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Access MongoDB Data as OData Feeds in Tableau
Use the Tableau Desktop business intelligence tool to connect to MongoDB data using the API Server.
The CData API Server, when paired with the ADO.NET Provider for MongoDB (or any of 200+ other ADO.NET Providers), provides MongoDB data as OData Web services. This article will explain how to use the API Server to provide the underlying connectivity to MongoDB data in Tableau's business intelligence tool.
About MongoDB Data Integration
Accessing and integrating live data from MongoDB has never been easier with CData. Customers rely on CData connectivity to:
- Access data from MongoDB 2.6 and above, ensuring broad usability across various MongoDB versions.
- Easily manage unstructured data thanks to flexible NoSQL (learn more here: Leading-Edge Drivers for NoSQL Integration).
- Leverage feature advantages over other NoSQL drivers and realize functional benefits when working with MongoDB data (learn more here: A Feature Comparison of Drivers for NoSQL).
MongoDB's flexibility means that it can be used as a transactional, operational, or analytical database. That means CData customers use our solutions to integrate their business data with MongoDB or integrate their MongoDB data with their data warehouse (or both). Customers also leverage our live connectivity options to analyze and report on MongoDB directly from their preferred tools, like Power BI and Tableau.
For more details on MongoDB use case and how CData enhances your MongoDB experience, check out our blog post: The Top 10 Real-World MongoDB Use Cases You Should Know in 2024.
Getting Started
Set Up the API Server
Follow the steps below to begin producing secure MongoDB OData services:
Deploy
The API Server runs on your own server. On Windows, you can deploy using the stand-alone server or IIS. On a Java servlet container, drop in the API Server WAR file. See the help documentation for more information and how-tos.
The API Server is also easy to deploy on Microsoft Azure, Amazon EC2, and Heroku.
Connect to MongoDB
After you deploy the API Server and the ADO.NET Provider for MongoDB, provide authentication values and other connection properties needed to connect to MongoDB by clicking Settings -> Connections and adding a new connection in the API Server administration console.
Set the Server, Database, User, and Password connection properties to connect to MongoDB. To access MongoDB collections as tables you can use automatic schema discovery or write your own schema definitions. Schemas are defined in .rsd files, which have a simple format. You can also execute free-form queries that are not tied to the schema.
When you configure the connection, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.
You can then choose the MongoDB entities you want to allow the API Server to access by clicking Settings -> Resources.
Additionally, click Settings -> Server and set the Default Format to XML (Atom) for compatibility with Tableau.
Authorize API Server Users
After determining the OData services you want to produce, authorize users by clicking Settings -> Users. The API Server uses authtoken-based authentication and supports the major authentication schemes. Access can also be restricted based on IP address; by default only connections to the local machine are allowed. You can authenticate as well as encrypt connections with SSL.
Create Real-Time MongoDB Data Visualizations
Follow the steps below to create data visualizations based on the remote MongoDB data:
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In Tableau, select 'Connect to data'. In the 'On a server' section, click OData.
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In the resulting wizard, enter the URL of the OData endpoint for the API Server. Append the name of the table you want to access to the OData entry URL. For example:
https://your-server/api.rsc/restaurants -
Select the
'Use a Username and Password' option and enter the username and password of a user who has access to the API Server.
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Tableau uses the table metadata exposed by the API Server to detect dimension and measure columns.
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To view the MongoDB data, right-click under the table name in the Data section of the dashboard and select the View Data option. The MongoDB data will appear in Tableau.
