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Tableau

You can use Tableau Cloud and Tableau Desktop to create real-time dashboards based on the data maintained in Materialize.

Tableau Cloud

Database connection details

To set up a connection from Tableau Cloud to Materialize, use the native PostgreSQL database connector with the following parameters:

Field Value
Server Materialize host name.
Port 6875
Database materialize
Username Materialize user.
Password App-specific password.
Require SSL ✓

For more details and troubleshooting, check the Tableau documentation.

Tableau Desktop

Setup

    To set up a connection from Tableau Desktop to Materialize, you must:

    1. Download the Java 8 JDBC driver for PostgreSQL

    2. Copy the .jar file to the following directory (which may have to be created manually):

      ~/Library/Tableau/Drivers

    To set up a connection from Tableau Desktop to Materialize, you must:

    1. Download the Java 8 JDBC driver for PostgreSQL

    2. Copy the .jar file to the following directory (which may have to be created manually):

      /opt/tableau/tableau_driver/jdbc

    To set up a connection from Tableau Desktop to Materialize, you must:

    1. Download the Java 8 JDBC driver for PostgreSQL

    2. Copy the .jar file to the following directory (which may have to be created manually):

      C:\Program Files\Tableau\Drivers

    Database connection details

    Once you’ve set up the required driver, start Tableau and run through the following steps:

    1. On the left side, find the Connect to a Server section

    2. Select More and then PostgreSQL

    3. Use the following details to configure the connection:

      Field Value
      Server Materialize host name.
      Port 6875
      Database materialize
      Authentication Username and Password
      Username Materialize user.
      Password App-specific password.
      Require SSL ✓

    4. Click Sign In to connect to Materialize

    For more details and troubleshooting, check the Tableau documentation.

    Configure a custom cluster

    To direct queries to a specific cluster, set the cluster at the role level using the following SQL statement:

    ALTER ROLE <your_user> SET CLUSTER = <custom_cluster>;

    Replace <your_user> with the name of your Materialize role and <custom_cluster> with the name of the cluster you want to use.

    Once set, all new sessions for that user will automatically run in the specified cluster, eliminating the need to manually specify it in each query or connection.

    Troubleshooting

    Errors like the following indicate that the JDBC driver was not successfully installed.

    ERROR: Expected FOR, found WITH;
Error while executing the query

    ERROR: WITH HOLD is unsupported for cursors;
Error while executing the query

    The errors occur because Tableau falls back to a legacy PostgreSQL ODBC driver that does not support connecting to Materialize. Follow the Setup instructions again and ensure you’ve downloaded the driver to the correct folder for your platform.

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