Publishing data sources to Tableau Server & Tableau Online: Tableau Tutorial for Beginners:

0:00Hey, it's Tim here. In today's video, I'm

0:01going to be showing you how to publish a

0:03data source

0:04to Tableau Server. This is part two of a

0:06beginner's tutorial for Tableau Server and

0:09Tableau Online.

0:10And in last week's video, we got a comment

0:12on the video essentially asking to do a

0:15video on

0:15publishing data sources up to Tableau

0:17Server and Tableau Online. Now there's also

0:20a small quirk

0:20here today, I'm only going to cover how to

0:22do this from Tableau Desktop. Tableau Prep

0:25can also

0:25publish data sources up to Tableau Server

0:27or Tableau Online. So I'm not going to

0:30cover that

0:30in this video, this will be another video

0:32that I'll do it some other time. But today,

0:33we're just

0:34going to be using Tableau Desktop. You can

0:36also do this through web authoring, but the

0:38interface is

0:39slightly different. So again, I'll maybe

0:41make a separate video for that. But let's

0:42get stuck in.

0:43Okay, so in front of me, I have Tableau

0:45Desktop open. And I've actually gone ahead

0:48and done some

0:49sort of setup. Now I'm not able to share

0:51the data sources that I'm using today with

0:53you. So this is

0:54going to be one of those videos where you

0:55just watch along and you walk through the

0:57mechanics

0:58as I show them to you on screen. Now what I

1:00've done is I've already set up this test

1:02workbook,

1:02I'm actually in the workbook already. And

1:04if I click on the Tableau logo here on the

1:06top,

1:06you can see that I'm able to go right

1:08through into the view and I'm able to start

1:10using

1:10the workbook. Now this workbook is actually

1:13connected to two data sources, you can see

1:15them

1:15here on the top left, I've got something

1:17called 5tran audit, which is like an audit

1:19table

1:20that comes from a system I use to push

1:22YouTube and Google Analytics data into Snow

1:25flake.

1:25That is essentially an audit table that

1:27tells me how many rows it's written to the

1:29database.

1:30The next data source is a Google Analytics

1:32data source. It's not actually very good.

1:34But in essence, it allows me to look at the

1:36data coming from Google Analytics. Again,

1:38this has been

1:39generated by 5tran, and is being pushed

1:41into Snowflake. And I'm connected to it.

1:43But you'll

1:44notice that it's actually set up as an

1:46extract. So they're both connected to the

1:48same database.

1:49But one is set up as an extract and one is

1:51set up as a live connection. Essentially, I

1:53want to show

1:54you the difference between publishing both.

1:55Okay, so the first question is probably to

1:57cover why

1:58would you publish a data source up to Table

2:00au server or Tableau online? Well, the first

2:02one is

2:03you might want to collaborate, you might

2:04want to work with other people on the same

2:06data source.

2:06And so what you want to do is share your

2:08data source with other people and have it

2:10shared in

2:11a centralized place where you get the

2:13governance and structure that Tableau

2:14server offers,

2:15and makes it available to a group of people

2:17or maybe just another individual. Whatever

2:19you're

2:20trying to do, if you want to share it, you

2:21're going to need to publish a data source

2:23to make

2:23that easy to work with. Now, the other

2:25thing you might want to do is centralized

2:27database access

2:28and driver management. One of the quirks

2:30with connecting to data sources, if you

2:32have to send

2:32people details of how to connect to a data

2:35source, essentially, that can get a bit

2:37tedious. And you

2:38can have people sort of typing in usernames

2:40and passwords all over the place. One of

2:42the benefits

2:43of publishing up a data source is you can

2:45actually almost delegate access to a

2:47database through a

2:48centralized embedded password. And by that

2:50other people can connect to it and access

2:52the data they

2:52need. Or you might decide to publish up a

2:55data set that is an extract, which we've

2:57got here. And what

2:58you want to do is set that data source to

3:01refresh on a schedule, and then let people

3:03connect to that

3:04data source as separate from that database

3:06connection. So essentially using Tableau

3:08server

3:08to schedule the update of that data source.

3:11And then you're also using Tableau server

3:13to give you

3:13some structure and governance around the

3:15data source. Okay, the very last one, which

3:17is not as

3:17commonly sort of reference is the fact that

3:19you might want to, you know, be mobile.

