![]() Schedule Extract Refreshes as You Publish a WorkbookĮnable performance recording to debug any Tableau issueįor instance, if query execution is the problem, you know it has to do with the data engine process or the data source that you are querying. Tableau Online checks for changes to the data source according to the schedule you set, and updates the published workbook if changes are detected.įor more information, see the following on the Tableau website:Ĭomprehensive Steps to Publish a Workbook In the Publish Workbook to Tableau Online dialog box, click Publish. Publish the workbook to Tableau Online: in Tableau Desktop, with the workbook you want to publish displayed, click Server > Publish Workbook. In Tableau Online, in the Publishing Complete dialog box, click Schedule, and follow the on-screen directions. The data source displays in Tableau Online. Select Update workbook to use the published data source.Ĭlick Publish. In the flyout box that displays, for Authentication, change Refresh not enabled to Allow refresh access.Ĭlick anywhere outside of this flyout to hide it. In the Publish Data Source to Tableau Online dialog box, next to Refresh Not Enabled, click the Edit link. If the Tableau Server Sign In dialog box displays, click the Tableau Online link, and follow the on-screen directions to sign in to Tableau Online. ![]() Publish the workbook’s data source to Tableau Online: in Tableau Desktop, click Server > Publish Data Source >. In the Extract Data dialog box, click Extract.īrowse to a location on your local machine where you want to save the extracted data, and then click Save. You need a workbook in Tableau Desktop and a Tableau Online account.Įxtract the workbook’s data from Tableau Desktop: in Tableau Desktop, with the workbook that you want to publish displayed, click Data > Extract Data. This article shows how to publish a workbook from Tableau Desktop to Tableau Online and keep it updated when the data source changes. Publish and refresh a workbook on Tableau Online The remaining information in this article covers additional information about Tableau, such as setting up Tableau Server on Linux, how to use Tableau Online, and best practices and troubleshooting with Tableau. Īfter you successfully connect with Tableau Desktop, you can stop here. To change the default catalog, in the Initial SQL tab, enter USE CATALOG. In the Advanced tab, for Connection properties, add Catalog=. If Unity Catalog is enabled for your workspace, additionally set the default catalog. Ī browser window opens and prompts you to sign in to your IdP. For OAuth endpoint, enter your OAuth endpoint. To use a Databricks username and password, select Username / Password and enter your username for Username and your password for Password. To use a Databricks personal access token, select Personal Access Token and enter your personal access token for Password. In the list of connectors, click Databricks.įor Authentication, choose your authentication method, enter your authentication credentials, and then click Sign in. To connect faster with Tableau Desktop, use Partner Connect. The remaining information in this article covers additional information about Tableau, such as connecting manually with Tableau Desktop, setting up Tableau Server on Linux, how to use Tableau Online, and best practices and troubleshooting with Tableau. To use a Databricks username and password, enter your username for Username and your password for Password.Īfter you successfully connect with Tableau Desktop, you can stop here. To use a Databricks personal access token, enter token for Username and your personal access token for Password. In Tableau Desktop, enter your authentication credentials, and then click Sign In: Open the downloaded connection file, which starts Tableau Desktop. If your selected persona is Databricks SQL, choose a SQL warehouse. If your selected persona is Data Science & Engineering or Databricks Machine Learning, choose a cluster or SQL warehouse. In the Connect to partner dialog, for Compute, choose the name of the Databricks compute resource that you want to connect. Make sure your Databricks account, workspace, and the signed-in user all meet the requirements for Partner Connect. You can use Partner Connect to connect a cluster or SQL warehouse with Tableau Desktop in just a few clicks. Connect to Databricks from Microsoft ExcelĬonnect to Tableau Desktop using Partner Connect.
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