Oracle Database

This example discusses how to connect Tableau to an Oracle database.
  1. Select Data > Connect to Data to open the Connect to Data page.
  2. Select Oracle.
  3. Follow the steps in the Oracle Connection dialog box to complete the connection.
    1. Step 1 – Enter the Oracle connection name.
      If you do not know the exact connection string to type, click the advanced button. In the Advanced Oracle Connection dialog box, type the server name, service name, and optionally specify the port. Then click OK. The connection name will be created based on these variables.
    2. Step 2 – Provide log in information for the server.
      Specify whether to use Windows NT Integrated security or a specific username and password. If the cube is password protected, you must type your username and password.
    3. Step 3 – Test the connection.
      If the connection is successful, Tableau will alert you. If the connection is unsuccessful, verify that your user name and password are correct. If the connection continues to fail, your computer is having trouble locating the server. Contact your network administrator or database administrator.
    4. Step 4 – Use the drop-down list to select the schema that you want to connect to.
    5. Step 5 – Select a table or view from the database.
      Oracle databases can contain multiple tables and views. Specify which table or view within the database you want to connect to. You can also connect to multiple tables or a specific query by selecting the Multiple Tables and Custom SQL options.
    6. Step 6 – Give the connection a name for use in Tableau.
      Specify a unique name for the connection. The default name is automatically generated based.
A completed Connection dialog box for Oracle is shown below.


Note:
In order to use your net services definitions in Tableau, you must set either TNS_ADMIN or ORACLE_HOME as an environment variable. To set TNS_ADMIN as the environment variable use the full path of the directory that contains the tnsnames.ora file. To set ORACLE_Home as an environment variable use the path to the main Oracle directory.

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