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Save a Data Source on the Web

You can save data sources to share or reuse from your published workbooks on Tableau Server. To do this, the workbook must be connected to a live Excel or text data source. You'll also need to have the specific permissions to edit the workbook and publish on Tableau Server. For more about publishing permissions, see Who can publish content in the Tableau Server Help.

  1. On Tableau Server, open a workbook that connects to a live Excel or text data source.

  2. Click the tab for any worksheet.

  3. From the Data pane, click the drop-down menu for the data source you want to share, and click Save.