This example discusses how to connect Tableau to an Oracle Essbase database.
- Select to open the Connect to Data page.
- Select Oracle Essbase.
- Follow the steps in the Oracle Essbase Connection dialog box to complete the connection.
- Step 1 – Type the name of the server that hosts the database.
- Step 3 – Enter your username and password to log on to the server.
- Step 4 – 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.
- Step 2 – Use the drop-down list to select an application on the server that you want to connect to.
- Step 5 – Select a database from the application.
Oracle Essbase 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.
- 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.
- Optional: Set an Accounts Dimension.
In some case, the accounts dimension for your data source can appear in the Dimensions area of the Data window. This might occur if there is an error in the cube and another field is identified as the accounts dimension or there is no accounts dimension set at all. The accounts dimension defines the fields that are included as measures.For example, as shown in the figure below, Measures is the accounts dimension for the data source but appears as a dimension in the Data window. To correct this error, right-click the field and then select Set as Accounts Dimension from the context menu.
A completed Connection dialog box for Oracle Essbase is shown below.