This article provides step-by-step instructions for accessing TDX data in Tableau Desktop through Citrix.
Before You Begin
To view Data Warehouse data in Tableau Desktop, you must have both:
- A service account, and
- An active Tableau license
If you are not sure whether you or your team has a service account or Tableau license, check with your supervisor.
To get a new service account or Tableau license:
To learn how to use Tableau:
Instructions
After receiving your service account and Tableau license, follow these steps to log in and access the Data Warehouse.
Log in to Citrix
- Go to UNC Citrix Application.
- Log in with your Onyen (UNC username) and password.
- Authenticate with Duo security.
Launch Tableau
- In Citrix, click the Apps icon at the top of the page.
- In the search box, type Tableau Desktop
- From the results, select the desktop, e.g., Tableau Desktop 2025n, and login to Tableau Desktop with your credentials (if you haven't logged in before).
Connect to the Data Warehouse
- In Tableau, go to the left-hand menu under To a Server and select Oracle.
- In the Oracle connection window, enter the Production (PRD) environment details:
- Server: db-edwprd.itsdba.unc.edu
- Service: edwprd.unc.edu
- Port: 1521
- Select Use a specific username and password
- Enter your service account username and password.
- Select Sign In
Note: In rare cases, if you need to connect the
Non-Prod (SPT) environment, enter the following details in the Oracle window:
- Server: db-edw01spt.itsdba.unc.edu
- Service: edw01spt.itsdba.unc.edu
- Port: 1521
- Select Use a specific username and password
- Enter your service account username and password.
- Select Sign In.
Select a Schema
- In Tableau, click the Data Source tab (bottom left).
- Use the dropdown menu to choose a schema.
- For TeamDynamix (TDX) data, select DS_TDX.
- After selecting, available tables will appear in the workspace.
- Double-click any table name to view and interact with the data.
- Use these tables to build worksheets and dashboards.