Overview

This article provides instructions for connecting BI Tools with your organization's Data Warehouse on a Windows 10 machine.

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Prerequisites

Before following the steps below, ensure you have:

• Purchased and activated the Data Warehouse feature.
• Reviewed the Data Warehouse Overview article.
• A Core user account with admin privileges enabled for the organization you wish to connect to Power BI.
• Access to your Data Warehouse domain URL, which you can find in your User Profile by following the steps in the Access Your Data Warehouse Settings article.
• It is recommended that an SSL (Secure Sockets Layer) Protocol is used when connecting to the data warehouse.

If you have trouble connecting to the Data Warehouse, speak to your IT department to allow outbound connections on TCP port 5432 Contact Resolver Support for assistance.

If a connection to the BI tool fails, additional requirements (e.g. a new domain URL and/or file downloads) may need to be met before a connection can be established. Contact Resolver Support for assistance.

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Connect to the Data Warehouse with Power BI

1. Open the Power BI application.
2. From the File menu, click the Get Data icon.

Get Data Icon

3. From the Get Data screen, click PostgreSQL database in the pane to the right. 

Get Data Screen

4. Click the Connect button.

Connect Button

5. Follow the instructions in the Access Your Data Warehouse Settings article to access the data warehouse details.

Data Warehouse Settings

6. Enter the Domain URL from the Resolver User screen in the Server field in Power BI.

Server Field

7. Enter the Database Name from the Resolver User screen in the Database field in Power BI.

Database Field

8. Click the OK button.

OK Button

9. From the Database screen, enter the Username and Password from the Resolver User screen in the User name and Password fields in Power BI.

Username and Password Fields

10. Click the Connect button to complete the process.

Connect Button

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Connect to the Data Warehouse with Tableau

1. Open the Tableau application.

2. From the Connect menu, select the More link from under To a Server section.

More Link

3. Click the PostgreSQL link.

PostgreSQL Link

4. Follow the instructions in the Access Your Data Warehouse Settings article to access the data warehouse details from your Core user account page.

Database Warehouse Settings

5. From the PostgreSQL screen, enter the Domain URL from the Resolver User screen in the Server field in Tableau.

Server Field

6. Enter the Database Name from the Resolver User screen in the Database field in Tableau.

Database Field

7. Enter the Username and Password from the Resolver User screen in the Username and Password fields in Tableau.

Username and Password Fields

8. Click the Sign In button.

Sign In Button