Connect Tableau Desktop to Oracle Fusion and Publish a Data Source to Tableau Cloud or Server

Modified on Fri, 14 Aug at 5:03 AM

Before you start

The BI Connector is installed and activated on the same machine which has the Tableau Desktop installed. If not, start with BI Connector Desktop Edition installation and activate the license.
A BI Connector Data Source and Table is already configured on the machine. If not, set it up first - Analysis/OTBI Reports or BI Publisher Data Models
You are signed into your Tableau Cloud or Tableau Server account inside your Tableau Desktop instance.

Steps

Step 1 — Open Tableau Desktop

Open Tableau Desktop on your PC.

Step 2 — Open the connector list

Under the To a Server section, click More.

Step 3 — Select the BI Connector connector

In the search box at the top, search for BI Connector by Guidanz Inc and click the connector.

Using the connector for the first time on the machine? — Tableau may prompt you to restart. Click Restart Tableau Desktop. After it reopens, search for BI Connector by Guidanz Inc again and click the connector.

Step 4 — Sign in with your Data Source

Enter the name of your BI Connector Data Source in the DSN field. The Data Source name is case-sensitive, and can be copied quickly by simply clicking on the copy icon on the side of the Data Source name in the BI Connector app.

Once you enter the Data Source name in the DSN box, enter your Oracle credentials and click Sign In.

JWT authentication — If you authenticate via JWT, enter the Client Secret in the password field.

Step 5 — Select the Database

Select the Database from the drop-down.

Step 6 — Select the Schema

Click the Schema drop-down. To see all schemas, click the small search icon. To narrow the list, type part of the schema name, select the Contains option, and click the search icon. When you find the schema, click it.

Step 7 — Select the Table

On the Table field, click the small search icon to pull all tables under the selected schema. To narrow the list, type part of the table name, select the Contains option, and click the search icon. When you find the table, double-click it.

Step 8 — Switch to an Extract connection

At the top right, change the connection to Extract.

Step 9 — Open Sheet 1 and save the extract

Click Sheet 1 at the bottom left, and wait for the extract to complete. When prompted to save the extract, shorten the file name if it is too long (in order to avoid errors due to character count at the time of extracting the data), then click Save. Tableau builds the extract by pulling the required data from Oracle Fusion.

Step 10 — Publish the Data Source

At the top, click Server and select Publish Data Source and select the Data Source you want to publish.

Is the Publish Data Source option disabled? — Click Server at the top menu, then Sign in..., and login to the Tableau Cloud or Server first. Then click Server again at the menu, and you'll find the Publish Data Source option enabled.

Step 11 — Set the location and refresh access, then publish

In the pop-up, select the project from the Location drop-down.

Shorten the Name field if it is too long (especially when publishing Data Sources connected to the BI Publisher Data Models) to ensure the publish doesn't fail due to character count of the name field. This also helps you to easily identify the published Data Source in Tableau Cloud or Server.

Set Permissions as applicable, if required.

Under Authentication, click Edit and select Allow Refresh Access from the drop-down.

Finally, click Publish.

Done! Your Oracle Fusion data source is published to Tableau Cloud or Server and ready for automated refresh through BI Connector on your Bridge or Server.

What would you like to do next?

What's your goal?	Go to
Automate the refresh of your published data source	Set up automated refresh for the published data source