I'm not sure I understand the issue. Do you not know the password to the server?
Yes, of course, I know the password of the server (I'm using it to publish tableau workbooks).
In a nutshell: How to work "isolated" with a local Tableau Desktop workstation with a workbook that has downloaded from a Tableau Server (the client is always asking to connect to the server).
I think we are confused because most of us just enter our credentials when prompted, and then do our work in Desktop. If you are unable to access the Server from your local machine, you may need to use a VPN.
Clear, then once you publish a report to the server, there's no way to work locally "isolated" (traveling with a laptop using a local datasource with the workbook downloaded previously from the server, etc).
Maybe using Export Package Workbook option ?
Sorry for the complicate question, I'm really very novice using Tableau
Thank you Matthew/Tracy !
I'm sorry, but I still don't understand what you are asking. You should be able to download the packaged workbook, and work with it locally.
Though it isn't the right way of doing it, but it might help. Copy and make another workbook at a different location.
If a renaming of your workbook helps, good enough. else fill in server details and connect to the original.
If the workbook is connected to data extracts, then click on each extract and choose to make a local copy of it.
then try to open your renamed workbook and change the data sources to the local extract copy you have created.
And if you want to publish the changes, rename it to the "ORGINAL WORKBOOK" and overwrite which is there in the server.
I am not sure if this will help, but you can give it a try.
part of your workaround works.
- Just renaming the workbook doesn't work.
- Indeed the key question is regarding the data extracts. Creating a local copy of a data extract that is in use at the server, and replacing the original by this new (local) one, the link with the server is broken and you can work locally.
- However, doing this copy I loose some customized settings like the geographical role of some fields for maps, but this is another collateral issue to investigate on.
In the end, for me it's not mature enough the scenario for local/server development (but as I stated, I'm still a dummy on mastering tableau software)
thank you so much!