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BI Connector

Connect from Tableau Desktop

Important

Feature unavailable in Serverless Instances

Serverless instances don't support this feature at this time. To learn more, see Serverless Instance Limitations.

For M10+ clusters that have enabled the BI Connector for Atlas, the Connect dialog box provides the details to connect via the BI Connector for Atlas.

To connect to the BI Connector for Atlas:

1

Click the Connect button for your cluster.

2

Select Standard Connection and click Choose a connection method.

3

Click Connect Your Business Intelligence Tool and use the provided connection information to connect with your BI tool.

For more information on connecting to the BI Connector for Atlas, see Connection Tutorials.

The MongoDB Connector for Business Intelligence for Atlas (BI Connector) is only available for M10 and larger clusters.

The BI Connector is a powerful tool which provides users SQL-based access to their MongoDB databases. As a result, the BI Connector performs operations which may be CPU and memory intensive. Given the limited hardware resources on M10 and M20 cluster tiers, you may experience performance degradation of the cluster when enabling the BI Connector. If this occurs, upgrade to an M30 or larger cluster or disable the BI Connector.

Prerequisites

Procedure

1

Start Tableau Desktop.

2

Connect to the BI Connector for Atlas.

Select the MongoDB BI Connector as your Data Source for your Tableau book.

  1. From the left-hand navigation, under To a server, click More ... and select Other Databases (ODBC).

  2. Select the DSN that you just created from the DSN list.

  3. Enter the following fields in the Connection Attributes pane:

    Field
    Action
    Server
    Enter the Hostname specified in the Atlas connect dialog box.
    Port
    Enter the Port specified in the Atlas connect dialog box.
    Username

    Enter either the user specified in the Atlas connect dialog box or a different database user for the cluster.

    The user is specified in the format:

    <username>?source=<database-name>

    where the <database-name> is the authentication database for the user.

    Password
    Enter the password corresponding to the entered User.

  4. Click Sign In.

1

Start Tableau Desktop.

2

Connect using Tableau.

  1. In the left-side navigation under To a server, click on More ... then click Other Databases (ODBC).

  2. From the Other Databases (ODBC) dialog box, select your DSN from the list and click Connect.

  3. Once the connection test completes, click Sign In.

Additional Reference

For more information on the MongoDB Connector for Business Intelligence, see MongoDB Connector for BI Manual.

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