3:21Once you

3:22publish up a data source to Tableau server

3:24or Tableau online, you can access it from

3:26any machine,

3:27including web edit. So in case you're stuck

3:29, and you only got an iPad, you can even

3:31pull up a

3:32browser and start working with a data

3:33source if the data source is published. If

3:36it's not, then

3:36you're going to need to get hold of Tableau

3:38desktop or some tool that can publish the

3:40data source.

3:41And with web edit, you can also create data

3:43sources now, which is a great sort of

3:44addition.

3:45But nonetheless, it just adds a little bit

3:47of mobility. So those are the three key

3:48reasons why

3:49you might want to publish up a data source.

3:51The main reason by far is the fact that

3:53once you

3:54standardize a bunch of settings into the

3:55data source, you're actually able to

3:57publish this up,

3:58and then people are able to take advantage

4:00of that. In 2021.3, there's also some

4:02benefits of

4:03being able to add things like descriptions

4:05to these published data sources. So I'll go

4:08into

4:08the very basic setup today. And in another

4:10video, I'll cover those benefits for the

4:12data catalog as

4:13well. So here you can see I've got two data

4:15sources, the first one I'm going to publish

4:17up

4:17is actually going to be my live connection,

4:19you can see that I've got it here in my

4:20workbook. And

4:21if I actually go to this visualization, you

4:23can see that it's actually connected to

4:25this data set.

4:27Now, one thing you tend to do when you're

4:28publishing up from Tableau desktop is you

4:31tend

4:31to validate what data is actually in there.

4:33And you might need to do some prep or some

4:35cleanup

4:35to the data source. So what I might decide

4:38to do is I might decide to rename this

4:39field, it's got

4:40an underscore. So it's sort of breaking the

4:42naming structure that I'm sort of used to.

4:44So I'll just

4:45go and replace the underscore and five and

4:47set that up to to that. Now everything else

4:50is not

4:51really much to change here, all the data

4:52structure and everything is pretty good. If

4:55I go and grab

4:57this update ID, let's just see if it's a if

4:59it's a text, it's actually quite a

5:01complicated idea.

5:02Essentially, this is the ID for the

5:04specific update tasks that's running. So

5:07there's nothing

5:08we can do to that. And what we might decide

5:10to do is split this up. For whatever reason

5:12, I might

5:13decide to run a data operation on this, it

5:15doesn't necessarily make sense. But I'm

5:17just going to run

5:17the split function on this. And we're going

5:20to ask it to use a hyphen. And we're going

5:22to actually

5:23ask it to just split out everything. So

5:25click OK. And you will see it automatically

5:27figures out that

5:28there's five splits there. And it does that

5:30for me. And now I have the individual parts

5:32of the

5:33split. And I can just go and bring out, let

5:35's say part three of the split. And you'll

5:36see that it

5:37has that structure there. So now that that

5:39's done, I've essentially created some

5:42calculation,

5:42I've done a little bit of data prep to this

5:45. And what I want to do is now publish this

5:47up as is,

5:48okay, so let's go ahead and right click on

5:50this live connection. And you'll see that I

5:53have the

5:53option to publish this up to server. Now

5:55there's a couple of things to bear in mind

5:57here. This is

5:57a live connection. So you might be asking,

5:59well, what is it actually publishing up to

6:01Tableau

6:02server? Well, if you've watched my video on

6:04Tableau file types, you'll know that you

6:06can

6:06actually save this as a saved data source.

6:08Essentially, this becomes a TDS. A TDS is

6:11essentially just a file that contains the

6:14connection details for a database

6:16essentially

6:16tells you what the database is, the

6:19username and the password, and any sort of

6:21metadata that

6:21you've created about the data source. And

6:24it saves it in a specific place on your

6:26computer.

6:27When you publish this up to Tableau server

6:29or Tableau online, you're essentially

6:30pushing this

6:31up to the Tableau server. And then it's

6:33using that information to create the

6:35connection in

6:36Tableau server on Tableau online when

6:38someone connects to it. So let's go ahead

6:39and select this

6:40publish to server option. And you'll see

6:42that I get an option here for Tableau

6:44online. If you use

6:45Tableau server, you'd actually go in and

6:46just type your connection information

6:48straight away. Now I'm

6:49going to connect to Tableau online. And in

6:51this particular setup, it's actually going

6:52to ask me

6:53to log into my Tableau server. So I'll go

6:55ahead and type my password and hit sign in.

