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Design Views > Connect to Published Data Sources

Connect to Published Data Sources

Tableau Desktop users who create and customize data connections for Tableau use can publish their data sources to Tableau Server or Tableau Online. Publishing enables sharing data among colleagues; including those who don't use Tableau Desktop, but have permission to edit workbooks in the web editing environment.

The steps below describe how to connect to published data sources when you’re signed in to Tableau Server or Tableau Online.

For information about how to connect from Tableau Desktop, see Tableau Server or Tableau Online in the Desktop Help’s connection reference.

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 on Tableau Online 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.