Badger Data - Connecting Tableau Desktop

Tableau provides a native Snowflake connector, which will allow you to connect Tableau Desktop to Snowflake. This document will cover the configuration and procedure on doing so.
  1. Click the Data Source tab at the bottom of the screen.

    tableau data source tab
  2. Click Add under Connections and search for Snowflake under To a Server > More...

    tableau connection type
  3. Enter the server information for Badger Data and click Sign In.

    • Server:

    • Authentication: Sign in using OAuth

    tableau snowflake config
  4. A new browser window / tab will open in your default web browser. Click Log in using ADFSSingleSignOn.

    snowflake login
  5. You will be directed through NetID Login. Log in with your NetID and Duo MFA if needed.

  6. Click Allow.

    snowflake permission
  7. Once you see the following message, you can close the browser window / tab and navigate back to Tableau Desktop.

    tableau success connect
  8. Under Warehouse, select BA_USER_SM.

    tableau warehouse
  9. Under Database, select the appropriate database (e.g., BAGP).

    tableau database
  10. Under Schema, select the appropriate schema (e.g., DM).

    tableau schema

Keywordsbadger data tableau connect desktop snowflake credentials account   Doc ID122011
OwnerMehrnaz A.GroupData KB
Created2022-10-20 13:51:24Updated2023-11-14 09:21:58
SitesData, Academic Planning & Institutional Research
Feedback  0   0