7:02And once

7:03I've signed in, it will actually load a

7:05window and it will ask me where I want to

7:07publish this

7:08particular data source. Just give it a

7:10second, you'll see the window pop up here

7:12it is on the

7:13screen. So now I have this little pop up, I

7:15can move it around and notice that it just

7:17says

7:17publish data source to Tableau online. And

7:20it's gone and got some presets for this

7:22data source.

7:23And it's getting it from the default folder

7:26here in my Tableau online setup. Now

7:28actually, what I

7:29did before this video is I created a

7:30project on Tableau online called publish

7:32data sources. And

7:33that's where I'm actually going to put this

7:35data source, I'm going to put all of them

7:37there. And

7:38you can see that it's given the name that I

7:40selected up here in the connection. So you

7:43can

7:43see the five Tran audit is over here on the

7:45top left. But nonetheless, everything is

7:47pretty much

7:48good to go. And what I can now do is I can

7:50actually go down through the settings, I'll

7:52go through this

7:53very slowly. The first one is the project,

7:55the name of the connection and the

7:57description, I can give

7:58this description and it helps to give a

8:00description for metadata purposes. So I'll

8:02call this my five

8:05Tran audit table. Okay, and now that I've

8:09done that, I can go ahead and add tags. Now

8:12tags are

8:13sort of an interesting thing. And you can

8:15place them across all different types of

8:16content and

8:17they sort of persist, it's a nice way of

8:19sort of grouping content without having to

8:20put them

8:21in folders. And but I'm not going to, I'll

8:23add one here so you can see what it means.

8:26So I'll call

8:26this data source, maybe data source. So I

8:28can go and find all my data sources very

8:30easily. So you

8:31can see that that data source tag is added.

8:34Now the next thing is the permissions. Now,

8:36at the moment,

8:37it's set to the same as the project. So

8:39when I publish this up, it's going to

8:40inherit the

8:41permissions that are currently in the

8:43project. That's normally a good thing to do

8:45. If I want to

8:46edit those, though, I can go in here and

8:48edit them myself by clicking Add. And I get

8:50an interface that

8:51allows me to add the permissions that have

8:53been set up. If you haven't done so already

8:55, check out

8:56the previous video that I just recorded on

8:58permissions to get more context.

9:00Essentially,

9:01this interface allows you to control those

9:03settings from Tableau desktop. Now the

9:06thing here is if

9:07you've locked the project permissions to

9:09the project, this is not going to really

9:11work, it will

9:11test how the hey, look, the project

9:13permissions have been set to this. And if

9:15you were to set the

9:16permissions at this level, and maybe move

9:18it into that folder or something, it would

9:20automatically

9:20inherit those project permissions. So don't

9:23worry too much about this. But you can see

9:24here that

9:25I've got different groups, I'm going to

9:26leave everything as default. But by all

9:28means, if you

9:28want to play around with these permissions,

9:31and be very careful how you do this,

9:32because sometimes

9:33you can make it very difficult because this

9:36interface is not as good as doing it on

9:38Tableau

9:38server or Tableau online, as I showed in my

9:40previous video. But you've also got some

9:42pre

9:43presets here if you want to start from a

9:44from a decent sort of foundation. So if you

9:47want to give,

9:48for example, the publish template for this

9:50particular setting, you'll see that it

9:51gives

9:51people the ability to view connect,

9:53download and overwrite this data source.

9:56And then it doesn't

9:58have any settings for moving, deleting and

10:00setting the permissions. And it does allow

10:02people to save

10:03as okay. And it gives us to all users, you

10:05can see that the group here all users are

10:07selected.

10:07And that's why this interface is sort of

10:09weird, because it's not obvious that what

10:11you select here

10:12is actually what's controlling the

10:13permissions. As you see, as I click through

10:15these, you can see the

10:16permissions do slightly change. So be super

10:18careful how you set this up. But I'm

10:20actually going to hit

10:21Cancel, and go back to this simple

10:23interface and just carry on. Now the

10:25authentication here is

10:27selected. And it's saying prompt the user.

10:29And what this will mean is that when

10:31someone goes to

10:31try and use this connection, it's actually

10:33going to ask them for a username and

10:35password. So it's

10:36going to send up the details of the

10:37database, it's going to extract the

10:39username and the password.

