If there are any external files from the local storage that was included along with the data source, Tableau provides an option for these files to be available in the server along with the data source.įor data sources that require credentials to access the data, the authentication can be done by either prompting the user to enter credentials while accessing the source or by embedding the credentials along with the data while publishing. We can also configure custom roles and assign them to user/groups which includes customised capabilities. In terms of data source, the role for the user/groups can be data source connector who can connect to the data source on server or data source editor who can connect, edit, download, delete, publish, and schedule data source refresh (if you are the content owner/admin). Or alternatively, you can right-click on the data source from data pane and click on the option Publish to Server. Once you have the data source ready to publish, go to Server -> Publish Data Source and choose the data source that you want to publish. How to create a published data source in Tableau Thus, reusable data models can be built with the help of published data source and promote ad-hoc/self-service analytics from tableau server to the business users.įor a published data source, tableau creates Tableau Data Source (TDS) for live connection or Tableau server Data extracted (TDSX) for extract-based connections.Ī user with web-edit privileges can create dashboards on a tableau server with a published data source without a desktop license. The data source that is published separately acts as a single point of truth and promotes standardization of data where we have a common data definition, measure calculation etc across all the workbooks that are connected to it. By refreshing the data source once, all the workbooks connected to it will have the updated data. When you need to build multiple workbooks on top of the same data source it is ideal to publish this data source to Tableau Server or Tableau Public and connect all the workbooks to it. What is a published data source and its significance? This blog will give you an overview of the difference in Embedding data in workbook Vs published data source and where to implement this. The data source can either be published along with the workbook (embedded in the workbook) or can be published as a separate standalone source to be made available to the users. The base for any Tableau dashboard is its data source, and tableau provides an option to its users to publish this data source.
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