This is confusing to most people using Tableau Online...definitely had me baffled the first week.
Both the workbooks AND the data source(s) need to be published online.
To publish a data source online, open the workbook and go to: Data ==> [your data source] ==> Publish to Server...
(You can also right-click on the data source and choose Publish to Server...)
Once the data source has been published online, you'll want to connect to it:
Ctrl+D ==> Tableau Server ==> [your data source]
After you've connected to the published data source, right-click on the data source you have been using (the unpublished one) and click Replace Data Source. Choose the published data source and verify all of your sheets and dashboards still work.
You can then close the unpublished data source by right-clicking on it and choosing Close. Save the workbook and republish it online. Your command line refreshes will now refresh the published workbook (assuming the data source name is still the same).
thanks, it saved a lot of time for us!
Hi, une question regarding online data source. If I wold like to change something (es add a new calculation), what is the preferred way? I'm confused on this.
Andrea--my understanding is this: Open a workbook connected to that published data source, make the changes, then re-publish the data source and replace the original. Any workbooks connected to that data source will then be updated.
The question is that I can't modify an existing calculation, in fact Tableau, if the datasource is online, show me "Edit Copy..." and not "Edit..."
So I wold like to change the calc withou recreating another one.
Right, so you make a local copy of the data source, make any changes, and republish to Server with the same name in order to overwrite the original published data source.
You can also use this method (steps 3 and 4):
Same process--a local copy of the data is made available for editing, then you re-publish to Server. I agree its confusing.
I have the same problem on the refresh the data source (oracle database).
I created a workbook linked to oracle database and published it to the server (Tableau online). Then, I tried to refresh it in the Tableau online using scheduled task (i.e. run now). Then, I got alerts.
The last alert is from the oracle database. Do you have any idea?
Soonho, Tableau Online can not connect to Oracle or any non-cloud-based databases. To recap what Tim said above:
1. Extract your Oracle data in Desktop and publish it as a Data Source to Tableau Online.
2. Set your Desktop workbook to use the data source on Tableau Online.
3. Publish your Desktop workbook to Tableau Online.
4. Periodically use the tableau refreshextract command to get the latest Oracle data and update the Data Source on Tableau Online.
I have used command line utility to refresh the extracts.
You can search for "tableau command line utility".
Tanhk for the answers!
in fact it work with these 4 steps!
I agree with your reply, however I am having trouble with incremental refresh of dashboards that were published to tableau online. Please see below the steps I took and the errors/ messages I got on the Status page of tableau online :
Here are the steps :
1. Tableau Desktop - Created the dashboards using a connection to Google Analytics
-Chose a "Fixed Start' Date for all the data sources
2. Published each of the GA data sources to Tableau server, changed the embed credentials in the GA connection and then published the final dashboard to tableau online with the following details :-
-Incremental refresh selected
-Refresh scheduled at 9 AM PST daily
-Changed Authentication - (to the account that is linked to GA) - both while connecting the data source to tableau server as well as while publishing the dashboard to tableau online
After these steps, I refreshed the extracts (in Tableau online) in the data source as well as the dashboard (in Tableau online) , but I did not see data for the previous day
I). On the Status page of tableau online :
-For one of the GA sources the message was -"Rows inserted = 2322, yet the dashboard itself had no additional data
-For the Dashboard itself, the message was "Rows inserted = 9", even though the date slider had not moved and there was no additional data
II). I also noticed that when I clicked on any of the data sources, it showed "No workbooks have connections to this data source" - Is that a problem?
Thanks in advance!