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Connect from Tableau Desktop (Windows)

For M10+ clusters that have enabled the BI Connector for Atlas, the Connect dialog provides the details to connect via the BI Connector for Atlas.

Screeenshot of the Atlas BI connection dialog.

The BI Connector for Atlas is only available for M10+ clusters.

Prerequisites

MongoDB ODBC Driver

Download and install the MongoDB ODBC Driver for BI Connector for your platform.

Create a System DSN

1

Open ODBC Data Source Administrator.

Windows ODBC Data Source Administrator
2

Select the System DSN tab and click the Add button.

3

Select MongoDB ODBC 1.0 ANSI Driver from the list of available drivers.

The Unicode driver supports a wider range of characters than the ANSI driver.

The following form fields are required:

Field Name Description
Data Source Name A name of your choice.
TCP/IP Server Enter the Hostname specified in the Atlas connect dialog.
Port Enter the Port specified in the Atlas connect dialog.
User

Enter either the user specified in the Atlas connect dialog or a different MongoDB user for the cluster.

The user is specified in the format:

<username>?source=<database-name>

where the <database-name> is the authentication database for the user. If admin is the authentication database, you can omit ?source=<database-name>.

Password Enter the password corresponding to the entered User.
Database The name of an existing database to which you want to connect.

For example, populating the fields using the Atlas provided information:

ODBC driver configuration.
4

Click the Test button to test the ODBC connection.

If the connection is successful, click OK to add the DSN. If the connection fails, check the MongoDB user credentials and the IP whitelist.

Tableau Desktop 10.5

This procedure uses Tableau Desktop 10.5.

Connect from Tableau Desktop

1

Start Tableau Desktop.

2

Connect to the BI Connector for Atlas.

Select the MongoDB BI Connector as your Data Source for your Tableau book.

  1. From the left-hand navigation, under To a server, click More … and select Other Databases (ODBC).

  2. Select the DSN that you just created from the DSN list.

  3. Enter the following fields in the Connection Attributes pane:

    Field Action
    Server Enter the Hostname specified in the Atlas connect dialog.
    Port Enter the Port specified in the Atlas connect dialog.
    Username

    Enter either the user specified in the Atlas connect dialog or a different MongoDB user for the cluster.

    The user is specified in the format:

    <username>?source=<database-name>
    

    where the <database-name> is the authentication database for the user.

    Password Enter the password corresponding to the entered User.

    For example:

    Tableau Desktop Other Databases (ODBC) Dialog.
  4. Click Sign In.

Additional Reference

For more information on the MongoDB Connector for Business Intelligence, see MongoDB Connector for BI Manual.