Sirish, It is great way to visualize Excel data by putting Excel in Box and having Tableau connect to Box directly so you can change Excel source in Box directly w/o having to publish the workbooks. The Box permission works the similar way as how Tableau server connects to other database sources.
- If you want each interactor to enter their own Box credentials before Tableau server shows the data, when you publish the workbooks, make sure to use Live Connection (not extract) and DO NOT embed your password. It also means that you would need to setup permissions twice - on both Tableau server workbook level and also Box Excel file level.
- if you want each interactor to view the dashboard w/o entering their credentials anymore (since you already setup workbook level permissions on Tableau server and assuming that users have their SSO already when come to Tableau sever dashboard name), all you need is to make sure embed your password when you publish the workbook. Like this below
Hi Mark Wu,
Thank you for this information!
I am using files uploaded to Box (with SSO authetication) but via Live connection because most of our files are updated daily. My question is does the Tableau Server authenticate every time it needs from our data sources?
because in Tableau Desktop, we can load up the dashboard less than 5 seconds, but when we publish it to our Tableau Server, the dashboards take 5-20minutes to load the dashboards. is there any way we can improve this?
It is definitely wrong if Desktop takes a few seconds while server takes a few minutes. I will recommend you to use Performance Recording Record and Analyze Workbook Performance - Tableau for you to understand why it took minutes on server. Also try the extract for performance troubleshooting purpose as well.
Thanks Mark for this reply. I just noticed that this thread was a year ago.
Anyway, Yes, we did a performance and recording throughout the dashboards. The results show that "Connecting to datasource" takes a lot of time, avg 1 minute, than other actions which in microseconds.