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

[@miriansolareslara1150]

I am happy because this content is like a lamp of light in the universe of data practice

[@shraddhaw1537]

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.

[@jamespratt1656]

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

[@samshica6176]

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

[@anapslima]

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

[@rasikadhanapala5354]

Excellent explanation

[@Andre-or9xq]

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?

[@tiaanstander6340]

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.

[@TableauTim]

Love that you found the newer video! To be honest published data sources are still a bit frustrating but Tableau have this guide here thats i think summarises the best ways to use it. help.tableau.com/current/pro/desktop/en-us/publish_datasources_about.htm

[@dhivyasoruban4146]

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.

[@blessyjebaraj8066]

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

[@TableauTim]

I’m a more recent update people with access can edit calculations in published data sources. I’ll find the link and add it here >> Edit published data sources: New in Tableau 2021.4 kzbin.info/www/bejne/qp-slGObftR8rKs

[@jgr1514]

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?

[@TableauTim]

It's not dumb at all. really good question. I'll keep it simple for the comments but the first thing to do is find any downstream assets. You can use the metadata API to do this, this will show you workbooks or views using the connection. Switch out those connections for your new data source and then once you've cleared it, I would actually archive it next into a folder for a month or two just in case it's linked to something else but you're not aware. A month later once you're happy nobody is using it delete it. BUt it's not a simple as that as what we're really talking about is metadata rather than a physical object so it starts to become more about governance approach. Great video suggestion though.

[@jgr1514]

@@TableauTim Thank you for your reply, way above my current skill level but very helpful.

[@mo_0155]

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!

[@ramuthain7777]

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

[@gregendicott1]

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

[@AliciaMarkoe]

Thank you 🦋

[@amoghmutalikdesai979]

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

[@rathikavenkatesh2510]

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

[@deepak39754]

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.

[@TableauTim]

That not really a server topic. More of a dashboard design topic but I'll add that to the list of content. The simple answer is used a fixed dashboard size and make sure that when people view your dashboard they have to scroll as little as possible which usually means 1200 by 800 for width and height.

[@deepak39754]

Thank you Tim ..Sure.I will follow your guidance on this.

[@TechNickel-tc8ns]

In general, who should be publishing data sources? Admins or analysts?

[@TableauTim]

Analysts. Admins in my experience become the bottle neck and also don’t know which data sources have value. Only exception are really small business where the admin is also the author and also the analyst. The other way to think of it is that analysts who are publishing data sources are enabling other analysts to go off an build more content. What this really means is you have a hierarchy of analysts some who just consume who just use reports, analysts who consume that can also use published data sources to self serve with their explorer license building charts from existing data sources, analysts who consume and build who have creator licenses and data pipeline engineers who don’t consume but also publish data sources that all the previous user use. The mix of what you have depends but none of those people are server administrators. Their job is to keep the server running, manage governance and security and make sure no monsters are growing legs on the systems.

[@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.

[@TableauTim]

You can't loose data. A published data source always has a reference to the origin so really that can only happen if you delete the original flat-file that created the published data source. even then you can export the data from the published data source as an admin and recreate the original data that was in the flat file. All other data sources are databases and the published data source members this in its metadata which I hope are harder to delete. At the end o the day you cant protect data from irresponsible users.

[@benvangorp7295]

This is fantastic but how do you do this with multiple connections??

[@TableauTim]

What version of Tableau are you on at present? You should be able to publish up a data model as a published connection. If you have multiple sepearte connections just repeat the process for each one or am i misunderstanding your question?

[@benvangorp7295]

@@TableauTim I am on the most up to date. I believe that did work, I had it published as a extract + multiple connections. The only issue is I had it deleted off tableau online. I do have the local copy but both are saying to edit the connection but not allowing me to connect to anything. Is there a way to remedy this?? Thank you so much!!

[@kaylatigges21]

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

[@snakeboy2904]

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?

[@TableauTim]

Workbooks will send their query through the server data engine which then looks to see if the query can be answered by cache and also checks to see if the data freshness policy for the data source requires it to be update the cahce. If the cache needs to be cleared it then send the request to the database and if not it sends the query results back to the server VIZQL component which then renders the chart ( if that has no cache ) and you see the chart. I'll maybe do a video on this process and caching in general.

[@sonalrane1022]

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

[@TableauTim]

You need the data management add on for the lineage to work fully. See the second paragraph on this help article. help.tableau.com/current/server/en-us/dm_lineage.htm

[@joschagewinner3948]

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

[@TableauTim]

not with a csv attachment but a pdf or image attachment yes. Its possible to go to the dashboard and download the csv but emailing out csvs causes most admins security problems. There are other tools that do this.

[@moududahmed2757]

Does Tableau Server and Tableau Cloud have a similar user interface?

[@pankajshende2653]

How many workbooks can be connected to the published data source?

[@TableauTim]

No limit as many as you can build and maintain.