If we want to share the data source with colleagues, we can publish to Tableau online if your team uses this service. TDS file does not contain any data per se, it simply contains information describing our connection to a particular data source such as which fields are hidden, are there calculated fields, etc. Purely for our own needs, we can simply save a data source to our local computer as a. Before I wrap up this lesson, I'm going to do a quick recap on the three options we have for saving or publishing data sources. In the show notes, I'm going to post a link that explains what refresh functionality is available for the various different types of data sources. Unfortunately, refresh functionality in Tableau does vary by data source and for some data sources, including AWS SQL databases that I've connected here, you need to publish an extract rather than a direct connection to the database. You then simply select the refresh that you'd like and then in Actions click Run Now. To create a refresh schedule, you typically go to Schedules and then select the type of refresh you'd like and as I scroll down, you can see that there are daily options at different times, monthly options, and even Monday options for weekly updates. And this ensures that the data set published on either Tableau Online or Tableau Server is always up to date. However, the real advantage to publishing your data sources is that you can create refresh schedules on a daily, weekly, or even monthly basis. I'll simply hit Publish and as you can see, my data source has now been added to my Tableau Online account and, as mentioned in the note, I can adjust the permissions and ensure that the correct employees get access to this data source. I then need to select which project I want to put my data source into and a short description, which I'll leave blank for now. Next I'll need to enter my email and my password and then sign in. To publish a data source online, we go to Server, Publish Data Source, and select the data source and connect to Tableau Online. If your company is using Tableau Online as a team, when you publish a data set online, you make it very convenient for your team to use that particular data source. If your company has Tableau server or Tableau online, then you can publish the data source. TDS files can save you quite a bit of time and also help colleagues that use the same data source.
![tableau public data sources tableau public data sources](https://www.thestephaneandre.com/wp-content/uploads/2017/06/dataScience_ConnectTableauPublicToACSVFile_02.png)
If you tend to use the same data source all the time, creating. I'll now enter my password and as you can see, I still have my hidden fields and my calculated field as shown. Now, in the future, if I wanted to create a new workbook that relies on the SQL database, instead of connecting directly to the database, I can simply go to the saved data sources option and select the correct saved data source. I'll add that this comes from AWS and save this data source. Let's see this in action by going to our sheet, right clicking on the data source, and going to add to saved data sources.Īnd as you can see, this is a. To do this, you can save what's called a data source or a. It would be nice if we could save these changes to a data source so the next time you want to use this data source in the future for different Tableau workbooks, you don't need to make these changes again.
![tableau public data sources tableau public data sources](https://blogs.tees.ac.uk/foodandnutrition/files/2013/01/TP2a.jpg)
![tableau public data sources tableau public data sources](http://sampig.github.io/assets/images/data_visualization/tableauonline.png)
![tableau public data sources tableau public data sources](https://help.tableau.com/current/server/en-gb/Img/server_admin_intro_network.png)
For example, you may hide certain fields and you may also change the name or alias of certain columns and even create some calculated fields such as sales period. Most of the time, when you connect to data sources such as databases, you will perform some changes to the metadata and fields.