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How to Connect Tableau to Redshift
How to Connect Tableau to Redshift

A Guide to create first Tableau visualization with data in Amazon Redshift.

Openbridge Support avatar
Written by Openbridge Support
Updated over a week ago

Tableau is a leading data visualization tool and one supported by Openbridge. Tableau focuses on interactive visualizations and has native connectors to some of the data sources you need to analyze the data from. It’s even better if all of your data is stored in one place, and you don’t have to work hard on joining the data from multiple sources in Tableau as it is not built for data cleaning and wrangling.

Amazon Redshift is a leading cloud data warehouse solution. Combined Tableau and Redshift make a powerful pairing for analytic workloads.

How to connect Tableau to Amazon Redshift

In this article, we will guide you through the process of connecting Tableau to your Redshift data warehouse and building your first visualization.

Step 1: Select connect option

Open Tableau and select Amazon Redshift” from the Connect options in the left-hand toolbar:

Step 2: Enter credentials

Enter the server address, database, username, and password provided by Openbridge into the Amazon Redshift Connection pop-up.

Once you enter and click “OK”, assuming your credentials are correct, you will be connected. Time to create your first visual!

Step 3: Select a schema

Since we are using Openbridge data our first step is to select the ‘openbridge’ schema. This will list a collection of tables in Redshift under that schema. You simply drag the desired table(s) to the right. In this case, we are using DoubleClick data:

Select the ‘openbridge’ schema

Step 4: Create a new worksheet

Click on a new worksheet. You will see the tables fields listed as either Dimensions or Metrics

Create a worksheet

Step 5: Configure rows

  1. Drag ‘Date’ field from Dimensions section onto the row shelf

Add “Date” dimension to row

2. Click the drop-down on the right of the Date field, select ‘More’ and then ‘Custom’

Customize date

3. Choose ‘Month/Day/Year’ format

Choose the desired format

4. Drag the ‘Clicks’ field from Metrics onto the Text mark

Add “Clicks” to columns

Step 6: Create a chart

Select the Line Chart from the ‘Show Me’ dropdown

Voila! Your first visual in Tableau with the data from Redshift is ready!

Enjoy the view!

Want to see how to use Tableau and Redshift with social data? Check out how we did we paired Tableau and Redshift with Instagram data: Instagram How To: Powerful Data Analytics Tips

If you have multiple data sources you need to analyze data from, data pipeline solutions like Openbridge can help you. You can stream all the data from social media, CRM, point-of-sale, marketing, advertising platforms, and more to the data warehouses like Amazon Redshift and have it ready for analysis in Tableau.

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