Quick Start: Publish a Data Source to Tableau Online
You can publish data sources so that other Tableau Desktop users can connect to your data, and updates you make to the published data source flow to all workbooks that connect to it.
This topic assumes you are familiar with setting up your data source in Tableau Desktop and signing in to Tableau Online, and that you’re ready to make your data available on the site. For more information, see the related links at the bottom.
If you use Tableau Server, see Quick Start: Publish a Data Source to Tableau Server.
1 Sign in and initiate publishing
If you’re not already signed in to the site you want to publish to, select Server > Sign In, and sign in the way you normally to do Tableau Online.
Select Server > Publish Data Source. If your workbook is connected to multiple data sources, you can select the data source you want to publish.
In the Publish data source to Tableau Server dialog box, do the following:
Select the project you want to publish to and enter the data source name.
Add a description and tags that will help other users find your data source.
2 Select the authentication type
Options for accessing the underlying data your data source connects to depend on the type of data you publish. For example, you can embed database credentials or require users to enter their own passwords. For descriptions of all of the authentication types, see Set Credentials for Accessing Your Published Data in the Tableau Desktop Help.
Information appears at the bottom of the dialog box to let you know whether you need to take further action, such as adding Tableau Online to your data provider’s authorized list.
3 Use the published data source
By default, Tableau updates the workbook you’re publishing from to use the published data source, and then it closes the local data source. You can clear this check box if you want the workbook to continue to use the local data source.
For more information, see Quick Start: Automatically Update Workbook to Use Published Data Source.
4 Keep published data up-to-date
The publishing process includes optional steps for keeping your data fresh on Tableau Online.
If your data source connects to underlying data that Tableau Online cannot reach directly—such as data maintained inside your organization’s firewall—Tableau Bridge opens, and you’re guided through the steps. You can use Tableau Bridge to maintain live connections to on-premises relational data, or to schedule extract refreshes for other types of data Tableau Online cannot refresh directly.
To use Tableau Bridge, an administrator must enable it on your Tableau Online site. For information, see Use Tableau Bridge to Keep Tableau Online Data Fresh.
Allow Direct Connections to Data Hosted on a Cloud Platform (Tableau Online)
Keep Data Fresh (Tableau Online)