Step 5: Create a Data Source for a Live Connection
To keep the data source up to date, Data Connect queries the database directly and returns the results of the query for use in the data source.
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In Tableau Desktop, create a connection to the data source and choose the data you want to bring into Tableau.
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Select Server > Publish Data Source to begin the publishing process. If you haven't already signed in to Tableau Cloud, you are prompted to do so.
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In the Publish Data Source to Tableau Cloud dialog box, configure the various options for your data source and ensure you do the following:
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Under Authentication, click Edit and select Embedded password.
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Depending on the data that the data source is connected to or how you've configured the data source, the dialog can default to publishing a live connection or give you the option to publish a live connection or extract. If you're provided with options, select Maintain a live connection.
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Click the Publish button. This opens a dialog box.
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In the dialog box, click the Publish with Bridge button. This opens a browser window to Tableau Cloud.
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In the Publishing Complete dialog box, click the Done button.
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From the data source page, click the Connections tab and select the check box next to the connection.
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In the dialog box next to Network type, if not selected automatically, select the Private Network radio button and click Save.
Data Connect setup workflow
Step 3: Build Your Base Image and Publish
Step 4: Map a Domain to a Pool
Step 5: Create a Data Source for a Live Connection