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There are a couple of options along these lines:
- If you are using Tableau Server, you can publish a data connection and then reuse it in different workbooks. I'm guessing you are probably looking for a Desktop Option, so...
- In Tableau Desktop, select your data connection (right click or from the menu "Data" --> Your Connection , then select "Add to Saved Data Sources." The file you save (.tds -- Tableau Data Source) will contain all the metadata (field names, calculations, etc...) These saved connections will show up on the "Connect to Data" screen when you first open Tableau and you can reuse them.
Just remember, every new workbook is using its own copy of the connection, so any changes you make (new calculations, etc...) will need to be saved again (overwrite the .tds file) and any workbooks using the connections will need to be updated -- so a little more manual than the Tableau Server options.
Hope that helps!
Thanks so much Joshua! Someday we'll need to step up to Server. But for now, the saved .tds will work fine. Thanks again!
Glad to help, Alex! You're welcome!