Publishing data sources to Tableau Server & Tableau Cloud: Tableau Tutorial for Beginners:

Publishing data sources to Tableau Online or Tableau Server is integral to maintaining a single source for your data. Publishing also enables sharing data among colleagues; including those who don’t use Tableau Desktop but have permission to edit workbooks in the web editing environment.

0:00 Intro
0:43 The setup for this video
1:56 Why used published data sources?
4:15 Publishing up a live connection to Tableau Server & Tableau Online
7:12 The publish data source dialog and settings
12:02 Finishing off the configuration on the web and using the data source
17:04 Publishing without embedded credentials
19:22 Creating a local copy of the published data source
25:21 Datasource certification
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[jamespratt]

Fantastic video, comprehensive and covering all the technical stuff in an easy to digest way, thanks Tim

[shraddhaw]

Hello Tim; I appreciate the variety of topics you cover on this channel. This have helped me in more than one way. Keep posting the quality content. Thankful for your channel.

[samshica]

This was exactly what i needed to learn. Thank you Tim!

[anapslima]

Thank you for this video. You are very good at explaining it!

[amoghmutalikdesai]

Hi Tim, Your videos are very helpful! Had a question: I am using multiple tables from a published virtual connection (with user level polices applied) to join in desktop and then upload the data source and workbook as an extract back to Tableau Online, but my policies do not work and it shows whatever data was present in the view while publishing. Polices are working only when I publish the data source and the connected workbook as live connection. Is it how it is designed or am I missing something? Thank you

[Andre-orxq]

Great content! Thank you! Struggling to refresh Big Query published extracts on Tbbaleau Cloud. I keep receiving emails warning that are No Clients in Tableau Bridge Pool. Why would I need Bridge if it is a connection to Big Query?

[mo_]

Hello Tim!

Thank you for the video! I have a question for you. I am using Tableau Prep to clean my data that is coming from Salesforce and I want to publish this data source so that it can be automatically refreshed on the server without me having to refresh it manually and pushing it to my workbook for my managers to view the refreshed data. Have you encountered such a scenario? What would be your advice?


Thanks in advance!
I am looking forward to hearing from you!

[ramuthain]

Thanks Tim. I have one question. When I tried to publish the hana source to tableau server using viewer credential I am getting the error like this datasource cannot be published because it has an impersonated data connection. Can you please tell what I am missing here

[dhivyasoruban]

I have a single server environment and have requirement to backup only specific dashboards/workbooks instead of all the data from tableau server. How can we achieve it? Your inputs would be highly helpful and appreciable.

[tiaanstander]

Thanks Tim!

This helped me make a bit more sense of my "extract of a published datasource that is an extract itself" brain twister. The "create local copy" bit was an eye opener.

Would this be a way for you to update calculations stored in the published datasource?

I.e create local copy, change calculation, republish (and use the newly published datasource in the workbook).

This would then probably embed any additional NEW calculations that you made in the workbook as part of the published datasource? If yes - I think I'm starting to get how these all come together.

edit: After watching your video on Editing published datasources I can answer myself, yes - this was the old way of doing it.

[snakeboy]

Thanks Tim! I do have one question. When you set up a live connection to Tableau Server (in this case lets assume the data is a MSQL table), Do the workbooks query off of tableau server or does tableau server just re-direct the query to the MSQL server like a live connection in a workbook would do?

[kaylatigges]

If you create a published data source in one project can you use that data source to publish in a different project ?

[deepak]

Thank you Tim ..Very helpful to understand the nitty gritty details. Just wanted to check whether are there any plans in the server series to have a session how to optimise the dashboard size as we publish from desktop to server ? Thanks in advance.

[rathikavenkatesh]

when it publish data source it went to live datasource. I am not able to see in my datasource tab. How to bring it back to datasource tab in normal mode

[gregendicott]

did you ever do a video for only Tableau Online? They are very different if you haven't used Tableau desktop.

[blessyjebaraj]

Hey Tim, what happens if User 2 wants to create addtional calculations and 'save' it back to the published data source. When we work as a team we have multiple folks accessing a single published source - each needing custom calcs in their reports, can you cover that or link me to the video if you already have. Always love to come to your channel for thorough understanding on any tableau topic

[sonalrane]

Hi @Tableau Tim I am using 2021.2 version however I don't get option of Lineage after publishing data source

[medioclick]

thank you, very good insight! I have one question to. How do you manage dashboard and data-source published by other users? Example. What happens if that user loose their data? How can I backup up the data-source and dashboard so another user can continue to edit them. ( I'm more of the Tableau Server guy and not the Tableau Desktop guy). Thanks.

[joschagewinner]

Hey Tim

Is it possible to get data in Tableau refreshed automatically by email with a CSV file attachment sent regularly?

[jgr]

Hi Tim, Thank you for the Video. I might be asking a pretty dumb question but i cant seem to find any information about it. How do you un-publish, or delete a datasource the correct way. Because just deleting it from the cloud/server environment is breaking the workbook. Is there a correct way to do this?