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Accessing TDS Service from Tableau

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Available for: Flex (SSIS) and Gems (Pre-built)

Overview​

Tableau can connect to the COZYROC Cloud TDS service using the Microsoft SQL Server (MSSQL) connector.

You can connect in two ways:

  • Live Connection — queries data in real time
  • Extract Mode — imports and stores data in Tableau for faster analytics

This guide covers:

  • Connecting from Tableau Desktop
  • Publishing to Tableau Cloud
  • Importing and storing TDS data

Prerequisites​

Before you begin, ensure you have:

Connecting from Tableau Desktop​

Step 1 — Open Tableau and Connect to Data​

  1. Launch Tableau Desktop
  2. In the Connect pane, choose Microsoft SQL Server

Data visualization

Step 2 — Enter Connection Details​

Provide the following:

  • Server: tds.cozyroc.cloud,14333
  • Database: COZYROC
  • Authentication: SQL Server Authentication
  • Username: Your COZYROC Cloud account email
  • Password: Your Personal Access Token generated in COZYROC Cloud
note

Enable SSL encryption if prompted.

Click Sign In.

Step 3 — Select Schema and Table​

  1. Choose the appropriate database schema
  2. Drag your Reporting Datasource table to the canvas
  3. Tableau will preview the data

Data visualization

Step 4 — Choose Data Mode​

At the top right, select:

  • Option A: Live Connection

    • Queries TDS in real time
    • No local storage
    • Best for always-current data

  • Option B: Extract Mode

    • Imports and stores data locally
    • Faster dashboard performance
    • Supports scheduled refresh

Data visualization

Step 5 — Load Data​

If using Extract:

  1. Click Sheet 1
  2. Tableau will prompt to create the extract
  3. Confirm to load data

Step 6 — Save or Publish​

You can now:

  • Save locally as a .twb or .hyper extract
  • You're all set and can proceed with your Tableau workflow

Data visualization

Using Tableau Cloud Directly (Web Authoring)​

Step 1 — Add a New Data Source​

  1. Open your Workbook in Tableau Cloud
  2. In the left panel, click New Data Source
  3. Navigate to the Connectors tab
  4. Select Microsoft SQL Server

Data visualization

Step 2 — Configure MSSQL Connection​

Enter your TDS connection details:

  • Server: tds.cozyroc.cloud,14333
  • Database: COZYROC
  • Authentication: SQL Server Authentication
  • Username: Your COZYROC username
  • Password: Your Personal Access Token
note

Enable Require SSL to ensure secure communication with TDS.

Click Sign In.

Data visualization

Step 3 — Select and Load Tables​

  1. After connecting, Tableau displays available databases and tables
  2. Locate your Reporting Datasource table
  3. Drag the desired table onto the canvas
  4. Tableau will generate a data preview

Data visualization

Step 4 — Continue Your Tableau Workflow​

You can now:

  • Build worksheets and dashboards
  • Create live connections or extracts
  • Publish or share your workbook as needed

Data visualization

Troubleshooting Connection Issues​

If connection fails, verify:

  • Endpoint and port are correct
  • Access token is valid and not expired
  • Firewall or IP allow-listing
  • SSL/encryption enabled
  • Tableau version supports your TLS requirements

Next Steps​

You are now ready to build dashboards and analytics in Tableau using your COZYROC Cloud TDS data.