10:41If I click Edit, I can actually see that I

10:43get the information about the database. So

10:45I get that I

10:46get the name, I get the connection, the

10:48authentication, what I could do is I could

10:51embed the password. So in this particular

10:53instance, I'd be embedding my individual

10:55password in this

10:56use case, this is okay, because I'm on my

10:58own tablet online instance, I'm going to be

11:00the only

11:00one using it. And I can also do a few

11:02things and set this up. But essentially,

11:05for now, we're going

11:06to leave this as is, I don't get the option

11:08to extract because of course, this is a

11:10live

11:10connection. So it's not going to have that

11:12setting there. Now, if I go down here, you

11:14see that I have

11:14more options. And it also asked me if I

11:17want to update the workbook to use the

11:18publish data source.

11:20Now, if you take this, what will happen is

11:22as soon as you hit publish, it will

11:24essentially change the

11:25connection that we've got set up here on

11:28the top left five tran audit and replace it

11:30with the

11:31publish data source. Okay, so I won't do

11:33that for this first attempt. So just just

11:35to show you what

11:35that looks like, then I'll duplicate this

11:37connection and publish the second one. And

11:39you can see what's

11:40going on. So let me untick that box. And

11:42now you're pretty much ready to go. At the

11:44bottom, you'll see

11:45this option here, tablet online will

11:47temporarily access the credentials provided

11:50to confirm it can

11:51maintain a live data connection. So it's

11:53basically telling you, hey, I'm going to

11:55make a call to the

11:55database just to make sure that I can keep

11:57this connection up wherever you're going to

11:59publish me.

12:00And essentially, when I hit publish, it

12:02will kick off the process.

12:04And in this particular case, it should open

12:08up a browser tab, it has in fact, open up a

12:11browser tab

12:12on my other machine, I'll bring it over

12:14here. And here's the window. So you can see

12:17that it gives us

12:18a successful completion. And you can see

12:19that it's done, you can adjust the

12:21permissions and other

12:22information for this data source. Now that

12:25it's done, you get the standard interface

12:27and setup

12:28that you have for data sources in Tableau

12:31online or Tableau server. And not only that

12:33, you can see

12:34that I have all the fields that I created.

12:36And if I hover over them, you can actually

12:37see the formula

12:38that was used to create them. And also, if

12:41I go to this five trans synced folder, you

12:43'll see that

12:44everything is sort of nicely set up, it's

12:46persisted the names that I had. And we're

12:48pretty much good

12:49to go. Now I can obviously explore some of

12:51this other detail, you can see here that it

12:53's a live

12:54connection, it's got the name of the

12:55database. And if I hit these three dots, I

12:57can go into edit

12:58connection. And you'll see that actually

13:00gives me the ability to double check and

13:02make sure the

13:02connection is working correctly. I'll just

13:04show you how that looks like very, very

13:06briefly, I'll

13:07just grab my password here off screen, and

13:09go in and paste that and hit test

13:11connection. And you'll

13:12see that I'm actually able to test the

13:14connection live on the server and make sure

13:16everything is

13:17working correctly. Now that I've done that,

13:19I can obviously click Save, and it will

13:21just persist

13:22that. So this is a great place to come if

13:24the database credentials change, and you

13:26realize that

13:26something's not working. But for now, we're

13:29going to leave that as is. The other thing

13:31I can do see

13:32any connected workbooks, the connected work

13:34books only can exist once you actually start

13:36building

13:36something with it. And then if I go to the

13:39next tab, you can see that this lineage tab

13:41already

13:42has some information about the lineage of

13:44this data source. It essentially just shows

13:46me on the

13:47right hand side, the database that it came

13:49from the tables that it's using. So you can

13:51see this

13:52five tran audit table is what it's using

13:53from that database. And then it's obviously

13:56got this specific

13:57data source. And everything that's sort of

13:59in here has been described very nicely. And

14:02what we can do

14:03is if you click on each of these actually

14:05gives you a more detailed pop up window

14:07where you can

14:07start to change how things work. Now what I

14:10can do is I can edit the description here.

