Tableau Desktop and Web Authoring Help

Important: Google Sheets will be fully deprecated in 12 months (appropriately April 2023). To continue un-interrupted access for workbooks follow the instructions on this page.

The Google Sheets connector has been deprecated. To continue using your workbooks, you must move your work to Google Drive. On Google Drive your workbooks keep the same functionality and you can access the same files.

This change applies to workbooks, data sources, and bookmarks on Tableau Desktop, and workbooks and data sources on Tableau Server.

Tableau Desktop

Move Workbooks to Google Drive

Complete the following instructions to move from Google Sheets to Google Drive.

1. Open your Google Sheets .twb or .twbx file.
2. In Google authentication, select the same account that you originally created the workbook with.
3. On the Data Source tab, verify that the Data Connection connects to Google Drive.
4. To finish, Save the workbook.

 

Note: If you get an “edit connection” error, you may have signed into the wrong account for a specific data source. To resolve the error, edit the connection. This may occur if you created a workbook with two or more data sources with users or relationships between files from different users.

Move Data Sources to Google Drive

Complete the following instructions to move from Google Sheets to Google Drive.

1. Open your Google Sheets .twb or .twbx file.
2. In Google authentication, select the same account that you originally created the data source with.
3. On the Data Source tab, verify that the Data Connection connects to Google Drive.
4. Right-click on the data source, and then select Add to Saved Data Sources.
5. Save the file with the same name to ensure the update is complete.

Note: When you open a. tds or .tdsx file in Tableau Desktop you must go to the Data Source tab to trigger the update.

Move Bookmarks to Google Drive

Complete the following instructions to move from Google Sheets to Google Drive.

1. Open a .tbm file with a Google Sheets connection.
2. In Google authentication, select the same account that you originally created the bookmark with.
3. On the Data Source tab, verify that the Data Connection connects to Google Drive.
4. Save the bookmark. See Save Your Work for more instructions.

Note: When you open a .tbm file there’s a "worksheet unavailable" error that disappears after you authenticate and connect as normal.

 

Tableau Server

Complete the following instructions to move from Google Sheets to Google Drive.

Before You Begin

• On the My Account Settings page, ensure that all saved Google Sheets credentials are also in Google Drive. This makes it possible to use the same saved credentials later in the republishing process.
• Identify all workbooks that have data sources published separately.

Note: The embedded password feature is disabled for Google Drive. You can use embedded <username> instead.

Move Data Sources to Google Drive

Complete the following instructions to move from Google Sheets to Google Drive.

Note: The embedded password feature is disabled for Google Drive. You can use embedded <username> instead.

1. Open Tableau Server and download the Google Sheets data source that you want to move.
2. In Tableau Desktop, open the downloaded file.
3. Go to the Data Source tab to trigger the download.
4. In Google authentication, select the same account that you originally created the saved data source with.
5. On the Data Source tab, verify that the Data Connection connects to Google Drive.
6. Next republish the file.
7. Under the Server menu, select Publish Data Source. There will be a warning in red saying that a file with that name exists. Continue publishing with the same name to overwrite the previous file.
8. Under publishing options, select the authentication format you want to use. If you’re publishing with saved credentials, make sure to use the user name that you originally created the data source with.
9. Publish the data source.
10. Select Yes when it asks if you want to overwrite the data source.

Note: If you use "prompt" to log in, when you’re redirected to the web page for the data source after publishing, verify the data source is configured correctly before attempting to migrate any workbooks that are connected.

 

Workbooks with Data Sources Published Separately

For workbooks with data sources published separately, you must first migrate the separate data source, and then migrate the workbook as a whole.

Complete the following instructions to move from Google Sheets to Google Drive.

Note: The embedded password feature is disabled for Google Drive. You can use embedded <username> instead.

1. In Tableau Server download the separate Google Sheets data source that the workbook connects to.
2. In Tableau Desktop, open the downloaded file.
3. Go to the Data Source tab to trigger the download.
4. When the Google authentication pop-up occurs, select the same account that you originally created the saved data source with.
5. On the Data Source tab, verify that the Data Connection connects to Google Drive.
6. Go to the Server tab and select Publish Data Source
7. Under the Server menu, select Publish Data Source. There will be a warning in red saying that a file with that name exists. Continue publishing with the same name to overwrite the previous file.
8. Under publishing options, select the authentication format you want to use. If you’re publishing with saved credentials, make sure to use the user name that you originally created the data source with, other wise this authentication method won’t work.
9. Publish the data source.
10. Select Yes when it asks if you want to overwrite the data source with that name.

Note: If you decide to use prompt, when you’re redirected to the web page for the data source after publishing, ensure that you verify the data source is configured correctly before attempting to upgrade any workbooks that are connected.

 

Move Workbooks to Google Drive

After the data source is published, you’ll have to upgrade the workbook.

1. In Tableau Server download the workbook that connects to the separate Google Sheets data source that you just published.
2. Go to Tableau Desktop and open the downloaded file.
3. Go to the Data Source tab to trigger the download
4. When the Google authentication pop-up occurs, select the same account that you originally created the saved data source with.
5. Go to the Server tab and select Publish Workbook
6. There will be a warning in red saying that a file with that name exists. Continue publishing with the same name to overwrite the previous file.
7. Under the publishing options, select Keep existing connection and the authentication format you want to use. If you’re publishing with saved credentials, make sure to use the user name that you originally created the data source with, other wise this authentication method will not work.
8. Publish the workbook.
9. Select Yes when it asks if you want to overwrite the data source with that name.

Workbooks with Embedded Data Sources

For workbooks with embedded data sources, you only need to upgrade the workbook. Complete the following instructions to move from Google Sheets to Google Drive.

Note: The embedded password feature is disabled for Google Drive. You can use embedded <username> instead.

1. In Tableau Server, download the workbook with the Google Sheets connection.
2. Go to Tableau Desktop, and open the downloaded file.
3. Go to the Data source tab to trigger the download.
4. When the Google authentication pop up occurs, select the same account that you originally created the saved data source with.
5. Go to the Server menu and select Publish Workbook.
6. There will be a warning in red saying that a file with that name already exists. Continue publishing with the same name to overwrite the previous file.
7. Under the publishing options, select Embed Data source and the authentication format you want to use. If you are publishing with saved credentials, make sure to use the user name that you originally created the data source with, other wise this authentication method will not work.
8. Publish the workbook.
9. Select Yes when it asks if you want to overwrite the data source with that name.

See also

• Set Up Data Sources – Add more data to this data source or prepare your data before you analyze it.
• Build Charts and Analyze Data – Begin your data analysis.