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How to Connect Oracle BI Server with Tableau

How-to-Connect-Oracle-BI-Server-with-Tableau

Here, we will discuss about how to incorporate Oracle BI server and make use of the existing Subject Areas built on RPD in Tableau desktop workbook as Data Source.

NOTE: This is applicable for 8.2, 8.3, 9.0 and later versions.

Firstly, to launch an ODBC connection with the Oracle BI Server to access RPD Online, you have to install a copy of Oracle Business Intelligence Developer Client Tools (available from the Oracle website). Following, you can use the same DSN to connect to Tableau through ODBC connections.

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As soon as you are done with installing the client, carry out the following steps to create a database source name (DSN):

  1. Follow the steps mentioned below to add a new system DSN for Oracle BI Server ODBC in the ODBC Administrator tool..
  • Go to the System DSN tab and click Add
  • Choose the Oracle BI Server DSN, among other available drivers

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    1. Give correct connection details and connect to BI Server

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      3. Save the System DSN
      In total, there are 3 levels in RPD:

      • Physical Layer (right pane) – This is the layer where a connection is established between each data source and the raw tables are disclosed. Joins across tables are performed here.
      • Business Layer (middle pane) – This is where logical relations, data modelling and hierarchy development are implemented.
      • Presentation Layer (left pane) – This is the layer exposed to the business through “subject areas”. The subject areas are clearly modelled to display data in the most easy-to-understand format.

      Under Tableau, tables in the presentation layer are adjoined as data sources, only.

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      Locate the Key Fields in Dimensions and Fact Table in Physical Layer of RPD and disclose the same to respective Presentation Tables in Presentation Layer of Sample Sales Lite Subject Area.

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      Create a “.tdc” file

      Create a Tableau data source customization (.tdc) file to connect Tableau Desktop to an Oracle BI server.

      1. Open a text editor; copy and paste the below code onto it:

      <connection-customization class=’genericodbc’ enabled=’true’ version=’9.3′><vendor name=’Oracle Business Intelligence’ />
      <driver name=’Oracle BI Server 1′ />
      <customizations>
      <customization name=’CAP_SET_ISOLATION_LEVEL_VIA_ODBC_API’ value=’no’ />
      <customization name=’CAP_SUPPRESS_DISCOVERY_QUERIES’ value=’no’ />
      <customization name=’SQL_CATALOG_USAGE’ value=’0′ />
      <customization name=’SQL_SCHEMA_USAGE’ value=’0′ />
      <customization name=’CAP_FAST_METADATA’ value=’yes’ />
      </customizations>
      </connection-customization>

      Nota bene: Version is crucial; adjust the version with that of your Tableau desktop version. In my case, it is 9.3.

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