14:12So I can say,

14:13this field was created in desktop, okay,

14:17and hit save. And now that that's done,

14:21everything is nicely saved, and it's

14:23persisted. And now when I go and look at

14:25this description,

14:26you'll see that it's available there. If I

14:28go back and close this, go back to ask data

14:30. And then I

14:32just start looking at the fields. If I

14:34hover over this particular view, when it

14:36loads up, this is

14:37actually the default view that it loads up

14:40on. When I go to this update split, there,

14:42you'll see the

14:43description is now persisted. This field

14:45was created in desktop, and that's now

14:47named. Now,

14:48in order to use our stator that requires

14:50you to create a lens. But nonetheless, we

14:52're pretty much

14:53good to go. This is everything we need to

14:55do for this data source. There's nothing to

14:56change in

14:57terms of extracts, because it's a live

14:59connection. If I want to use this, I can

15:01just go ahead,

15:02create a new workbook. And I'm doing this

15:04in web edit just to show you this

15:06capability and

15:07boom, our data sources ready to go. It has

15:09this nice tableau icon. And I can of course

15:12, just start

15:12using this. So I can go ahead and get the

15:15number of rows. And we can also go and get

15:17the start date.

15:19And we can just start visualizing this

15:21exactly as we did before. At the moment is

15:23aggregated to the

15:24year, let's get that down to the day. And

15:26you can see a nice little line chart. And

15:27of course, what

15:28I can do is I can bring the start date into

15:31the filters. And I'm going to filter out a

15:33specific

15:34set of months because the first month is

15:36always weird because it does an initial

15:37sync in that

15:38month. And what I'll do is I'll exclude

15:40that month, and then we'll just have a

15:41normal sort

15:42of set of data. So now you can see exact

15:44same information that I had in my chart.

15:47And if I set

15:48it to bar chart, and I swap back to tableau

15:50, you'll see that it's basically the same

15:52chart

15:53that I've connected. Now the difference is

15:55I've used I've done it using the published

15:57data source.

15:58The thing to be aware of is of course, if

16:00it's a live connection, as this is, every

16:02time you're

16:02making a change, it's making a call to the

16:04database. So because it's a live published

16:07connection, the user doesn't necessarily

16:09know that that it's an extract or not. So

16:12basically,

16:12they can't differentiate what kind of

16:14connection is sitting in the background.

16:16All they know is

16:16that they have a connection to the database

16:18. If they were to go back to this particular

16:21page,

16:21and they had access to see this information

16:23, they would be able to see that there's

16:25actually a live

16:25connection. So everything a user does is

16:27actually making a call back to the database

16:29. And in terms

16:30of usage, you could probably use that to

16:32analyze how a data source is being used,

16:34and how different

16:35teams are using it. Now, if I was to

16:37publish that data source with a prompt for

16:39the user,

16:40it would actually ask that user for a

16:41username and login, they would log in and

16:43it would use their

16:44credentials, so it could use my snowflake

16:47credentials manually every time I go and

16:49connect

16:49to the data. Let's go back into tableau.

16:51And what we're going to do now is publish

16:53it again, we're

16:54going to overwrite the existing one. And I

16:56'm going to go to publish to server. And

16:58this time, we're

16:58going to go through a couple of different

17:00mechanics. Okay, so you can see here that

17:02it now tells me

17:03that look, you've already got a workbook

17:05published under this name. And the data

17:07source name is

17:08already in use. So we're going to keep that

17:09we're going to because we're just going to

17:11overwrite

17:11this, we don't really care too much about

17:13this, I'm going to add another tag. And I

17:15'll say that this

17:16is a user prompt. It's a really long tag,

17:20you probably shouldn't add tags that long.

17:24And what I'll do is I'll go back in here to

17:26authentication. And I'll ask it to prompt

17:28the user

17:29and go back out. And you can see that that

17:31changes to prompt the user. And then the

17:34last thing I'll

17:34do this time is I'll tick this box to

17:36update the workbook to use the published

17:38data source. So what

17:39this will do is as soon as I've published,

17:42it will change the connection back to the

17:45example that we

17:46saw on tableau online. So let's just do

17:48this now. And it will see that you'll get

17:50this notification

17:51saying, hey, a database is already in use,

17:54hit yes. And it will take a bit of time.

17:58And you'll see

18:00here on the very top left hand side, just

18:02watch the space over here on the left, give

18:04it a second,

18:05it's thinking about it. And there you go,

18:08it's actually created a new data source for

18:11me. And

18:12then it's opened the tab to show me the

18:13published data source. Okay, so now you can

18:15see that

18:16everything is good, everything is published

18:18. If I try and use this data source, it

18:20actually asked me

18:21to log in. Okay, so this is the prompt that

18:23it was actually looking for before. So what

18:25I'll do is

18:25I'll go ahead and log into this, which is

18:27here, you can just see that it's working.

