Publishing a Data Source in Tableau 9.2 or earlier

In Tableau 9.3, this process is now automatic, but if you are using any of the earlier versions, this is the correct method for publishing a data source from a workbook then connecting that workbook to the data source. It is very common to miss out on this step (which is why it has been automated in 9.3).

publish92

Once you’ve connected to a data source and done all your re-namings, hidden your fields, built calculations, etc., the first step is to right-click and press “Publish To Server”.

You’ll see the publish dialog — chose a good name and pot it in the right project and all that good stuff.

Then it will say successful and think you are done, but you are not. Notice that the icon next to the data source name hasn’t changed. When you are using a Published Tableau Data Source, you will see a blue boxy Tableau icon there, not the generic database icon.

 

connect to tableau server

 

You need to actually connect to the Tableau Server data source

 

Then find the data source that you published (try to remember what you named it!)

 

connection to the datasource

Now you will have both data sources, the original and the published version, in your workbook. If you have not created any content, you can just close the original data source. If you have created content, use “Replace Data Source” to swap in the identical version that is on Tableau Server.

replace data sourcereplace dialog

close original

Now you are connected to the published data source.

Advertisements

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s