How to Connect MongoDB to Tableau

MongoDB is one of the most popular NoSQL databases for modern application development and Cloud database deployments on AWS, Azure, and GCP. It is used by millions of developers to power the world’s most innovative products and services.

MongoDB has also become popular among enterprise teams who appreciate the flexibility of JSON-like documents, and features such as scalability and clustering.

When there is a need to access MongoDB data for analysis within analytics applications, connectivity frequently becomes an issue.

The Magnitude Simba MongoDB connector (or Magnitude Simba MongoDB driver) allows users to create queries to MongoDB with SQL to visualize, graph, and report with modern business intelligence tools such as Tableau, MicroStrategy, Power BI, Qlik or Excel.

In this article you will learn how access your MongoDB data with the Simba Mongo ODBC connector to access the data in Tableau.

Success is based on four simple steps:

  1. Download and install the Simba MongoDB ODBC connector.
  2. Allocate the license.
  3. Configure the connector.
  4. Connect Tableau to your MongoDB data with the Simba MongoDB ODBC connector.

Now let’s dive deeper into each of the steps.

1. Download and install Simba MongoDB ODBC connector.

Simba Tip
Developer Note: MongoDB adapter is embedded in Tableau Enterprise Edition, which might be appropriate for your needs; check the MongoDB Connector for BI for more information.

There are many use cases for organizations to turn to Simba Technologies. This include data security, compliance and governance needs. These organizations also find our tech-to-tech support worthwhile … among other reasons to use our connectors.

For now, let’s get started:

  1. To download the connector, request here the installer
  2. After the form is submitted a sales representative will contact you to verify the request. Following successful verification, you will receive via email a link to the installer. If you don’t whitelist, be sure to check your spam filter and junk mail if you do not receive the email. Click the link in the email to download the driver.
    Simba TipNote: Before you install the connector, check if the program you will use it with is a 32- or 64-bit. Successful installation requires that you match the bitness of the connector with the bitness of the program. For example, if you are using 64-bit Tableau you need to download a 64-bit connector. If you are not sure how to figure it out – take a look at our FAQ
  3. After downloading the connector, double click the MSI file to install it: Install MongoDB ODBC Driver
  4. Click next to accept the licensing agreement MongoDB ODBC Driver Install 2
  5. Click “Next” to provide the directory to install the driver to: Install MongoDB ODBC Driver - Step 3
  6. Click “Install” to proceed to installation: Install MongoDB ODBC Driver - Step 4Let the installer complete the installation and click “Finish.”

2. Allocate the license.

Once you have installed the connector, verify that the license file in the correct location. It must be in the /lib/ folder underneath where the connector has been installed

Install MongoDB ODBC Driver - Install License

Note! The license file is sent via email. If you have not received the license, check your junk folder.

3. Configure the Simba ODBC connector.

  1. Click “Start” and go to ODBC Administrator Install MongoDB ODBC Driver - Configuration
  2. Click on the System tab and look for the Simba MongoDB ODBC DSN. Select it and press “Configure” to go to the Simba MongoDB ODBC DSN setup window Install MongoDB ODBC Driver - Configuration 2
  3. In the DSN you will set the “Host” name and the “Port” number, which must match your MongoDB server Install MongoDB ODBC Driver - Configuration 3Note! If your MongoDB has an authentication setup you can configure that by using your user name and password, Kerboros or LDAP. If you don’t use any authentication – leave it with “No Authentication”. Configure other settings as well if required in your specific case: Replica set, SSL, advanced options, etc. For more details, please see our documentation.
  4. Test your connection. When you have completed your configuration click the “Test” buttonInstall MongoDB ODBC Driver - Configuration 4Connection test is successful
    Note! If your test did not succeed, check your configuration and try again. If you ran into trouble installing and configuring your connector, check out the installation guide and our FAQ .

4. Connect Tableau to your MongoDB data with the Simba MongoDB ODBC Connector

Congratulations! Now that you have successfully connected, you’re to access your MongoDB data with the Simba MongoDB ODBC Connector.

  1. Look at the TDC file in the connector installation directory. The TDC file tells Tableau how to use the connector in the most efficient way. Install MongoDB ODBC Driver - TDC File
  2. Take that file and copy into the documents: “My Tableau repository / Data Sources” Install MongoDB ODBC Driver - Tableau Repository Tableau will automatically find this file every time it opens
  3. Next, open Tableau and select “Other data bases (ODBC)”. Then, choose the DSN you just installed - Simba MongoDB ODBC DSN Install MongoDB ODBC Driver - Tableau Open other DB
  4. Click “Connect” Install MongoDB ODBC Driver - Tableau Sign inNote! Some times the DSN doesn’t have all the information saved; if this is the case, be sure toto enter the necessary information so you can connect. Such missing information might include your username and password.
  5. Click “Sign in” Install MongoDB ODBC Driver - Tableau Sign in
  6. Now you have full access to your MongoDB in Tableau Install MongoDB ODBC Driver - Tableau
  7. Take a look at all the MongoDB tables available building dashboards and diagrams, as well as analyze your data Install MongoDB ODBC Driver - Tableau Data

Magnitude Simba has you covered – for your MongoDB/Tableau connection needs – and for other connectivity needs in future. Discover our resources section for more on Simba connectors. And see more data with any of 90+ Simba connectors!

For related questions and if you need help, please contact us.

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