Tableau - Connecting to the OSU Tableau Server - Windows and MacOS

Issue/Question

  • How do I connect to the OSU Tableau server?

Environment

  • Oregon State University
  • Tableau

Explanation

You must have Tableau Desktop installed to connect to the OSU Tableau Server. People without Tableau Desktop can view dashboards on the Tableau server, but cannot connect directly to the data on the server.

Resolution

Method 1

To connect to the Tableau Server:

  1. Open Tableau Desktop.
  2. On the Tableau Desktop start page, click Tableau Server in the To a Server section.
    1. Note: If the start page is not displayed, click the File menu, then click Show Start Page.
  3. When the Tableau Server Sign In dialog is displayed, enter https://tableau.analytics.oregonstate.edu, then click Connect.

Caution: When connecting from off campus you need to be on the OSU VPN to connect to the OSU Analytics Tableau server. You can find help with the OSU VPN at: https://oregonstate.teamdynamix.com/TDClient/1935/Portal/KB/?CategoryID=6889.

  1. When the Sign in to https://tableau.analytics.oregonstate.edu dialog is displayed, sign in using one of the following methods:
    1. Click Sign in using your Windows Credentials.
    2. Enter your ONID username and password, then click Sign In.

You are now connected to the Tableau server.

Note: Instructions on uploading dashboards to the server can be found at: https://help.tableau.com/current/pro/desktop/en-us/publish_workbooks_howto.htm.

Assistance

If you have any questions about Tableau, contact us at iar.ref@oregonstate.edu.

Details

Article ID: 125226
Created
Fri 1/22/21 10:54 AM
Modified
Thu 5/6/21 8:45 AM