This connector requires a driver to talk to the database. You might already have the required driver installed on your computer. If the driver is not installed on your computer, Tableau displays a message in the connection dialog box with a link to the Driver Download(Link opens in a new window) page where you can find driver links and installation instructions.
Select how you want to sign in to the server. Specify whether to use Windows Authentication or a specific user name and password. If the server is password protected, and you are not in a Kerberos environment, you must enter the user name and password.
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Specify whether to Read uncommitted data. This option lets Tableau running at the read-uncommitted isolation level. Long queries from other transactions, including extract refreshes, can lock the database and delay Tableau's transactions. Select this option to allow queries to read rows that have been modified by other transactions even when they have not been committed yet. When this option is cleared, Tableau uses the default isolation level specified by the database.
(Optional) Select Initial SQL to specify a SQL command to run at the beginning of every connection, such as when you open the workbook, refresh an extract, sign in to Tableau Server, or publish to Tableau Server. For more information, see Run Initial SQL.
If Tableau can't make the connection, verify that your credentials are correct. If you still can't connect, yourcomputer is having trouble locating the server. Contact your networkadministrator or database administrator.
(Optional) Select the default data source name at the top of the page, and then enter a unique data source name for use in Tableau. For example, use a data source naming convention that helps other users of the data source figure out which data source to connect to.
Use custom SQL to connect to a specific query rather than the entire data source. For more information, see Connect to a Custom SQL Query. Starting with Tableau version 2018.1, you can use Custom SQL to perform advanced spatial analysis on spatial columns in Microsoft SQL Server. For more information, see Use Custom SQL and RAWSQL to perform advanced spatial analysis.
If you use Tableau Desktop on a Mac, when you enter the server name to connect, use a fully qualified domain name, such as mydb.test.ourdomain.lan, instead of a relative domain name, such as mydb or mydb.test.
Alternatively, you can add the domain to the list of Search Domains for the Mac computer so that when you connect, you need to provide only the server name. To update the list of Search Domains, go to System Preferences > Network > Advanced, and then open the DNS tab.
The Smartsheet Live Data Connector (also known as the Smartsheet ODBC Driver) provides industry-standard connectivity between Smartsheet and third-party analytics tools. It enables business users to interact with and visualize data stored in Smartsheet using business analytics and data visualization software such as Tableau, Spotfire, QlikView / Qlik Sense, Excel and others.
If you have a technical issue, please provide detailed information on the issue to our Support team at our Support Contact page. To best assist you with the issue, we will likely need the following information:
Some organizations use a proxy server to access web content. If you are using a proxy to access web content, the Smartsheet Live Data Connector will use your proxy server as well. You can check your proxy settings from Internet Options in your Control Panel.
The Smartsheet Live Data Connector will use either the automatic configuration script in the Automatic configuration group box or the proxy server address in the Proxy server group box as valid proxy server configurations.
If the Smartsheet Live Data Connector is running on a Windows Server where it is not impersonating a logged-in user (for example when it is running under the Tableau Server service) only the system default proxy settings will be used. Ask your Network Administrator for more information on configuring Windows Server for proxy access.
If you run into any issues with the Connector, we may ask you to send us your log file to help identify and address the problem. Enabling logging simply creates a text file on your computer and logs the Connector activity.
If you are using Windows 10, you may have noticed that the option for the ODBC Data Source Admin in your Start Menu is missing. Please follow the steps below to add the Smartsheet DSN on Windows 10.
The Advanced Options menu (called Live Data Connector Settings in the Start Menu) has options for including extended metadata (such as Gantt attributes, outline level, and discussions text) as additional columns. It also provides controls for advanced features and logging.
The SQL table names section is available to shorten names. By default the full path is appended to the sheet name. Unchecking this option will cause only the sheet/report name to be returned.
Text/Number: The Text/Number column defaults to the majority rule. This means that numeric values are returned if more than half of the column inputs are numeric. All other values are discarded. This rule can be changed in the Advanced Options section during login.
Picklists: Picklists probe for types but they use a precise rule (100%). So, one text string in a list of integers would cause the picklist to display text. All of the state picklists resolve to text (5-State Signal, 6-State Hearts, etc..).
Checkbox: Checkbox (or any on/off column) values are stored as a Boolean and uses an integer storage class. Any text data in a checkbox column would be lost. An exception to this rule would be a list to what equates to Boolean data (on/off, true/false, 0/1) i.e. Stars and Flags. These would be stored in a Boolean and the same rules apply.
If you are using multiple sheets or reports, and they have columns in common, Tableau will try automatically figure out how to map the selected Sheets and will create a default relationship between them. You can modify the type of relationship (JOIN) at this time.
Tableau Desktop does not save login credentials by design (for security reasons), so the next time you launch Tableau Desktop and re-open a previously saved workbook, in Tableau 8, you will see an error message:
In Tableau 9 you will see a different message, re-enter your login credentials then click OK. Or, if you are using an API Access token to connect, paste the token into the password field instead.
Once logged in, at the next step you will have an opportunity to name the workbook, specify where to save the new workbook on the server, and manage the permissions and access for the published workbook. In terms of access to workbook data, you have two options:
Select the DSN you configured earlier. Fill in your Smartsheet credentials to log in. Or, if you are using an API Access token to connect, leave the email field empty and paste the token into the password field instead:
Create a new connection by selecting the DSN you configured earlier. Fill in your Smartsheet credentials to log in. Or, if you are using an API Access token to connect, paste the token into the password field instead:
When prompted, fill in your Smartsheet login credentials. If your Smartsheet account requires a single sign-on and you are unable to use email and password for login, you can use the Use API Token for SSO login option instead and paste your API token into the password field:
Date and Time columns have a storage class of text in the Live Data Connector. This means that they are plain text strings until imported into Tableau or other ODBC applications. If you wish to see the non-date/time content of these columns, you must modify the Tableau column type prior to import. You can do this by a right clicking on the calendar icon in the Tableau table selection screen and selecting the String type. All cell contents will now be displayed as raw, unformatted text.
Spreadsheet data may require some formatting to work with Tableau. Tableau has created a guide for Excel users, and much of it apply to Smartsheet as well because of similarities in how data may be structured in Excel and Smartsheet. See Preparing your Excel data for Tableau knowledge base article.
Tableau Desktop does not save user login credentials by design, as a security precaution. It is a feature of Tableau Desktop, not a feature of the Smartsheet Live Data Connector. To re-open previously saved Tableau Desktop workbooks, see this section.
The Smartsheet Live Data Connector uses an implementation of SQLite to locally store and query Smartsheet sheets and reports. As such, the Live Data Connector can interpret native SQL as understood by SQLite. The SQL syntax used by SQLite is well documented on the SQLite website: In addition to the SQLite core functions _corefunc.html, the Live Data Connector also supports a variety of functions which expose sheet, column and cell metadata through native SQL. Those functions are described above.
Any time I select a different fiscal year start month, it loses the year and quarter data for any month after the start month, through the end of the calendar year. For example, if I choose August as the start of the fiscal year, the months of August through December show Null values for year and quarter. January through July, however, show up correctly.
The way most other Tableau users address this is by picking a common time zone and modifying the calculations to always use that time zone. Our recommendation is to replace NOW() with your own function that returns UTC if you need to be consistent across time zones (all other Smartsheet dates will also get returned in UTC). 152ee80cbc
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