HOW TO CONNECT TO TABLEAU - goprimarius.com 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by reviewing the connection methods outlined. You can connect via SQL server, CSV file, or other recommended methods.
3. If connecting through SQL, log into the Primarius DSA and click 'Check Connection' after logging in.
4. Double-click the Connection Name when prompted on the screen to proceed with your connection setup.
5. Copy everything after the second '=' sign under database path and paste it into Tableau as instructed.
6. Select 'Microsoft SQL Server' when prompted and enter your server name in the pop-up window.
7. Once connected, select 'NFBSDATA' from the dropdown menu under SELECT DATABASE to access your data.
8. For worksheet connections, utilize a user query function in Primarius and save your Excel sheet containing relevant data.

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