Get How To Connect To Tableau - Goprimarius.com

This guide provides clear, step-by-step instructions on how to successfully fill out the HOW TO CONNECT TO TABLEAU form available online. Users will be equipped with the necessary knowledge to connect their data visualization software effectively.

Follow the steps to connect to Tableau using Goprimarius.com

1. Click ‘Get Form’ button to obtain the form and open it in your preferred editor.
2. In the form, you will see options for connecting Tableau with Primarius. Choose your desired method of connection, such as SQL server, CSV file, or other recommended methods.
3. If you select the SQL server option, you will need to log in to the Primarius DSA. After logging in, find and click the ‘Check Connection’ button.
4. After clicking, locate the connection name on the screen and double-click it to proceed.
5. A new screen will appear; under the database path, copy everything that appears after the second equals sign.
6. Paste the copied segment into Tableau to ensure the connection is established.
7. Select Microsoft SQL Server from the options provided. A new window will prompt you for the name of your server.
8. Upon successful connection, the next screen will show you the available databases.
9. From the drop-down menu under ‘Select Database’, choose NFBSDATA.
10. For connecting using a worksheet, use the user query function in Primarius to run your desired query, such as Agency Basic.
11. Highlight the resulting data and right-click to copy it to Excel.
12. An Excel sheet will open containing your query data. Remember to name and save it appropriately.
13. Finalize your process by selecting the worksheet that contains the data you wish to analyze further, ensuring it includes all necessary fields, like city, zip, and agency size.

Begin your online documentation process now to connect effectively with Tableau.