18:28And we'll make

18:32sure that it works. And I can actually ask

18:35it to remember the password for me

18:37personally, so hit

18:38sign in. And now you can see we've got the

18:42same data source ready to go again, if I go

18:46back to

18:47the lineage, you'll see nothing has changed

18:50here. The five trans synced field is still

18:53there. And

18:54this update field, remember earlier on, we

18:56added some metadata to it, if I click on it

18:58, you'll see

18:58that that metadata has unfortunately

19:00disappeared, because we overwrote it when

19:02we published. So

19:03that metadata is no longer there. Okay. Now

19:06what I can do is I can go ahead and write a

19:09new

19:09description, right new description, hit

19:12save. And now this description is saved to

19:16the data source.

19:17If I go back here, you can see the

19:18descriptions right there. But also when I

19:20click on it,

19:21you can see that it's also there. Now

19:22before we move on, I just want to show you

19:24something,

19:25if we go back to our workbook, and we

19:27decide that we actually want to use the

19:29original connection,

19:30we still can just because it's switched

19:32them over doesn't mean we can't switch it

19:34back.

19:34So if we right click on this, you can see

19:36that it has a bunch of different things,

19:38okay. And you can

19:39see here, there's an option to create a

19:41local copy. What that essentially does is

19:43it looks

19:43at the connection and creates a local

19:45version on your machine, rather than using

19:47the published data

19:48source. If I create a local copy, you'll

19:50see that it asks me where to save it. And

19:52notice,

19:53it has this option for TDS or TDS x, the

19:55very beginning of this video, I talked

19:57about Tableau

19:58file types, check out my video on that if

20:00you haven't seen that yet. And of course,

20:03what you

20:03can now do is bring that file down. So I'll

20:05save it to my desktop. And what it does is

20:08it creates

20:08that local connection. And if we give it a

20:11second, you'll see that it creates a copy

20:14that is an exact

20:15duplicate of the original one. And then

20:17what you can do is if you want to switch

20:18back to the live

20:19connection locally on your machine rather

20:21than the published data source, is you can

20:23right click on

20:24this first one, and select replace data

20:27source and replace it with your copy. And

20:30you'll see that

20:31Tableau will do a switcheroo on the data

20:33sources and it will switch the tick from

20:35the top one to

20:36the bottom one. And at that point, you've

20:38switched over. So essentially, you can

20:40publish something up.

20:41And if you're not happy content, because

20:43you want to work on something locally,

20:44switch it back down and switch between the

20:46two data sources. When you're done testing,

20:49as long

20:49as your two data sources are staying in

20:51tune, you can then sort of make sure

20:53everything stays in

20:54track. Now, it's, I always say it's

20:56actually better to create a new workbook to

20:59publish up data

21:00sources and keep that workbook saved

21:02somewhere than it is to try and manage

21:04these two workbooks

21:06at these two data sources in the same work

21:07book, because you just essentially forget

21:09what you're

21:09doing. And it becomes a mess. Okay. Now for

21:12the next one, we're going to move a little

21:13bit faster,

21:14we're going to publish up an extract and

21:16see what's different about that. So let's

21:18go ahead

21:18and right click on this. Now, if I actually

21:20go back to the blog pages, this is an old

21:22Google

21:22Analytics data dump. So it's not 100%

21:24accurate, but it does have some sort of

21:26recent data,

21:27because it's sort of a merge of two big

21:29data sets. So if I right click on this, and

21:31we go to publish

21:32to server, you'll see that this time, it's

21:34an extract, we are going to get a few more

21:36options.

21:36The first thing here is you can see publish

21:39data sources is the folder that it's picked

21:41. So it's

21:42remembered the previous setting that we had

21:44before, it's taken the name from the data

21:46source again,

21:47which we expect. And we can say, this is an

21:50extract. Okay. Now, the thing about this is

21:54,

21:54as we go down this list, you can obviously

21:56do things like add more information, and

21:58you've got

21:59some permissions. And again, picks it up

22:01from the folder, we don't need to do

22:02anything there.

22:03Now the authentication, it says here

22:05refresh not abled. And the reason it's

22:07saying this is because

22:08this is an extract, an extract is typically

22:10going to need a refresh, because it's just

22:12a snapshot

22:13of the data, it's not going to update

22:15itself unless it's prompted to. So if I

22:17click on Edit,

22:18you'll see that I get a the same

22:19permissions window that I got before the

22:22same connection

22:22window that I got before. And this time, I

22:25have the option instead of embedding the

22:28password,

22:28I have the ability to allow a refresh. Okay

22:31. And now that's done, I'm going to leave

22:32that there.

