Tableau: Configure Badger Data Warehouse (Snowflake)

This article outlines the complete steps to connect Tableau Desktop to Badger Data Warehouse (Snowflake), configure your Tableau Server OAuth credentials, and publish your workbooks.

 

Prerequisite: Configuring an ODBC Connection

Step 1: Adding Credential to Tableau Server

To publish a workbook connected to the Badger Data Warehouse (Snowflake) to Tableau Server, you must first embed your credentials on the server.

  1. Log in to https://tableau.wisconsin.edu/.
  2. Click your initials (located in the upper-right corner) and select My Account Settings.
    Screenshot of my account settings from Tableau Server
  3. Navigate to: Saved Credentials for Data Sources > click Add (next to Snowflake).
    Screenshot of saved credential page on Tableau Server
  4. In the Add a New Saved Credential pop-up window, set Authentication to OAuth Credential and click Add.
    Screenshot of new saved credential authentication pop-up on Tableau Server
  5. Enter the authentication details and click Add.
    • Server: laa66896.us-east-1.snowflakecomputing.com.
    • Role: <leave blank>
      Screenshot of custom authentication information on Tableau Server
  6. In the Sign in to Snowflake pop-up window, click Log in using ADFSSingleSignOn.
    Screen shot of sign in to Snowflake page
  7. Click Allow.
    Screenshot of allowing Tableau Server to access Snowflake

Step 2: Connecting to Tableau Desktop

Tableau includes a native Snowflake connector to easily link Tableau Desktop to your Snowflake data.

  1. Open Tableau Desktop, click Data > New Data Source.
    Screenshot of a Tableau interface showing a dropdown menu under "Data" with options related to New Data Source.
  2. Under the Connect sidebar, go to To a Server and click More... to search for Snowflake.
    Screenshot of a Tableau interface showing a server connection menu with options. A search bar contains the term "snow," displaying Snowflake connector
  3. Enter the authentication details and click Sign In.
    Screenshot of Snowflake authentication in Tableau
  4. In the Sign in to Snowflake pop-up window, click Log in using ADFSSingleSignOn.
    Screen shot of sign in to Snowflake page
  5. Click Allow.
    A screenshot of a permission request dialog for Tableau to access a Snowflake account
  6. It's safe to close your browser once you see the following message:
    Screenshot of a Tableau authentication window displaying a message that Tableau created the window for authentication and it is now safe to close.
  7. Select appropriate Warehouse, Database, Schema.
    Screenshot of Tableau interface showing connection settings for a Snowflake data platform.

Step 3: Publishing a Tableau Workbook

Specific publishing configurations are required to ensure a successful publication to Tableau Server.

  1. In Tableau Desktop, click Server > Publish Workbook.
    Screenshot of a dropdown menu from a Tableau interface showing options under the "Server" tab. The menu includes selections like "Publish Workbook"
  2. Under Data Sources, click Edit.
    Screenshot of Tableau interface for embedding a password in datasource
  3. Under Authentication for the Badger Data Warehouse (Snowflake) connection, select Embed <YourNetID>@wisc.edu.
    Screenshot of a data source Tableau interface showing options for selecting data source, publish type, and authentication method
  4. Click outside of the Manage Data Sources window and click Publish.
  5. If you encounter the error below when publishing, please complete Step 1 of this article to update your embedded credentials on Tableau Server before trying again.
    Screenshot of a software notification warning that Snowflake OAuth connections no longer support Embedded Password

If you have questions about this document, please contact Data, Academic Planning & Institutional Research at bihelp-dapir@provost.wisc.edu.


Keywords:
Tableau Snowflake Desktop Server OAuth credentials connection publishing workbook ODBC Windows Mac DoIT authentication data refresh 
Doc ID:
161958
Owned by:
Kassie B. in Data KB
Created:
2026-06-15
Updated:
2026-07-02
Sites:
Data, Academic Planning & Institutional Research