Send data to Tableau

Tableau is a visual analytics platform that empowers people and organizations to make the most of their data. Tableau connects to a data source, and then queries that data directly.

Important

Data is not sent from Amperity directly to Tableau. Tableau must connect to a location that supports queries to that data and cannot connect directly to a static file. Amperity must send data to Tableau indirectly by configuring a destination to:

  1. Send a CSV file to an Amazon S3 bucket, after which it is picked up by Amazon Redshift.

  2. Send a CSV file to an Azure container, after which it is picked up by Azure Synapse Analytics.

  3. Send a CSV file to Google Cloud Storage, after which it transfers data to Google BigQuery

  4. Send data directly to a Snowflake data warehouse.

  5. Connect Tableau Desktop to Business Intelligence Connect.

Tableau may be configured to connect directly to Snowflake, Amazon Redshift, or Azure Synapse Analytics. The destination workflow in Amperity may be configured to send data on a regular basis to ensure that the data available to the Tableau user is up to date.

Connect to Amazon Redshift

Amazon RedShift is a data warehouse located within Amazon Web Services that can handle massive sets of column-oriented data.

Amperity can be configured to send data to an Amazon S3 bucket, after which Amazon Redshift can be configured to load that data. Tableau can be configured to connect to Amazon Redshift and use the Amperity output as a data source.

You may use the Amazon S3 bucket that comes with your Amperity tenant for the intermediate step (if your Amperity tenant is running on Amazon AWS). Or you may configure Amperity to send data to an Amazon S3 bucket that your organization manages directly.

To connect Tableau to Amazon Redshift

The steps required to configure Amperity to send data that is accessible to Tableau from Amazon Redshift requires completion of a series of short workflows, some of which must be done outside of Amperity.

  1. Send CSV data to Amazon S3 from Amperity.

  2. Load data from Amazon S3 to Amazon Redshift.

  3. Connect Tableau to Amazon Redshift , and then access the data sent from Amperity.

  4. Validate the workflow within Amperity and the data within Tableau.

  5. Configure Amperity to automate this workflow for a regular (daily) refresh of data.

Connect to Azure Synapse Analytics

Azure Synapse Analytics is a limitless analytics service that brings together enterprise data warehousing and analytics. Azure Synapse Analytics has four components: SQL analytics, Apache Spark, hybrid data integration, and a unified user experience.

Amperity can be configured to send data to an Azure container, after which Azure Synapse Analytics can be configured to load that data. Tableau can be configured to connect to Azure Synapse Analytics and use the Amperity output as a data source.

You may use the Azure Blob Storage container that comes with your Amperity tenant for the intermediate step (if your Amperity tenant is running on Azure). Or you may configure Amperity to send data to an Azure container that your organization manages directly.

To connect Tableau to Azure Synapse Analytics

The steps required to configure Amperity to send data that is accessible to Tableau from Azure Synapse Analytics requires completion of a series of short workflows, some of which must be done outside of Amperity.

  1. Send CSV data to an Azure Blob Storage container from Amperity.

  2. Load data from Azure Blob Storage to Azure Synapse Analytics.

  3. Connect Tableau to Azure Synapse Analytics , and then access the data sent from Amperity.

  4. Validate the workflow within Amperity and the data within Tableau.

  5. Configure Amperity to automate this workflow for a regular (daily) refresh of data.

Connect to Google BigQuery

Google BigQuery is a fully-managed data warehouse that provides scalable, cost-effective, serverless software that can perform fast analysis over petabytes of data and querying using ANSI SQL.

Amperity can be configured to send data to Google Cloud Storage, after which the data can be transferred to Google BigQuery. Tableau can be configured to connect to Google BigQuery and use the Amperity output as a data source.

You must configure Amperity to send data to a Cloud Storage bucket that your organization manages directly.

To connect Tableau to Google BigQuery

The steps required to configure Amperity to send data that is accessible to Tableau from Google BigQuery requires completion of a series of short workflows, some of which must be done outside of Amperity.

  1. Send CSV data to Google Cloud Storage from Amperity.

  2. Transfer data from Cloud Storage to Google BigQuery.

  3. Connect Tableau to Google BigQuery , and then access the data sent from Amperity.

  4. Validate the workflow within Amperity and the data within Tableau.

  5. Configure Amperity to automate this workflow for a regular (daily) refresh of data.

Connect to Snowflake

Snowflake is an analytic data warehouse that is fast, easy to use, and flexible. Snowflake uses a SQL database engine that is designed for the cloud. Snowflake can provide tables as a data source to Amperity.

Amperity can be configured to share data (tables and/or entire databases) directly with Snowflake. Tableau can be configured to connect to a Snowflake data warehouse and use that data as a data source.

Amperity offers additional services that allow Amperity to run as the Amperity Data Warehouse, which is synchronized to your Amperity tenant. (This is, currently, run as a Snowflake data warehouse that is accessible to only your Amperity tenant.) Tableau is configured to connect directly to the Amperity Data Warehouse. Or you may send data directly to Snowflake by configuring the Snowflake destination to send data to your Snowflake tenant.

To connect Tableau to a Snowflake data warehouse

The steps required to configure Amperity to send data that is accessible to Tableau from a Snowflake data warehouse requires completion of a series of short workflows, some of which must be done outside of Amperity.

  1. Configure Snowflake objects for the correct database, tables, roles, and users. (Refer to the Amazon S3 or Azure tutorial, as appropriate for your tenant.)

  2. Send data to Snowflake from Amperity. (Refer to the Amazon S3 or Azure tutorial, as appropriate for your tenant.)

  3. Connect Tableau to Snowflake , and then access the data sent from Amperity.

    Note

    The URL for the Snowflake data warehouse, the Snowflake username, the password, and the name of the Snowflake data warehouse are sent to the Tableau user within a SnapPass link. Request this information from your Amperity representative prior to attempting to connect Tableau to Snowflake.

  4. Validate the workflow within Amperity and the data within Tableau.

  5. Configure Amperity to automate this workflow for a regular (daily) refresh of data.

Note

Snowflake can be configured to run in Amazon AWS or Azure. When using the Amazon Data Warehouse you will use the same cloud platform as your Amperity tenant. When using your own instance of Snowflake, you should use the same Amazon S3 bucket or Azure Blob Storage container that is included with your tenant when configuring Snowflake for data sharing, but then connect Tableau directly to your own instance of Snowflake.

Connect to Business Intelligence Connect

Business Intelligence Connect is an Amperity-managed cloud data warehouse that provides an easy-to-access location from which you can use any BI tool to access all of your Amperity data.

  1. Request to enable the Business Intelligence Connect data warehouse

  2. Send data to the data warehouse

  3. Log in to the data warehouse

  4. Connect Tableau