Connect to a Published Data Source on Tableau Online or Tableau Server

You can connect to published data sources from either Tableau Desktop or a web browser. The process differs slightly for each.

Connect to a published data source from Tableau Desktop

  1. Start Tableau Desktop, and under Connect, select Tableau Server.

  2. To connect to Tableau Online, select Tableau Online under Quick Connect.

    To connect to Tableau Server, enter the name of the server and then select Connect.

  3. Tip: If you don't sign out, Tableau Desktop saves your server connection, so you can skip step 3. You can also skip it if Kerberos is enabled on Tableau Server and your computer has valid credentials. For more information, see Automatically keep Tableau Desktop connected to Tableau Server or Online.

  4. To sign in:

    • For Tableau Server, enter your user name and password.

    • For Tableau Online, enter your email address and password.

  5. Select a data source from the list of published data sources.

    You can sort the list of data sources by selecting the column headers. Alternatively, search for a data source by using the search box. Select the refresh button to refresh the list and show any new data sources.

    Note: If you select a cube (multidimensional) data source, the Create Local Copy dialog box appears, and you must create a local copy of the data before you can start your analysis.

  6. Select the sheet tab to start your analysis. Tableau Server or Tableau Online data sources are shown in the Data pane with a Tableau icon.

You may want to download a local copy of the data source so that you can, for example, work offline or make changes to a data source without modifying the original. To download a local copy, on the Data menu, select the data source, and then select Create Local Copy. A duplicate of the data source is added to the Data pane.

Sign in on a Mac

If you use Tableau Desktop on a Mac, when you enter the server name to connect, use a fully qualified domain name, such as mydb.test.ourdomain.lan, instead of a relative domain name, such as mydb or mydb.test.

Alternatively, you can add the domain to the list of Search Domains for the Mac computer so that when you connect, you need to provide only the server name. To update the list of Search Domains, go to System Preferences > Network > Advanced, and then open the DNS tab.

Connect to published data sources while web editing

Tableau Desktop users who create and customize data connections for Tableau use can publish their data sources to Tableau Server or Tableau Online. Publishing enables sharing data among colleagues, including those who don't use Tableau Desktop, but have permission to edit workbooks in the web editing environment.

The steps below describe how to connect to published data sources when you’re signed in to Tableau Server or Tableau Online. For details on how to edit workbooks and view on the web, see Build Views on the Web and Using Tableau on the Web.

Note: To connect to data, you need permission to create and edit views.

  1. On a Tableau Server or Tableau Online site, select a view to edit.

  2. In editing mode, click the New Data Source icon .

  3. In the Connect to Data Source dialog box, select a published data source from the list, and then click Add.

You can also connect to a published data source when creating a new workbook:

  1. On a Tableau Server or Tableau Online site, navigate to the Content page, and select Data Sources.

  2. In the list of data sources, select the check box next to the one you want to use, and then click Actions and select New Workbook.

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