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.

  1. In Tableau Desktop, create a connection to the data source and choose the data you want to bring into Tableau.

  2. 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.

  3. In the Publish Data Source to Tableau Cloud dialog box, configure the various options for your data source and ensure you do the following:

    • Under Authentication, click Edit and select Embedded password.

    • 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.

  1. Click the Publish button. This opens a dialog box.

  2. In the dialog box, click the Publish with Bridge button. This opens a browser window to Tableau Cloud.

  3. In the Publishing Complete dialog box, click the Done button.

  4. From the data source page, click the Connections tab and select the check box next to the connection.

  5. In the dialog box next to Network type, if not selected automatically, select the Private Network radio button and click Save.

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