Kevin included this in his recent tips blog, Ten Tableau Tips & Techniques - Round 4 (tip # 7), so I’m not going to go into any further detail about it here. Source, but when you connect to that data source, the parameters can still beĮdited and can be used in other data sources.Ī published data source can be a bit tricky at first, so it’s important to You publish a data source, the parameters will become part of the data Parameters are a bit odd because they are not specific to aĭata source-they can be used by any data source to which you are connected. Some objects in the data source and some in the workbook. This will ensure that othersĬan leverage those new objects, while also avoiding confusion caused by having Section), then add the new objects, and republish. So my recommendation is that you first edit the data source (see the next To the data source which reside only in your workbook. Instead, those will become a sort of extension Sets, hierarchies, bins, and calculated fields, but those will not be You can create copies of these objects or create new groups, When youĪre connected to a published data source, these objects, plus all the dataįields, cannot be edited because they are part of the data source (note: thereĪre a few properties, such as geographic role, which can be changed and will Sets, hierarchies, bins, and calculated fields that you’ve created. When you publish a data source, it will include all groups, If you’d like to learn more about this, see my blog, Auto-Refreshing File-Based Data Sources in Tableau Server. On a mapped drive and Tableau Server/Online will generally have problemsĬonnecting to those. With your IT team to determine if there are any firewalls getting in the way.ĭata sources are a bit trickier because they often reside on your computer or Refresh a data source using server-based connections, then I recommend working If you see network-related errors when you attempt to OneĬommon problem I see is that firewalls or similar technology sometimes block communicationsīetween the two servers. Generally be able to connect to that server data source without any issue. Server-based connection-Tableau will prompt you to provide details about how toĪuthenticate the data source, then that’s all you need. The process is relatively straightforward when using a However, want to mention a few differences you’ll see depending on the type ofĬonnections you use. That is pretty well documented in the Tableau Help. I won’tīe going into much more detail about the process of refreshing data sources as Will pull the data it needs, then update the data source on the server. (this could be a file or a server, such as a database management system), it When a refresh process runs, it will connect to your original data However, extracts, by their nature, are just snapshots of data and typically Maintains a live connection to the data, so refreshing it is not necessary. You publish a live data source to Tableau Server/Online, that data source Refreshing an Extracted Published Data Source Need to combine multiple published data sources then you will need to leverageīlending or you will need to create a new data source that connects to the original You cannot relate or join a published data source to any other data. Published data source is a live data source. Source, it will show as a live connection, regardless of whether or not the Every time you connect to a published data In short, we have a live connection toĪn extracted data source. Shows as “Live.” Why? Yes, our original data source was an extract, but we haveĮssentially created a new data source that connects to that extract, and that You can connect to a published data source in Tableauĭesktop by selecting the Tableau Server option from the connectionīut, as I shared in the previous blog, the connection type Source object on server which anyone with permissions can use. To your Tableau Server/Online and use the menu option, Server | Publishĭata Source (Note: Tableau Online will often require the additionalĬomponent, Tableau Bridge ). The data source can be either a Live connection or an Extract. To create a published data source, you first create yourĭata source in Tableau Desktop (or Prep or other tool). On published data sources for the rest of this section. Typically recommend publishing as a standalone published data source because thatĭata source can then be used in other workbooks or by otherĪuthors-essentially, it enables data source reuse, which helps to ensureĬonsistency and reduces pressure on the source connections. The data source as its own standalone object (a Published Data Source). The data source included (an Embedded Data Source) or we can publish Introduce Tableau Server or Tableau Online. Relation to Tableau Desktop, but things get even more complicated when we So far, we’ve just been dealing with data sources in
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |