Edit published data sources: New in Tableau 2021.4

0:00Hey Tim here, in 21.4 you can finally edit

0:02published data sources without having to

0:04pull

0:04them down, put them in desktop and update

0:07them. This was a previously a nine step

0:09process. Let

0:09me just show you this documentation from

0:11Tableau about how to do this. If I just

0:14open this up in

0:14another tab you'll see here it's actually a

0:16knowledge base article on how to do this

0:18and it's

0:19a nine step process to actually modify a

0:21published data source. It shouldn't be that

0:23painful and

0:24thankfully in 21.4 that's been now resolved

0:27. You can see here that I have this edit

0:29published data

0:30source or edit data source button here.

0:33When I go ahead and click on that it opens

0:35up a window in

0:36another tab, in this particular case it

0:39opens in another tab and you can edit

0:41pretty much everything

0:42you'd expect to be able to edit. You can

0:44edit the relationships, you can add more

0:46information to the

0:47relationship, for example I can add in

0:49returns here and then I can make sure that

0:52all works.

0:52I can even go to what they're calling a

0:54scratch pad over here where you can test

0:56out the calculations

0:57in that data source. So you can go to the

0:59scratch pad, the scratch pad essentially

1:01allows you to

1:02have a look at that data source. So in this

1:03case because this published data source is

1:05an extract

1:06it's just pulling the extract one more time

1:08before I go to my scratch pad. I should

1:10have left it as a

1:11live connection actually for this video but

1:13nonetheless I just have to wait for it

1:15because

1:15Tableau Online is a cute product. There we

1:17go, we're in there the extract's working

1:19and now we're

1:19in a scratch pad where we can basically

1:21just test out this calculations and

1:23anything we want to do.

1:25We can even modify calculations so if you

1:27go in here and edit this calculation here

1:29you can see

1:30that this is set. We could say the prior is

1:32two years maybe, hit okay and now when you

1:34've done

1:35all your changes you're pretty much happy

1:36with everything. You've gone back to the

1:38data source

1:38column and everything is sort of working as

1:40expected. You publish this change back up

1:43and

1:43it will essentially publish it over the

1:45existing ones and once that's done you're

1:47pretty much good

1:48to go. That change then gets pushed to

1:50everything that's connected to that

1:51published data source.

1:52So this is good because previously the

1:54workflow used to have to be that you open

1:56up another tab

1:57in desktop, pull the data source down, rep

1:59ublish it back up and that was a bit of a

2:01painful process.

2:02With this you can essentially just have

2:04Tableau Server open, edit it and do the

2:06changes as

2:07expected. So there's not really much to

2:09show here because it works exactly as you'd

2:10expect.

2:11It's sort of one of those things you wish

2:12had been there all along but it's finally

2:14here in 21.4.

2:16so go ahead and check it out. Thanks for

2:17watching this video and I'll catch you in

2:19the next one.