Publishing Data Sources
In addition to publishing workbooks, you can also publish data sources to Tableau Server. A
data source is a reusable connection to data. Publishing data sources allows you to centrally
manage and store data sources. The published data can be located in Tableaus data engine
(extracts) or in a live, relational database. The published data source also contains field level
customizations such as calculations, groups, sets and default properties. This topic describes
how to publish a data source to Tableau Server.
To publish a data source to Tableau Server:
1. Select the data source on the Data menu and then select Publish to Server:
2. If you are not already signed in to Tableau Server, you see the Tableau Server Sign In
Type the server name or URL (for example, sales_server, or https://sales_server) and
3. Next, type your user name and password and click Sign In.
If Tableau Server is configured to use Active Directory, type your Windows user name
(the domain is not requiredexcept in multi-domain environments where the user is not
in the default domain); otherwise, type your Tableau Server user name. If Tableau
Server is configured to use SAML for user authentication, you won't see the above
dialog box. Instead, you'll see a sign in prompt from an external identity provider.
4. You now see the Publish Data Source to Tableau Server dialog box.
Specify the following:
l Project: A project is like a folder that can contain workbooks and data sources.
Tableau Server comes with one project called Default. All workbooks must be published
into a project.
l Name: Provide a name for the workbook in the Name text box.
Use the drop-down list to select an existing workbook on the server. When you
publish using an existing workbook name, the workbook on the server is
overwritten with your workbook. You must be allowed the Write/Web Save As
permission to overwrite workbooks on the server.
l Authentication: If your data source requires a username and password, you can
specify how authentication should be handled when it is published to the server.
The options available depend on the type of data source you are publishing.
l Add Tags: You can type one or more keywords that describe the workbook into
the Tags text box. Tags help you and others find related workbooks when
browsing the server.
Each tag should be separated by either a comma or a space. If the tag contains a
space, type the tag surrounded by quote marks (e.g., Sales Quotes).
5. You can specify permissions to allow or deny access to the workbook on the server. By
default all users can interact with the workbook and you, as the publisher, are allowed all
capabilities. See Setting Permissions for details, and see Permissions for information on
the capabilities you can assign to users and groups.
6. If you are publishing an external file data source or a data source that is on a mapped
drive select Include External Files. When you include external files, a copy of the data
source is published. External file data sources include Excel, Access, Text, Data Extract,
and image files. If you dont include these files, others may not be able to see the
If you do not want to publish the external files to the server, change the connection
information so that the workbook references a full UNC path. For example rather than
connecting to D:\datasource.xls, you would connect to \\filesrv\datasource.xls.
7. Click Publish.