Tableau Desktop And Server

  • Called “the gold standard” in visual analytics, Tableau Desktop offers unlimited data exploration through an intuitive interface, encouraging curiosity, creativity, and data-driven decision-making.
  • Steps involved to Connect Tableau to SQL Server. If you have not started the Tableau yet, Double click on the Tableau desktop to open. Once it is open, it looks like the below screenshot. To connect Tableau to SQL Server, first, Under the Connect to a Server section, Please select the Microsoft SQL Server Option.

“Cannot connect to Tableau Server. Please check the server name and port and try again.”

In Tableau Desktop, select Server Sign In. Enter the name or address of your Tableau server, and then click Connect. Enter your user name and password, and then click Sign In. If you have access to multiple sites, select the one you want to use. You can also enter the name of the site and search for it. In Tableau Desktop.

Sometimes you might find it strange when you have all the required permission on the Tableau server required to publish your Dashboard but unable to connect to the server from your desktop with the desktop throwing the error as shown below.

It is very difficult to troubleshoot this error because identifying the underlying issue, though very simple, becomes very challenging.

Follow the below steps to eliminate what could be one of the reasons and solve if it is the issue causing the connection error.

  1. Open control and search for environment variables as shown in the below image.

2. Click on the “Edit environment variable for your account”. If the laptop/machine is provided by your organization, it is most likely that you will not have enough permission for the second option.

3. Look an entry for ALL_PROXY under the environment variable. If there is one, it would be the most likely reason for the connection issue from your Tableau Desktop. Remove this variable by selecting and deleting it.

4. Restart your Tableau Desktop (Close all open instances) and try connecting again.

Most likely you would be able connect to the server now. This hardly takes couple of minutes and would save you a lot of time trying to figure out what is happening because you would be able to connect to the server from a browser but not from the desktop.

While I work on my next post, feel free to comment, post suggestions or even drop me a note.

To access content on Tableau Server or Tableau Online, sign in via Tableau Desktop or a web browser.

Note: If you sign in via a web browser, it must be configured to allow first-party cookies.

And

Sign in from Tableau Desktop

Tableau Server

  1. In Tableau Desktop, select Server > Sign In. Enter the name or address of your Tableau server, and then click Connect.

  2. Enter your user name and password, and then click Sign In. If you have access to multiple sites, select the one you want to use. You can also enter the name of the site and search for it.

Tableau Online

Tableau web vs desktop
  1. In Tableau Desktop, select Server > Sign In. Click Tableau Online in the bottom left corner. Enter your user name and password, and then click Sign In.

  2. If you have access to multiple sites, select the one you want to use.

Automatically keep Tableau Desktop connected to Tableau Server or Online

When you connect to Tableau Server or Tableau Online, Tableau Desktop keeps you signed in from session to session, if you don't sign out. Next time you launch Tableau Desktop, you are automatically signed in to your most recent server connection. You can easily switch to other available server and site connections.

You can see the server and site you are signed into, as well as who you are signed in as, in two places:

  • The Server menu shows the server and site that you are signed in to. Sign out shows you are signed in as.

  • The status bar also provides this information. Hover over the username to see the current server and site.

Switch servers, switch sites

To switch servers, on the Server menu, click Sign in to another server, and then enter the server name and your sign-in credentials.

If you have access to multiple sites, on the Server menu, click Sign in to another site.

Sign out or clear all saved connections

When you sign in to a server and site, Tableau Desktop stores your credentials in a secure token that remembers your connection. After this token is in place, you can access the server directly, without having to sign in.

Click Server > Sign out to clear your sign-in credentials for the current connection. To remove all of your existing server connections, click Help > Settings and performance > Clear saved server sign-ins.

Tableau Desktop Server Sign In

If you never want server sign-ins to be saved, a Tableau Server administrator can change the server settings to disallow connected clients. Be aware that this setting also affects other Tableau clients like Tableau Mobile. For more information, see Authentication for Connected Devices(Link opens in a new window) in the Tableau Server Help.

Switch user accounts from Tableau Desktop (Kerberos authentication only)

If your organization uses Tableau Desktop with Kerberos authentication and it doesn't succeed, you're prompted to provide a user name and password. To sign in as a different user for testing purposes, complete these steps:

  1. On the Server menu, select Switch User.

  2. In the Tableau Server Sign In dialog box, provide the new user name and password.

Tableau Desktop And Server

To later sign in using your normal credentials, select Server > Switch to Self.

Sign in with another user account in a browser

If you are signed in to the wrong account, you can switch to another one.

  1. Click Sign Out on the user menu in the upper-right corner of the page.

    Note: If you do not see a Sign Out command on the Tableau Server user menu, you must use the sign-out interface provided by your organization's external identity provider (IdP). For more information, contact your administrator.

  2. Type your user name and password, and then click Sign In

Sign in to a specific site in a browser (Tableau Server only)

If you are a member of multiple sites, you're prompted to select one when you sign in to the server. Either click a visible site name or search for a name to select from a list of matching sites.

The name of the current site is displayed on the site picker.

Tableau Desktop And Server

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