6 Replies Latest reply on Jul 17, 2018 2:21 AM by kumar bharat

    Using Datasources published to tableau servers in the workbook

    anoosha shetty

      Hi All ,

       

      I have use case : -

       

      1. If there is a Workbook "WorkbookA"  , and users want to add in their own worksheets in it , and do a "save as" to get their own copy (lets call this "copyworkbookA" )

      2. But if there is new column / dimension added to the datasource which  is seen in "workbookA" , the "copyworkbookA" should also be reflecting those dimensions/columns

       

       

      Solution I thought for above 2 use cases are :-

       

      1. I will publish the "WorkbookA" in to tableau web server. , and give certain users the edit permission and save as permission , so that they can create their own sheets on top of the dimensions and metrics they have in "WorkbookA"

       

      2. For this what I thought is I will a create a datasource and publish it to tableau server , and then build the "WorkbookA" on top of that datasource which is there in tableau server already.So that when users create a "save as" copy of "WorkbookA"  called "copyworkbookA" in web server  .Whenever there is a new column to be added in the datasource , I can do it and republish the datasource in to tableau server and the "WorkbookA"  and  "copyworkbookA" will reflect the changes too .

       

      What you all think ? any suggestions or is there something I am missing ?

       

      Thanks,

      Anoosha