with the same Table that you created for the Data Model in the BI Connector application.


Select Database, Schema and Table


At this stage, please select the Extract option to tell Tableau to use this as an Extract connection (as Live queries are not supported for Data Models). 

Use the Extract mode in Tableau


Click on the worksheet at the bottom left. You'll then be prompted to give a file name to save the extract. Please give a name that's easy for you to identify the Tableau extract file. Now you can navigate to the worksheet and start creating the Tableau reports and dashboards out of your Oracle Data Models data. 


If you have any questions or issues creating a report, we are just a click away.  Contact us at support@biconnector.com or file a ticket at support portal.