Then, choose Rename and enter the new name. To rename a published data source, choose the More actions menu next to the name of your data source. After publishing a data source, you can rename it in Tableau Cloud or Tableau Server.For more information, see the following section, When to use an extract.
If appropriate, create an extract of the data you want to publish. When you publish a data source, consider these best practices:Ĭreate the connection for the information you want to bring into Tableau and do any customization and cleanup that will help you and others use the data source efficiently. When you’re working with your view, you can add calculations, sets, groups, bins, and parameters define any custom field formatting hide unused fields and so on.Īll of these refinements become part of the metadata contained in the data source that you publish and maintain. Examples of this type of information include:Įmbedded credentials or OAuth access tokens for accessing the data directly.Īlternatively, no credentials, so that users are prompted to enter them when they want to access the data (whether it’s to view a workbook that connects to it, or to connect a new workbook to it).įor more information, see Set Credentials for Accessing Your Published Data.Ĭustomization and cleanup that helps you and others use the data source efficiently.
The connection also includes access information.
LIMITATIONS OF TABLEAU PUBLIC HOW TO
Information about how to access or refresh the data. Guidelines for when to create an extract are included below, as well as in the additional resources. You can rename fields on the Data Source page to be more descriptive for the people who work with your published data source.Īn extract, if you decide to create one. When you connect to the data in Tableau Desktop, you can create joins, including joins between tables from different data types. The data connection information that describes what data you want to bring in to Tableau for analysis.
What makes up a published data sourceĪ Tableau data source consists of the following: Updates to a published data source flow to all connected workbooks, whether the workbooks themselves are published or not. 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. Publishing data sources to Tableau Cloud or Tableau Server is integral to maintaining a single source for your data.
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