22:34And once we've done that, you will see this

22:35option about Tableau bridge, it says Table

22:37au

22:37bridge required for on premise data,

22:39essentially, it's basically saying to me

22:41that, hey, if I can't

22:42connect to this data, because it's local to

22:45your business or in your organization, I'm

22:47going to

22:47need Tableau bridge in order to do this.

22:49Now I've actually done a separate video on

22:50how to set up

22:51Tableau bridge, check that out. But

22:53nonetheless, it's basically telling you

22:55warning you that this

22:57is going to need this feature in the future

22:59. Now, we've also got this option to do the

23:01switcheroo.

23:01And we've got the same message here at the

23:03bottom to tell you that hey, it's going to

23:05do a temporary

23:06connection test because it can see that the

23:09extract itself is using a live connection.

23:12So now

23:12let's go ahead and hit publish. And we're

23:14going to update this workbook to use the

23:15published data

23:16source again. So let's go hit publish. And

23:18now let's see what happens. It's typically

23:20going to

23:20open on the other screen, even though I've

23:22got the browser here. Let's wait and see

23:23what happens.

23:26You'll see that it pops up this second data

23:28source, it does a switcheroo. And then it

23:31eventually

23:31deletes this, if you just wait a while

23:33before we switch over, you'll see that it

23:35did it just as we

23:36switched over. So it deleted it. And now we

23:38have the three settings again. And we only

23:40have the

23:40local copy that we made before if I go back

23:42to this tab, you'll see that this is now

23:44published.

23:45And here at the top, you can see that it

23:47says extract. Now I can actually switch it

23:49to a live

23:49connection right here from Tableau server,

23:52rather than having to do on on desktop. But

23:54nonetheless,

23:55again, it's got the same settings and tabs.

23:57So connections, we've got a new one now for

24:00extract

24:00refreshes. And the reason this is here is

24:02because what we did on desktop is we

24:04allowed extract

24:05refreshes, here is where we set them up. So

24:08I can go in here, and I can set this up.

24:10And I can set

24:11this to maybe say hourly refresh, I can hit

24:14Create every Thursday, that's fine, hit

24:16Create. And now

24:18you'll see that refresh refresh schedule,

24:20that's the tongue twister set up there. So

24:23it's ready to

24:24go. Now, if I go back to lineage, you get

24:26the same setup. So you get the information

24:28about the fields,

24:29the database, it came from the tables, and

24:32all the other information you might want to

24:34use. Okay,

24:35so that's pretty much it in terms of

24:37publishing data sources, and I sort of

24:39tried to go through

24:40it as thorough as I possibly can. There is

24:43one nice thing. If I go back to my

24:45published data

24:46sources folder, you'll see that I have the

24:48two data sources here and one says extract

24:50one says live.

24:51With live connections, you do get some

24:54enhanced ability new in 2021.3. Check out

24:57my video on this

24:57particular feature. But if I click on this

25:00little I, you'll see that I have this

25:01option that gives

25:02me a bit more information about this data

25:04source. Now, if you've never done this

25:06before, you've

25:06probably not seen all the items here. So

25:08you have a bit of information about the

25:10data source that I

25:11recreated when I published it up, the

25:13location, the owner and the data source

25:15tags. These were

25:16added when I was creating this data source,

25:18you've got the version history, and you've

25:20got a few

25:21more bits of information that you can use.

25:23Now you can also give it a certification.

25:25Essentially,

25:26if I click edit certification status, you

25:28can give this take and say this data is

25:30certified.

25:31And you can say, Tim has approved this data

25:34source. Okay. So now that we've done that,

25:38hit save.

25:40And not only will this data source now be

25:43certified, but you'll get a nice little

25:45badge

25:46on the data source to let you know that it

25:48's got this special status. Okay. Now the

25:51other thing

25:51you can do when you hit this three dots,

25:53you do get some other setups and control

25:56about this. So

25:56you're able to go in and control this a

25:58little bit more and play around with it.

26:00And essentially get

26:01this absolutely set up the correct way you

26:03want, you can edit the certification as

26:05well, you can

26:06remove it, you can preview how it looks.

