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Unify BI Tableau Connector

Use the Enterprise Data Warehouse (EDW) as a data source for Tableau

Overview

Tableau users can leverage data subject areas in the Enterprise Data Warehouse (EDW), which are validated and conform to enterprise accepted data definitions, without making a stop in an Excel spreadsheet. The Unify BI Tableau Connector uses the native Web Data Connector within Tableau to integrate with UM Analytics (Oracle Business Intelligence Enterprise Edition, or OBIEE). This allows users to build a query and extract a data set from the EDW and import the data directly into a Tableau workbook.

NOTE: The Unify BI Tableau Connector is in a pilot phase at this time (Late 2018) and is only available to a small group of pilot users. If you are among the pilot users, please email Brian Krupski at bkrupski@umn.edu to request access to Unify BI.

Highlights

  • Leverages University login and associated UM Analytics privileges to determine data available for each user.
  • Build queries using University validated and pre-joined data from the Enterprise Data Warehouse (EDW).
  • Extract the resulting data set directly into a Tableau workbook.
  • The data query definition is saved and can be reused to continually update the Tableau Workbook.
  • Combine data with other local or external data sources in your Tableau workbook.
  • See the UM Analytics  IT@UMN Technology Page for information about data subject areas available for building data queries (i.e., authoring analyses).

Getting Started

  1. Using Unify BI Tableau Connector requires privileges in UM Analytics to author analyses. Check your assigned access roles in UM Analytics.
  2. If you do not have at least one author access role, attend one of the following in-person classes on using the UM Analytics query and dashboard builder. Note: Each pillar may require additional data training before granting author access (e.g., private data training)
  3. Request author access to UM Analytics via an Access Request Form (see Addtional Applications section).
  4. Setup a Web Data Connector source in Tableau using the following Unify BI Server URL: [Coming Soon! Currently in Pilot Phase.]
  5. Login to Unify BI with your Internet ID & Password and DUO (if enabled).
  6. Refer to the Unify BI Tableau Connector Self-help Guide.

Intended Audience

Students
Instructors
Researchers
Staff & Departments
IT Staff and Partners

Cost

University-funded: No charge.