4 Replies Latest reply on Jun 26, 2015 7:36 AM by Josh Patchus

    Database as saved data source

    Josh Patchus

      Every time i start up Tableau (9.02 ~ Mac) I have to re-input my database information. A username password would be ok, but putting in the location of the database is really annoying. Is there a way to save a Postgres connection so that I can just use that connection when I log in. I would provide an error, if there was one, but I cant even seem to do this at all. I tried clicking data, but there was not a save option.

        • 1. Re: Database as saved data source
          Dan Huff

          If you are creating new workbooks every time, have you tried right clicking your existing data connection and adding it to a saved data source? At least this way you could start there and then just change the table out as needed.

           

          Or, since you are using Tableau 9, you can actually do something kind of sneaky. Just create a connection to your database, login, and do not select a DB (or select a DB but not a table), and then click Sheet 1. This is technically an invalid data connection but you can still right click it and save it as a saved data source. Now when you open this from your saved data source list, you will get the incomplete connection that you can then use.

           

          I doubt this was an intentional side effect of our design changes so do not be surprised if my sneaky workaround changes in the future

           

          Dan Huff

          • 2. Re: Database as saved data source
            Josh Patchus

            When i try to right click i get nothing. Nothing pops up. I think you are suggesting i right click once in the data source, right clicking the 'Sever' portion. If that is case, nothing pops up.

            • 3. Re: Database as saved data source
              Dan Huff

              Can you take a screenshot of where you are trying to click? Below are my steps:

               

              Screen Shot 2015-06-26 at 7.29.06 AM.png

              Screen Shot 2015-06-26 at 7.29.14 AM.png

              Screen Shot 2015-06-26 at 7.29.27 AM.png

              • 4. Re: Database as saved data source
                Josh Patchus

                So, a few things. I dont have the abiliy to not put in a databse (not sure why). So I had to put in the database. That being said, your last image was the solution. You have to go into a sheet, click the data, then make that data source. I was trying to right click from image 1, which would not let me.

                 

                Cheers Dan,