Add Tables to the Connection

On the Tables tab:

Add tables to the connection

Add tables

Choose an option:

  • On the left, under Tables, select tables and double-click or drag them to the Tables tab on the right. Include an entitlement table, if you're using one.
  • Click New Custom SQL button to create a custom table schema.

Click The refresh data icon in the virtual connection editor toolbar to get the latest data from the database for all the connections.

View and edit table details

  1. Select a table in the Tables tab.
  2. In the Table Details section, click a column value to make edits like hide or rename a column, or change the data type.
Select live or extract mode for tables

Set individual tables to either live or extract mode:

  • Live Only- Queried directly from the database. (Live is the default.)
  • Extracts Only- Extracted and saved to Tableau.

Under Tables, select the table or tables you want to change the mode for and select Actions, and Change to Live or Change to Extract.

Set the table visibility state

Use the Visibility toggle to show or hide tables from users.

Check mark means show Users can see table data. Create a policy to govern which data users can see. (Visible is the default.)

X means hide Users can’t see table data. You can use hidden tables in a data policy and as an entitlement table.

See table details

Click a table at the top of the Tables tab to see its details below.

Switch the table information you see using these icons:

Tag icon represents column data type. Data type for each column.

Table icon represents column sample data. Sample data for each column.

Profile icon represents the column value range. Range of values in a histogram for each column selected.

Quick clip: View your table details.

See Linked keys by clicking table icon to see which columns link to other tables. Linked keys show only when databases have primary and foreign key information.

Publish the connection and set permissions

Save a draft or publish a connection

Your connection is automatically saved as a draft while you work. Manually save the draft by clicking Save icon.

To share a new virtual connection with other users, you need to publish it.

  1. Click Publish button in the upper right corner of the editor.
  2. Type a name for the connection in the Name field.
  3. Select a project to save the connection to.
  4. Click Publish button

When you edit an existing connection, it remains available to users in its current published state.

  • To save updates to a draft, click Save icon.
  • To make the updated connection available to users, click Publish button

Set permissions so others can use the connection

You've published the connection, and you're ready to let others use it. To do this, set the Connect capability to Allowed.

  1. Navigate to the virtual connection.
  2. Open the Actions menu (...) and click Permissions.
  3. Select the box under the Connect icon so that connect is allowed for all users.

    Connect capability check box under Permissions Rules

  4. Click Save.

Read publish and permissions topic(Link opens in a new window)

Read virtual connections topic(Link opens in a new window)

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