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Connect to Published Data Sources in Web Editing

The steps below describe how to connect to published data sources when you’re signed in to Tableau Server or Tableau Online. For details on how to edit workbooks and view on the web, see Build Views on the Web and Using Tableau on the Web.

For information about how to connect to a published data source from Tableau Desktop, see Tableau Server or Tableau Online in the Connector Example reference in this help system.

Connect to a published data source in the web editing environment

You can connect to data if you have permissions to create and edit views.

  1. While you’re signed in to your Tableau Server or Tableau Online site, select a view to edit.

  2. In editing mode, click the New Data Source icon .

  3. In the Connect to Data Source dialog box, select a published data source from the list, and then click Add.

You can also connect to a published data source when you're creating a new workbook directly on Tableau Server or Tableau Online.

  1. When you’re signed in to your site, navigate to the Content page and select Data Sources.

  2. In the list of data sources, select the check box next to the one you want to use, and then click Actions and select New Workbook.