# Tableau
How to create real-time dashboards with Tableau
You can use [Tableau Cloud](https://www.tableau.com/products/cloud-bi) and
[Tableau Desktop](https://www.tableau.com/products/desktop) to create real-time
dashboards based on the data maintained in Materialize.

## Tableau Cloud

### Database connection details

To set up a connection from Tableau Cloud to Materialize, use the native
[PostgreSQL database connector](https://help.tableau.com/current/pro/desktop/en-us/examples_postgresql.htm)
with the following parameters:

Field             | Value
----------------- | ----------------
Server            | Materialize host name.
Port              | **6875**
Database          | **materialize**
Username          | Materialize user.
Password          | App-specific password.
Require SSL       | ✓

For more details and troubleshooting, check the
[Tableau documentation](https://help.tableau.com/current/pro/desktop/en-us/examples_postgresql.htm).

[//]: # "TODO(morsapaes) Clarify minimum refresh rate and details about live
connections"

## Tableau Desktop

### Setup


**macOS:**

To set up a connection from Tableau Desktop to Materialize, you must:

1. Download the [Java 8 JDBC driver for PostgreSQL](https://jdbc.postgresql.org/download/)
1. Copy the `.jar` file to the following directory (which may have to be created manually):

   `~/Library/Tableau/Drivers`



**Linux:**

To set up a connection from Tableau Desktop to Materialize, you must:

1. Download the [Java 8 JDBC driver for PostgreSQL](https://jdbc.postgresql.org/download/)
1. Copy the `.jar` file to the following directory (which may have to be created manually):

   `/opt/tableau/tableau_driver/jdbc`



**Windows:**

To set up a connection from Tableau Desktop to Materialize, you must:

1. Download the [Java 8 JDBC driver for PostgreSQL](https://jdbc.postgresql.org/download/)
1. Copy the `.jar` file to the following directory (which may have to be created manually):

   `C:\Program Files\Tableau\Drivers`




### Database connection details

Once you've set up the required driver, start Tableau and run through the
following steps:

1. On the left side, find the **Connect to a Server** section
1. Select **More** and then **PostgreSQL**
1. Use the following details to configure the connection:

    Field          | Value
    -------------- | ----------------------
    Server         | Materialize host name.
    Port           | **6875**
    Database       | **materialize**
    Authentication | Username and Password
    Username       | Materialize user.
    Password       | App-specific password.
    Require SSL    | ✓

4. Click **Sign In** to connect to Materialize

For more details and troubleshooting, check the
[Tableau documentation](https://help.tableau.com/current/pro/desktop/en-us/examples_postgresql.htm).

[//]: # "TODO(morsapaes) Clarify minimum refresh rate and details about live
connections"

## Configure a custom cluster

To direct queries to a specific cluster, [set the cluster at the role
level](/sql/alter-role) using the following SQL statement:

```sql
ALTER ROLE <your_user> SET CLUSTER = <custom_cluster>;
```

Replace `<your_user>` with the name of your Materialize role and `<custom_cluster>` with the name of the cluster you want to use.

Once set, all new sessions for that user will automatically run in the specified
cluster, eliminating the need to manually specify it in each query or
connection.


### Troubleshooting

Errors like the following indicate that the JDBC driver was not successfully
installed.

```
ERROR: Expected FOR, found WITH;
Error while executing the query
```

```
ERROR: WITH HOLD is unsupported for cursors;
Error while executing the query
```

The errors occur because Tableau falls back to a legacy PostgreSQL ODBC driver
that does not support connecting to Materialize. Follow the [Setup](#setup)
instructions again and ensure you've downloaded the driver to the correct folder
for your platform.