26:08And you can even sort of play around with

26:10some formatting

26:11here. So you can see you can add links,

26:13bold italics, images, all of this can be

26:16added to

26:16make this whole certification experience a

26:18little bit nicer. Okay. If I hit cancelled,

26:21and I click on this, you'll see that that

26:23certification is also loaded there. So this

26:25is a nice thing to do. If you've got data

26:26sources that have got a lot of energy and

26:28time put into

26:29them, and they're published data sources,

26:31this is a great way of telling people, hey,

26:33this data

26:33source should be used. This is a trusted

26:35data source, and you should be trying to

26:37use this as

26:38much as you can. Now, that's pretty much it

26:40. This is a live connection. So this is all

26:42sort of set

26:43up. So that's pretty much it, I just wanted

26:45to show you that basic feature. But go back

26:47to my

26:47published data source. Now you can see that

26:50they're here. Now, we're not done yet,

26:52because

26:53things can get even more complex. Sometimes

26:55just sometimes you're working in desktop,

26:58and you're

26:58connected to a published data source. But

27:00you want to connect, you want to protect

27:02yourself against

27:03the odd chance that for example, Tableau

27:05online goes down in your particular region.

27:08Let's say

27:08I'm in EU, and the AWS instance in EU goes

27:11down. And suddenly, if that goes down, I

27:15actually lose

27:15my access to this data source. Every time I

27:17'm doing something here in Tableau, this

27:19connection

27:20here is actually calling out to the Tableau

27:21online instance. So it's working over the

27:23internet. Now,

27:24if you're working in a very bad network

27:26environment, you might actually end up

27:28having a

27:28poor experience. So you can kind of do

27:30something a little bit crazy, you can

27:32actually take an extract

27:33of your published data source, whether it's

27:36a live connection or not. So essentially,

27:39what we can do

27:39here is we can right click on this, go here

27:41, take an extract of our published data

27:43source. And it's

27:44just going to go ahead and create another

27:46extract of our published data source, which

27:49in itself was

27:50an extract of a live connection. So a

27:52little bit of a weird heritage there. But

27:55it actually does

27:56mean that you're able to keep working

27:58should the internet go down, you're able to

28:01just send this

28:01across the workbook. And then when you take

28:04the extract off, it's actually working off

28:06the live

28:06connection. So essentially, what you're

28:08doing is you're pulling the data down to

28:09your computer from

28:10Tableau online, and working with it

28:12absolutely fine. But it can be a little bit

28:14of a tongue

28:14twister, because essentially, you can kind

28:16of lose track of where exactly you are. So

28:18if I right click

28:19on this, and I go to create a local copy,

28:21we think about this, you'll see that it

28:24gets a TDS and TDSX

28:25let's hit save. And when we go to create a

28:28local copy, you'll see that we get the

28:30original extract

28:31that we created. So you're thinking, well,

28:33what is that extract? So you right click on

28:35that. And

28:36you'll say don't use the extract. And you

28:37go to it. And you'll think, Oh, great. Now

28:39I'm going to

28:40get the database connection. And you'll see

28:42it gets the database connection. So when

28:44you basically do

28:45that process, you can end up being in this

28:48sort of maze of not really being sure what

28:51you're connected

28:51to, because you go from a published data

28:54source to an extract, create a local copy,

28:57and you're back

28:57to the original live connection. And you

29:00missed a step somewhere there, right. So

29:02just be super

29:03careful, you don't get your knickers in a

29:05twist in this particular instance, be

29:07always sure about

29:08what you're connecting to, if you right

29:09click on any data source, you can of course

29:11, go to the

29:12properties and get a bit more information

29:14about what exactly you're connecting to and

29:15make sure

29:16it's correct. And just make sure you're not

29:18sort of getting yourself into this mess, I

29:20've got myself

29:21into a bit of a twist, because I've taken

29:23an extract of an extract of an extract, and

29:25then I've

29:25just lost my way. So be sure to check that

29:28out. But I think this video is long enough.

29:30Hopefully,

29:31we've done a very decent guide on how to

29:33publish up a data source and how to get

29:35going. And if you've

29:36got any additional questions about this, if

29:38you'd like to know more, if there's

29:39anything I didn't

29:40cover, if there's more you'd like me to

29:42cover, the comments is the best place for

29:44this, I'm actually

29:45going to be reading these and responding to

29:47them pretty much every single week. So be

29:49sure to flood

29:49the comments, let me know what you'd like

29:51to see a video on, especially if it's about

29:53Tableau Server,

29:54and I'll catch you in the next video.