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A data source that is shared on Tableau Server might contain an extract, or it might contain configuration information that describes how to access a live connection.Įxtract. Users can create workbooks that point to a data source. A connection to a database or other place where data is stored, with information about what data in that database to use. You should be comfortable with the following terms and concepts:ĭata source. Therefore, we assume you understand the differences between a live connection to data (such as a SQL Server or a cloud solution like Amazon Redshift) and an extract. We've written this chapter for Tableau Desktop champions who have been tasked with managing Tableau Server. You can manage data source connections and create extract refresh schedules to meet the needs of your users and establish stable and consistent data usage.
You can use Tableau Server to improve the consistency of data across your organization. As a Tableau Server administrator, you can make sure that the access that users have to data meets the authentication and privacy requirements of your organization. For many organizations, enforcing appropriate access to data is critical to the business. You want to configure data access so that as much as possible it doesn't interrupt your users' flow experience.Īccess to data. The goal is "flow." When users are in the flow of data analysis, working with the data in different ways helps them achieve deeper understanding. Some support rich query filtering and operations, while others are more limited.Īs you become familiar with Tableau Server and learn how to optimize data access for your scenarios, your users will see these benefits: Many have different authentication requirements. Each connector is optimized for the data that it connects to, and each connector has different characteristics. Optimizing data access with Tableau Server can seem complex at first. In addition to thinking about ways you can share data access, you and your users must learn how to make the most efficient use of data. Think about optimizing data access and security Users can then create workbooks that point to this source for their data. Publish a data source that defines a connection to a database and that includes information about what data in that database to use. Other users can work with those workbooks and with the static data in the extracts. With Tableau Server available to your users, you can share data in several ways:Ĭreate and publish packaged workbooks that contain extracts created in Tableau Desktop.
But you and they also have to think about how to share the data that's used by those workbooks. Naturally, users will share their workbooks by publishing them to Tableau Server. Now that you've installed Tableau Server, you and your users must learn a different way of thinking about workbooks and data. Only, of course, they can't see anything, because the workbook you've emailed can't actually get to your local Excel file. twb file, and then email the workbook out for others to admire. In fact, a newbie error we've all made is to create a workbook based on a local Excel file, save the workbook as a. You generally don't think about how you're going to share the data with others. Or you might connect to an Excel spreadsheet and select the sheet to analyze. For example, you might open Tableau, connect to SQL Server, and then select the database, table, and columns to work with. If you use only Tableau Desktop, you manage all your own connections to data. As your organization transitions to using Tableau Server, an important conceptual shift for you and your users is how you think about sharing workbooks … and the data that workbooks help you analyze.
One of the primary reasons Tableau champions advocate for Tableau Server is the collaboration that it enables.
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