5 Replies Latest reply on Mar 11, 2019 11:22 AM by Joshua Milligan

    A shared data source across multiple workbooks?

    Alex Riffle

      Hello.

       

      I have one large data source (an Access database running as an extract) that I need to create many many complicated worksheets and dashboards from. I'm keeping each workbook to one or two dashboards for performance reasons. But I have a ton of calculated fields etc that I would like to have available across multiple workbooks. Right now, I'm just going by the ol' copy/paste.

       

      Is there a smoother way?

      It would awesome if I could just have one datasource that stays current and that I can hook into with multiple workbooks. Is this possible?

       

      Thank you!

        • 1. Re: A shared data source across multiple workbooks?
          Joshua Milligan

          Alex,

           

          There are a couple of options along these lines:

          1. 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...
          2. 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!


          Regards,

          Joshua




          .

          2 of 2 people found this helpful
          • 2. Re: A shared data source across multiple workbooks?
            Alex Riffle

            Thanks so much Joshua! Someday we'll need to step up to Server. But for now, the saved .tds will work fine. Thanks again!

            • 3. Re: A shared data source across multiple workbooks?
              Joshua Milligan

              Glad to help, Alex!  You're welcome!

              -Joshua

              • 4. Re: A shared data source across multiple workbooks?
                naveen sai

                Hi Joshua: In option 1, if I need to use different tables in different workbooks, then I need to keep creating unique data source for each unique table. All my tables in database are not related and hence can't be joined, they are independent.

                 

                I don't understand why a data source need to be associates with table ( or tables ) always. I thought Tableau would just need to save credentials in the connection and allow the users to drag whatever the tables they wanted and create workbooks.

                 

                Regards,

                Naveen.

                • 5. Re: A shared data source across multiple workbooks?
                  Joshua Milligan

                  Hi Naveen,

                   

                  No, for security reasons, Tableau does not save credentials (the only exceptions are options for embedding credentials when publishing to Server).

                   

                  The basic paradigm is:

                  1. to create a connection that includes the tables, joins, metadata, etc... that can be consumed by users.  AND/OR
                  2. to grant Creator licenses to individuals who will connect to data sources and use whatever tables they need for their analysis.

                   

                  Hope that helps!

                  Joshua