Integrating InsightEdge with Tableau

This topic describes how to integrate Tableau with InsightEdge using the InsightEdge JDBC connector to retrieve data for visualization and business intelligence needs.

Prerequisites

Your host machine must have the following installed:

  • Java 8 or higher
  • Tableau version 2019.1 or higher
  • (MacOS only) Maven Artifacts

Setting Up the JDBC Connector for Tableau

Windows Environment

The GigaSpaces-Tableau integration package provides an automated script that creates the JDBC connector for Tableau, so that Tableau Desktop can query the InsightEdge data grid directly using the InsightEdge JDBC driver. You can customize some default values for the setup process if necessary, as well as create standalone packages for other Tableau users so they can run analytics on data from InsightEdge .

The integration package is available in the <product>/tools/tableau folder of the InsightEdge software package. It contains the following files:

  • gs-tableau.bat - runs the setup process for the GigaSpaces-InsightEdge JDBC connector.
  • gs-tableau-env - environment variables that can be used to customize certain default values for the setup process.
  • gs-tableau-package - script that creates a standalone connector package.

Adding the InsightEdge JDBC Driver to Tableau

The GigaSpaces-InsightEdgeconnector is based on the Tableau Connector SDK and JDBC integration. The setup process includes providing proprietary requirements about various file locations and execution arguments. GigaSpaces provides a script that automates the setup process and starts Tableau Desktop with the GigaSpaces-InsightEdge connector enabled.

To implement the GigaSpaces-Tableau integration, run the <product>/tools/tableau/gs-tableau.bat script.

The first time this script runs it requires elevated permissions, because it automatically packages and copies the InsightEdge JDBC driver to Tableau's installation files, which generally reside in the Program Files folder.

Customizing the Setup Process

If necessary, you can customize some of the default setup process values, such as the location of the Tableau installation folder or the JDBC driver heap size. To do this, open the product>/tools/tableau/gs-tableau.env script and edit the required environment variables.

Creating a Standalone Connector Package

If your organization includes Tableau users who aren't developers (for example, data scientists that don't need InsightEdge installed locally) you can provide a standalone connector package so that these users can integrate the GigaSpaces-InsightEdge connector with their Tableau installation and perform the necessary analytics on the InsightEdge data.

To create the connector package, run the gs-tableau-package script from the <product>tools\tableau folder. This package can then be distributed and installed on any machine to enable accessing InsightEdge data using Tableau.

MacOS Environment

In order to integrate Tableau with InsightEdge in a MacOS environment, you have to create the InsightEdge JDBC driver, copy it to the Drivers folder in the Tableau program files, and then point to the InsightEdge JDBC connector in Tableau. This process requires that you have Maven Artifacts already installed on the host machine where you will create the InsightEdge-Tableau integration.

Adding the InsightEdge JDBC Driver to Tableau

To add the InsightEdge JDBC driver to Tableau:

  1. If the JDBC driver was not yet created, run the following command to create the insightedge-jdbc-client.jar file.

    <product>/tools/jdbc/build-jdbc-client.sh
  2. Run the following command to copy the JDBC driver to the Tableau Drivers folder.

    cp <product>/tools/jdbc/insightedge-jdbc-client.jar<TABLEAU_HOME>/Drivers
  3. Run the Tableau application with a pointer (the -DConnectPluginsPath system property) to the InsightEdge JDBC driver in the Tableau program files, as shown in this sample command:

    "/Applications/Tableau Desktop 2019.2.app/Contents/MacOS/Tableau" -DConnectPluginsPath=$IE_HOME/tools/tableau

Connecting to the Space

To configure the data source after Tableau is started:

  1. Click Connect in the Tableau desktop, and select Gigaspaces InsightEdge as the data source.

    If Gigaspaces InsightEdge does not appear in the Connect menu on first access ,click More and select Gigaspaces InsightEdge from the alphabetic list.

  2. In the Gigaspaces InsightEdge window, configure the options as follows:
    1. Type the Server host name or IP address. Include the port number if the Space is not using the default port.
    2. (Optional) If your InsightEdge system includes AnalyticsXtreme, you can type True for Enable AnalyticsXtreme.
    3. Type the Space name.
    4. (Optional) Add Advanced Parameters for the JDBC connection as key-value pairs.
    5. If your system is configured with a secure Space, type the Username and Password.

      For more information about secure Spaces, see the Security section of the Administration guide.

  3. Click Sign In to connect to the InsightEdge data grid.

  4. Verify that Tableau can see the tables in your Space.

    If your data source uses POJOs, they must be configured for java.sql.Date rather than java.util.Date.

Querying the Space using Tableau

After the setup process is complete and the connection has been configured, you can execute queries against the InsightEdge data grid.

Additional Resources

Predictive Stock Pricing Demo