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You're reading from  Getting Started with Tableau 2018.x

Product typeBook
Published inSep 2018
PublisherPackt
ISBN-139781788838689
Edition1st Edition
Tools
Tableau
Concepts
Business Intelligence
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Author (1)
Tristan Guillevin
Tristan Guillevin
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Tristan Guillevin

Tristan Guillevin is a Business Analyst at Ogury. In 2017, he won the Iron Viz - the ultimate data visualization battle, organized by Tableau every year in Las Vegas. His passion for data visualization and for Tableau has taken him around the world. He enjoys helping people with Tableau by making webinars, conferences, and writing blog articles.
Read more about Tristan Guillevin

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Publishing and modifying contents

On Tableau Desktop, you can connect to Tableau Server from the Sign In... option on the Server menu, highlighted in the following screenshot:

Then, you can publish the Data Source and the Workbook individually. The most common way to work with Tableau Server is first to publish the Data Source (usually an Extract), then the Workbook.

Why and how to publish a data source

Tableau Desktop is the only tool that allows you to connect to a Dataset, create an Extract, publish it to Tableau Server, and schedule an automatic refresh. Publishing a Data Source offers multiple advantages:

  • All the customization (aliases, default properties, hidden or renamed fields, and so on) is saved. If you, or another Tableau Server User, uses the published Data Sources, all the customization work is already done.
  • All the newly created fields (Calculated Field, Sets, Groups, Parameters, Bins, and so on) are also saved. All Workbooks based on the same published Data Source use the same...
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Getting Started with Tableau 2018.x
Published in: Sep 2018Publisher: PacktISBN-13: 9781788838689
© 2018 Packt Publishing Limited All Rights Reserved

Author (1)

author image
Tristan Guillevin

Tristan Guillevin is a Business Analyst at Ogury. In 2017, he won the Iron Viz - the ultimate data visualization battle, organized by Tableau every year in Las Vegas. His passion for data visualization and for Tableau has taken him around the world. He enjoys helping people with Tableau by making webinars, conferences, and writing blog articles.
Read more about Tristan Guillevin

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